Long Pond Capital, LP
New York NY · SEC CIK 0001499066
$10.47亿2026Q1 申报市值
33持仓数
58.2%前十大占比 · 第一大 8.1%
8 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JAN 新建仓+$7,754.53万
IRT 加仓+$7,038.00万
WYNN 新建仓+$5,372.57万
DOC 新建仓+$4,092.22万
CPT 加仓+$3,393.25万
2026Q1 卖出最多 按季末市值估算
JHX 重新持有-$1.15亿
NATIONAL STORAGE 清仓-$7,310.09万
TAYLOR MORRISON 重新持有-$7,019.16万
PLD 清仓-$4,468.10万
GLPI 清仓-$4,441.34万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IRT | INDEPENDENCE RLTY TR INC | $8,527.86万 | 8.15% | 5,727,238 | 4,726,660 | 472.4% | $7,038.00万 | 加仓 |
| JAN | JANUS LIVING INC | $7,754.53万 | 7.41% | 3,290,000 | 3,290,000 | — | $7,754.53万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP 看涨期权 | $6,884.40万 | 6.58% | 400,000 | 400,000 | — | $6,884.40万 | 新建仓 |
| JBGS | JBG SMITH PPTYS | $6,449.25万 | 6.16% | 4,414,269 | 266,870 | 6.4% | $389.90万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $5,699.61万 | 5.44% | 701,663 | 363,863 | 107.7% | $2,955.66万 | 加仓 |
| TRTX | TPG RE FIN TR INC | $5,489.73万 | 5.24% | 7,029,102 | -3,524 | -0.1% | -$2.75万 | 减仓 |
| PRKS | UNITED PARKS & RESORTS INC | $5,489.25万 | 5.24% | 1,680,727 | 825,727 | 96.6% | $2,696.82万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $5,372.57万 | 5.13% | 529,057 | 529,057 | — | $5,372.57万 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $5,154.95万 | 4.92% | 4,498,210 | -1,326,779 | -22.8% | -$1,520.49万 | 减仓 |
| INN | SUMMIT HOTEL PPTYS | $4,154.80万 | 3.97% | 9,400,000 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $4,092.22万 | 3.91% | 2,490,700 | 2,490,700 | — | $4,092.22万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $3,917.47万 | 3.74% | 401,134 | 347,455 | 647.3% | $3,393.25万 | 加仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $3,508.91万 | 3.35% | 5,733,513 | 4,170,425 | 266.8% | $2,552.30万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $3,235.10万 | 3.09% | 1,730,000 | 1,730,000 | — | $3,235.10万 | 新建仓 |
| H | HYATT HOTELS CORP | $3,220.74万 | 3.08% | 223,989 | 20,500 | 10.1% | $294.77万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $3,104.07万 | 2.96% | 1,111,773 | -452,007 | -28.9% | -$1,262.00万 | 重新持有 |
| KRC | KILROY REALTY CORP | $2,931.52万 | 2.80% | 1,039,178 | 1,039,178 | — | $2,931.52万 | 新建仓 |
| POOL | POOL CORP | $2,215.51万 | 2.12% | 109,500 | 109,500 | — | $2,215.51万 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC | $2,187.57万 | 2.09% | 1,155,000 | -6,092,811 | -84.1% | -$1.15亿 | 重新持有 |
| HGV | HILTON GRAND VACATIONS INC | $1,898.86万 | 1.81% | 485,394 | -246,627 | -33.7% | -$964.80万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $1,857.55万 | 1.77% | 613,458 | 613,458 | — | $1,857.55万 | 新建仓 |
| CUBE | CUBESMART | $1,595.85万 | 1.52% | 435,429 | 88,501 | 25.5% | $324.36万 | 加仓 |
| LINE | LINEAGE INC | $1,346.34万 | 1.29% | 410,971 | 226,813 | 123.2% | $743.04万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1,332.00万 | 1.27% | 750,424 | 460,424 | 158.8% | $817.25万 | 重新持有 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $1,131.51万 | 1.08% | 452,604 | -390,266 | -46.3% | -$975.66万 | 减仓 |
| CSR | CENTERSPACE | $1,091.55万 | 1.04% | 190,000 | -254,101 | -57.2% | -$1,459.81万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $1,015.50万 | 0.97% | 174,364 | -1,205,213 | -87.4% | -$7,019.16万 | 重新持有 |
| COMP | COMPASS INC | $889.42万 | 0.85% | 1,216,711 | -3,783,289 | -75.7% | -$2,765.58万 | 减仓 |
| SMRT | SMARTRENT INC | $841.52万 | 0.80% | 5,610,150 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC | $749.16万 | 0.72% | 553,703 | -391,236 | -41.4% | -$529.34万 | 减仓 |
| MHO | M/I HOMES INC | $582.80万 | 0.56% | 47,595 | -23,501 | -33.1% | -$287.77万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $494.62万 | 0.47% | 40,503 | 780 | 2.0% | $9.53万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $478.37万 | 0.46% | 129,500 | -8,730 | -6.3% | -$32.25万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | -2,591,313 | -100.0% | -$7,310.09万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -350,000 | -100.0% | -$4,468.10万 | 清仓 |
| GLPI | GAMING & LEISURE PPTYS INC | $0 | 0.00% | 0 | -993,810 | -100.0% | -$4,441.34万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $0 | 0.00% | 0 | -1,479,336 | -100.0% | -$3,460.17万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -140,000 | -100.0% | -$2,538.34万 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TREX | TREX CO INC | $0 | 0.00% | 0 | -484,286 | -100.0% | -$1,698.88万 | 清仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $0 | 0.00% | 0 | -485,237 | -100.0% | -$433.80万 | 清仓 |
| — | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$223.20万 | 清仓 |