0001698055-19-000003.txt : 20191114 0001698055-19-000003.hdr.sgml : 20191114 20191114115606 ACCESSION NUMBER: 0001698055-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Gillson Capital LP CENTRAL INDEX KEY: 0001698055 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17871 FILM NUMBER: 191218026 BUSINESS ADDRESS: STREET 1: 222 WEST ADAMS STREET STREET 2: SUITE 2180 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 312-667-4379 MAIL ADDRESS: STREET 1: 222 WEST ADAMS STREET STREET 2: SUITE 2180 CITY: CHICAGO STATE: IL ZIP: 60606 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001698055 XXXXXXXX 09-30-2019 09-30-2019 Gillson Capital LP

222 WEST ADAMS STREET SUITE 2180 CHICAGO IL 60606

13F HOLDINGS REPORT 028-17871 N Brent Medina 3126678813 Brent Medina Chicago IL 11-14-2019 0 73 1091172 false INFORMATION TABLE 2 q3-2019.xml ARCH CAP GROUP LTD ORD G0450A105 20617 491115 SH SOLE 491115 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 13237 103310 SH SOLE 103310 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 35776 642302 SH SOLE 642302 0 0 APARTMENT INVT & MGMT CO CL A 03748R754 8251 158253 SH SOLE 158253 0 0 ASSURANT INC COM 04621X108 29694 236003 SH SOLE 236003 0 0 ALLY FINL INC COM 02005N100 15366 463384 SH SOLE 463384 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 5435 209944 SH SOLE 209944 0 0 AON PLC SHS CL A G0408V102 51420 265641 SH SOLE 265641 0 0 ARES CAP CORP COM 04010L103 6533 350598 SH SOLE 350598 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 5594 36316 SH SOLE 36316 0 0 ASSOCIATED BANC CORP COM 045487105 4965 245161 SH SOLE 245161 0 0 ATHENE HLDG LTD CL A G0684D107 21867 519897 SH SOLE 519897 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 26834 402182 SH SOLE 402182 0 0 BB&T CORP COM 054937107 64104 1201126 SH SOLE 1201126 0 0 BAIN CAP SPECIALTY FIN INC COM 05684B107 1882 99225 SH SOLE 99225 0 0 BANK NEW YORK MELLON CORP COM 064058100 18031 398829 SH SOLE 398829 0 0 CITIZENS FINL GROUP INC COM 174610105 38798 1096925 SH SOLE 1096925 0 0 CUBESMART COM 229663109 939 26898 SH SOLE 26898 0 0 DOUGLAS EMMETT INC COM 25960P109 1387 32393 SH SOLE 32393 0 0 DISCOVER FINL SVCS COM 254709108 7521 92751 SH SOLE 92751 0 0 AXA EQUITABLE HLDGS INC COM 054561105 10112 456334 SH SOLE 456334 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 6436 74616 SH SOLE 74616 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 18476 422898 SH SOLE 422898 0 0 EXTRA SPACE STORAGE INC COM 30225T102 5620 48107 SH SOLE 48107 0 0 FLAGSTAR BANCORP INC COM PAR .001 337930705 4607 123359 SH SOLE 123359 0 0 FIRST HORIZON NATL CORP COM 320517105 3952 243935 SH SOLE 243935 0 0 FEDERATED INVS INC PA CL B 314211103 8666 267402 SH SOLE 267402 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 14875 112042 SH SOLE 112042 0 0 FIFTH THIRD BANCORP COM 316773100 17052 622777 SH SOLE 622777 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 7414 