Argosy-Lionbridge Management, LLC
WAYNE PA · SEC CIK 0002056354
$1.59亿2026Q2 申报市值
20持仓数
85.6%前十大占比 · 第一大 19.1%
6 / 1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
ELS 加仓+$1,236.80万
CPT 加仓+$671.44万
PLD 新建仓+$580.15万
SMA 新建仓+$574.56万
CBRE 新建仓+$538.76万
2026Q2 卖出最多 按季末市值估算
REXR 清仓-$1,975.78万
FR 减仓-$1,094.41万
LEN 减仓-$1,077.16万
STWD 减仓-$85.54万
BXMT 重新持有-$24.26万
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 |
|---|---|---|---|---|---|---|---|---|
| REXR | REXFORD INDL RLTY INC | $0 | 0.00% | 0 | -603,661 | -100.0% | -$1,975.78万 | 清仓 |
| TOL | TOLL BROTHERS INC | $24.71万 | 0.16% | 1,500 | 1,500 | — | $24.71万 | 新建仓 |
| — | ELME COMMUNITIES | $40.96万 | 0.26% | 276,777 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $112.41万 | 0.71% | 30,000 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $126.32万 | 0.79% | 74,525 | -14,311 | -16.1% | -$24.26万 | 重新持有 |
| STWD | STARWOOD PPTY TR INC | $203.15万 | 1.28% | 124,025 | -52,225 | -29.6% | -$85.54万 | 减仓 |
| VNO | VORNADO RLTY TR | $248.57万 | 1.56% | 63,250 | 63,250 | — | $248.57万 | 新建仓 |
| LEN | LENNAR CORP | $281.73万 | 1.77% | 31,134 | -119,036 | -79.3% | -$1,077.16万 | 减仓 |
| DHI | D R HORTON INC | $298.48万 | 1.88% | 18,325 | 18,325 | — | $298.48万 | 新建仓 |
| INVH | INVITATION HOMES INC | $416.90万 | 2.62% | 138,000 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $538.76万 | 3.39% | 40,000 | 40,000 | — | $538.76万 | 新建仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $574.56万 | 3.61% | 176,787 | 176,787 | — | $574.56万 | 新建仓 |
| PLD | PROLOGIS INC. | $580.15万 | 3.65% | 42,825 | 42,825 | — | $580.15万 | 新建仓 |
| AAT | AMERICAN ASSETS TR INC | $611.09万 | 3.84% | 247,506 | 37,643 | 17.9% | $92.94万 | 加仓 |
| VICI | VICI PPTYS INC | $844.82万 | 5.31% | 318,200 | 45,000 | 16.5% | $119.47万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $851.99万 | 5.35% | 138,964 | -178,504 | -56.2% | -$1,094.41万 | 减仓 |
| CPT | CAMDEN PPTY TR | $1,490.04万 | 9.36% | 130,146 | 58,646 | 82.0% | $671.44万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $1,732.83万 | 10.89% | 268,864 | 191,900 | 249.3% | $1,236.80万 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $1,846.36万 | 11.60% | 752,083 | 74,062 | 10.9% | $181.82万 | 加仓 |
| BN | BROOKFIELD CORP | $2,050.71万 | 12.89% | 481,500 | 55,000 | 12.9% | $234.25万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $3,039.19万 | 19.10% | 1,820,965 | 1,250 | 0.1% | $2.09万 | 加仓 |