# EDGAR Filing Document

**Accession Number:** 0001698055
**File Stem:** 0001698055-25-000005
**Filing Date:** 2025-8
**Character Count:** 10484
**Document Hash:** aa38b6be842fb2dbdfe9973d07b1ff5c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001698055-25-000005.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001698055-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Gillson Capital LP
- **CENTRAL INDEX KEY:** 0001698055

**ORGANIZATION NAME:**
- **EIN:** 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:** 251215879

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Gillson Capital LP<br>**Address:** 222 WEST ADAMS STREET<br>SUITE 2180<br>CHICAGO, IL 60606

**Form 13F File Number:** 028-17871

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Martin Kalish<br>**Title:** COO<br>**Phone:** 3126674379

**Signature, Place, and Date of Signing:**

Martin Kalish  Chicago, IL  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 71

**Form 13F Information Table Value Total:** $1309461

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMERICAN FINL GROUP INC OHIO | COM | 025932104 |  | 6285 | 49800 | SH |  | SOLE |  | 49800 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 5944 | 56358 | SH |  | SOLE |  | 56358 | 0 | 0 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 |  | 5244 | 75839 | SH |  | SOLE |  | 75839 | 0 | 0 |
| ASPEN INSURANCE HOLDINGS LTD | SHS | G05384501 |  | 4721 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 18968 | 221614 | SH |  | SOLE |  | 221614 | 0 | 0 |
| AMERICAN INTEGRITY INS GROUP | COM | 026948109 |  | 3218 | 175000 | SH |  | SOLE |  | 175000 | 0 | 0 |
| ASSURANT INC | COM | 04621X108 |  | 43695 | 221250 | SH |  | SOLE |  | 221250 | 0 | 0 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 5993 | 18722 | SH |  | SOLE |  | 18722 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 40100 | 181430 | SH |  | SOLE |  | 181430 | 0 | 0 |
| AON PLC | SHS CL A | G0403H108 |  | 32423 | 90881 | SH |  | SOLE |  | 90881 | 0 | 0 |
| APPLE HOSPITALITY REIT INC | COM NEW | 03784Y200 |  | 13493 | 1156200 | SH |  | SOLE |  | 1156200 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 10947 | 34320 | SH |  | SOLE |  | 34320 | 0 | 0 |
| BGC GROUP INC | CL A | 088929104 |  | 18542 | 1812526 | SH |  | SOLE |  | 1812526 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 36679 | 34957 | SH |  | SOLE |  | 34957 | 0 | 0 |
| BROWN  BROWN INC | COM | 115236101 |  | 50660 | 456930 | SH |  | SOLE |  | 456930 | 0 | 0 |
| BRIXMOR PPTY GROUP INC | COM | 11120U105 |  | 11442 | 439417 | SH |  | SOLE |  | 439417 | 0 | 0 |
| CBOE HOLDINGS INC | COM | 12503M108 |  | 29539 | 126662 | SH |  | SOLE |  | 126662 | 0 | 0 |
| CARLYLE GROUP INC | COM | 14316J108 |  | 27973 | 544213 | SH |  | SOLE |  | 544213 | 0 | 0 |
| CIPHER MINING INC | COM | 17253J106 |  | 2052 | 429200 | SH |  | SOLE |  | 429200 | 0 | 0 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 18071 | 121345 | SH |  | SOLE |  | 121345 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 8510 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| COSTAR GROUP INC | COM | 22160N109 |  | 28697 | 356922 | SH |  | SOLE |  | 356922 | 0 | 0 |
| CARETRUST REIT INC | COM | 14174T107 |  | 22359 | 730687 | SH |  | SOLE |  | 730687 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 8722 | 111775 | SH |  | SOLE |  | 111775 | 0 | 0 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 10248 | 58784 | SH |  | SOLE |  | 58784 | 0 | 0 |
| DIAMONDROCK HOSPITALITY CO | COM | 252784301 |  | 1845 | 240866 | SH |  | SOLE |  | 240866 | 0 | 0 |
| ECOLAB INC | COM | 278865100 |  | 6955 | 25814 | SH |  | SOLE |  | 25814 | 0 | 0 |
| EASTGROUP PPTYS INC | COM | 277276101 |  | 24070 | 144028 | SH |  | SOLE |  | 144028 | 0 | 0 |
| ENSIGN GROUP INC | COM | 29358P101 |  | 32511 | 210755 | SH |  | SOLE |  | 210755 | 0 | 0 |
| ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 |  | 7444 | 233289 | SH |  | SOLE |  | 233289 | 0 | 0 |
| AXA EQUITABLE HLDGS INC | COM | 29452E101 |  | 27279 | 486260 | SH |  | SOLE |  | 486260 | 0 | 0 |
| EMPIRE ST RLTY TR INC | CL A | 292104106 |  | 3540 | 437550 | SH |  | SOLE |  | 437550 | 0 | 0 |
| ESSEX PPTY TR INC | COM | 297178105 |  | 36899 | 130200 | SH |  | SOLE |  | 130200 | 0 | 0 |
| EXTRA SPACE STORAGE INC | COM | 30225T102 |  | 24312 | 164893 | SH |  | SOLE |  | 164893 | 0 | 0 |
| HEALTHCARE RLTY TR | COM | 42226K105 |  | 28452 | 1793926 | SH |  | SOLE |  | 1793926 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 21942 | 119595 | SH |  | SOLE |  | 119595 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 23889 | 30330 | SH |  | SOLE |  | 30330 | 0 | 0 |
| INVITATION HOMES INC | COM | 46187W107 |  | 43647 | 1330699 | SH |  | SOLE |  | 1330699 | 0 | 0 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 |  | 1996 | 137000 | SH |  | SOLE |  | 137000 | 0 | 0 |
| IRON MTN INC DEL | COM | 46284V101 |  | 37862 | 369137 | SH |  | SOLE |  | 369137 | 0 | 0 |
| JEFFERSON CAPITAL INC | COM | 47248R103 |  | 1015 | 55000 | SH |  | SOLE |  | 55000 | 0 | 0 |
| HENRY JACK  ASSOC INC | COM | 426281101 |  | 20865 | 115809 | SH |  | SOLE |  | 115809 | 0 | 0 |
| KKR  CO INC | COM | 48251W104 |  | 19767 | 148591 | SH |  | SOLE |  | 148591 | 0 | 0 |
| KEMPER CORP | COM | 488401100 |  | 18819 | 291589 | SH |  | SOLE |  | 291589 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 56477 | 100504 | SH |  | SOLE |  | 100504 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 15873 | 58098 | SH |  | SOLE |  | 58098 | 0 | 0 |
| MOODYS CORP | COM | 615369105 |  | 33221 | 66231 | SH |  | SOLE |  | 66231 | 0 | 0 |
| NASDAQ INC | COM | 631103108 |  | 33785 | 377823 | SH |  | SOLE |  | 377823 | 0 | 0 |
| PAYLOCITY HLDG CORP | COM | 70438V106 |  | 31683 | 174861 | SH |  | SOLE |  | 174861 | 0 | 0 |
| PRINCIPAL FINL GROUP INC | COM | 74251V102 |  | 7427 | 93499 | SH |  | SOLE |  | 93499 | 0 | 0 |
| REINSURANCE GRP OF AMERICA I | COM NEW | 759351604 |  | 18833 | 94943 | SH |  | SOLE |  | 94943 | 0 | 0 |
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 |  | 17790 | 180300 | SH |  | SOLE |  | 180300 | 0 | 0 |
| SABRA HEALTH CARE REIT INC | COM | 78573L106 |  | 34168 | 1852938 | SH |  | SOLE |  | 1852938 | 0 | 0 |
| SLIDE INS HLDGS INC | COM | 831349105 |  | 433 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| SL GREEN RLTY CORP | COM | 78440X887 |  | 14099 | 227773 | SH |  | SOLE |  | 227773 | 0 | 0 |
| SMARTSTOP SELF STORAG REIT I | COMMON STOCK | 83192D402 |  | 13496 | 372502 | SH |  | SOLE |  | 372502 | 0 | 0 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 2586 | 142000 | SH |  | SOLE |  | 142000 | 0 | 0 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 14491 | 90140 | SH |  | SOLE |  | 90140 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 24985 | 47384 | SH |  | SOLE |  | 47384 | 0 | 0 |
| STAG INDL INC | COM | 85254J102 |  | 13325 | 367280 | SH |  | SOLE |  | 367280 | 0 | 0 |
| HANOVER INS GROUP INC | COM | 410867105 |  | 2124 | 12503 | SH |  | SOLE |  | 12503 | 0 | 0 |
| TRANSUNION | COM | 89400J107 |  | 18948 | 215316 | SH |  | SOLE |  | 215316 | 0 | 0 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 4148 | 15504 | SH |  | SOLE |  | 15504 | 0 | 0 |
| TWFG INC | COM CL A | 87318A101 |  | 5163 | 147500 | SH |  | SOLE |  | 147500 | 0 | 0 |
| UNUM GROUP | COM | 91529Y106 |  | 2183 | 27030 | SH |  | SOLE |  | 27030 | 0 | 0 |
| UPSTART HLDGS INC | COM | 91680M107 |  | 2264 | 35000 | SH |  | SOLE |  | 35000 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 38579 | 250955 | SH |  | SOLE |  | 250955 | 0 | 0 |
| WEX INC | COM | 96208T104 |  | 5347 | 36400 | SH |  | SOLE |  | 36400 | 0 | 0 |
| WP CAREY INC | COM | 92936U109 |  | 27319 | 437945 | SH |  | SOLE |  | 437945 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 |  | 4032 | 77000 | SH |  | SOLE |  | 77000 | 0 | 0 |
| BLOCK INC | CL A | 852234103 |  | 19048 | 280399 | SH |  | SOLE |  | 280399 | 0 | 0 |

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