LANDMARK INVESTMENT PARTNERS, L.P.
WEST PALM BEACH FL · SEC CIK 0002023551
$3.99亿2026Q2 申报市值
54持仓数
45.1%前十大占比 · 第一大 6.6%
37 / 13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
COMP 新建仓+$734.05万
UDR 新建仓+$716.78万
ENSG 新建仓+$615.36万
CHH 新建仓+$580.97万
VMRK 新建仓+$515.98万
2026Q2 卖出最多 按季末市值估算
HLT 清仓-$1,280.42万
CIGI 清仓-$671.57万
CHDN 清仓-$572.51万
CNS 减仓-$436.47万
CBRE 减仓-$374.44万
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 |
|---|---|---|---|---|---|---|---|---|
| — | ESSEX PPTY TR INC 看涨期权 | $2,644.83万 | 6.62% | 94,300 | 94,244 | 168,292.9% | $2,643.26万 | 加仓 |
| — | COHEN & STEERS INC 看涨期权 | $2,577.13万 | 6.45% | 306,200 | 305,500 | 43,642.9% | $2,571.24万 | 加仓 |
| — | CHOICE HOTELS INTL INC 看涨期权 | $1,990.82万 | 4.99% | 191,600 | 191,384 | 88,603.7% | $1,988.58万 | 加仓 |
| — | DOUGLAS EMMETT INC 看涨期权 | $1,925.28万 | 4.82% | 1,680,000 | 1,674,050 | 28,135.3% | $1,918.46万 | 加仓 |
| — | CBRE GROUP INC 看涨期权 | $1,921.22万 | 4.81% | 130,500 | 130,500 | — | $1,921.22万 | 新建仓 |
| — | AVALONBAY CMNTYS INC 看涨期权 | $1,736.00万 | 4.35% | 96,300 | 96,300 | — | $1,736.00万 | 新建仓 |
| — | JONES LANG LASALLE INC 看涨期权 | $1,583.79万 | 3.97% | 43,700 | 43,700 | — | $1,583.79万 | 新建仓 |
| — | MARRIOTT INTL INC NEW 看跌期权 | $1,275.66万 | 3.19% | 36,000 | 36,000 | — | $1,275.66万 | 新建仓 |
| — | ROYAL CARIBBEAN GROUP 看涨期权 | $1,181.37万 | 2.96% | 38,500 | 38,500 | — | $1,181.37万 | 新建仓 |
| DEI | DOUGLAS EMMETT INC | $1,160.71万 | 2.91% | 1,012,834 | 250,278 | 32.8% | $286.82万 | 加仓 |
| — | COSTAR GROUP INC 看涨期权 | $1,128.15万 | 2.83% | 369,400 | 366,363 | 12,063.3% | $1,118.87万 | 加仓 |
| — | TRAVEL PLUS LEISURE CO 看涨期权 | $1,009.32万 | 2.53% | 136,100 | 136,100 | — | $1,009.32万 | 新建仓 |
| CNS | COHEN & STEERS INC | $916.14万 | 2.29% | 108,850 | -51,859 | -32.3% | -$436.47万 | 减仓 |
| — | KILROY REALTY CORP 看涨期权 | $859.92万 | 2.15% | 240,000 | 240,000 | — | $859.92万 | 新建仓 |
| — | CHAMPION HOMES INC 看涨期权 | $849.36万 | 2.13% | 91,600 | 91,600 | — | $849.36万 | 新建仓 |
| — | COMPASS INC 看涨期权 | $784.23万 | 1.96% | 619,700 | 619,700 | — | $784.23万 | 新建仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $779.22万 | 1.95% | 319,092 | 61,546 | 23.9% | $150.30万 | 加仓 |
| — | UDR INC 看涨期权 | $745.94万 | 1.87% | 200,900 | 200,900 | — | $745.94万 | 新建仓 |
| COMP | COMPASS INC | $734.05万 | 1.84% | 580,048 | 580,048 | — | $734.05万 | 新建仓 |
| UDR | UDR INC | $716.78万 | 1.80% | 193,045 | 193,045 | — | $716.78万 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $706.24万 | 1.77% | 60,580 | -5,992 | -9.0% | -$69.85万 | 减仓 |
| — | SL GREEN RLTY CORP 看涨期权 | $704.04万 | 1.76% | 126,900 | 126,900 | — | $704.04万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $615.36万 | 1.54% | 34,054 | 34,054 | — | $615.36万 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $580.97万 | 1.46% | 55,914 | 55,914 | — | $580.97万 | 新建仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $580.68万 | 1.45% | 419,873 | 27,685 | 7.1% | $38.29万 | 加仓 |
| — | ALEXANDRIA REAL ESTATE EQ IN 看涨期权 | $573.60万 | 1.44% | 120,000 | 120,000 | — | $573.60万 | 新建仓 |
| CBRE | CBRE GROUP INC | $552.72万 | 1.38% | 37,544 | -25,434 | -40.4% | -$374.44万 | 减仓 |
| — | HOST HOTELS & RESORTS INC 看跌期权 | $540.02万 | 1.35% | 239,000 | 239,000 | — | $540.02万 | 新建仓 |
| — | EQUITY RESIDENTIAL 看涨期权 | $522.41万 | 1.31% | 80,900 | 80,900 | — | $522.41万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $515.98万 | 1.29% | 79,904 | 79,904 | — | $515.98万 | 新建仓 |
