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LANDMARK INVESTMENT PARTNERS, L.P. 13F holdings

Filed 2026-08-14 · LANDMARK INVESTMENT PARTNERS, L.P. · 54 positions · $399.3M

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TickerCompanySharesValue% of portfolio
—ESSEX PPTY TR INC94.3K$26.4M6.6%
—COHEN & STEERS INC306.2K$25.8M6.5%
—CHOICE HOTELS INTL INC191.6K$19.9M5.0%
—DOUGLAS EMMETT INC1.7M$19.3M4.8%
—CBRE GROUP INC130.5K$19.2M4.8%
—AVALONBAY CMNTYS INC96.3K$17.4M4.3%
—JONES LANG LASALLE INC43.7K$15.8M4.0%
—MARRIOTT INTL INC NEW36.0K$12.8M3.2%
—ROYAL CARIBBEAN GROUP38.5K$11.8M3.0%
DEIDOUGLAS EMMETT INC1.0M$11.6M2.9%
—COSTAR GROUP INC369.4K$11.3M2.8%
—TRAVEL PLUS LEISURE CO136.1K$10.1M2.5%
CNSCOHEN & STEERS INC108.8K$9.2M2.3%
—KILROY REALTY CORP240.0K$8.6M2.2%
—CHAMPION HOMES INC91.6K$8.5M2.1%
—COMPASS INC619.7K$7.8M2.0%
NXRTNEXPOINT RESIDENTIAL TR INC319.1K$7.8M2.0%
—UDR INC200.9K$7.5M1.9%
COMPCOMPASS INC580.0K$7.3M1.8%
UDRUDR INC193.0K$7.2M1.8%
VACMARRIOTT VACATIONS WORLDWIDE60.6K$7.1M1.8%
—SL GREEN RLTY CORP126.9K$7.0M1.8%
ENSGENSIGN GROUP INC34.1K$6.2M1.5%
CHHCHOICE HOTELS INTL INC55.9K$5.8M1.5%
HPPHUDSON PACIFIC PROPERTIES IN419.9K$5.8M1.5%
—ALEXANDRIA REAL ESTATE EQ IN120.0K$5.7M1.4%
CBRECBRE GROUP INC37.5K$5.5M1.4%
—HOST HOTELS & RESORTS INC239.0K$5.4M1.4%
—EQUITY RESIDENTIAL80.9K$5.2M1.3%
VMRKEQUITY RESIDENTIAL79.9K$5.2M1.3%
AIVAPARTMENT INVT & MGMT CO2.0M$5.1M1.3%
—CARNIVAL CORP LTD175.8K$4.9M1.2%
—COPT DEFENSE PROPERTIES129.0K$4.7M1.2%
CSGPCOSTAR GROUP INC144.0K$4.4M1.1%
—EQUITY LIFESTYLE PROPERTIES69.0K$4.4M1.1%
—GAMING & LEISURE P100.0K$4.3M1.1%
TNLTRAVEL PLUS LEISURE CO57.0K$4.2M1.1%
BAMBROOKFIELD ASSET MANAGMT LTD73.9K$4.0M1.0%
—ENSIGN GROUP INC22.0K$4.0M1.0%
—MARRIOTT VACATIONS WORLDWIDE31.0K$3.6M0.9%
ESSESSEX PPTY TR INC12.7K$3.6M0.9%
—AGREE RLTY CORP48.0K$3.5M0.9%
—FEDERAL RLTY INVT TR NEW27.0K$3.2M0.8%
—REALTY INCOME CORP50.0K$3.1M0.8%
—CROWN CASTLE INC41.0K$3.0M0.8%
—ROCKET COS INC177.1K$2.5M0.6%
SKYCHAMPION HOMES INC23.9K$2.2M0.6%
AVBCAVALONBAY CMNTYS INC11.1K$2.0M0.5%
BHRBRAEMAR HOTELS & RESORTS INC988.9K$2.0M0.5%
—VIKING HOLDINGS LTD16.9K$1.8M0.4%
—BROOKFIELD ASSET MANAGMT LTD25.0K$1.4M0.3%
—NEXPOINT RESIDENTIAL TR INC55.5K$1.4M0.3%
RCLROYAL CARIBBEAN GROUP3.3K$1.0M0.3%
BKDBROOKDALE SR LIVING INC72.4K$928,7890.2%
Top Fund Holdings
13F
Top Fund Holdings

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