Conversant Capital LLC
SUMMIT NJ · SEC CIK 0001850901
$7.25亿2026Q1 申报市值
16持仓数
95.0%前十大占比 · 第一大 65.0%
9 / 5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
SNDA 加仓+$1.72亿
INVH 新建仓+$3,106.25万
JAN 新建仓+$2,851.97万
CCI 新建仓+$2,715.75万
SMA 新建仓+$2,597.16万
2026Q1 卖出最多 按季末市值估算
GNL 清仓-$3,271.14万
National Storage 清仓-$2,186.28万
CTRI 减仓-$1,591.94万
IRT 清仓-$1,485.80万
RITM 减仓-$715.74万
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 |
|---|---|---|---|---|---|---|---|---|
| SNDA | SONIDA SENIOR LIVING ORD | $4.71亿 | 64.99% | 14,605,874 | 5,341,221 | 57.7% | $1.72亿 | 加仓 |
| INVH | INVITATION HOMES ORD | $3,106.25万 | 4.29% | 1,250,000 | 1,250,000 | — | $3,106.25万 | 新建仓 |
| JAN | JANUS LIVING CL A 1 ORD | $2,851.97万 | 3.94% | 1,210,000 | 1,210,000 | — | $2,851.97万 | 新建仓 |
| CCI | CROWN CASTLE ORD | $2,715.75万 | 3.75% | 334,000 | 334,000 | — | $2,715.75万 | 新建仓 |
| SMA | SMARTSTOP SELF STORAGE REIT ORD | $2,597.16万 | 3.58% | 857,715 | 857,715 | — | $2,597.16万 | 新建仓 |
| CTRI | CENTURI HOLDINGS ORD | $2,497.45万 | 3.45% | 855,000 | -545,000 | -38.9% | -$1,591.94万 | 减仓 |
| WD | WALKER & DUNLOP ORD | $2,486.68万 | 3.43% | 560,316 | 138,936 | 33.0% | $616.60万 | 加仓 |
| RITM | RITHM CAPITAL ORD | $2,370.00万 | 3.27% | 2,500,000 | -755,000 | -23.2% | -$715.74万 | 减仓 |
| CDNL | CARDINAL INFRASTRU CL A ORD | $1,870.17万 | 2.58% | 471,609 | 471,609 | — | $1,870.17万 | 新建仓 |
| DRVN | DRIVEN BRANDS HOLDINGS ORD | $1,261.00万 | 1.74% | 1,000,000 | 1,000,000 | — | $1,261.00万 | 新建仓 |
| COLD | AMERICOLD REALTY ORD | $1,260.60万 | 1.74% | 1,100,000 | -400,000 | -26.7% | -$458.40万 | 减仓 |
| KREF | KKR REAL ESTATE FINANCE TRUST ORD | $900.01万 | 1.24% | 1,470,600 | 1,470,600 | — | $900.01万 | 新建仓 |
| H | HYATT HOTELS CL A ORD | $862.74万 | 1.19% | 60,000 | 60,000 | — | $862.74万 | 新建仓 |
| APC | ARKO PETROLEUM CL A ORD | $536.70万 | 0.74% | 300,000 | 300,000 | — | $536.70万 | 新建仓 |
| — | RITHM ACQUISITION EQY WARRANT | $53.98万 | 0.07% | 868,333 | 535,000 | 160.5% | $33.26万 | 加仓 |
| — | PEAKSTONE REALTY CL E ORD | $2,089 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GNL | Global Net Lease Inc | $0 | 0.00% | 0 | -3,803,654 | -100.0% | -$3,271.14万 | 清仓 |
| HPP | Hudson Pacific Properties Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | National Storage Affiliates Trust | $0 | 0.00% | 0 | -775,000 | -100.0% | -$2,186.28万 | 清仓 |
| IRT | Independence Realty Trust Inc | $0 | 0.00% | 0 | -850,000 | -100.0% | -$1,485.80万 | 清仓 |
| — | AvalonBay Communities Inc | $0 | 0.00% | 0 | -30,780 | -100.0% | -$558.07万 | 清仓 |
| UDR | UDR Inc | $0 | 0.00% | 0 | -148,223 | -100.0% | -$543.68万 | 清仓 |