LANDMARK INVESTMENT PARTNERS, L.P.
WEST PALM BEACH FL · SEC CIK 0002023551
$1.39亿2026Q1 申报市值
30持仓数
62.7%前十大占比 · 第一大 9.2%
16 / 31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
CBRE 新建仓+$853.10万
CIGI 新建仓+$671.57万
CHDN 新建仓+$572.51万
NXRT 加仓+$560.93万
VAC 新建仓+$433.52万
2026Q1 卖出最多 按季末市值估算
MAA 清仓-$892.19万
HGV 清仓-$786.75万
BKD 减仓-$780.70万
BYD 清仓-$593.65万
REG 清仓-$585.88万
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 |
|---|---|---|---|---|---|---|---|---|
| CSGP | COSTAR GROUP INC 看涨期权 | $0 | 0.00% | 0 | -205,500 | -100.0% | -$1,381.78万 | 清仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE 看涨期权 | $0 | 0.00% | 0 | -198,400 | -100.0% | -$1,144.57万 | 清仓 |
| ESS | ESSEX PPTY TR INC 看涨期权 | $0 | 0.00% | 0 | -39,500 | -100.0% | -$1,033.64万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -64,228 | -100.0% | -$892.19万 | 清仓 |
| HGV | HILTON GRAND VACATIONS INC | $0 | 0.00% | 0 | -175,810 | -100.0% | -$786.75万 | 清仓 |
| VTR | VENTAS INC 看涨期权 | $0 | 0.00% | 0 | -78,300 | -100.0% | -$605.89万 | 清仓 |
| BYD | BOYD GAMING CORP | $0 | 0.00% | 0 | -69,644 | -100.0% | -$593.65万 | 清仓 |
| REG | REGENCY CTRS CORP | $0 | 0.00% | 0 | -84,873 | -100.0% | -$585.88万 | 清仓 |
| DEI | DOUGLAS EMMETT INC 看涨期权 | $0 | 0.00% | 0 | -480,000 | -100.0% | -$527.52万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC 看涨期权 | $0 | 0.00% | 0 | -61,500 | -100.0% | -$490.59万 | 清仓 |
| HPP | HUDSON PAC PPTYS INC 看涨期权 | $0 | 0.00% | 0 | -400,000 | -100.0% | -$433.20万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC 看涨期权 | $0 | 0.00% | 0 | -29,700 | -100.0% | -$412.56万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC 看涨期权 | $0 | 0.00% | 0 | -246,100 | -100.0% | -$395.73万 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC 看涨期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$325.55万 | 清仓 |
| CNS | COHEN & STEERS INC 看涨期权 | $0 | 0.00% | 0 | -48,000 | -100.0% | -$301.34万 | 清仓 |
| CHH | CHOICE HOTELS INTL INC 看涨期权 | $0 | 0.00% | 0 | -31,000 | -100.0% | -$295.31万 | 清仓 |
| SUI | SUN CMNTYS INC 看涨期权 | $0 | 0.00% | 0 | -23,500 | -100.0% | -$291.19万 | 清仓 |
| EQIX | EQUINIX INC 看涨期权 | $0 | 0.00% | 0 | -2,700 | -100.0% | -$206.86万 | 清仓 |
| VMRK | EQUITY RESIDENTIAL 看涨期权 | $0 | 0.00% | 0 | -31,300 | -100.0% | -$197.32万 | 清仓 |
| WPC | WP CAREY INC 看涨期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$193.08万 | 清仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC 看涨期权 | $0 | 0.00% | 0 | -20,100 | -100.0% | -$190.19万 | 清仓 |
| O | REALTY INCOME CORP 看涨期权 | $0 | 0.00% | 0 | -33,600 | -100.0% | -$189.40万 | 清仓 |
| BX | BLACKSTONE INC 看涨期权 | $0 | 0.00% | 0 | -10,500 | -100.0% | -$161.85万 | 清仓 |
| GLPI | GAMING & LEISURE PPTYS INC 看涨期权 | $0 | 0.00% | 0 | -34,800 | -100.0% | -$155.52万 | 清仓 |
| — | AVALONBAY CMNTYS INC 看涨期权 | $0 | 0.00% | 0 | -8,100 | -100.0% | -$146.86万 | 清仓 |
| DLR | DIGITAL RLTY TR INC 看涨期权 | $0 | 0.00% | 0 | -9,300 | -100.0% | -$143.88万 | 清仓 |
| NNN | NNN REIT INC 看涨期权 | $0 | 0.00% | 0 | -36,200 | -100.0% | -$143.46万 | 清仓 |
| REXR | REXFORD INDL RLTY INC 看涨期权 | $0 | 0.00% | 0 | -35,700 | -100.0% | -$138.23万 | 清仓 |
