Argosy-Lionbridge Management, LLC
WAYNE PA · SEC CIK 0002056354
$1.43亿2026Q1 申报市值
14持仓数
94.5%前十大占比 · 第一大 19.0%
4 / 3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
BN 新建仓+$1,726.05万
VICI 新建仓+$746.38万
CPT 新建仓+$698.27万
FCPT 加仓+$477.16万
IRT 加仓+$421.17万
2026Q1 卖出最多 按季末市值估算
H 清仓-$721.44万
INVH 减仓-$693.73万
AIV 清仓-$675.17万
KRG 清仓-$569.77万
FR 减仓-$505.28万
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 |
|---|---|---|---|---|---|---|---|---|
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -45,000 | -100.0% | -$721.44万 | 清仓 |
| AIV | APARTMENT INVT & MGMT CO | $0 | 0.00% | 0 | -1,137,063 | -100.0% | -$675.17万 | 清仓 |
| KRG | KITE RLTY GROUP TR | $0 | 0.00% | 0 | -235,000 | -100.0% | -$569.77万 | 清仓 |
| BXMT | BLACKSTONE MTG TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ELME COMMUNITIES | $55.63万 | 0.39% | 276,777 | -420,931 | -60.3% | -$84.61万 | 减仓 |
| KRC | KILROY REALTY CORP | $84.63万 | 0.59% | 30,000 | 30,000 | — | $84.63万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $303.50万 | 2.13% | 176,250 | -75,000 | -29.9% | -$129.15万 | 减仓 |
| INVH | INVITATION HOMES INC | $342.93万 | 2.41% | 138,000 | -279,167 | -66.9% | -$693.73万 | 减仓 |
| AAT | AMERICAN ASSETS TR INC | $386.36万 | 2.71% | 209,863 | -5,000 | -2.3% | -$9.21万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $480.41万 | 3.37% | 76,964 | -32,741 | -29.8% | -$204.37万 | 减仓 |
| CPT | CAMDEN PPTY TR | $698.27万 | 4.90% | 71,500 | 71,500 | — | $698.27万 | 新建仓 |
| VICI | VICI PPTYS INC | $746.38万 | 5.24% | 273,200 | 273,200 | — | $746.38万 | 新建仓 |
| LEN | LENNAR CORP | $1,304.08万 | 9.15% | 150,170 | -5,250 | -3.4% | -$45.59万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $1,603.52万 | 11.25% | 678,021 | 201,761 | 42.4% | $477.16万 | 加仓 |
| BN | BROOKFIELD CORP | $1,726.05万 | 12.11% | 426,500 | 426,500 | — | $1,726.05万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $1,836.55万 | 12.88% | 317,468 | -87,343 | -21.6% | -$505.28万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $1,975.78万 | 13.86% | 603,661 | 65,000 | 12.1% | $212.75万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $2,709.56万 | 19.01% | 1,819,715 | 282,856 | 18.4% | $421.17万 | 加仓 |