 SBA通信SBAC |
| 23.56% | 6.58% | $2.45亿 | 138.9万股 | $6,884.4万 | 40.0万股 | +98.9万股+247.18% | 加仓 |
 INDEPENDENCE RLTY TRIRT |
| 8.23% | 8.15% | $8,557.4万 | 512.7万股 | $8,527.9万 | 572.7万股 | -60.0万股-10.48% | 减仓 |
| J骏利·LIVING INCJAN |
| 7.1% | 7.41% | $7,382.0万 | 256.9万股 | $7,754.5万 | 329.0万股 | -72.1万股-21.93% | 减仓 |
| HHILTON GRAND VACATIONSHGV |
| 5.97% | 1.81% | $6,211.7万 | 118.6万股 | $1,898.9万 | 48.5万股 | +70.1万股+144.36% | 加仓 |
| JJBG SMITH PPTYSJBGS |
| 5.67% | 6.16% | $5,903.2万 | 402.4万股 | $6,449.2万 | 441.4万股 | -39.0万股-8.84% | 减仓 |
| TTPG RE FIN TRTRTX |
| 5.66% | 5.24% | $5,883.4万 | 702.9万股 | $5,489.7万 | 702.9万股 | 00.00% | 持仓不变 |
 CompassCOMP |
| 4.26% | 0.85% | $4,431.9万 | 359.4万股 | $889.4万 | 121.7万股 | +237.8万股+195.42% | 加仓 |
 AMERICOLD REALTY TRUSTCOLD |
| 4.06% | 4.92% | $4,221.3万 | 268.5万股 | $5,154.9万 | 449.8万股 | -181.3万股-40.30% | 减仓 |
 KKR REAL ESTATE FIN TR INC COMKREF |
| 3.82% | 3.35% | $3,976.2万 | 581.3万股 | $3,508.9万 | 573.4万股 | +8.0万股+1.39% | 加仓 |
 UNITED PARKS & RESORTSPRKS |
| 3.57% | 5.24% | $3,709.0万 | 77.7万股 | $5,489.3万 | 168.1万股 | -90.4万股-53.78% | 减仓 |
 CHURCHILL DOWNSCHDN |
| 3.43% | — | $3,571.4万 | 39.8万股 | $0 | 0股 | +39.8万股 | 新买入 |
 永利度假村WYNN |
| 2.86% | 5.13% | $2,977.6万 | 30.7万股 | $5,372.6万 | 52.9万股 | -22.2万股-42.03% | 减仓 |
 POOLPOOL |
| 2.73% | 2.12% | $2,845.3万 | 13.2万股 | $2,215.5万 | 11.0万股 | +2.3万股+20.91% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 2.36% | — | $2,456.4万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
 LENNARLEN |
| 2.11% | — | $2,199.0万 | 24.6万股 | $0 | 0股 | +24.6万股 | 新买入 |
 Camden地产CPT |
| 2.01% | 3.74% | $2,089.9万 | 18.3万股 | $3,917.5万 | 40.1万股 | -21.9万股-54.49% | 减仓 |
| S六旗FUN |
| 2.01% | 1.27% | $2,086.1万 | 97.9万股 | $1,332.0万 | 75.0万股 | +22.9万股+30.51% | 加仓 |
 EQUITY LIFESTYLE PROPERTIESELS |
| 1.9% | — | $1,973.7万 | 30.6万股 | $0 | 0股 | +30.6万股 | 新买入 |
 SMARTSTOP SELF STORAG REIT INC COMMON STOCKSMA |
| 1.39% | 1.77% | $1,445.7万 | 44.5万股 | $1,857.6万 | 61.3万股 | -16.9万股-27.49% | 减仓 |
| NNEXPOINT RESIDENTIAL TRNXRT |
| 1.21% | 1.08% | $1,263.7万 | 45.3万股 | $1,131.5万 | 45.3万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1% | — | $1,040.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 LOWES COS COMLOW |
| 0.94% | — | $975.7万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 M/I HOMESMHO |
| 0.85% | 0.56% | $888.0万 | 5.5万股 | $582.8万 | 4.8万股 | +7,635股+16.04% | 加仓 |
 LOUISIANA PACLPX |
| 0.71% | — | $739.4万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
| SSMARTRENT INC COM CL ASMRT |
| 0.64% | 0.8% | $667.6万 | 561.0万股 | $841.5万 | 561.0万股 | 00.00% | 持仓不变 |
 Mid-America公寓MAA |
| 0.54% | 0.47% | $562.7万 | 4.1万股 | $494.6万 | 4.1万股 | 00.00% | 持仓不变 |
 HealthpeakDOC |
| 0.53% | 3.91% | $550.2万 | 25.7万股 | $4,092.2万 | 249.1万股 | -223.4万股-89.68% | 减仓 |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 0.48% | — | $500.9万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
| WWYNDHAM HOTELS & RESORTSWH |
| 0.24% | 5.44% | $252.6万 | 3.0万股 | $5,699.6万 | 70.2万股 | -67.2万股-95.72% | 减仓 |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 0.16% | — | $164.7万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
