Filed: 2/14/2025ACC: 0002023551-25-000002
📋 What this filing means
LANDMARK INVESTMENT PARTNERS, L.P. filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $247.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$247.36M
Total AUM (reported)
8.75M
Total Shares
Allocation by class
COM$158.92M64.2%
CL A$39.44M15.9%
SH BEN INT$25.24M10.2%
COM NEW$12.00M4.9%
COM CL A$11.77M4.8%
Portfolio Concentration
Top 3$77.47M31.3%
4–10$113.57M45.9%
11–25$56.32M22.8%
Top 3 weight
31.3%
Top 10 weight
77.2%
Voting Authority Distribution
Total shares with voting rights: 8.75M
Sole
Full voting authority
8.75M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
AMERICAN HOMES 4 RENT
SOLEShares721.31K
TypeSH
Market value$26.99M
10.91%
Sole
721.31K
Shared
0.00
None
0.00
ESSEX PPTY TR INC
SOLEShares88.43K
TypeSH
Market value$25.24M
10.20%
Sole
88.43K
Shared
0.00
None
0.00
CAMDEN PPTY TR
SOLEShares217.48K
TypeSH
Market value$25.24M
10.20%
Sole
217.48K
Shared
0.00
None
0.00
KILROY RLTY CORP
SOLEShares615.87K
TypeSH
Market value$24.91M
10.07%
Sole
615.87K
Shared
0.00
None
0.00
PARK HOTELS & RESORTS INC
SOLEShares1.52M
TypeSH
Market value$21.34M
8.63%
Sole
1.52M
Shared
0.00
None
0.00
FIRST INDL RLTY TR INC
SOLEShares328.71K
TypeSH
Market value$16.48M
6.66%
Sole
328.71K
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares99.72K
TypeSH
Market value$13.32M
5.38%
Sole
99.72K
Shared
0.00
None
0.00
PEBBLEBROOK HOTEL TR
SOLEShares964.98K
TypeSH
Market value$13.08M
5.29%
Sole
964.98K
Shared
0.00
None
0.00
APARTMENT INVT & MGMT CO
SOLEShares1.37M
TypeSH
Market value$12.45M
5.03%
Sole
1.37M
Shared
0.00
None
0.00
COUSINS PPTYS INC
SOLEShares391.55K
TypeSH
Market value$12.00M
4.85%
Sole
391.55K
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares74.99K
TypeSH
Market value$11.77M
4.76%
Sole
74.99K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares103.27K
TypeSH
Market value$10.92M
4.41%
Sole
103.27K
Shared
0.00
None
0.00
VENTAS INC
SOLEShares185.03K
TypeSH
Market value$10.90M
4.41%
Sole
185.03K
Shared
0.00
None
0.00
VICI PPTYS INC
SOLEShares284.69K
TypeSH
Market value$8.32M
3.36%
Sole
284.69K
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares1.47M
TypeSH
Market value$7.37M
2.98%
Sole
1.47M
Shared
0.00
None
0.00
DOUGLAS EMMETT INC
SOLEShares190.89K
TypeSH
Market value$3.54M
1.43%
Sole
190.89K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares37.72K
TypeSH
Market value$2.70M
1.09%
Sole
37.72K
Shared
0.00
None
0.00
CHATHAM LODGING TR
SOLEShares90K
TypeSH
Market value$805.5K
0.33%
Sole
90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN HOMES 4 RENTSOLE | CL A | 721.31K | SH | $26.99M 10.91% | 721.31K | 0.00 | 0.00 |
ESSEX PPTY TR INCSOLE | COM | 88.43K | SH | $25.24M 10.20% | 88.43K | 0.00 | 0.00 |
CAMDEN PPTY TRSOLE | SH BEN INT | 217.48K | SH | $25.24M 10.20% | 217.48K | 0.00 | 0.00 |
KILROY RLTY CORPSOLE | COM | 615.87K | SH | $24.91M 10.07% | 615.87K | 0.00 | 0.00 |
PARK HOTELS & RESORTS INCSOLE | COM | 1.52M | SH | $21.34M 8.63% | 1.52M | 0.00 | 0.00 |
FIRST INDL RLTY TR INCSOLE | COM | 328.71K | SH | $16.48M 6.66% | 328.71K | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 99.72K | SH | $13.32M 5.38% | 99.72K | 0.00 | 0.00 |
PEBBLEBROOK HOTEL TRSOLE | COM | 964.98K | SH | $13.08M 5.29% | 964.98K | 0.00 | 0.00 |
APARTMENT INVT & MGMT COSOLE | CL A | 1.37M | SH | $12.45M 5.03% | 1.37M | 0.00 | 0.00 |
COUSINS PPTYS INCSOLE | COM NEW | 391.55K | SH | $12.00M 4.85% | 391.55K | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 74.99K | SH | $11.77M 4.76% | 74.99K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 103.27K | SH | $10.92M 4.41% | 103.27K | 0.00 | 0.00 |
VENTAS INCSOLE | COM | 185.03K | SH | $10.90M 4.41% | 185.03K | 0.00 | 0.00 |
VICI PPTYS INCSOLE | COM | 284.69K | SH | $8.32M 3.36% | 284.69K | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 1.47M | SH | $7.37M 2.98% | 1.47M | 0.00 | 0.00 |
DOUGLAS EMMETT INCSOLE | COM | 190.89K | SH | $3.54M 1.43% | 190.89K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 37.72K | SH | $2.70M 1.09% | 37.72K | 0.00 | 0.00 |
CHATHAM LODGING TRSOLE | COM | 90K | SH | $805.5K 0.33% | 90K | 0.00 | 0.00 |