13FBOX
RUSH ISLAND MANAGEMENT, LP · 13F 持仓分析
期权收益计算器 机构排行

RUSH ISLAND MANAGEMENT, LP

No.2127 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$15.09亿
环比变动 Q1 2026
+$1,830.4万+1.2%
持仓股票数
22
新买入
8
加仓
5
减仓
9
清仓
8
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Invitation HomesINVH
9.1%7.06%$1.37亿454.5万股$1.05亿423.7万股+30.8万股+7.27%加仓
Essex地产ESS
8.47%13.12%$1.28亿43.9万股$1.96亿80.8万股-36.9万股-45.72%减仓
NNN REIT INC REITNNN
7.63%8.74%$1.15亿247.4万股$1.30亿309.9万股-62.5万股-20.17%减仓
KILROY REALTYKRC
7.31%9.2%$1.10亿294.6万股$1.37亿486.1万股-191.5万股-39.40%减仓
HEALTHCARE RLTY TRHR
6.97%8.24%$1.05亿521.4万股$1.23亿722.5万股-201.2万股-27.84%减仓
VENTAS COMVTR
6.55%7.7%$9,889.3万111.4万股$1.15亿140.3万股-28.9万股-20.60%减仓
SABRA HEALTH CARE REITSBRA
5.44%2.06%$8,214.7万421.1万股$3,073.5万159.8万股+261.2万股+163.44%加仓
SBA通信SBAC
5.34%11.3%$8,051.7万45.6万股$1.68亿97.8万股-52.2万股-53.36%减仓
FIRST INDL RLTY TRFR
5.21%6.81%$7,863.4万128.3万股$1.01亿175.4万股-47.2万股-26.89%减仓
BBLACKSTONE DIGITAL INFRASTRUBXDC
5.14%$7,759.8万358.8万股$00股+358.8万股新买入
EEquity ResidentialVMRK
4.4%$6,635.2万97.7万股$00股+97.7万股新买入
AMERICAN TOWER COMAMT
4.39%$6,631.0万40.5万股$00股+40.5万股新买入
AGREE RLTYADC
4.39%3.43%$6,618.4万87.4万股$5,106.5万67.7万股+19.6万股+28.99%加仓
HealthpeakDOC
4.18%$6,301.5万294.5万股$00股+294.5万股新买入
MACERICHMAC
3.45%$5,211.3万206.9万股$00股+206.9万股新买入
ESSENTIAL PPTYS RLTY TREPRT
3.22%2.54%$4,865.6万163.0万股$3,792.2万124.9万股+38.1万股+30.50%加仓
INDEPENDENCE RLTY TRIRT
2.56%3.45%$3,866.7万231.7万股$5,146.2万345.6万股-113.9万股-32.97%减仓
NNATIONAL HEALTHCARE PPTYS INNHP
2.5%$3,777.1万257.8万股$00股+257.8万股新买入
VICI PPTYS COMVICI
1.29%$1,949.8万73.4万股$00股+73.4万股新买入
SSITE CTRS COMSITC
1.18%1.61%$1,786.4万450.0万股$2,400.7万444.6万股+5.4万股+1.22%加仓
POOLPOOL
0.66%$1,001.4万4.7万股$00股+4.7万股新买入
S六旗FUN
0.59%1.1%$892.4万41.9万股$1,646.9万92.8万股-50.9万股-54.85%减仓

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