GSI Capital Advisors LLC
Newport Beach CA · SEC CIK 0001391974
$2.12亿2026Q2 申报市值
29持仓数
56.1%前十大占比 · 第一大 9.7%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CUZ 新建仓+$490.80万
DOC 新建仓+$439.88万
BXDC 新建仓+$421.07万
WPC 新建仓+$361.58万
MAC 加仓+$338.93万
2026Q2 卖出最多 按季末市值估算
GLPI 清仓-$410.98万
O 减仓-$397.46万
CPT 清仓-$344.55万
LXP INDUSTRIAL T 清仓-$285.31万
EQIX 减仓-$283.84万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GLPI | GAMING & LEISURE P | $0 | 0.00% | 0 | -92,625 | -100.0% | -$410.98万 | 清仓 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -35,281 | -100.0% | -$344.55万 | 清仓 |
| — | LXP INDUSTRIAL TRUST | $0 | 0.00% | 0 | -61,675 | -100.0% | -$285.31万 | 清仓 |
| COLD | AMERICOLD REALTY TRUST INC | $0 | 0.00% | 0 | -172,380 | -100.0% | -$197.55万 | 清仓 |
| O | REALTY INCOME CORP | $167.29万 | 0.79% | 27,000 | -64,148 | -70.4% | -$397.46万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE | $354.28万 | 1.67% | 67,035 | 11,098 | 19.8% | $58.65万 | 加仓 |
| WPC | WP CAREY | $361.58万 | 1.71% | 50,570 | 50,570 | — | $361.58万 | 新建仓 |
| AMT | AMERICAN TOWER | $384.99万 | 1.82% | 23,537 | 374 | 1.6% | $6.12万 | 加仓 |
| BNL | BROADSTONE NET LEASE | $391.63万 | 1.85% | 189,469 | -11,044 | -5.5% | -$22.83万 | 减仓 |
| BXDC | BLACKSTONE DIG INFRA TRUST | $421.07万 | 1.99% | 194,670 | 194,670 | — | $421.07万 | 新建仓 |
| DOC | HEALTHPEAK | $439.88万 | 2.07% | 205,550 | 205,550 | — | $439.88万 | 新建仓 |
| EPRT | ESSENTIAL PROP RLTY TR | $446.26万 | 2.11% | 149,501 | 2,354 | 1.6% | $7.03万 | 加仓 |
| BXP | BOSTON PROPERTIES | $450.74万 | 2.13% | 67,974 | 12,063 | 21.6% | $79.99万 | 加仓 |
| CURB | CURBLINE | $486.46万 | 2.29% | 160,019 | 2,508 | 1.6% | $7.62万 | 加仓 |
| CUZ | COUSINS PROPERTIES | $490.80万 | 2.32% | 163,709 | 163,709 | — | $490.80万 | 新建仓 |
| CUBE | CUBESMART | $494.77万 | 2.33% | 124,408 | 1,958 | 1.6% | $7.79万 | 加仓 |
| IVT | INVENTRUST PROPERTIES | $595.29万 | 2.81% | 168,160 | 2,684 | 1.6% | $9.50万 | 加仓 |
| DLR | DIGITAL REALTY TRUST | $606.76万 | 2.86% | 33,788 | -15,324 | -31.2% | -$275.19万 | 减仓 |
| VICI | VICI PROPERTIES | $610.21万 | 2.88% | 229,834 | 3,608 | 1.6% | $9.58万 | 加仓 |
| — | AVALONBAY COMMUNITIES | $640.21万 | 3.02% | 33,929 | 1,957 | 6.1% | $36.93万 | 加仓 |
| TRNO | TERRENO REALTY CORP | $646.12万 | 3.05% | 99,756 | 38,947 | 64.0% | $252.26万 | 加仓 |
| INVH | INVITATION HOMES | $646.16万 | 3.05% | 213,889 | 23,965 | 12.6% | $72.40万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT | $669.72万 | 3.16% | 343,268 | 5,324 | 1.6% | $10.39万 | 加仓 |
| CTRE | CARETRUST REIT | $673.85万 | 3.18% | 167,000 | 2,640 | 1.6% | $10.65万 | 加仓 |
| ELS | EQUITY LIFESTYLE PPTYS | $759.72万 | 3.58% | 117,878 | 43,575 | 58.6% | $280.84万 | 加仓 |
| PSA | PUBLIC STORAGE | $790.40万 | 3.73% | 24,831 | 396 | 1.6% | $12.61万 | 加仓 |
| HST | HOST HOTELS RESORTS | $794.65万 | 3.75% | 335,153 | 62,538 | 22.9% | $148.28万 | 加仓 |
| ESS | ESSEX PROPERTY TRUST | $947.87万 | 4.47% | 32,507 | 6,423 | 24.6% | $187.29万 | 加仓 |
| MAC | MACERICH CO | $985.24万 | 4.65% | 391,124 | 134,549 | 52.4% | $338.93万 | 加仓 |
| SPG | SIMON PROPERTY GROUP | $1,122.30万 | 5.29% | 50,181 | 6,795 | 15.7% | $151.97万 | 加仓 |
| PLD | PROLOGIS | $1,811.29万 | 8.54% | 133,704 | 2,112 | 1.6% | $28.61万 | 加仓 |
| EQIX | EQUINIX | $1,954.48万 | 9.22% | 18,750 | -2,723 | -12.7% | -$283.84万 | 减仓 |
| WELL | WELLTOWER INC | $2,055.85万 | 9.70% | 90,578 | -8,551 | -8.6% | -$194.08万 | 减仓 |