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

Currently, LANDMARK INVESTMENT PARTNERS, L.P. holds 16 types of securities in its portfolio with a total value $122.1M. In the most recent quarter, they have increased their positions in HGV (+165.5K shares, valued at $6.9M), UHAL (+114.4K shares, valued at $6.5M), EQR (+33.6K shares, valued at $2.2M); decreased their positions in ESS (-61.8K shares, valued at $16.5M), CSGP (-126.8K shares, valued at $10.7M), DEI (-662.2K shares, valued at $10.3M); initiated new positions in HGV (+165.5K shares, valued at $6.9M), UHAL (+114.4K shares, valued at $6.5M), EQR (+33.6K shares, valued at $2.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CSGP COSTAR GROUP INC149.4K shares-45.90%2025-09-302025-11-14

HHH HOWARD HUGHES HOLDINGS INC151.7K shares-28.20%2025-09-302025-11-14

DEI DOUGLAS EMMETT INC706.2K shares-48.39%2025-09-302025-11-14

HPP HUDSON PAC PPTYS INC3.9M shares-32.63%2025-09-302025-11-14

CNS COHEN & STEERS INC148.1K shares-24.85%2025-09-302025-11-14

ESS ESSEX PPTY TR INC31.8K shares-66.04%2025-09-302025-11-14

HLT HILTON WORLDWIDE HLDGS INC32.2K shares-37.40%2025-09-302025-11-14

NXRT NEXPOINT RESIDENTIAL TR INC248.9K shares-44.65%2025-09-302025-11-14

Sponsored

Call Option Holdings

ESS Call CallESSEX PPTY TR INC97.8K shares887.88%2025-09-302025-11-14

ARE Call CallALEXANDRIA REAL ESTATE EQ IN117.4K shares186.34%2025-09-302025-11-14

KRC Call CallKILROY RLTY CORP220.5K shares232.08%2025-09-302025-11-14

DEI Call CallDOUGLAS EMMETT INC580.0K shares262.50%2025-09-302025-11-14

EQR Call CallEQUITY RESIDENTIAL122.3K shares55.80%2025-09-302025-11-14

UDR Call CallUDR INC164.2K shares514.98%2025-09-302025-11-14

IRT Call CallINDEPENDENCE RLTY TR INC366.0K sharesnew addition2025-09-302025-11-14

VTR Call CallVENTAS INC78.3K shares125.00%2025-09-302025-11-14

AVB Call CallAVALONBAY CMNTYS INC28.0K shares17.15%2025-09-302025-11-14

HPP Call CallHUDSON PAC PPTYS INC1.9M shares213.82%2025-09-302025-11-14

DLR Call CallDIGITAL RLTY TR INC29.3K sharesnew addition2025-09-302025-11-14

SKY Call CallCHAMPION HOMES INC66.3K sharesnew addition2025-09-302025-11-14

HHH Call CallHOWARD HUGHES HOLDINGS INC61.5K shares698.70%2025-09-302025-11-14

CTRE Call CallCARETRUST REIT INC140.0K sharesnew addition2025-09-302025-11-14

REXR Call CallREXFORD INDL RLTY INC112.2K sharesnew addition2025-09-302025-11-14

WPC Call CallWP CAREY INC67.5K shares275.00%2025-09-302025-11-14

INVH Call CallINVITATION HOMES INC153.2K shares822.89%2025-09-302025-11-14

DOC Call CallHEALTHPEAK PROPERTIES INC230.6K shares77.38%2025-09-302025-11-14

AIV Call CallAPARTMENT INVT & MGMT CO518.2K shares79.49%2025-09-302025-11-14

BXP Call CallBXP INC52.0K shares-14.47%2025-09-302025-11-14

CNS Call CallCOHEN & STEERS INC55.7K sharesnew addition2025-09-302025-11-14

TMHC Call CallTAYLOR MORRISON HOME CORP54.5K sharesnew addition2025-09-302025-11-14

EPR Call CallEPR PPTYS57.1K sharesnew addition2025-09-302025-11-14

NXRT Call CallNEXPOINT RESIDENTIAL TR INC100.0K sharesnew addition2025-09-302025-11-14

MTH Call CallMERITAGE HOMES CORP42.0K sharesnew addition2025-09-302025-11-14

AKR Call CallACADIA RLTY TR142.8K sharesnew addition2025-09-302025-11-14

AMT Call CallAMERICAN TOWER CORP NEW14.3K sharesnew addition2025-09-302025-11-14

EQIX Call CallEQUINIX INC3.4K shares-44.26%2025-09-302025-11-14

WY Call CallWEYERHAEUSER CO MTN BE105.8K shares429.00%2025-09-302025-11-14

HR Call CallHEALTHCARE RLTY TR127.8K sharesnew addition2025-09-302025-11-14

SBAC Call CallSBA COMMUNICATIONS CORP NEW11.5K sharesnew addition2025-09-302025-11-14

PSA Call CallPUBLIC STORAGE OPER CO7.5K shares4.17%2025-09-302025-11-14

WSC Call CallWILLSCOT HLDGS CORP100.0K sharesnew addition2025-09-302025-11-14

WH Call CallWYNDHAM HOTELS & RESORTS INC25.7K shares314.52%2025-09-302025-11-14

RHP Call CallRYMAN HOSPITALITY PPTYS INC22.0K shares-33.33%2025-09-302025-11-14

SHO Call CallSUNSTONE HOTEL INVS INC NEW195.5K sharesnew addition2025-09-302025-11-14

CUZ Call CallCOUSINS PPTYS INC60.0K sharesnew addition2025-09-302025-11-14

CCI Call CallCROWN CASTLE INC16.9K sharesnew addition2025-09-302025-11-14

BN Call CallBROOKFIELD CORP18.0K shares-33.33%2025-09-302025-11-14

MAC Call CallMACERICH CO66.5K shares99.70%2025-09-302025-11-14

UHAL Call CallU HAUL HOLDING COMPANY19.5K sharesnew addition2025-09-302025-11-14

CHH Call CallCHOICE HOTELS INTL INC10.0K shares138.10%2025-09-302025-11-14

HGV Call CallHILTON GRAND VACATIONS INC24.8K sharesnew addition2025-09-302025-11-14

BKD Call CallBROOKDALE SR LIVING INC100.0K sharesnew addition2025-09-302025-11-14

SLG Call CallSL GREEN RLTY CORP9.5K shares-75.39%2025-09-302025-11-14

KIM Call CallKIMCO RLTY CORP25.0K shares-50.00%2025-09-302025-11-14

COMP Call CallCOMPASS INC63.6K shares-60.25%2025-09-302025-11-14

OWL Call CallBLUE OWL CAPITAL INC30.0K shares-85.53%2025-09-302025-11-14

LINE Call CallLINEAGE INC13.1K sharesnew addition2025-09-302025-11-14

TOL Call CallTOLL BROTHERS INC1.8K sharesnew addition2025-09-302025-11-14

Put Option Holdings

IWM Put PutISHARES TR50.0K sharesnew addition2025-09-302025-11-14

BKD Put PutBROOKDALE SR LIVING INC200.0K sharesnew addition2025-09-302025-11-14