13F HOLDINGS REPORT
LANDMARK INVESTMENT PARTNERS, L.P.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0002023551-25-000002
Total Value
$247.4M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERICAN HOMES 4 RENT | AMH-PG | 721,308 | $27.0M | 10.91% |
| 2 | ESSEX PPTY TR INC | 297178105 | 88,427 | $25.2M | 10.20% |
| 3 | CAMDEN PPTY TR | 133131102 | 217,484 | $25.2M | 10.20% |
| 4 | KILROY RLTY CORP | 49427F108 | 615,867 | $24.9M | 10.07% |
| 5 | PARK HOTELS & RESORTS INC | PK | 1,516,832 | $21.3M | 8.63% |
| 6 | FIRST INDL RLTY TR INC | 32054K103 | 328,711 | $16.5M | 6.66% |
| 7 | CHURCHILL DOWNS INC | CHDN | 99,723 | $13.3M | 5.38% |
| 8 | PEBBLEBROOK HOTEL TR | PEB-PH | 964,976 | $13.1M | 5.29% |
| 9 | APARTMENT INVT & MGMT CO | APA | 1,369,299 | $12.4M | 5.03% |
| 10 | COUSINS PPTYS INC | 222795502 | 391,549 | $12.0M | 4.85% |
| 11 | HYATT HOTELS CORP | H | 74,992 | $11.8M | 4.76% |
| 12 | PROLOGIS INC. | PLDGP | 103,271 | $10.9M | 4.41% |
| 13 | VENTAS INC | VTR | 185,032 | $10.9M | 4.41% |
| 14 | VICI PPTYS INC | 925652109 | 284,695 | $8.3M | 3.36% |
| 15 | BROOKDALE SR LIVING INC | 112463104 | 1,465,938 | $7.4M | 2.98% |
| 16 | DOUGLAS EMMETT INC | DEI | 190,888 | $3.5M | 1.43% |
| 17 | COSTAR GROUP INC | CSGP | 37,719 | $2.7M | 1.09% |
| 18 | CHATHAM LODGING TR | CLDT-PA | 90,000 | $805,500 | 0.33% |