The Analysis of He Zhengxu's Holdings & P&L

Currently, He Zhengxu holds 4 types of securities in its portfolio with a total value $213.0M. In the most recent quarter, they have increased their positions in MPW (+41.7M shares, valued at $212.1M), PHUN (+520.0K shares, valued at $962.0K); decreased their positions in RLJ (-8.8M shares, valued at $68.0M); initiated new positions in MPW (+41.7M shares, valued at $212.1M), PHUN (+520.0K shares, valued at $962.0K), SMC (+N/A shares, valued at $N/A); completely sold out of RLJ (previously valued at $67.2M).

1M P&L

+208.0K+22.22%

3M P&L

+166.4K+17.02%

HY P&L

-306.8K-21.15%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1REIT - Healthcare Facilities212.1M

99.5%

2Software - Application962.0K

0.5%

3REIT - Hotel & MotelN/A

0.0%

Top Industries by Stock Count

1REIT - Hotel & Motel1 stocks

25.0%

2REIT - Healthcare Facilities1 stocks

25.0%

3Oil & Gas Midstream1 stocks

25.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MPW 41.7M sharesnew addition2025-12-312026-01-06

PHUN 520.0K sharesnew addition2026-04-062026-04-06

RLJ N/A sharesSold all2025-12-312026-01-06

SMC N/A sharesnew addition2025-12-312026-01-06

MPW

New

Shares41.7M

Event2025-12-31

Filed2026-01-06

PHUN

New

Shares520.0K

Event2026-04-06

Filed2026-04-06

RLJ

Sold all

SharesN/A

Event2025-12-31

Filed2026-01-06

SMC

New

SharesN/A

Event2025-12-31

Filed2026-01-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available