Landmark Investment Partners, L.P. 13F 持仓 · 2026年Q2
Landmark Investment Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 3.99 亿美元。前几大持仓：ESS-PH（6.62%）、CNS（6.45%）、CHH（4.99%）。本季前 25 大持仓中：新建仓 15 只、增持 8 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ESS-PH | ESSEX PPTY TR INC | $26.4M | 6.62% | 94,300 | 增持 |
| 2 | CNS | COHEN & STEERS INC | $25.8M | 6.45% | 306,200 | 增持 |
| 3 | CHH | CHOICE HOTELS INTL INC | $19.9M | 4.99% | 191,600 | 增持 |
| 4 | DEI | DOUGLAS EMMETT INC | $19.3M | 4.82% | 1.7M | 增持 |
| 5 | CBRE | CBRE GROUP INC | $19.2M | 4.81% | 130,500 | 新建仓 |
| 6 | AVB | AVALONBAY CMNTYS INC | $17.4M | 4.35% | 96,300 | 新建仓 |
| 7 | JLL | JONES LANG LASALLE INC | $15.8M | 3.97% | 43,700 | 新建仓 |
| 8 | MAR | MARRIOTT INTL INC NEW | $12.8M | 3.19% | 36,000 | 新建仓 |
| 9 | RCL | ROYAL CARIBBEAN GROUP | $11.8M | 2.96% | 38,500 | 新建仓 |
| 10 | DEI | DOUGLAS EMMETT INC | $11.6M | 2.91% | 1.0M | 增持 |
| 11 | CSGP | COSTAR GROUP INC | $11.3M | 2.83% | 369,400 | 增持 |
| 12 | TNL | TRAVEL PLUS LEISURE CO | $10.1M | 2.53% | 136,100 | 新建仓 |
| 13 | CNS | COHEN & STEERS INC | $9.2M | 2.29% | 108,850 | 减持 |
| 14 | KRC-PH | KILROY REALTY CORP | $8.6M | 2.15% | 240,000 | 新建仓 |
| 15 | SKY | CHAMPION HOMES INC | $8.5M | 2.13% | 91,600 | 新建仓 |
| 16 | COMP | COMPASS INC | $7.8M | 1.96% | 619,700 | 新建仓 |
| 17 | NXRT | NEXPOINT RESIDENTIAL TR INC | $7.8M | 1.95% | 319,092 | 增持 |
| 18 | UDR | UDR INC | $7.5M | 1.87% | 200,900 | 新建仓 |
| 19 | COMP | COMPASS INC | $7.3M | 1.84% | 580,048 | 新建仓 |
| 20 | UDR | UDR INC | $7.2M | 1.80% | 193,045 | 新建仓 |
| 21 | VAC | MARRIOTT VACATIONS WORLDWIDE | $7.1M | 1.77% | 60,580 | 减持 |
| 22 | SLGPRI | SL GREEN RLTY CORP | $7.0M | 1.76% | 126,900 | 新建仓 |
| 23 | ENSG | ENSIGN GROUP INC | $6.2M | 1.54% | 34,054 | 新建仓 |
| 24 | CHH | CHOICE HOTELS INTL INC | $5.8M | 1.46% | 55,914 | 新建仓 |
| 25 | HPP | HUDSON PACIFIC PROPERTIES IN | $5.8M | 1.45% | 419,873 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR