Gillson Capital LP Buys Wells Fargo, Synchrony Financial, Intercontinental Exchange Inc, Sells Marsh & McLennan Inc, LPL Financial Holdings Inc, State Street Corporation

• New Purchases: WFC, SYF, ICE, APO, MS, BEN, CME, STOR, VIRT, FITB, BRX, CG, ALLY, VTR, AON, DFS, KKR, AJG, COLD, AFG, HTA, ALL, LAZ, CUBE, WETF, UDR, BNL, PLYM, TSLX, SF, GS, ORCC, LSI, RJF, TIG, ONEW,
• Added Positions: WRI, FRC, DRE, SRC, MAA, VICI, SC, UE, STAG, STL, USB, ARCC, BCSF, FHN, HWC, BXP, HST, SLRC,
• Reduced Positions: STT, CB, TFC, ISBC, EXR, SNV, CFG, Y, VOYA, PEAK, AIZ, SBNY, UMPQ, HPP, ACGL, HIW, ATH, AMH, CUZ, OFC, INVH,
• Sold Out: MMC, LPLA, BK, WLTW, PYPL, VER, COF, FIS, BAC, RNR, AFL, PSA, THG, GBDC, WTFC, AXS, MGP, FR, BRP,

For the details of Gillson Capital LP's stock buys and sells, go to https://www.gurufocus.com/guru/gillson+capital+lp/current-portfolio/portfolio

1. U.S. Bancorp (USB) - 790,382 shares, 4.16% of the total portfolio. Shares added by 6.32%
2. Wells Fargo & Co (WFC) - 1,182,146 shares, 4.08% of the total portfolio. New Position
3. Synchrony Financial (SYF) - 1,001,630 shares, 3.85% of the total portfolio. New Position
4. Intercontinental Exchange Inc (ICE) - 240,118 shares, 3.53% of the total portfolio. New Position
5. Apollo Global Management Inc (APO) - 520,859 shares, 3.42% of the total portfolio. New Position

Gillson Capital LP initiated holding in Wells Fargo & Co. The purchase prices were between $22.83 and $26.35, with an estimated average price of $24.66. The stock is now traded at around $25.04. The impact to a portfolio due to this purchase was 4.08%. The holding were 1,182,146 shares as of .

Gillson Capital LP initiated holding in Synchrony Financial. The purchase prices were between $21.34 and $27.64, with an estimated average price of $24.28. The stock is now traded at around $30.57. The impact to a portfolio due to this purchase was 3.85%. The holding were 1,001,630 shares as of .

Gillson Capital LP initiated holding in Intercontinental Exchange Inc. The purchase prices were between $91.72 and $106.52, with an estimated average price of $98.51. The stock is now traded at around $100.03. The impact to a portfolio due to this purchase was 3.53%. The holding were 240,118 shares as of .

Gillson Capital LP initiated holding in Apollo Global Management Inc. The purchase prices were between $42.85 and $54.03, with an estimated average price of $48.12. The stock is now traded at around $45.77. The impact to a portfolio due to this purchase was 3.42%. The holding were 520,859 shares as of .

Gillson Capital LP initiated holding in Morgan Stanley. The purchase prices were between $46.42 and $53.25, with an estimated average price of $50.37. The stock is now traded at around $58.81. The impact to a portfolio due to this purchase was 2.95%. The holding were 415,693 shares as of .

Gillson Capital LP initiated holding in Franklin Resources Inc. The purchase prices were between $19.27 and $22.67, with an estimated average price of $21. The stock is now traded at around $21.48. The impact to a portfolio due to this purchase was 2.93%. The holding were 980,750 shares as of .

Gillson Capital LP added to a holding in Weingarten Realty Investors by 242.84%. The purchase prices were between $15.7 and $19.25, with an estimated average price of $17.67. The stock is now traded at around $22.04. The impact to a portfolio due to this purchase was 1.59%. The holding were 900,750 shares as of .

Gillson Capital LP added to a holding in First Republic Bank by 161.54%. The purchase prices were between $100.94 and $119.36, with an estimated average price of $110.97. The stock is now traded at around $134.47. The impact to a portfolio due to this purchase was 1.2%. The holding were 120,951 shares as of .

Gillson Capital LP added to a holding in Duke Realty Corp by 76.54%. The purchase prices were between $35.31 and $40.2, with an estimated average price of $37.64. The stock is now traded at around $39.85. The impact to a portfolio due to this purchase was 0.95%. The holding were 402,313 shares as of .

Gillson Capital LP added to a holding in Spirit Realty Capital Inc by 91.73%. The purchase prices were between $31.68 and $37.51, with an estimated average price of $34.89. The stock is now traded at around $36.69. The impact to a portfolio due to this purchase was 0.86%. The holding were 362,008 shares as of .

Gillson Capital LP added to a holding in Mid-America Apartment Communities Inc by 47.28%. The purchase prices were between $109.36 and $119.65, with an estimated average price of $115.31. The stock is now traded at around $130.91. The impact to a portfolio due to this purchase was 0.5%. The holding were 91,970 shares as of .

Gillson Capital LP added to a holding in VICI Properties Inc by 101.96%. The purchase prices were between $19.68 and $25.42, with an estimated average price of $22.43. The stock is now traded at around $26.43. The impact to a portfolio due to this purchase was 0.42%. The holding were 245,317 shares as of .

Gillson Capital LP sold out a holding in Marsh & McLennan Companies Inc. The sale prices were between $107.35 and $118.91, with an estimated average price of $114.5.

Gillson Capital LP sold out a holding in LPL Financial Holdings Inc. The sale prices were between $74.14 and $85.09, with an estimated average price of $79.44.

Gillson Capital LP sold out a holding in Bank of New York Mellon Corp. The sale prices were between $33.14 and $38.97, with an estimated average price of $36.45.

Gillson Capital LP sold out a holding in Willis Towers Watson PLC. The sale prices were between $194.6 and $216.17, with an estimated average price of $204.14.

Gillson Capital LP sold out a holding in PayPal Holdings Inc. The sale prices were between $169.81 and $210.82, with an estimated average price of $188.22.

Gillson Capital LP sold out a holding in VEREIT Inc. The sale prices were between $6.08 and $7.14, with an estimated average price of $6.59.