Landmark Investment Partners, L.P. Top Holdings and 13F Report (2025) About Landmark Investment Partners, L.P.Investment ActivityLandmark Investment Partners, L.P. has $379.94 million in total holdings as of March 31, 2025.Landmark Investment Partners, L.P. owns shares of 28 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 63.71% of the portfolio was purchased this quarter.About 29.64% of the portfolio was sold this quarter.This quarter, Landmark Investment Partners, L.P. has purchased 18 new stocks and bought additional shares in 11 stocks.Landmark Investment Partners, L.P. sold shares of 1 stock and completely divested from 6 stocks this quarter.Largest Holdings Essex Property Trust $39,807,501Douglas Emmett $26,869,792CoStar Group $25,762,902Hilton Worldwide $22,683,322First Industrial Realty Trust $22,674,801 Largest New Holdings this Quarter 43300A203 - Hilton Worldwide $22,683,322 Holding12504L109 - CBRE Group $20,277,439 Holding19247A100 - Cohen & Steers $15,861,974 Holding626755102 - Murphy USA $11,975,457 Holding65341D102 - NexPoint Residential Trust $11,559,165 Holding Largest Purchases this Quarter Douglas Emmett 1,488,474 shares (about $23.82M)CoStar Group 287,447 shares (about $22.77M)Hilton Worldwide 99,685 shares (about $22.68M)CBRE Group 155,050 shares (about $20.28M)Cohen & Steers 197,657 shares (about $15.86M) Largest Sales this Quarter Camden Property Trust 48,996 shares (about $5.99M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLandmark Investment Partners, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorESSEssex Property Trust$39,807,501$12,698,436 ▲46.8%129,84810.5%FinanceDEIDouglas Emmett$26,869,792$23,815,584 ▲779.8%1,679,3627.1%FinanceCSGPCoStar Group$25,762,902$22,774,426 ▲762.1%325,1666.8%Computer and TechnologyHLTHilton Worldwide$22,683,322$22,683,322 ▲New Holding99,6856.0%Consumer DiscretionaryFRFirst Industrial Realty Trust$22,674,801$4,937,556 ▲27.8%420,2156.0%FinanceVTRVentas$22,250,461$9,527,661 ▲74.9%323,5965.9%FinanceCPTCamden Property Trust$20,606,082$5,992,211 ▼-22.5%168,4885.4%FinanceCBRECBRE Group$20,277,439$20,277,439 ▲New Holding155,0505.3%FinanceAIVApartment Investment and Management$18,025,181$5,975,350 ▲49.6%2,048,3164.7%FinanceCHDNChurchill Downs$17,762,981$6,686,747 ▲60.4%159,9264.7%Consumer DiscretionaryCNSCohen & Steers$15,861,974$15,861,974 ▲New Holding197,6574.2%FinancePLDPrologis$13,303,904$1,759,239 ▲15.2%119,0083.5%FinanceBKDBrookdale Senior Living$13,033,896$3,857,124 ▲42.0%2,082,0923.4%MedicalMUSAMurphy USA$11,975,457$11,975,457 ▲New Holding25,4903.2%Retail/WholesaleNXRTNexPoint Residential Trust$11,559,165$11,559,165 ▲New Holding292,4153.0%FinanceAVBAvalonBay Communities$11,058,296$11,058,296 ▲New Holding51,5252.9%FinanceHHyatt Hotels$10,703,315$1,516,795 ▲16.5%87,3742.8%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$10,628,410$10,628,410 ▲New Holding19,0002.8%FinanceVNQVanguard Real Estate ETF$8,474,544$8,474,544 ▲New Holding93,6002.2%ETFBXBlackstone$7,800,143$7,800,143 ▲New Holding55,8032.1%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$7,415,660$7,415,660 ▲New Holding94,0002.0%ETFBAMBrookfield Asset Management$5,521,362$5,521,362 ▲New Holding113,9601.5%FinanceTLTiShares 20+ Year Treasury Bond ETF$5,097,680$5,097,680 ▲New Holding56,0001.3%ETFHPPHudson Pacific Properties$4,597,979$4,597,979 ▲New Holding1,558,6371.2%FinanceCLDTChatham Lodging Trust$2,518,580$1,876,880 ▲292.5%353,2370.7%FinanceEXPEExpedia Group$1,681,000$1,681,000 ▲New Holding10,0000.4%Retail/WholesaleBYDBoyd Gaming$1,579,920$1,579,920 ▲New Holding24,0000.4%Consumer DiscretionaryGDENGolden Entertainment$410,734$410,734 ▲New Holding15,5640.1%Consumer DiscretionaryAMHAmerican Homes 4 Rent$0$26,991,345 ▼-100.0%00.0%FinanceKRCKilroy Realty$0$24,911,820 ▼-100.0%00.0%FinancePKPark Hotels & Resorts$0$21,341,826 ▼-100.0%00.0%FinancePEBPebblebrook Hotel Trust$0$13,075,425 ▼-100.0%00.0%FinanceCUZCousins Properties$0$11,997,061 ▼-100.0%00.0%FinanceVICIVICI Properties$0$8,315,941 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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