Q4 2024 · 13F-HR
LANDMARK INVESTMENT PARTNERS, L.P.holdings as filed
Filed 2025-02-14 · accession 0002023551-25-000002
$247.4M
Reported value
18
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02665T306 | AMH | AMERICAN HOMES 4 RENT | $27.0M | 10.9% | 721,308 | Common | SOLE |
| 297178105 | ESS | ESSEX PPTY TR INC | $25.2M | 10.2% | 88,427 | Common | SOLE |
| 133131102 | CPT | CAMDEN PPTY TR | $25.2M | 10.2% | 217,484 | Common | SOLE |
| 49427F108 | KRC | KILROY RLTY CORP | $24.9M | 10.1% | 615,867 | Common | SOLE |
| 700517105 | PK | PARK HOTELS & RESORTS INC | $21.3M | 8.63% | 1,516,832 | Common | SOLE |
| 32054K103 | FR | FIRST INDL RLTY TR INC | $16.5M | 6.66% | 328,711 | Common | SOLE |
| 171484108 | CHDN | CHURCHILL DOWNS INC | $13.3M | 5.38% | 99,723 | Common | SOLE |
| 70509V100 | PEB | PEBBLEBROOK HOTEL TR | $13.1M | 5.29% | 964,976 | Common | SOLE |
| 03748R747 | AIV | APARTMENT INVT & MGMT CO | $12.4M | 5.03% | 1,369,299 | Common | SOLE |
| 222795502 | CUZ | COUSINS PPTYS INC | $12.0M | 4.85% | 391,549 | Common | SOLE |
| 448579102 | H | HYATT HOTELS CORP | $11.8M | 4.76% | 74,992 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $10.9M | 4.41% | 103,271 | Common | SOLE |
| 92276F100 | VTR | VENTAS INC | $10.9M | 4.41% | 185,032 | Common | SOLE |
| 925652109 | VICI | VICI PPTYS INC | $8.3M | 3.36% | 284,695 | Common | SOLE |
| 112463104 | BKD | BROOKDALE SR LIVING INC | $7.4M | 2.98% | 1,465,938 | Common | SOLE |
| 25960P109 | DEI | DOUGLAS EMMETT INC | $3.5M | 1.43% | 190,888 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $2.7M | 1.09% | 37,719 | Common | SOLE |
| 16208T102 | CLDT | CHATHAM LODGING TR | $805,500 | 0.33% | 90,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.