RUSH ISLAND MANAGEMENT, LP
NEW YORK NY · SEC CIK 0001736465
$15.09亿2026Q2 申报市值
22持仓数
67.2%前十大占比 · 第一大 9.1%
8 / 8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
BXDC 新建仓+$7,759.76万
VMRK 新建仓+$6,635.16万
AMT 新建仓+$6,630.96万
DOC 新建仓+$6,301.51万
MAC 新建仓+$5,211.31万
2026Q2 卖出最多 按季末市值估算
ESS 减仓-$1.08亿
SBAC 减仓-$9,212.98万
KRC 减仓-$7,175.46万
FRT 清仓-$6,781.91万
HR 减仓-$4,057.39万
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 |
|---|---|---|---|---|---|---|---|---|
| FRT | FEDERAL RLTY INVT TR NEW | $0 | 0.00% | 0 | -638,538 | -100.0% | -$6,781.91万 | 清仓 |
| COLD | AMERICOLD REALTY TRUST INC | $0 | 0.00% | 0 | -3,097,316 | -100.0% | -$3,549.52万 | 清仓 |
| AKR | ACADIA RLTY TR | $0 | 0.00% | 0 | -1,689,278 | -100.0% | -$3,229.90万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -483,200 | -100.0% | -$1,949.23万 | 清仓 |
| APLE | APPLE HOSPITALITY REIT INC | $0 | 0.00% | 0 | -1,489,435 | -100.0% | -$1,714.34万 | 清仓 |
| CURB | CURBLINE PPTYS CORP | $0 | 0.00% | 0 | -664,514 | -100.0% | -$1,713.78万 | 清仓 |
| JAN | JANUS LIVING INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$707.10万 | 清仓 |
| SNDA | SONIDA SENIOR LIVING INC | $0 | 0.00% | 0 | -218,171 | -100.0% | -$703.60万 | 清仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $892.36万 | 0.59% | 418,946 | -508,883 | -54.8% | -$1,083.92万 | 减仓 |
| POOL | POOL CORP | $1,001.43万 | 0.66% | 46,600 | 46,600 | — | $1,001.43万 | 新建仓 |
| SITC | SITE CTRS CORP | $1,786.44万 | 1.18% | 4,499,853 | 54,187 | 1.2% | $21.51万 | 加仓 |
| VICI | VICI PPTYS INC | $1,949.83万 | 1.29% | 734,400 | 734,400 | — | $1,949.83万 | 新建仓 |
| — | NATIONAL HEALTHCARE PPTYS IN | $3,777.12万 | 2.50% | 2,578,241 | 2,578,241 | — | $3,777.12万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $3,866.66万 | 2.56% | 2,316,753 | -1,139,409 | -33.0% | -$1,901.67万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $4,865.56万 | 3.22% | 1,630,002 | 380,915 | 30.5% | $1,137.03万 | 加仓 |
| MAC | MACERICH CO | $5,211.31万 | 3.45% | 2,068,800 | 2,068,800 | — | $5,211.31万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $6,301.51万 | 4.18% | 2,944,629 | 2,944,629 | — | $6,301.51万 | 新建仓 |
| ADC | AGREE RLTY CORP | $6,618.38万 | 4.39% | 873,829 | 196,391 | 29.0% | $1,487.47万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $6,630.96万 | 4.39% | 405,390 | 405,390 | — | $6,630.96万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $6,635.16万 | 4.40% | 976,765 | 976,765 | — | $6,635.16万 | 新建仓 |
| BXDC | BLACKSTONE DIGITAL INFRASTRU | $7,759.76万 | 5.14% | 3,587,500 | 3,587,500 | — | $7,759.76万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $7,863.45万 | 5.21% | 1,282,572 | -471,772 | -26.9% | -$2,892.43万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $8,051.69万 | 5.34% | 456,290 | -522,100 | -53.4% | -$9,212.98万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $8,214.74万 | 5.44% | 4,210,530 | 2,612,243 | 163.4% | $5,096.49万 | 加仓 |
| VTR | VENTAS INC | $9,889.30万 | 6.55% | 1,113,660 | -289,000 | -20.6% | -$2,566.32万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $1.05亿 | 6.97% | 5,213,764 | -2,011,598 | -27.8% | -$4,057.39万 | 减仓 |
| KRC | KILROY REALTY CORP | $1.10亿 | 7.31% | 2,945,755 | -1,914,987 | -39.4% | -$7,175.46万 | 减仓 |
| NNN | NNN REIT INC | $1.15亿 | 7.63% | 2,474,091 | -625,193 | -20.2% | -$2,909.02万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $1.28亿 | 8.47% | 438,518 | -369,375 | -45.7% | -$1.08亿 | 减仓 |
| INVH | INVITATION HOMES INC | $1.37亿 | 9.10% | 4,545,176 | 308,069 | 7.3% | $930.68万 | 加仓 |