Filed: 11/14/2025ACC: 0002023551-25-000009
📋 What this filing means
LANDMARK INVESTMENT PARTNERS, L.P. filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $327.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$327.63M
Total AUM (reported)
15.19M
Total Shares
Allocation by class
COM$275.04M83.9%
CL A$13.69M4.2%
RUSSELL 2000 ETF$12.10M3.7%
SH BEN INT$10.09M3.1%
COM SH BEN INT$6.19M1.9%
COM NEW$4.36M1.3%
COM CL A$2.62M0.8%
Portfolio Concentration
Top 3$72.23M22.0%
4–10$86.80M26.5%
11–25$103.83M31.7%
Rest$64.78M19.8%
Top 3 weight
22.0%
Top 10 weight
48.5%
Voting Authority Distribution
Total shares with voting rights: 8.57M
Sole
Full voting authority
8.57M
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)
Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:
ESSEX PPTY TR INC
SOLEShares129.58K
TypeSH
Market value$34.68M
10.59%
Sole
31.78K
Shared
0.00
None
0.00
DOUGLAS EMMETT INC
SOLEShares1.29M
TypeSH
Market value$20.03M
6.11%
Sole
706.22K
Shared
0.00
None
0.00
HOWARD HUGHES HOLDINGS INC
SOLEShares213.19K
TypeSH
Market value$17.52M
5.35%
Sole
151.69K
Shared
0.00
None
0.00
HUDSON PAC PPTYS INC
SOLEShares5.80M
TypeSH
Market value$16.00M
4.88%
Sole
3.91M
Shared
0.00
None
0.00
COHEN & STEERS INC
SOLEShares203.80K
TypeSH
Market value$13.37M
4.08%
Sole
148.10K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares149.38K
TypeSH
Market value$12.60M
3.85%
Sole
149.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares50K
TypeSH
Market value$12.10M
3.69%
Sole
50K
Shared
0.00
None
0.00
NEXPOINT RESIDENTIAL TR INC
SOLEShares348.90K
TypeSH
Market value$11.24M
3.43%
Sole
248.90K
Shared
0.00
None
0.00
APARTMENT INVT & MGMT CO
SOLEShares1.38M
TypeSH
Market value$10.96M
3.34%
Sole
863.52K
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares1.24M
TypeSH
Market value$10.53M
3.21%
Sole
1.14M
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares155.94K
TypeSH
Market value$10.09M
3.08%
Sole
33.64K
Shared
0.00
None
0.00
ALEXANDRIA REAL ESTATE EQ IN
SOLEShares117.40K
TypeSH
Market value$9.78M
2.99%
Sole
0.00
Shared
0.00
None
0.00
KILROY RLTY CORP
SOLEShares220.50K
TypeSH
Market value$9.32M
2.84%
Sole
0.00
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares32.22K
TypeSH
Market value$8.36M
2.55%
Sole
32.22K
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
SOLEShares190.28K
TypeSH
Market value$7.96M
2.43%
Sole
165.48K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares45.68K
TypeSH
Market value$7.81M
2.38%
Sole
45.68K
Shared
0.00
None
0.00
U HAUL HOLDING COMPANY
SOLEShares133.89K
TypeSH
Market value$7.64M
2.33%
Sole
114.39K
Shared
0.00
None
0.00
UDR INC
SOLEShares164.20K
TypeSH
Market value$6.12M
1.87%
Sole
0.00
Shared
0.00
None
0.00
INDEPENDENCE RLTY TR INC
SOLEShares366K
TypeSH
Market value$6.00M
1.83%
Sole
0.00
Shared
0.00
None
0.00
AVALONBAY CMNTYS INC
SOLEShares29.39K
TypeSH
Market value$5.68M
1.73%
Sole
1.39K
Shared
0.00
None
0.00
VENTAS INC
SOLEShares78.30K
TypeSH
Market value$5.48M
1.67%
Sole
0.00
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
SOLEShares29.30K
TypeSH
Market value$5.07M
1.55%
Sole
0.00
Shared
0.00
None
0.00
CHAMPION HOMES INC
SOLEShares66.30K
TypeSH
Market value$5.06M
1.55%
Sole
0.00
Shared
0.00
None
0.00
CARETRUST REIT INC
SOLEShares140K
TypeSH
Market value$4.86M
1.48%
Sole
0.00
Shared
0.00
None
0.00
REXFORD INDL RLTY INC
SOLEShares112.20K
TypeSH
Market value$4.61M
1.41%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ESSEX PPTY TR INCSOLE | COM | 129.58K | SH | $34.68M 10.59% | 31.78K | 0.00 | 0.00 |
DOUGLAS EMMETT INCSOLE | COM | 1.29M | SH | $20.03M 6.11% | 706.22K | 0.00 | 0.00 |
HOWARD HUGHES HOLDINGS INCSOLE | COM | 213.19K | SH | $17.52M 5.35% | 151.69K | 0.00 | 0.00 |
HUDSON PAC PPTYS INCSOLE | COM | 5.80M | SH | $16.00M 4.88% | 3.91M | 0.00 | 0.00 |
COHEN & STEERS INCSOLE | COM | 203.80K | SH | $13.37M 4.08% | 148.10K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 149.38K | SH | $12.60M 3.85% | 149.38K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 50K | SH | $12.10M 3.69% | 50K | 0.00 | 0.00 |
NEXPOINT RESIDENTIAL TR INCSOLE | COM | 348.90K | SH | $11.24M 3.43% | 248.90K | 0.00 | 0.00 |
APARTMENT INVT & MGMT COSOLE | CL A | 1.38M | SH | $10.96M 3.34% | 863.52K | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 1.24M | SH | $10.53M 3.21% | 1.14M | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 155.94K | SH | $10.09M 3.08% | 33.64K | 0.00 | 0.00 |
ALEXANDRIA REAL ESTATE EQ INSOLE | COM | 117.40K | SH | $9.78M 2.99% | 0.00 | 0.00 | 0.00 |
KILROY RLTY CORPSOLE | COM | 220.50K | SH | $9.32M 2.84% | 0.00 | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 32.22K | SH | $8.36M 2.55% | 32.22K | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCSOLE | COM | 190.28K | SH | $7.96M 2.43% | 165.48K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 45.68K | SH | $7.81M 2.38% | 45.68K | 0.00 | 0.00 |
U HAUL HOLDING COMPANYSOLE | COM | 133.89K | SH | $7.64M 2.33% | 114.39K | 0.00 | 0.00 |
UDR INCSOLE | COM | 164.20K | SH | $6.12M 1.87% | 0.00 | 0.00 | 0.00 |
INDEPENDENCE RLTY TR INCSOLE | COM | 366K | SH | $6.00M 1.83% | 0.00 | 0.00 | 0.00 |
AVALONBAY CMNTYS INCSOLE | COM | 29.39K | SH | $5.68M 1.73% | 1.39K | 0.00 | 0.00 |
VENTAS INCSOLE | COM | 78.30K | SH | $5.48M 1.67% | 0.00 | 0.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 29.30K | SH | $5.07M 1.55% | 0.00 | 0.00 | 0.00 |
CHAMPION HOMES INCSOLE | COM | 66.30K | SH | $5.06M 1.55% | 0.00 | 0.00 | 0.00 |
CARETRUST REIT INCSOLE | COM | 140K | SH | $4.86M 1.48% | 0.00 | 0.00 | 0.00 |
REXFORD INDL RLTY INCSOLE | COM | 112.20K | SH | $4.61M 1.41% | 0.00 | 0.00 | 0.00 |
Page 1 of 3