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Madison International Realty Holdings, LLC

Registered adviser
Location
New York, NY
Portfolio Value
Micro $54,894,106
Diversification
Highly concentrated
Filing Date
Global Rank
#8,587 / 8,855 ▼ 849 · as of Dec 2025
Top Industry
REIT - Residential 100.0%
3Y Alpha vs SPY
-9.5%
Period ended 10 months ago
Filed Feb 6, 2026 · 9mo
23 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Registered adviser
Form ADV roster, Nov 1, 2026
Form ADV adviser
CRD 158165
Roster of Nov 1, 2026
Regulatory AUM
$6,305,953,937
Main clients
Pooled investment vehicles (70% of AUM)
Private funds
26 funds · Real estate funds
Focus by fund count, roster of Nov 1, 2026
$4,655,114,762 gross assets
LEI
549300MABEBHA1B6D453
Private funds on Schedule D 7.B.(1)
As filed Mar 28, 2024; SEC's bulk Form ADV archive ends with 2024 filings.
$5,444,075,471 gross assets in 21 funds Real estate funds $5,444,075,471 (21)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
Rosters Regulatory AUM Main clients
Apr 2026 to Nov 2026 $6,305,953,937 Pooled investment vehicles (70%)
Apr 2025 to Mar 2026 $6,506,085,377 Pooled investment vehicles (68%)
Apr 2024 to Mar 2025 $7,038,326,409 Pooled investment vehicles (68%)
May 2023 to Mar 2024 $7,963,293,111 Pooled investment vehicles (100%)
Apr 2023 $7,963,293,111 Pooled investment vehicles (100%)
Apr 2022 to Mar 2023 $7,479,169,947 Pooled investment vehicles (100%)
3 earlier changes not shown.

Schedule 13D/13G stakes

Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.

No stake currently held at or above 5%.

A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis. Show 2 exited, below-5% or retired stakes

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.

Style
Unknown
1 stocks, under the 5 needed to band a style
Turnover
Turnover unknown
It needs four straight quarters of measured turnover
Horizon
Long horizon
Value-weighted holding period 24.0 quarters (12+), a floor since 100.0% of the book was already held when coverage starts

Closest benchmark: the S&P SmallCap 600 as of 2025-12-31, active share 99.9%; sector active share 97.7% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025
Top Position
100.0%
0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Dec 2022 → Dec 2025 · range 3,790 – 10,000
Highly concentrated0

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Real Estate 100.0% $54,894,106

Last Quarter's Activity

Export CSV
Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open
— −1,500,000 3,689,120 $54,894,106

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
1 tracked positions · $54,894,106 total · filing declares 1 positions · $54,894,106 · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio History
3,689,120 $54,894,106 100.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.