CIK: 0001672472
申报总市值
—
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SSS1EUR | Life Storage INC | 股票-其他 | 7.70% | -4.36% | EXIT | |
| 2 | MAC | Macerich Co/the | 股票-其他 | 6.72% | -6.83% | EXIT | |
| 3 | ✓ | Pennsylvania Real Estate Invt Tr Sbi | 股票-其他 | 6.44% | -6.99% | EXIT | |
| 4 | SLG2EUR | Sl Green Realty CORP | 股票-其他 | 6.00% | — | +48.64% | |
| 5 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 5.82% | — | +70.41% | |
| 6 | ✓ | Ddr CORP Com | 股票-其他 | 5.62% | -7.20% | EXIT | |
| 7 | TCO | Taubman Centers INC | 股票-其他 | 5.45% | -4.67% | EXIT | |
| 8 | BKD | Brookdale Senior Living INC | 股票-其他 | 5.03% | -17.53% | EXIT | |
| 9 | KRC | Kilroy Realty CORP | 股票-房地产 | 4.71% | — | +13.19% | |
| 10 | MAR | Marriott International -cl A | 股票-周期性消费 | 4.57% | — | — | |
| 11 | VNO | Vornado Realty Trust | 股票-房地产 | 4.47% | -3.67% | EXIT | |
| 12 | WYNEUR | Wyndham Destinations INC | 股票-其他 | 4.38% | — | — | |
| 13 | CCI | Crown Castle INC | 股票-房地产 | 4.00% | — | — | |
| 14 | EQR | Equity Residential | 股票-房地产 | 3.82% | — | -9.66% | |
| 15 | RXT | Rackspace Technology, Inc. | 股票-其他 | 3.18% | — | — | |
| 16 | DRH | Diamondrock Hospitality Co | 股票-其他 | 3.09% | — | — | |
| 17 | NRE | Northstar Realty Europe CORP | 股票-其他 | 3.07% | -3.83% | EXIT | |
| 18 | UNIT | Uniti Group Inc. | 股票-其他 | 2.99% | — | — | |
| 19 | CSUUSD | Capital Senior Living CORP | 股票-其他 | 2.14% | -1.19% | EXIT | |
| 20 | BYD | Boyd Gaming CORP | 股票-周期性消费 | 2.06% | — | +52.65% | |
| 21 | AHT | Ashford Hospitality Trust, Inc. | 股票-其他 | 1.98% | — | — | |
| 22 | AMT | American Tower CORP | 股票-房地产 | 1.92% | — | — | |
| 23 | IRT | Independence Realty Trust In | 股票-房地产 | 1.53% | — | — | |
| 24 | STAYUSD | Extended Stay America INC | 股票-其他 | 1.25% | — | -62.40% | |
| 25 | ✓ | New York Reit INC | 股票-其他 | 1.06% | — | -57.61% | |
| 26 | HST | Host Hotels & Resorts INC | 股票-房地产 | 1.03% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Ddr CORP Com | +1.7% | +78.52% | 加仓 |
| 2 | GLPI | Gaming And Leisure Propertie | +1.6% | +70.41% | 加仓 |
| 3 | SLG2EUR | Sl Green Realty CORP | +1.2% | +48.64% | 加仓 |
| 4 | MAC | Macerich Co/the | +1% | +50.40% | 加仓 |
| 5 | TCO | Taubman Centers INC | +0.9% | +44.86% | 加仓 |
| 6 | BYD | Boyd Gaming CORP | +0.6% | +52.65% | 加仓 |
| 7 | ✓ | Pennsylvania Real Estate Invt Tr Sbi | +0.5% | +22.28% | 加仓 |
| 8 | BKD | Brookdale Senior Living INC | +0.3% | +12.34% | 加仓 |
| 9 | CSUUSD | Capital Senior Living CORP | +0.2% | +41.15% | 加仓 |
| 10 | VNO | Vornado Realty Trust | +0.2% | +24.87% | 加仓 |
| 11 | NRE | Northstar Realty Europe CORP | +0.1% | +5.83% | 加仓 |
| 12 | KRC | Kilroy Realty CORP | -0.1% | +13.19% | 加仓 |
| 13 | EQR | Equity Residential | -1.6% | -9.66% | 减仓 |
| 14 | ✓ | New York Reit INC | -2% | -57.61% | 减仓 |
| 15 | STAYUSD | Extended Stay America INC | -3% | -62.40% | 减仓 |
| 16 | SSS1EUR | Life Storage INC | — | NEW | 新建仓 |
| 17 | IYR | Ishares US Real Estate ETF | — | EXIT | 清仓 |
| 18 | MAR | Marriott International -cl A | — | NEW | 新建仓 |
| 19 | WYNEUR | Wyndham Destinations INC | — | NEW | 新建仓 |
| 20 | ✓ | Sovran Self Storage INC Com | — | EXIT | 清仓 |
| 21 | CCI | Crown Castle INC | — | NEW | 新建仓 |
| 22 | ✓ | General Growth Pptys INC New | — | EXIT | 清仓 |
| 23 | HLT | Hilton Worldwide Holdings Inc. | — | EXIT | 清仓 |
| 24 | HPP | Hudson Pacific Properties, Inc. | — | EXIT | 清仓 |
| 25 | RXT | Rackspace Technology, Inc. | — | NEW | 新建仓 |
| 26 | DRH | Diamondrock Hospitality Co | — | NEW | 新建仓 |
| 27 | UNIT | Uniti Group Inc. | — | NEW | 新建仓 |
| 28 | CBAN | Colony Bankcorp, Inc. | — | EXIT | 清仓 |
| 29 | XLF | Ss Financial Select Sector | — | EXIT | 清仓 |
| 30 | AHT | Ashford Hospitality Trust, Inc. | — | NEW | 新建仓 |
| 31 | AMT | American Tower CORP | — | NEW | 新建仓 |
| 32 | ✓ | — | EXIT | 清仓 | |
| 33 | ✓ | American Cap Mtg Invt CORP | — | EXIT | 清仓 |
| 34 | IRT | Independence Realty Trust In | — | NEW | 新建仓 |
| 35 | NSA | National Storage Affiliates | — | EXIT | 清仓 |
| 36 | ✓ | WP GLIMCHER Inc | — | EXIT | 清仓 |
| 37 | HST | Host Hotels & Resorts INC | — | NEW | 新建仓 |