The Analysis of LANDMARK INVESTMENT PARTNERS, L.P.'s Holdings & P&L


Currently, LANDMARK INVESTMENT PARTNERS, L.P. holds 20 types of securities in its portfolio with a total value $96.8M. In the most recent quarter, they have increased their positions in CBRE (+63.0K shares, valued at $8.5M), CIGI (+62.8K shares, valued at $6.7M), CHDN (+63.7K shares, valued at $5.7M); decreased their positions in BKD (-570.7K shares, valued at $7.8M), HHH (-80.1K shares, valued at $5.1M), ESS (-12.4K shares, valued at $3.0M); initiated new positions in CBRE (+63.0K shares, valued at $8.5M), CIGI (+62.8K shares, valued at $6.7M), CHDN (+63.7K shares, valued at $5.7M).


1M P&L
+1.2M+1.23%
3M P&L
-3.2M-3.15%
HY P&L
-1.2M-1.15%

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 - Residential18.3M
18.2%
2Resorts & Casinos13.8M
13.7%
3REIT - Office11.5M
11.4%

Top Industries by Stock Count

1REIT - Residential4 stocks
28.6%
2Resorts & Casinos2 stocks
14.3%
3REIT - Hotel & Motel1 stocks
7.1%
Stock Holdings
HLT
HILTON WORLDWIDE HLDGS INC
7.55%
Shares42.1K
Event2026-03-31
Filed2026-05-15
APARTMENT INVT & MGMT CO
APARTMENT INVT & MGMT CO
15.10%
Shares2.6M
Event2026-03-31
Filed2026-05-15
CNS
COHEN & STEERS INC
0.68%
Shares160.7K
Event2026-03-31
Filed2026-05-15
CBRE
CBRE GROUP INC
New
Shares63.0K
Event2026-03-31
Filed2026-05-15
DEI
DOUGLAS EMMETT INC
-27.22%
Shares762.6K
Event2026-03-31
Filed2026-05-15
CIGI
COLLIERS INTL GROUP INC
New
Shares62.8K
Event2026-03-31
Filed2026-05-15
NXRT
NEXPOINT RESIDENTIAL TR INC
676.40%
Shares257.5K
Event2026-03-31
Filed2026-05-15
CHDN
CHURCHILL DOWNS INC
New
Shares63.7K
Event2026-03-31
Filed2026-05-15
CSGP
COSTAR GROUP INC
-22.34%
Shares120.0K
Event2026-03-31
Filed2026-05-15
VAC
MARRIOTT VACATIONS WORLDWIDE
New
Shares66.6K
Event2026-03-31
Filed2026-05-15
ESS
ESSEX PPTY TR INC
-43.85%
Shares15.9K
Event2026-03-31
Filed2026-05-15
CPT
CAMDEN PPTY TR
243.19%
Shares30.8K
Event2026-03-31
Filed2026-05-15
BHR
BRAEMAR HOTELS & RESORTS INC
5.20%
Shares1.1M
Event2026-03-31
Filed2026-05-15
AVB
AVALONBAY CMNTYS INC
New
Shares16.2K
Event2026-03-31
Filed2026-05-15
HHH
HOWARD HUGHES HOLDINGS INC
-68.11%
Shares37.5K
Event2026-03-31
Filed2026-05-15
HUDSON PACIFIC PROPERTIES IN
HUDSON PACIFIC PROPERTIES IN
117.03%
Shares392.2K
Event2026-03-31
Filed2026-05-15
CUBE
CUBESMART
New
Shares35.7K
Event2026-03-31
Filed2026-05-15
BKD
BROOKDALE SR LIVING INC
-88.74%
Shares72.4K
Event2026-03-31
Filed2026-05-15
BLDR
BUILDERS FIRSTSOURCE INC
New
Shares4.7K
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC
BLACKSTONE INC
-74.88%
Shares1.7K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
COSTAR GROUP INC Call
COSTAR GROUP INC
New
Shares3.0K
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC Call
BLACKSTONE INC
New
Shares632
Event2026-03-31
Filed2026-05-15
DOUGLAS EMMETT INC Call
DOUGLAS EMMETT INC
New
Shares6.0K
Event2026-03-31
Filed2026-05-15
COLLIERS INTL GROUP INC Call
COLLIERS INTL GROUP INC
New
Shares477
Event2026-03-31
Filed2026-05-15
COHEN & STEERS INC Call
COHEN & STEERS INC
New
Shares700
Event2026-03-31
Filed2026-05-15
CHOICE HOTELS INTL INC Call
CHOICE HOTELS INTL INC
New
Shares216
Event2026-03-31
Filed2026-05-15
INVITATION HOMES INC Call
INVITATION HOMES INC
New
Shares702
Event2026-03-31
Filed2026-05-15
HUDSON PACIFIC PROPERTIES IN Call
HUDSON PACIFIC PROPERTIES IN
New
Shares2.8K
Event2026-03-31
Filed2026-05-15
ESSEX PPTY TR INC Call
ESSEX PPTY TR INC
New
Shares56
Event2026-03-31
Filed2026-05-15
SELECT SECTOR SPDR TR Call
SELECT SECTOR SPDR TR
New
Shares83
Event2026-03-31
Filed2026-05-15

Put Option Holdings
No put option holdings data available