Landmark Investment Partners, L.P. Top Holdings and 13F Report (2026)

About Landmark Investment Partners, L.P.

Investment Activity

Landmark Investment Partners, L.P. has $399.29 million in total holdings as of June 30, 2026.
Landmark Investment Partners, L.P. owns shares of 54 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 85.03% of the portfolio was purchased this quarter.
About 15.43% of the portfolio was sold this quarter.
This quarter, Landmark Investment Partners, L.P. has purchased 30 new stocks and bought additional shares in 9 stocks.
Landmark Investment Partners, L.P. sold shares of 7 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

ESSEX PPTY TR INC: $26,448,321
COHEN & STEERS INC: $25,771,323
CHOICE HOTELS INTL INC: $19,908,198
DOUGLAS EMMETT INC: $19,252,800
CBRE GROUP INC: $19,212,210

Largest New Holdings this Quarter

12504L909 - CBRE GROUP INC: $19,212,210 Holding
053484901 - AVALONBAY CMNTYS INC: $17,360,001 Holding
48020Q907 - JONES LANG LASALLE INC: $15,837,863 Holding
571903952 - MARRIOTT INTL INC NEW: $12,756,600 Holding
V7780T903 - ROYAL CARIBBEAN GROUP: $11,813,725 Holding

Largest Purchases this Quarter

ESSEX PPTY TR INC: 94,244 shares (about $26.43M)
COHEN & STEERS INC: 305,500 shares (about $25.71M)
CHOICE HOTELS INTL INC: 191,384 shares (about $19.89M)
CBRE GROUP INC: 130,500 shares (about $19.21M)
DOUGLAS EMMETT INC: 1,674,050 shares (about $19.18M)

