Long Pond Capital, LP
Net seller this quarter
$1.04B
30
-$216M
63.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SBAC | $159M | 15.24% | 0.85% | Not reported | Q4 2015 |
 IRT | $85.6M | 8.23% | 2.17% | -10.5% | Q4 2021 |
 JAN | $73.8M | 7.10% | Not reported | -21.9% | Q1 2026 |
 HGV | $62.1M | 5.97% | 1.52% | +144.4% | Q3 2018 |
 JBGS | $59M | 5.67% | 6.80% | -8.8% | Q3 2017 |
 TRTX | $58.8M | 5.66% | 9.13% | Not reported | Q1 2024 |
 COMP | $44.3M | 4.26% | 0.48% | +195.4% | Q2 2021 |
 COLD | $42.2M | 4.06% | 0.94% | -40.3% | Q1 2019 |
 KREF | $39.8M | 3.82% | 9.92% | +1.4% | Q3 2025 |
 PRKS | $37.1M | 3.57% | 1.65% | -53.8% | Q2 2020 |
 CHDN | $35.7M | 3.43% | 0.57% | New | Q2 2026 |
 WYNN | $29.8M | 2.86% | 0.30% | -42.0% | Q1 2019 |
 POOL | $28.5M | 2.73% | 0.36% | +20.9% | Q1 2026 |
 FERG | $24.6M | 2.36% | 0.05% | New | Q2 2026 |
 BLDR | $22M | 2.11% | 0.23% | Not reported | Q2 2016 |
 CPT | $20.9M | 2.01% | 0.18% | -54.5% | Q1 2015 |
 FUN | $20.9M | 2.01% | 0.96% | +30.5% | Q3 2024 |
 ELS | $19.7M | 1.90% | 0.16% | Not reported | Q3 2013 |
 SMA | $14.5M | 1.39% | 0.80% | -27.5% | Q1 2026 |
 NXRT | $12.6M | 1.21% | 1.77% | Not reported | Q2 2024 |
 HD | $10.4M | 1.00% | 0.00% | Not reported | Q4 2018 |
 LOW | $9.76M | 0.94% | 0.01% | Not reported | Q1 2017 |
 MHO | $8.88M | 0.85% | 0.22% | +16.0% | Q2 2025 |
 LPX | $7.39M | 0.71% | 0.13% | Not reported | Q2 2023 |
 SMRT | $6.68M | 0.64% | 2.93% | Not reported | Q3 2021 |
 MAA | $5.63M | 0.54% | 0.03% | Not reported | Q1 2019 |
 DOC | $5.5M | 0.53% | 0.04% | -89.7% | Q4 2019 |
 ARE | $5.01M | 0.48% | 0.05% | Not reported | Q3 2021 |
 WH | $2.53M | 0.24% | 0.04% | -95.7% | Q2 2018 |
 FBIN | $1.65M | 0.16% | 0.03% | New | Q2 2026 |
| Q1 2026 | |||||
| IRT | $85.3M | 8.15% | 2.43% | +472.4% | Q4 2021 |
| JAN | $77.5M | 7.41% | Not reported | New | Q1 2026 |
| JBGS | $64.5M | 6.16% | 7.46% | +6.4% | Q3 2017 |
| WH | $57M | 5.44% | 0.93% | +107.7% | Q2 2018 |
| TRTX | $54.9M | 5.24% | 9.03% | -0.1% | Q1 2024 |
| PRKS | $54.9M | 5.24% | 3.46% | +96.6% | Q2 2020 |
| WYNN | $53.7M | 5.13% | 0.51% | Not reported | Q1 2019 |
| COLD | $51.5M | 4.92% | 1.58% | -22.8% | Q1 2019 |
 INN | $41.5M | 3.97% | 8.67% | Not reported | Q2 2025 |
| DOC | $40.9M | 3.91% | 0.36% | Not reported | Q4 2019 |
| CPT | $39.2M | 3.74% | 0.39% | +647.3% | Q1 2015 |
| KREF | $35.1M | 3.35% | 8.92% | +266.8% | Q3 2025 |
 NCLH | $32.4M | 3.09% | 0.38% | Not reported | Q1 2014 |
 H | $32.2M | 3.08% | Not reported | +10.1% | Q2 2013 |
 AMH | $31M | 2.96% | Not reported | Not reported | Q4 2013 |
 KRC | $29.3M | 2.80% | 0.89% | Not reported | Q3 2017 |
| POOL | $22.2M | 2.12% | 0.30% | New | Q1 2026 |
 JHX | $21.9M | 2.09% | 0.20% | Not reported | Q3 2025 |
| HGV | $19M | 1.81% | 0.60% | -33.7% | Q3 2018 |
| SMA | $18.6M | 1.77% | 1.11% | New | Q1 2026 |
 CUBE | $16M | 1.52% | 0.19% | +25.5% | Q3 2023 |
 LINE | $13.5M | 1.29% | 0.18% | +123.2% | Q4 2025 |
| FUN | $13.3M | 1.27% | 0.74% | Not reported | Q3 2024 |
| NXRT | $11.3M | 1.08% | 1.78% | -46.3% | Q2 2024 |
 CSR | $10.9M | 1.04% | 1.13% | -57.2% | Q3 2025 |
| TMHC | $10.2M | 0.97% | 0.18% | Not reported | Q2 2018 |
| COMP | $8.89M | 0.85% | 0.16% | -75.7% | Q2 2021 |
| SMRT | $8.42M | 0.80% | 2.91% | Not reported | Q3 2021 |
 SAFE | $7.49M | 0.72% | 0.77% | -41.4% | Q2 2022 |
