| PPROLOGIS COMPLD |
| 13.97% | 6.92% | $1,650.0万 | 12.2万股 | $760.0万 | 5.8万股 | +6.4万股+111.83% | 加仓 |
| CCBRE CL ACBRE |
| 9.09% | 5.06% | $1,073.5万 | 8.0万股 | $555.4万 | 4.1万股 | +3.9万股+94.39% | 加仓 |
 FEDERAL RLTY INVT TR NEWFRT |
| 7.87% | 16.79% | $928.8万 | 7.5万股 | $1,843.2万 | 17.4万股 | -9.8万股-56.64% | 减仓 |
 AGREE RLTYADC |
| 6.63% | 4.55% | $782.4万 | 10.3万股 | $499.8万 | 6.6万股 | +3.7万股+55.81% | 加仓 |
 SYSCO COMSYY |
| 5.73% | — | $676.2万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
 希尔顿HLT |
| 5.24% | — | $618.6万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| KKimco地产KIM |
| 5.21% | 7.41% | $615.8万 | 24.3万股 | $813.4万 | 36.2万股 | -11.9万股-32.90% | 减仓 |
 TERRENO RLTYTRNO |
| 4.94% | 5.03% | $582.8万 | 9.0万股 | $552.7万 | 9.0万股 | 00.00% | 持仓不变 |
| EEquity ResidentialVMRK |
| 4.9% | 4.59% | $579.1万 | 8.5万股 | $504.2万 | 8.5万股 | 00.00% | 持仓不变 |
 LOUISIANA PACLPX |
| 4.04% | 3.23% | $477.5万 | 6.1万股 | $354.3万 | 4.9万股 | +1.2万股+24.64% | 加仓 |
 SUN CMNTYS INC COMSUI |
| 3.93% | — | $464.1万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 LOWES COS COMLOW |
| 3.58% | — | $423.3万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 3.49% | — | $412.0万 | 15.7万股 | $0 | 0股 | +15.7万股 | 新买入 |
 PUBLIC STORAGE COMPSA |
| 3.43% | 4.93% | $404.7万 | 1.3万股 | $541.6万 | 2.0万股 | -7,280股-36.41% | 减仓 |
 AMERICAN HOMES 4 RENTAMH |
| 3.28% | — | $387.2万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
 Essex地产ESS |
| 3.19% | — | $376.2万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 家得宝HD |
| 2.17% | — | $256.8万 | 7,280股 | $0 | 0股 | +7,280股 | 新买入 |
 达美乐披萨DPZ |
| 1.96% | 5.7% | $231.5万 | 7,820股 | $626.4万 | 1.7万股 | -9,640股-55.21% | 减仓 |
 麦当劳MCD |
| 1.63% | — | $192.5万 | 7,120股 | $0 | 0股 | +7,120股 | 新买入 |
 BURLINGTON STORES COMBURL |
| 1.52% | — | $179.9万 | 5,680股 | $0 | 0股 | +5,680股 | 新买入 |
 ROSS STORES COMROST |
| 1.23% | 1.82% | $144.7万 | 6,800股 | $200.0万 | 9,232股 | -2,432股-26.34% | 减仓 |
 PERFORMANCE FOODPFGC |
| 1.21% | 8.33% | $142.4万 | 1.3万股 | $914.7万 | 10.7万股 | -9.4万股-88.07% | 减仓 |
 TJXTJX |
| 1.08% | 3.81% | $127.3万 | 8,400股 | $418.4万 | 2.6万股 | -1.8万股-67.94% | 减仓 |
 CENTURY COMMUNITIESCCS |
| 0.69% | — | $81.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