Largest Sales this Quarter

Cohen & Steers: 51,859 shares (about $4.36M)
CBRE Group: 25,434 shares (about $3.74M)
Apartment Investment and Management: 574,279 shares (about $1.49M)
AvalonBay Communities: 5,060 shares (about $912.17K)
Essex Property Trust: 3,187 shares (about $893.86K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ESSEX PPTY TR INC	$26,448,321	$26,432,615 â–²	168,292.9%	94,300	6.6%	CALL
COHEN & STEERS INC	$25,771,323	$25,712,408 â–²	43,642.9%	306,200	6.5%	CALL
CHOICE HOTELS INTL INC	$19,908,198	$19,885,755 â–²	88,603.7%	191,600	5.0%	CALL
DOUGLAS EMMETT INC	$19,252,800	$19,184,613 â–²	28,135.3%	1,680,000	4.8%	CALL
CBRE GROUP INC	$19,212,210	$19,212,210 â–²	New Holding	130,500	4.8%	CALL
AVALONBAY CMNTYS INC	$17,360,001	$17,360,001 â–²	New Holding	96,300	4.3%	CALL
JONES LANG LASALLE INC	$15,837,863	$15,837,863 â–²	New Holding	43,700	4.0%	CALL
MARRIOTT INTL INC NEW	$12,756,600	$12,756,600 â–²	New Holding	36,000	3.2%	PUT
ROYAL CARIBBEAN GROUP	$11,813,725	$11,813,725 â–²	New Holding	38,500	3.0%	CALL
DEI Douglas Emmett	$11,607,078	$2,868,186 â–²	32.8%	1,012,834	2.9%	Real Estate
COSTAR GROUP INC	$11,281,476	$11,188,726 â–²	12,063.3%	369,400	2.8%	CALL
TRAVEL PLUS LEISURE CO	$10,093,176	$10,093,176 â–²	New Holding	136,100	2.5%	CALL
CNS Cohen & Steers	$9,161,360	$4,364,713 â–¼	-32.3%	108,850	2.3%	Finance
KILROY REALTY CORP	$8,599,200	$8,599,200 â–²	New Holding	240,000	2.2%	CALL
CHAMPION HOMES INC	$8,493,610	$8,493,610 â–²	New Holding	91,600	2.1%	CALL
COMPASS INC	$7,842,304	$7,842,304 â–²	New Holding	619,700	2.0%	CALL
NXRT NexPoint Residential Trust	$7,792,227	$1,502,953 â–²	23.9%	319,092	2.0%	Real Estate
UDR INC	$7,459,417	$7,459,417 â–²	New Holding	200,900	1.9%	CALL
COMP Compass	$7,340,507	$7,340,507 â–²	New Holding	580,048	1.8%	Real Estate
UDR United Dominion Realty Trust	$7,167,761	$7,167,761 â–²	New Holding	193,045	1.8%	Real Estate
VAC Marriott Vacations Worldwide	$7,062,416	$698,547 â–¼	-9.0%	60,580	1.8%	Consumer Discretionary
SL GREEN RLTY CORP	$7,040,412	$7,040,412 â–²	New Holding	126,900	1.8%	CALL
ENSG The Ensign Group	$6,153,558	$6,153,558 â–²	New Holding	34,054	1.5%	Healthcare
CHH Choice Hotels International	$5,809,744	$5,809,744 â–²	New Holding	55,914	1.5%	Consumer Discretionary
HUDSON PACIFIC PROPERTIES IN	$5,806,844	$382,884 â–²	7.1%	419,873	1.5%	COM
ALEXANDRIA REAL ESTATE EQ IN	$5,736,000	$5,736,000 â–²	New Holding	120,000	1.4%	CALL
CBRE CBRE Group	$5,527,228	$3,744,394 â–¼	-40.4%	37,544	1.4%	Real Estate
HOST HOTELS & RESORTS INC	$5,400,205	$5,400,205 â–²	New Holding	239,000	1.4%	PUT
EQUITY RESIDENTIAL	$5,224,118	$5,224,118 â–²	New Holding	80,900	1.3%	CALL
EQR Equity Residential	$5,159,801	$5,159,801 â–²	New Holding	79,904	1.3%	Real Estate
AIV Apartment Investment and Management	$5,143,023	$1,490,254 â–¼	-22.5%	1,981,897	1.3%	Real Estate
CARNIVAL CORP LTD	$4,871,418	$4,871,418 â–²	New Holding	175,800	1.2%	CALL
COPT DEFENSE PROPERTIES	$4,742,040	$4,742,040 â–²	New Holding	129,000	1.2%	CALL
CSGP CoStar Group	$4,398,096	$734,334 â–²	20.0%	144,011	1.1%	Real Estate
EQUITY LIFESTYLE PROPERTIES	$4,397,363	$4,397,363 â–²	New Holding	69,000	1.1%	CALL
GAMING & LEISURE P	$4,312,000	$4,312,000 â–²	New Holding	100,000	1.1%	CALL
TNL Travel + Leisure	$4,229,641	$4,229,641 â–²	New Holding	57,034	1.1%	Consumer Discretionary
BAM Brookfield Asset Management	$4,015,986	$4,015,986 â–²	New Holding	73,864	1.0%	Finance
ENSIGN GROUP INC	$3,975,400	$3,975,400 â–²	New Holding	22,000	1.0%	CALL
MARRIOTT VACATIONS WORLDWIDE	$3,613,980	$3,613,980 â–²	New Holding	31,000	0.9%	CALL
ESS Essex Property Trust	$3,567,298	$893,858 â–¼	-20.0%	12,719	0.9%	Real Estate
AGREE RLTY CORP	$3,540,000	$3,540,000 â–²	New Holding	48,000	0.9%	CALL
FEDERAL RLTY INVT TR NEW	$3,151,710	$3,151,710 â–²	New Holding	27,000	0.8%	CALL
REALTY INCOME CORP	$3,112,125	$3,112,125 â–²	New Holding	50,000	0.8%	CALL
CROWN CASTLE INC	$3,041,585	$3,041,585 â–²	New Holding	41,000	0.8%	CALL
ROCKET COS INC	$2,450,179	$2,450,179 â–²	New Holding	177,100	0.6%	CALL
SKY Champion Homes	$2,216,684	$2,216,684 â–²	New Holding	23,906	0.6%	Consumer Discretionary
AVB AvalonBay Communities	$2,008,208	$912,166 â–¼	-31.2%	11,140	0.5%	Real Estate
BHR BRAEMAR HOTELS & RESORTS	$1,987,655	$303,339 â–¼	-13.2%	988,883	0.5%	Real Estate
VIKING HOLDINGS LTD	$1,750,080	$1,750,080 â–²	New Holding	16,900	0.4%	CALL
BROOKFIELD ASSET MANAGMT LTD	$1,359,250	$1,359,250 â–²	New Holding	25,000	0.3%	CALL
NEXPOINT RESIDENTIAL TR INC	$1,355,310	$1,355,310 â–²	New Holding	55,500	0.3%	CALL
RCL Royal Caribbean Cruises	$1,000,024	$1,000,024 â–²	New Holding	3,259	0.3%	Consumer Discretionary
BKD Brookdale Senior Living	$928,789		0.0%	72,392	0.2%	Healthcare
HLT Hilton Worldwide	$0	$12,804,201 â–¼	-100.0%	0	0.0%	Consumer Discretionary
BLACKSTONE INC	$0	$7,267,368 â–¼	-100.0%	0	0.0%	CALL
CIGI Colliers International Group	$0	$6,715,685 â–¼	-100.0%	0	0.0%	Real Estate
CHDN Churchill Downs	$0	$5,725,135 â–¼	-100.0%	0	0.0%	Consumer Discretionary
COLLIERS INTL GROUP INC	$0	$5,098,653 â–¼	-100.0%	0	0.0%	CALL
CPT Camden Property Trust	$0	$3,009,100 â–¼	-100.0%	0	0.0%	Real Estate
HOWARD HUGHES HOLDINGS INC	$0	$2,373,009 â–¼	-100.0%	0	0.0%	COM
INVITATION HOMES INC	$0	$1,744,470 â–¼	-100.0%	0	0.0%	CALL
HUDSON PACIFIC PROPERTIES IN	$0	$1,669,575 â–¼	-100.0%	0	0.0%	CALL
CUBE CubeSmart	$0	$1,308,552 â–¼	-100.0%	0	0.0%	Real Estate
SELECT SECTOR SPDR TR	$0	$904,534 â–¼	-100.0%	0	0.0%	CALL
BLDR Builders FirstSource	$0	$389,092 â–¼	-100.0%	0	0.0%	Industrials
BX Blackstone	$0	$195,253 â–¼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Landmark Investment Partners, L.P. Top Holdings and 13F Report (2026)

About Landmark Investment Partners, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Landmark Investment Partners, L.P. Top Holdings and 13F Report (2026)

About Landmark Investment Partners, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLandmark Investment Partners, L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools