RUSH ISLAND MANAGEMENT, LP
NEW YORK NY · SEC CIK 0001736465
$14.91亿2026Q1 申报市值
22持仓数
80.2%前十大占比 · 第一大 13.1%
9 / 4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
INVH 新建仓+$1.05亿
KRC 加仓+$6,281.86万
IRT 新建仓+$5,146.23万
ADC 新建仓+$5,106.53万
ESS 加仓+$4,130.50万
2026Q1 卖出最多 按季末市值估算
UDR 清仓-$1.31亿
O 清仓-$1.13亿
FRT 减仓-$6,867.08万
SBAC 减仓-$3,428.52万
NATIONAL STORAGE 清仓-$3,378.76万
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 |
|---|---|---|---|---|---|---|---|---|
| ESS | ESSEX PPTY TR INC | $1.96亿 | 13.12% | 807,893 | 170,682 | 26.8% | $4,130.50万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1.68亿 | 11.30% | 978,390 | -199,205 | -16.9% | -$3,428.52万 | 减仓 |
| KRC | KILROY REALTY CORP | $1.37亿 | 9.20% | 4,860,742 | 2,226,821 | 84.5% | $6,281.86万 | 加仓 |
| NNN | NNN REIT INC | $1.30亿 | 8.74% | 3,099,284 | -733,802 | -19.1% | -$3,084.17万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $1.23亿 | 8.24% | 7,225,362 | -1,782,540 | -19.8% | -$3,028.54万 | 减仓 |
| VTR | VENTAS INC | $1.15亿 | 7.70% | 1,402,660 | -230,795 | -14.1% | -$1,887.44万 | 减仓 |
| INVH | INVITATION HOMES INC | $1.05亿 | 7.06% | 4,237,107 | 4,237,107 | — | $1.05亿 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $1.01亿 | 6.81% | 1,754,344 | -325,198 | -15.6% | -$1,881.27万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $6,781.91万 | 4.55% | 638,538 | -646,557 | -50.3% | -$6,867.08万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $5,146.23万 | 3.45% | 3,456,162 | 3,456,162 | — | $5,146.23万 | 新建仓 |
| ADC | AGREE RLTY CORP | $5,106.53万 | 3.43% | 677,438 | 677,438 | — | $5,106.53万 | 新建仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $3,792.23万 | 2.54% | 1,249,087 | 1,249,087 | — | $3,792.23万 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $3,549.52万 | 2.38% | 3,097,316 | 168,657 | 5.8% | $193.28万 | 加仓 |
| AKR | ACADIA RLTY TR | $3,229.90万 | 2.17% | 1,689,278 | -29,538 | -1.7% | -$56.48万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $3,073.51万 | 2.06% | 1,598,287 | 1,598,287 | — | $3,073.51万 | 新建仓 |
| SITC | SITE CTRS CORP | $2,400.66万 | 1.61% | 4,445,666 | 456,032 | 11.4% | $246.26万 | 加仓 |
| CSGP | COSTAR GROUP INC | $1,949.23万 | 1.31% | 483,200 | 483,200 | — | $1,949.23万 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC | $1,714.34万 | 1.15% | 1,489,435 | 1,489,435 | — | $1,714.34万 | 新建仓 |
| CURB | CURBLINE PPTYS CORP | $1,713.78万 | 1.15% | 664,514 | -103,813 | -13.5% | -$267.73万 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1,646.90万 | 1.10% | 927,829 | -253,400 | -21.5% | -$449.79万 | 减仓 |
| JAN | JANUS LIVING INC | $707.10万 | 0.47% | 300,000 | 300,000 | — | $707.10万 | 新建仓 |
| SNDA | SONIDA SENIOR LIVING INC | $703.60万 | 0.47% | 218,171 | 218,171 | — | $703.60万 | 新建仓 |
| UDR | UDR INC | $0 | 0.00% | 0 | -3,566,132 | -100.0% | -$1.31亿 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -2,004,065 | -100.0% | -$1.13亿 | 清仓 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | -1,197,716 | -100.0% | -$3,378.76万 | 清仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $0 | 0.00% | 0 | -505,613 | -100.0% | -$1,564.37万 | 清仓 |