Landmark Investment Partners, L.P.
Net buyer this quarter
$399M
21
+$3.67M
18.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DEI | $11.6M | 2.91% | 0.60% | +32.8% | Q4 2024 |
 CNS | $9.16M | 2.29% | 0.21% | -32.3% | Q1 2025 |
 NXRT | $7.79M | 1.95% | 1.25% | +23.9% | Q1 2025 |
 COMP | $7.34M | 1.84% | 0.08% | Not reported | Q2 2025 |
 UDR | $7.17M | 1.80% | 0.06% | New | Q2 2026 |
 VAC | $7.06M | 1.77% | 0.18% | -9.0% | Q1 2026 |
 ENSG | $6.15M | 1.54% | 0.06% | New | Q2 2026 |
 CHH | $5.81M | 1.46% | 0.12% | New | Q2 2026 |
 HPP | $5.81M | 1.45% | 0.77% | +7.1% | Q1 2025 |
 CBRE | $5.53M | 1.38% | 0.01% | -40.4% | Q1 2025 |
 VMRK | $5.16M | 1.29% | 0.02% | Not reported | Q3 2025 |
 AIV | $5.14M | 1.29% | 1.38% | -22.5% | Q4 2024 |
 CSGP | $4.4M | 1.10% | 0.04% | +20.0% | Q4 2024 |
 TNL | $4.23M | 1.06% | 0.09% | Not reported | Q2 2025 |
 BAM | $4.02M | 1.01% | Not reported | Not reported | Q1 2025 |
 ESS | $3.57M | 0.89% | 0.02% | -20.0% | Q4 2024 |
| SKY | $2.22M | 0.56% | 0.04% | New | Q2 2026 |
 AVBC | $2.01M | 0.50% | 0.06% | -31.2% | Q1 2025 |
 BHR | $1.99M | 0.50% | 1.44% | -13.2% | Q3 2025 |
 RCL | $1M | 0.25% | 0.00% | New | Q2 2026 |
 BKD | $929K | 0.23% | 0.03% | Not reported | Q4 2024 |
| Q1 2026 | |||||
 HLT | $12.8M | 9.19% | 0.02% | +7.6% | Q1 2025 |
| AIV | $10.4M | 7.47% | 1.81% | +15.1% | Q4 2024 |
| CNS | $10.1M | 7.22% | 0.31% | +0.7% | Q1 2025 |
| CBRE | $8.53M | 6.12% | 0.02% | Not reported | Q1 2025 |
| DEI | $7.18M | 5.16% | 0.46% | -27.2% | Q4 2024 |
 CIGI | $6.72M | 4.82% | 0.16% | New | Q1 2026 |
| NXRT | $6.44M | 4.62% | 1.01% | +676.4% | Q1 2025 |
 CHDN | $5.73M | 4.11% | 0.09% | Not reported | Q4 2024 |
| CSGP | $4.84M | 3.47% | 0.03% | -22.3% | Q4 2024 |
| VAC | $4.34M | 3.11% | 0.19% | New | Q1 2026 |
| ESS | $3.85M | 2.76% | 0.02% | -43.9% | Q4 2024 |
 CPT | $3.01M | 2.16% | 0.03% | +243.2% | Q4 2024 |
| BHR | $2.69M | 1.93% | 1.66% | +5.2% | Q3 2025 |
| AVBC | $2.65M | 1.90% | 0.08% | Not reported | Q1 2025 |
 HHH | $2.37M | 1.70% | 0.06% | -68.1% | Q2 2025 |
| HPP | $2.32M | 1.66% | 0.72% | +117.0% | Q1 2025 |
 CUBE | $1.31M | 0.94% | 0.02% | New | Q1 2026 |
| BKD | $990K | 0.71% | 0.03% | -88.7% | Q4 2024 |
 BLDR | $389K | 0.28% | 0.00% | New | Q1 2026 |
 BX | $195K | 0.14% | 0.00% | -74.9% | Q1 2025 |
| Q4 2025 | |||||
| AIV | $13.2M | 6.17% | 1.58% | +157.2% | Q4 2024 |
| DEI | $11.5M | 5.38% | 0.63% | +48.4% | Q4 2024 |
| HLT | $11.2M | 5.26% | 0.02% | +21.5% | Q1 2025 |
| CSGP | $10.4M | 4.86% | 0.04% | +3.4% | Q4 2024 |
| CNS | $10M | 4.68% | 0.31% | +7.8% | Q1 2025 |
| HHH | $9.38M | 4.39% | 0.20% | -22.5% | Q2 2025 |
 MAA | $8.92M | 4.17% | 0.06% | New | Q4 2025 |
 HGV | $7.87M | 3.68% | 0.21% | +6.2% | Q3 2025 |
| ESS | $7.41M | 3.47% | 0.04% | -10.9% | Q4 2024 |
| BKD | $6.94M | 3.24% | 0.27% | -31.8% | Q4 2024 |
 BYD | $5.94M | 2.78% | 0.09% | New | Q4 2025 |
 REG | $5.86M | 2.74% | 0.05% | New | Q4 2025 |
| BHR | $3.11M | 1.45% | 1.59% | +40.2% | Q3 2025 |
| HPP | $1.96M | 0.91% | 0.33% | -67.7% | Q1 2025 |
| BX | $1.04M | 0.49% | 0.00% | -85.2% | Q1 2025 |
| NXRT | $998K | 0.47% | 0.13% | -86.7% | Q1 2025 |
| CPT | $988K | 0.46% | 0.01% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| CSGP | $12.6M | 3.85% | 0.04% | -45.9% | Q4 2024 |
| HHH | $12.5M | 3.80% | 0.26% | -28.2% | Q2 2025 |
| DEI | $11M | 3.36% | 0.42% | -48.4% | Q4 2024 |
| HPP | $10.8M | 3.30% | 1.03% | -32.6% | Q1 2025 |
| CNS | $9.72M | 2.97% | 0.29% | -24.9% | Q1 2025 |
| ESS | $8.51M | 2.60% | 0.05% | -66.0% | Q4 2024 |
| HLT | $8.36M | 2.55% | 0.01% | -37.4% | Q1 2025 |
| NXRT | $8.02M | 2.45% | 0.98% | -44.7% | Q1 2025 |
| BKD | $7.99M | 2.44% | 0.40% | -39.6% | Q4 2024 |
| BX | $7.81M | 2.38% | 0.01% | -35.1% | Q1 2025 |
| HGV | $6.92M | 2.11% | 0.19% | New | Q3 2025 |
| AIV | $6.85M | 2.09% | 0.62% | -55.1% | Q4 2024 |
 UHAL | $6.53M | 1.99% | 0.06% | New | Q3 2025 |
| VMRK | $2.18M | 0.66% | 0.01% | New | Q3 2025 |
| BHR | $2.11M | 0.64% | 1.13% | New | Q3 2025 |
| AVBC | $269K | 0.08% | 0.01% | Not reported | Q1 2025 |