| KRC | KILROY RLTY CORP 看涨期权 | $0 | 0.00% | 0 | -33,000 | -100.0% | -$123.32万 | 清仓 |
| BXP | BXP INC 看涨期权 | $0 | 0.00% | 0 | -8,300 | -100.0% | -$56.01万 | 清仓 |
| — | BRAEMAR HOTELS & RESORTS INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$28.70万 | 清仓 |
| BX | BLACKSTONE INC | $19.53万 | 0.14% | 1,698 | -5,061 | -74.9% | -$58.20万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $38.91万 | 0.28% | 4,726 | 4,726 | — | $38.91万 | 新建仓 |
| — | SELECT SECTOR SPDR TR 看涨期权 | $90.45万 | 0.65% | 83 | 83 | — | $90.45万 | 新建仓 |
| BKD | BROOKDALE SR LIVING INC | $99.03万 | 0.71% | 72,392 | -570,684 | -88.7% | -$780.70万 | 减仓 |
| CUBE | CUBESMART | $130.86万 | 0.94% | 35,704 | 35,704 | — | $130.86万 | 新建仓 |
| — | ESSEX PPTY TR INC 看涨期权 | $135.52万 | 0.97% | 56 | 56 | — | $135.52万 | 新建仓 |
| — | HUDSON PACIFIC PROPERTIES IN 看涨期权 | $166.96万 | 1.20% | 2,825 | 2,825 | — | $166.96万 | 新建仓 |
| — | INVITATION HOMES INC 看涨期权 | $174.45万 | 1.25% | 702 | 702 | — | $174.45万 | 新建仓 |
| — | CHOICE HOTELS INTL INC 看涨期权 | $223.56万 | 1.60% | 216 | 216 | — | $223.56万 | 新建仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $231.78万 | 1.66% | 392,188 | 211,479 | 117.0% | $124.98万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $237.30万 | 1.70% | 37,512 | -80,107 | -68.1% | -$506.76万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $264.63万 | 1.90% | 16,200 | 14,807 | 1,063.0% | $241.87万 | 重新持有 |
| — | BRAEMAR HOTELS & RESORTS INC | $268.99万 | 1.93% | 1,139,798 | 56,305 | 5.2% | $13.29万 | 加仓 |
| CPT | CAMDEN PPTY TR | $300.91万 | 2.16% | 30,812 | 21,834 | 243.2% | $213.23万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $384.93万 | 2.76% | 15,906 | -12,423 | -43.9% | -$300.64万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $433.52万 | 3.11% | 66,572 | 66,572 | — | $433.52万 | 新建仓 |
| — | COHEN & STEERS INC 看涨期权 | $437.85万 | 3.14% | 700 | 700 | — | $437.85万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $483.94万 | 3.47% | 119,966 | -34,514 | -22.3% | -$139.23万 | 减仓 |
| — | COLLIERS INTL GROUP INC 看涨期权 | $509.87万 | 3.66% | 477 | 477 | — | $509.87万 | 新建仓 |
| — | DOUGLAS EMMETT INC 看涨期权 | $560.49万 | 4.02% | 5,950 | 5,950 | — | $560.49万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $572.51万 | 4.11% | 63,733 | 63,733 | — | $572.51万 | 新建仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $643.87万 | 4.62% | 257,546 | 224,374 | 676.4% | $560.93万 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $671.57万 | 4.82% | 62,828 | 62,828 | — | $671.57万 | 新建仓 |
| DEI | DOUGLAS EMMETT INC | $718.33万 | 5.16% | 762,556 | -285,157 | -27.2% | -$268.62万 | 减仓 |
| — | BLACKSTONE INC 看涨期权 | $726.74万 | 5.22% | 632 | 632 | — | $726.74万 | 新建仓 |
| CBRE | CBRE GROUP INC | $853.10万 | 6.12% | 62,978 | 62,978 | — | $853.10万 | 新建仓 |
| CNS | COHEN & STEERS INC | $1,005.23万 | 7.22% | 160,709 | 1,086 | 0.7% | $6.79万 | 加仓 |
| AIV | APARTMENT INVT & MGMT CO | $1,040.36万 | 7.47% | 2,556,176 | 335,398 | 15.1% | $136.51万 | 加仓 |
| — | COSTAR GROUP INC 看涨期权 | $1,225.13万 | 8.79% | 3,037 | 3,037 | — | $1,225.13万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,280.42万 | 9.19% | 42,108 | 2,957 | 7.6% | $89.92万 | 加仓 |