CIK: 0001764403
申报总市值
US$4.0亿
| # | 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 | INVH | Invitation Homes INC | 股票-房地产 | 21.99% | — | +197.52% | |
| 2 | COLD | Americold Realty Trust INC | 股票-房地产 | 21.31% | — | +31.56% | |
| 3 | ✓ | 股票-其他 | 17.08% | -5.58% | EXIT | ||
| 4 | AMH | American Homes 4 Rent- A | 股票-房地产 | 14.34% | — | +88.11% | |
| 5 | LEN | Lennar Corp-a | 股票-周期性消费 | 8.09% | — | — | |
| 6 | ELS | Equity Lifestyle Properties | 股票-房地产 | 7.17% | — | — | |
| 7 | SUI | Sun Communities INC | 股票-房地产 | 6.04% | -4.98% | — | |
| 8 | DHI | Dr Horton INC | 股票-周期性消费 | 3.98% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | INVH | Invitation Homes INC | +10.7% | +197.52% | 加仓 |
| 2 | AMH | American Homes 4 Rent- A | +1.4% | +88.11% | 加仓 |
| 3 | COLD | Americold Realty Trust INC | -8.6% | +31.56% | 加仓 |
| 4 | ✓ | -14.5% | -6.06% | 减仓 | |
| 5 | LEN | Lennar Corp-a | — | NEW | 新建仓 |
| 6 | HHC* | Howard Hughes Corp/the | — | EXIT | 清仓 |
| 7 | ELS | Equity Lifestyle Properties | — | NEW | 新建仓 |
| 8 | SUI | Sun Communities INC | — | NEW | 新建仓 |
| 9 | DHI | Dr Horton INC | — | NEW | 新建仓 |