| MHO | $5.83M | 0.56% | 0.18% | -33.1% | Q2 2025 |
| MAA | $4.95M | 0.47% | 0.03% | +2.0% | Q1 2019 |
 SLG | $4.78M | 0.46% | 0.18% | -6.3% | Q3 2015 |
| Q4 2025 | |||||
| COLD | $74.9M | 8.80% | 2.04% | -24.9% | Q1 2019 |
| NSA | $73.1M | 8.59% | 3.36% | -32.6% | Q2 2024 |
| JBGS | $70.5M | 8.29% | 7.01% | +28.5% | Q3 2017 |
| TRTX | $60.6M | 7.11% | 8.98% | +1.9% | Q1 2024 |
| COMP | $52.9M | 6.21% | 0.89% | +222.6% | Q2 2021 |
| INN | $45.8M | 5.38% | 8.64% | Not reported | Q2 2025 |
 PLD | $44.7M | 5.25% | 0.04% | +10454.9% | Q2 2018 |
 GLPI | $44.4M | 5.22% | 0.35% | Not reported | Q3 2020 |
 CZR | $34.6M | 4.07% | 0.73% | +54.2% | Q4 2014 |
| HGV | $32.8M | 3.85% | 0.88% | +13.0% | Q3 2018 |
| H | $32.6M | 3.83% | Not reported | -35.9% | Q2 2013 |
| PRKS | $31M | 3.65% | 1.57% | Not reported | Q2 2020 |
| CSR | $29.6M | 3.48% | 2.65% | +108.1% | Q3 2025 |
| WH | $25.5M | 3.00% | 0.45% | Not reported | Q2 2018 |
 AVBC | $25.4M | 2.98% | 0.70% | Not reported | Q4 2013 |
| NXRT | $25.4M | 2.98% | 3.32% | +54.9% | Q2 2024 |
| ARE | $23.5M | 2.76% | 0.28% | Not reported | Q3 2021 |
| IRT | $17.5M | 2.05% | 0.42% | -91.9% | Q4 2021 |
 TREX | $17M | 2.00% | 0.46% | New | Q4 2025 |
| SAFE | $12.9M | 1.52% | 1.32% | Not reported | Q2 2022 |
| KREF | $12.8M | 1.51% | 2.43% | -32.7% | Q3 2025 |
| CUBE | $12.5M | 1.47% | 0.15% | Not reported | Q3 2023 |
| SMRT | $11.3M | 1.33% | 2.96% | -7.5% | Q3 2021 |
| MHO | $9.1M | 1.07% | 0.27% | -68.8% | Q2 2025 |
| LINE | $6.45M | 0.76% | 0.08% | New | Q4 2025 |
| SLG | $6.34M | 0.74% | 0.19% | Not reported | Q3 2015 |
| CPT | $5.91M | 0.69% | 0.05% | -97.2% | Q1 2015 |
| MAA | $5.52M | 0.65% | 0.03% | -41.2% | Q1 2019 |
 SHO | $4.34M | 0.51% | 0.26% | Not reported | Q2 2013 |
| VRE | $2.23M | 0.26% | Not reported | Not reported | Q2 2013 |
| Q3 2025 | |||||
| CPT | $208M | 15.05% | 1.83% | +90.2% | Q1 2015 |
| IRT | $202M | 14.60% | 5.14% | +123.7% | Q4 2021 |
| JHX | $139M | 10.09% | 1.69% | New | Q3 2025 |
| NSA | $116M | 8.42% | 5.00% | +53.9% | Q2 2024 |
| COLD | $94.9M | 6.88% | 2.72% | Not reported | Q1 2019 |
| TMHC | $91.1M | 6.60% | 1.40% | -11.7% | Q2 2018 |
| JBGS | $71.8M | 5.20% | 5.44% | -15.8% | Q3 2017 |
| TRTX | $59.1M | 4.28% | 8.81% | -5.6% | Q1 2024 |
| AMH | $52M | 3.77% | Not reported | Not reported | Q4 2013 |
| INN | $51.6M | 3.74% | 8.64% | Not reported | Q2 2025 |
| H | $45.1M | 3.27% | Not reported | -65.5% | Q2 2013 |
 LXP | $34M | 2.47% | 1.28% | +2433.3% | Q3 2021 |
| MHO | $32.9M | 2.38% | 0.86% | +86.3% | Q2 2025 |
| HGV | $27.1M | 1.96% | 0.75% | -50.6% | Q3 2018 |
| CZR | $25.9M | 1.88% | 0.46% | +956.7% | Q4 2014 |
| ELS | $21.5M | 1.56% | 0.18% | Not reported | Q3 2013 |
| KREF | $20.9M | 1.51% | 3.56% | New | Q3 2025 |
| NXRT | $17.5M | 1.27% | 2.15% | Not reported | Q2 2024 |
| CSR | $12.6M | 0.91% | 1.28% | New | Q3 2025 |
| COMP | $12.4M | 0.90% | 0.28% | Not reported | Q2 2021 |
| PLYM | $11M | 0.80% | 1.11% | New | Q3 2025 |
| MAA | $9.44M | 0.68% | 0.06% | -28.5% | Q1 2019 |
| SMRT | $8.55M | 0.62% | 3.21% | -39.7% | Q3 2021 |
| FUN | $6.59M | 0.48% | 0.29% | -91.2% | Q3 2024 |
| SHO | $4.55M | 0.33% | 0.26% | Not reported | Q2 2013 |
 MTH | $3.37M | 0.24% | 0.07% | -83.3% | Q2 2016 |
 VMRK | $1.3M | 0.09% | 0.01% | Not reported | Q4 2013 |
| PLD | $380K | 0.03% | 0.00% | -90.4% | Q2 2018 |