166952 SH SOLE 166952 0 0 HIGHWOODS PPTYS INC COM 431284108 6838 152158 SH SOLE 152158 0 0 HERITAGE INS HLDGS INC COM 42727J102 3402 227541 SH SOLE 227541 0 0 HOST HOTELS & RESORTS INC COM 44107P104 8548 494405 SH SOLE 494405 0 0 HANCOCK WHITNEY CORPORATION COM 410120109 1456 38027 SH SOLE 38027 0 0 IBERIABANK CORP COM 450828108 19635 259933 SH SOLE 259933 0 0 INVITATION HOMES INC COM 46187W107 2948 99568 SH SOLE 99568 0 0 KILROY RLTY CORP COM 49427F108 6275 80559 SH SOLE 80559 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 8412 159345 SH SOLE 159345 0 0 LINCOLN NATL CORP IND COM 534187109 22205 368126 SH SOLE 368126 0 0 LPL FINL HLDGS INC COM 50212V100 5511 67291 SH SOLE 67291 0 0 LIBERTY PPTY TR SH BEN INT 531172104 12331 240221 SH SOLE 240221 0 0 M & T BK CORP COM 55261F104 10989 69563 SH SOLE 69563 0 0 NVR INC COM 62944T105 1595 429 SH SOLE 429 0 0 CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 4567 153359 SH SOLE 153359 0 0 ONEMAIN HLDGS INC COM 68268W103 8765 238964 SH SOLE 238964 0 0 PEOPLES UTD FINL INC COM 712704105 13666 874051 SH SOLE 874051 0 0 PNC FINL SVCS GROUP INC COM 693475105 67028 478223 SH SOLE 478223 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 7532 47109 SH SOLE 47109 0 0 RENAISSANCERE HOLDINGS LTD COM G7496G103 9847 50904 SH SOLE 50904 0 0 SABRA HEALTH CARE REIT INC COM 78573L106 4520 196848 SH SOLE 196848 0 0 SANTANDER CONSUMER USA HDG I COM 80283M101 13984 548158 SH SOLE 548158 0 0 THE CHARLES SCHWAB CORPORATI COM 808513105 23473 561144 SH SOLE 561144 0 0 SITE CENTERS CORP COM 82981J109 6399 423488 SH SOLE 423488 0 0 SVB FINL GROUP COM 78486Q101 6781 32451 SH SOLE 32451 0 0 SOLAR CAP LTD COM 83413U100 2472 119726 SH SOLE 119726 0 0 SYNOVUS FINL CORP COM NEW 87161C501 16584 463761 SH SOLE 463761 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 2012 42035 SH SOLE 42035 0 0 STERLING BANCORP DEL COM 85917A100 19214 957819 SH SOLE 957819 0 0 STORE CAP CORP COM 862121100 3877 103628 SH SOLE 103628 0 0 SYNCHRONY FINL COM 87165B103 16223 475894 SH SOLE 475894 0 0 HANOVER INS GROUP INC COM 410867105 21670 159876 SH SOLE 159876 0 0 TAYLOR MORRISON HOME CORP COM 87724P106 7535 290483 SH SOLE 290483 0 0 TPG SPECIALTY LENDING INC COM 87265K102 5750 274072 SH SOLE 274072 0 0 VICI PPTYS INC COM 925652109 6987 308488 SH SOLE 308488 0 0 VOYA FINL INC COM 929089100 57805 1061815 SH SOLE 1061815 0 0 WESTERN ALLIANCE BANCORP COM 957638109 9830 213325 SH SOLE 213325 0 0 WILLIS TOWERS WATSON PUB LTD SHS G96629103 55361 286890 SH SOLE 286890 0 0 BERKLEY W R CORP COM 084423102 20386 282241 SH SOLE 282241 0 0 WEINGARTEN RLTY INVS SH BEN INT 948741103 7273 249675 SH SOLE 249675 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 57763 2062953 SH SOLE 2062953 0 0 ALLEGHANY CORP DEL COM 017175100 19308 24203 SH SOLE 24203 0 0 OPORTUN FINL CORP COM 68376D104 1751 107943 SH SOLE 107943 0 0 HCP INC COM 40414L109 7203 202168 SH SOLE 202168 0 0