| AIV | APARTMENT INVT & MGMT CO | $514.30万 | 1.29% | 1,981,897 | -574,279 | -22.5% | -$149.03万 | 减仓 |
| — | CARNIVAL CORP LTD 看涨期权 | $487.14万 | 1.22% | 175,800 | 175,800 | — | $487.14万 | 新建仓 |
| — | COPT DEFENSE PROPERTIES 看涨期权 | $474.20万 | 1.19% | 129,000 | 129,000 | — | $474.20万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $439.81万 | 1.10% | 144,011 | 24,045 | 20.0% | $73.43万 | 加仓 |
| — | EQUITY LIFESTYLE PROPERTIES 看涨期权 | $439.74万 | 1.10% | 69,000 | 69,000 | — | $439.74万 | 新建仓 |
| — | GAMING & LEISURE P 看涨期权 | $431.20万 | 1.08% | 100,000 | 100,000 | — | $431.20万 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $422.96万 | 1.06% | 57,034 | 57,034 | — | $422.96万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $401.60万 | 1.01% | 73,864 | 73,864 | — | $401.60万 | 新建仓 |
| — | ENSIGN GROUP INC 看涨期权 | $397.54万 | 1.00% | 22,000 | 22,000 | — | $397.54万 | 新建仓 |
| — | MARRIOTT VACATIONS WORLDWIDE 看涨期权 | $361.40万 | 0.91% | 31,000 | 31,000 | — | $361.40万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $356.73万 | 0.89% | 12,719 | -3,187 | -20.0% | -$89.39万 | 减仓 |
| — | AGREE RLTY CORP 看涨期权 | $354.00万 | 0.89% | 48,000 | 48,000 | — | $354.00万 | 新建仓 |
| — | FEDERAL RLTY INVT TR NEW 看涨期权 | $315.17万 | 0.79% | 27,000 | 27,000 | — | $315.17万 | 新建仓 |
| — | REALTY INCOME CORP 看涨期权 | $311.21万 | 0.78% | 50,000 | 50,000 | — | $311.21万 | 新建仓 |
| — | CROWN CASTLE INC 看涨期权 | $304.16万 | 0.76% | 41,000 | 41,000 | — | $304.16万 | 新建仓 |
| — | ROCKET COS INC 看涨期权 | $245.02万 | 0.61% | 177,100 | 177,100 | — | $245.02万 | 新建仓 |
| SKY | CHAMPION HOMES INC | $221.67万 | 0.56% | 23,906 | 23,906 | — | $221.67万 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $200.82万 | 0.50% | 11,140 | -5,060 | -31.2% | -$91.22万 | 减仓 |
| — | BRAEMAR HOTELS & RESORTS INC | $198.77万 | 0.50% | 988,883 | -150,915 | -13.2% | -$30.33万 | 减仓 |
| — | VIKING HOLDINGS LTD 看涨期权 | $175.01万 | 0.44% | 16,900 | 16,900 | — | $175.01万 | 新建仓 |
| — | BROOKFIELD ASSET MANAGMT LTD 看涨期权 | $135.93万 | 0.34% | 25,000 | 25,000 | — | $135.93万 | 新建仓 |
| — | NEXPOINT RESIDENTIAL TR INC 看涨期权 | $135.53万 | 0.34% | 55,500 | 55,500 | — | $135.53万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $100.00万 | 0.25% | 3,259 | 3,259 | — | $100.00万 | 新建仓 |
| BKD | BROOKDALE SR LIVING INC | $92.88万 | 0.23% | 72,392 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -42,108 | -100.0% | -$1,280.42万 | 清仓 |
| — | BLACKSTONE INC 看涨期权 | $0 | 0.00% | 0 | -632 | -100.0% | -$726.74万 | 清仓 |
| CIGI | COLLIERS INTL GROUP INC | $0 | 0.00% | 0 | -62,828 | -100.0% | -$671.57万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -63,733 | -100.0% | -$572.51万 | 清仓 |
| — | COLLIERS INTL GROUP INC 看涨期权 | $0 | 0.00% | 0 | -477 | -100.0% | -$509.87万 | 清仓 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -30,812 | -100.0% | -$300.91万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -37,512 | -100.0% | -$237.30万 | 清仓 |
| — | INVITATION HOMES INC 看涨期权 | $0 | 0.00% | 0 | -702 | -100.0% | -$174.45万 | 清仓 |
| — | HUDSON PACIFIC PROPERTIES IN 看涨期权 | $0 | 0.00% | 0 | -2,825 | -100.0% | -$166.96万 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -35,704 | -100.0% | -$130.86万 | 清仓 |
| — | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -83 | -100.0% | -$90.45万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -4,726 | -100.0% | -$38.91万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,698 | -100.0% | -$19.53万 | 清仓 |