13F 机构持仓

Argosy-Lionbridge Management, LLC

WAYNE PA · SEC CIK 0002056354

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.59亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IRT 19.0%
REXR 13.9%
FR 12.9%
BN 12.1%
FCPT 11.2%
LEN 9.1%
VICI 5.2%
CPT 4.9%
ELS 3.4%
AAT 2.7%

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 $00.00%0 -45,000-100.0% -$721.44万 清仓
AIV APARTMENT INVT & MGMT CO $00.00%0 -1,137,063-100.0% -$675.17万 清仓
KRG KITE RLTY GROUP TR $00.00%0 -235,000-100.0% -$569.77万 清仓
BXMT BLACKSTONE MTG TR INC $00.00%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%678,021 201,76142.4% $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 65,00012.1% $212.75万 加仓
IRT INDEPENDENCE RLTY TR INC $2,709.56万19.01%1,819,715 282,85618.4% $421.17万 加仓