13F HOLDINGS REPORT
LANDMARK INVESTMENT PARTNERS, L.P.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002023551-25-000009
Total Value
$327.6M
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ESSEX PPTY TR INC | 297178105 | 97,800 | $26.2M | 7.99% |
| 2 | COSTAR GROUP INC | CSGP | 149,385 | $12.6M | 3.85% |
| 3 | HOWARD HUGHES HOLDINGS INC | HHH | 151,690 | $12.5M | 3.80% |
| 4 | ISHARES TR | 464287655 | 50,000 | $12.1M | 3.69% |
| 5 | DOUGLAS EMMETT INC | DEI | 706,218 | $11.0M | 3.36% |
| 6 | HUDSON PAC PPTYS INC | 444097109 | 3,914,346 | $10.8M | 3.30% |
| 7 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 117,400 | $9.8M | 2.99% |
| 8 | COHEN & STEERS INC | CNS | 148,098 | $9.7M | 2.97% |
| 9 | KILROY RLTY CORP | 49427F108 | 220,500 | $9.3M | 2.84% |
| 10 | DOUGLAS EMMETT INC | DEI | 580,000 | $9.0M | 2.76% |
| 11 | ESSEX PPTY TR INC | 297178105 | 31,777 | $8.5M | 2.60% |
| 12 | HILTON WORLDWIDE HLDGS INC | HLT | 32,224 | $8.4M | 2.55% |
| 13 | NEXPOINT RESIDENTIAL TR INC | NXRT | 248,899 | $8.0M | 2.45% |
| 14 | BROOKDALE SR LIVING INC | 112463104 | 942,815 | $8.0M | 2.44% |
| 15 | EQUITY RESIDENTIAL | EQR | 122,300 | $7.9M | 2.42% |
| 16 | BLACKSTONE INC | BX | 45,684 | $7.8M | 2.38% |
| 17 | HILTON GRAND VACATIONS INC | HGV | 165,484 | $6.9M | 2.11% |
| 18 | APARTMENT INVT & MGMT CO | APA | 863,517 | $6.8M | 2.09% |
| 19 | U HAUL HOLDING COMPANY | UHAL-B | 114,393 | $6.5M | 1.99% |
| 20 | UDR INC | UDR | 164,200 | $6.1M | 1.87% |
| 21 | INDEPENDENCE RLTY TR INC | 45378A106 | 366,000 | $6.0M | 1.83% |
| 22 | VENTAS INC | VTR | 78,300 | $5.5M | 1.67% |
| 23 | AVALONBAY CMNTYS INC | AWX | 28,000 | $5.4M | 1.65% |
| 24 | HUDSON PAC PPTYS INC | 444097109 | 1,882,909 | $5.2M | 1.59% |
| 25 | DIGITAL RLTY TR INC | 253868103 | 29,300 | $5.1M | 1.55% |
| 26 | CHAMPION HOMES INC | SKY | 66,300 | $5.1M | 1.55% |
| 27 | HOWARD HUGHES HOLDINGS INC | HHH | 61,500 | $5.1M | 1.54% |
| 28 | CARETRUST REIT INC | CTRE | 140,000 | $4.9M | 1.48% |
| 29 | REXFORD INDL RLTY INC | 76169C100 | 112,200 | $4.6M | 1.41% |
| 30 | WP CAREY INC | 92936U109 | 67,500 | $4.6M | 1.39% |
| 31 | INVITATION HOMES INC | INVH | 153,200 | $4.5M | 1.37% |
| 32 | HEALTHPEAK PROPERTIES INC | DOC | 230,600 | $4.4M | 1.35% |
| 33 | APARTMENT INVT & MGMT CO | APA | 518,200 | $4.1M | 1.25% |
| 34 | BXP INC | BXP | 52,000 | $3.9M | 1.19% |
| 35 | COHEN & STEERS INC | CNS | 55,700 | $3.7M | 1.12% |
| 36 | TAYLOR MORRISON HOME CORP | TMHC | 54,500 | $3.6M | 1.10% |
| 37 | EPR PPTYS | 26884U109 | 57,100 | $3.3M | 1.01% |
| 38 | NEXPOINT RESIDENTIAL TR INC | NXRT | 100,000 | $3.2M | 0.98% |
| 39 | MERITAGE HOMES CORP | MTH | 42,000 | $3.0M | 0.93% |
| 40 | ACADIA RLTY TR | 004239109 | 142,800 | $2.9M | 0.88% |
| 41 | AMERICAN TOWER CORP NEW | 03027X100 | 14,300 | $2.8M | 0.84% |
| 42 | EQUINIX INC | EQIX | 3,400 | $2.7M | 0.81% |
| 43 | WEYERHAEUSER CO MTN BE | WY | 105,800 | $2.6M | 0.80% |
| 44 | HEALTHCARE RLTY TR | 42226K105 | 127,800 | $2.3M | 0.70% |
| 45 | SBA COMMUNICATIONS CORP NEW | SBAC | 11,500 | $2.2M | 0.68% |
| 46 | EQUITY RESIDENTIAL | EQR | 33,641 | $2.2M | 0.66% |
| 47 | PUBLIC STORAGE OPER CO | PSA-PS | 7,500 | $2.2M | 0.66% |
| 48 | WILLSCOT HLDGS CORP | WSC | 100,000 | $2.1M | 0.64% |
| 49 | BRAEMAR HOTELS & RESORTS INC | BHR-PD | 773,000 | $2.1M | 0.64% |
| 50 | WYNDHAM HOTELS & RESORTS INC | WH | 25,700 | $2.1M | 0.63% |
| 51 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 22,000 | $2.0M | 0.60% |
| 52 | SUNSTONE HOTEL INVS INC NEW | 867892101 | 195,500 | $1.8M | 0.56% |
| 53 | COUSINS PPTYS INC | 222795502 | 60,000 | $1.7M | 0.53% |
| 54 | BROOKDALE SR LIVING INC | 112463104 | 200,000 | $1.7M | 0.52% |
| 55 | CROWN CASTLE INC | CCI | 16,900 | $1.6M | 0.50% |
| 56 | BROOKFIELD CORP | 11271J107 | 18,000 | $1.2M | 0.38% |
| 57 | MACERICH CO | MAC | 66,500 | $1.2M | 0.37% |
| 58 | U HAUL HOLDING COMPANY | UHAL-B | 19,500 | $1.1M | 0.34% |
| 59 | CHOICE HOTELS INTL INC | 169905106 | 10,000 | $1.1M | 0.33% |
| 60 | HILTON GRAND VACATIONS INC | HGV | 24,800 | $1.0M | 0.32% |
| 61 | BROOKDALE SR LIVING INC | 112463104 | 100,000 | $847,000 | 0.26% |
| 62 | SL GREEN RLTY CORP | 78440X887 | 9,500 | $568,195 | 0.17% |
| 63 | KIMCO RLTY CORP | 49446R109 | 25,000 | $546,250 | 0.17% |
| 64 | COMPASS INC | COMP | 63,600 | $510,708 | 0.16% |
| 65 | BLUE OWL CAPITAL INC | OWL | 30,000 | $507,900 | 0.16% |
| 66 | LINEAGE INC | LINE | 13,100 | $506,184 | 0.15% |
| 67 | AVALONBAY CMNTYS INC | AWX | 1,393 | $269,086 | 0.08% |
| 68 | TOLL BROTHERS INC | TOL | 1,800 | $248,652 | 0.08% |