Filed: 8/14/2025ACC: 0002023551-25-000007
📋 What this filing means
LANDMARK INVESTMENT PARTNERS, L.P. filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $376.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$376.68M
Total AUM (reported)
15.50M
Total Shares
Allocation by class
COM$263.20M69.9%
CL A$31.67M8.4%
SH BEN INT$14.77M3.9%
REAL ESTATE ETF$13.72M3.6%
S&P500 EQL WGT$13.34M3.5%
COM CL A$12.92M3.4%
TR UNIT$11.43M3.0%
Portfolio Concentration
Top 3$75.69M20.1%
4–10$113.32M30.1%
11–25$130.33M34.6%
Rest$57.34M15.2%
Top 3 weight
20.1%
Top 10 weight
50.2%
Voting Authority Distribution
Total shares with voting rights: 12.79M
Sole
Full voting authority
12.79M
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)
Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
ESSEX PPTY TR INC
SOLEShares103.46K
TypeSH
Market value$29.32M
7.78%
Sole
93.56K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares290.85K
TypeSH
Market value$23.38M
6.21%
Sole
276.15K
Shared
0.00
None
0.00
DOUGLAS EMMETT INC
SOLEShares1.53M
TypeSH
Market value$22.99M
6.10%
Sole
1.37M
Shared
0.00
None
0.00
APARTMENT INVT & MGMT CO
SOLEShares2.21M
TypeSH
Market value$19.15M
5.08%
Sole
1.92M
Shared
0.00
None
0.00
HUDSON PAC PPTYS INC
SOLEShares6.41M
TypeSH
Market value$17.56M
4.66%
Sole
5.81M
Shared
0.00
None
0.00
TRAVEL PLUS LEISURE CO
SOLEShares317.69K
TypeSH
Market value$16.40M
4.35%
Sole
294.89K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares58.57K
TypeSH
Market value$15.60M
4.14%
Sole
51.47K
Shared
0.00
None
0.00
NEXPOINT RESIDENTIAL TR INC
SOLEShares449.69K
TypeSH
Market value$14.98M
3.98%
Sole
449.69K
Shared
0.00
None
0.00
COHEN & STEERS INC
SOLEShares197.06K
TypeSH
Market value$14.85M
3.94%
Sole
197.06K
Shared
0.00
None
0.00
HOWARD HUGHES HOLDINGS INC
SOLEShares218.96K
TypeSH
Market value$14.78M
3.92%
Sole
211.26K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares154K
TypeSH
Market value$13.72M
3.64%
Sole
154K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares73.40K
TypeSH
Market value$13.34M
3.54%
Sole
73.40K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares78.37K
TypeSH
Market value$11.72M
3.11%
Sole
70.37K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares81.66K
TypeSH
Market value$11.44M
3.04%
Sole
64.26K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares18.50K
TypeSH
Market value$11.43M
3.03%
Sole
18.50K
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares1.56M
TypeSH
Market value$10.87M
2.89%
Sole
1.56M
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares19K
TypeSH
Market value$10.48M
2.78%
Sole
19K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares11.31K
TypeSH
Market value$9.00M
2.39%
Sole
5.21K
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares64.01K
TypeSH
Market value$8.94M
2.37%
Sole
56.31K
Shared
0.00
None
0.00
CAMDEN PPTY TR
SOLEShares51.62K
TypeSH
Market value$5.82M
1.54%
Sole
24.12K
Shared
0.00
None
0.00
MID-AMER APT CMNTYS INC
SOLEShares36K
TypeSH
Market value$5.33M
1.41%
Sole
0.00
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares78.50K
TypeSH
Market value$5.30M
1.41%
Sole
0.00
Shared
0.00
None
0.00
AVALONBAY CMNTYS INC
SOLEShares23.90K
TypeSH
Market value$4.86M
1.29%
Sole
0.00
Shared
0.00
None
0.00
BXP INC
SOLEShares60.80K
TypeSH
Market value$4.10M
1.09%
Sole
0.00
Shared
0.00
None
0.00
BLUE OWL CAPITAL INC
SOLEShares207.30K
TypeSH
Market value$3.98M
1.06%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ESSEX PPTY TR INCSOLE | COM | 103.46K | SH | $29.32M 7.78% | 93.56K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 290.85K | SH | $23.38M 6.21% | 276.15K | 0.00 | 0.00 |
DOUGLAS EMMETT INCSOLE | COM | 1.53M | SH | $22.99M 6.10% | 1.37M | 0.00 | 0.00 |
APARTMENT INVT & MGMT COSOLE | CL A | 2.21M | SH | $19.15M 5.08% | 1.92M | 0.00 | 0.00 |
HUDSON PAC PPTYS INCSOLE | COM | 6.41M | SH | $17.56M 4.66% | 5.81M | 0.00 | 0.00 |
TRAVEL PLUS LEISURE COSOLE | COM | 317.69K | SH | $16.40M 4.35% | 294.89K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 58.57K | SH | $15.60M 4.14% | 51.47K | 0.00 | 0.00 |
NEXPOINT RESIDENTIAL TR INCSOLE | COM | 449.69K | SH | $14.98M 3.98% | 449.69K | 0.00 | 0.00 |
COHEN & STEERS INCSOLE | COM | 197.06K | SH | $14.85M 3.94% | 197.06K | 0.00 | 0.00 |
HOWARD HUGHES HOLDINGS INCSOLE | COM | 218.96K | SH | $14.78M 3.92% | 211.26K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 154K | SH | $13.72M 3.64% | 154K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 73.40K | SH | $13.34M 3.54% | 73.40K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 78.37K | SH | $11.72M 3.11% | 70.37K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 81.66K | SH | $11.44M 3.04% | 64.26K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 18.50K | SH | $11.43M 3.03% | 18.50K | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 1.56M | SH | $10.87M 2.89% | 1.56M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 19K | SH | $10.48M 2.78% | 19K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 11.31K | SH | $9.00M 2.39% | 5.21K | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 64.01K | SH | $8.94M 2.37% | 56.31K | 0.00 | 0.00 |
CAMDEN PPTY TRSOLE | SH BEN INT | 51.62K | SH | $5.82M 1.54% | 24.12K | 0.00 | 0.00 |
MID-AMER APT CMNTYS INCSOLE | COM | 36K | SH | $5.33M 1.41% | 0.00 | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 78.50K | SH | $5.30M 1.41% | 0.00 | 0.00 | 0.00 |
AVALONBAY CMNTYS INCSOLE | COM | 23.90K | SH | $4.86M 1.29% | 0.00 | 0.00 | 0.00 |
BXP INCSOLE | COM | 60.80K | SH | $4.10M 1.09% | 0.00 | 0.00 | 0.00 |
BLUE OWL CAPITAL INCSOLE | COM CL A | 207.30K | SH | $3.98M 1.06% | 0.00 | 0.00 | 0.00 |
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