13FBOX
LANDMARK INVESTMENT PARTNERS, L.P. · 13F 持仓分析
期权收益计算器 机构排行

LANDMARK INVESTMENT PARTNERS, L.P.

No.4886 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.99亿
环比变动 Q1 2026
+$2.87亿+255.0%
持仓股票数
54
新买入
37
加仓
9
减仓
7
清仓
13
持股不变
1
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
EESSEX PPTY TR INC
6.62%1.2%$2,644.8万9.4万股$135.5万56股+9.4万股+168,292.86%加仓
CCOHEN & STEERS INC
6.45%3.89%$2,577.1万30.6万股$437.9万700股+30.6万股+43,642.86%加仓
CCHOICE HOTELS INTL INCCHH
4.99%$1,990.8万19.2万股$00股+19.2万股新买入
DDOUGLAS EMMETT INCDEI
4.82%<0.01%$1,925.3万168.0万股$5,6055,950股+167.4万股+28,135.29%加仓
CCBRE GROUP INCCBRE
4.81%$1,921.2万13.1万股$00股+13.1万股新买入
AAVALONBAY CMNTYS INCAVB
4.35%$1,736.0万9.6万股$00股+9.6万股新买入
仲量联行JLL
3.97%$1,583.8万4.4万股$00股+4.4万股新买入
万豪MAR
3.19%$1,275.7万3.6万股$00股+3.6万股新买入
ROYAL CARIBBEAN COMRCL
2.96%$1,181.4万3.9万股$00股+3.9万股新买入
DOUGLAS EMMETTDEI
2.91%6.39%$1,160.7万101.3万股$718.3万76.3万股+25.0万股+32.82%加仓
CCOSTAR GROUP INCCSGP
2.83%0.01%$1,128.1万36.9万股$1.2万3,037股+36.6万股+12,063.32%加仓
TTRAVEL PLUS LEISURE CO
2.53%$1,009.3万13.6万股$00股+13.6万股新买入
COHEN & STEERSCNS
2.29%8.94%$916.1万10.9万股$1,005.2万16.1万股-5.2万股-32.27%减仓
KILROY REALTYKRC
2.15%$859.9万24.0万股$00股+24.0万股新买入
CCHAMPION HOMES INCSKY
2.13%$849.4万9.2万股$00股+9.2万股新买入
CCOMPASS INCCOMP
1.96%$784.2万62.0万股$00股+62.0万股新买入
NNEXPOINT RESIDENTIAL TRNXRT
1.95%5.72%$779.2万31.9万股$643.9万25.8万股+6.2万股+23.90%加仓
UUDR INCUDR
1.87%$745.9万20.1万股$00股+20.1万股新买入
CompassCOMP
1.84%$734.1万58.0万股$00股+58.0万股新买入
UDR COMUDR
1.8%$716.8万19.3万股$00股+19.3万股新买入
MMARRIOTT VACATIONS WORLDWIDEVAC
1.77%3.85%$706.2万6.1万股$433.5万6.7万股-5,992股-9.00%减仓
SSL GREEN RLTY
1.76%$704.0万12.7万股$00股+12.7万股新买入
EENSIGNENSG
1.54%$615.4万3.4万股$00股+3.4万股新买入
CHOICE HOTELS INTLCHH
1.46%1.99%$581.0万5.6万股$223.6万216股+5.6万股+25,786.11%加仓
HHUDSON PACIFIC PROPERTIES INC COMHPP
1.45%2.06%$580.7万42.0万股$231.8万39.2万股+2.8万股+7.06%加仓
AALEXANDRIA REAL ESTATE EQ INARE
1.44%$573.6万12.0万股$00股+12.0万股新买入
CCBRE CL ACBRE
1.38%7.59%$552.7万3.8万股$853.1万6.3万股-2.5万股-40.39%减仓
Host酒店HST
1.35%$540.0万23.9万股$00股+23.9万股新买入
EEQUITY RESIDENTIALEQR
1.31%$522.4万8.1万股$00股+8.1万股新买入
EEquity ResidentialVMRK
1.29%$516.0万8.0万股$00股+8.0万股新买入
AAPARTMENT INVT & MGMTAIV
1.29%9.25%$514.3万198.2万股$1,040.4万255.6万股-57.4万股-22.47%减仓
CCARNIVAL CORP LTDCCL
1.22%$487.1万17.6万股$00股+17.6万股新买入
COPT DEFENSE PROPERTIESCDP
1.19%$474.2万12.9万股$00股+12.9万股新买入
CoStarCSGP
1.1%4.3%$439.8万14.4万股$483.9万12.0万股+2.4万股+20.04%加仓
EQUITY LIFESTYLE PROPERTIESELS
1.1%$439.7万6.9万股$00股+6.9万股新买入
GAMING &LEISURE PGLPI
1.08%$431.2万10.0万股$00股+10.0万股新买入
TRAVEL PLUS LEISURETNL
1.06%$423.0万5.7万股$00股+5.7万股新买入
BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY
1.01%$401.6万7.4万股$00股+7.4万股新买入
EENSIGN GROUP INCENSG
1%$397.5万2.2万股$00股+2.2万股新买入
MMARRIOTT VACATIONS WORLDWIDEVAC
0.91%$361.4万3.1万股$00股+3.1万股新买入
Essex地产ESS
0.89%3.42%$356.7万1.3万股$384.9万1.6万股-3,187股-20.04%减仓
AAGREE RLTY CORP
0.89%$354.0万4.8万股$00股+4.8万股新买入
FFEDERAL RLTY INVT TR NEW
0.79%$315.2万2.7万股$00股+2.7万股新买入
REALTY INCOME COMO
0.78%$311.2万5.0万股$00股+5.0万股新买入
CROWN CASTLE COMCCI
0.76%$304.2万4.1万股$00股+4.1万股新买入
ROCKET COSRKT
0.61%$245.0万17.7万股$00股+17.7万股新买入
CHAMPION HOMESSKY
0.56%$221.7万2.4万股$00股+2.4万股新买入
AVALONBAY CMNTYS INC REITAVB
0.5%2.35%$200.8万1.1万股$264.6万1.6万股-5,060股-31.23%减仓
BBRAEMAR HOTELS & RESORTS INC COMBHR
0.5%2.39%$198.8万98.9万股$269.0万114.0万股-15.1万股-13.24%减仓
VIKING ORD SHSVIK
0.44%$175.0万1.7万股$00股+1.7万股新买入

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