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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

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

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
ESSEX PPTY TR INC
$26,448,321$26,432,615 ▲168,292.9%94,3006.6%CALL
COHEN & STEERS INC
$25,771,323$25,712,408 ▲43,642.9%306,2006.5%CALL
CHOICE HOTELS INTL INC
$19,908,198$19,885,755 ▲88,603.7%191,6005.0%CALL
DOUGLAS EMMETT INC
$19,252,800$19,184,613 ▲28,135.3%1,680,0004.8%CALL
CBRE GROUP INC
$19,212,210$19,212,210 ▲New Holding130,5004.8%CALL
AVALONBAY CMNTYS INC
$17,360,001$17,360,001 ▲New Holding96,3004.3%CALL
JONES LANG LASALLE INC
$15,837,863$15,837,863 ▲New Holding43,7004.0%CALL
MARRIOTT INTL INC NEW
$12,756,600$12,756,600 ▲New Holding36,0003.2%PUT
ROYAL CARIBBEAN GROUP
$11,813,725$11,813,725 ▲New Holding38,5003.0%CALL
Douglas Emmett, Inc. stock logo
DEI
Douglas Emmett
$11,607,078$2,868,186 ▲32.8%1,012,8342.9%Real Estate
COSTAR GROUP INC
$11,281,476$11,188,726 ▲12,063.3%369,4002.8%CALL
TRAVEL PLUS LEISURE CO
$10,093,176$10,093,176 ▲New Holding136,1002.5%CALL
Cohen & Steers Inc stock logo
CNS
Cohen & Steers
$9,161,360$4,364,713 ▼-32.3%108,8502.3%Finance
KILROY REALTY CORP
$8,599,200$8,599,200 ▲New Holding240,0002.2%CALL
CHAMPION HOMES INC
$8,493,610$8,493,610 ▲New Holding91,6002.1%CALL
COMPASS INC
$7,842,304$7,842,304 ▲New Holding619,7002.0%CALL
NexPoint Residential Trust, Inc. stock logo
NXRT
NexPoint Residential Trust
$7,792,227$1,502,953 ▲23.9%319,0922.0%Real Estate
UDR INC
$7,459,417$7,459,417 ▲New Holding200,9001.9%CALL
Compass, Inc. stock logo
COMP
Compass
$7,340,507$7,340,507 ▲New Holding580,0481.8%Real Estate
United Dominion Realty Trust, Inc. stock logo
UDR
United Dominion Realty Trust
$7,167,761$7,167,761 ▲New Holding193,0451.8%Real Estate
Marriott Vacations Worldwide Corporation stock logo
VAC
Marriott Vacations Worldwide
$7,062,416$698,547 ▼-9.0%60,5801.8%Consumer Discretionary
SL GREEN RLTY CORP
$7,040,412$7,040,412 ▲New Holding126,9001.8%CALL
The Ensign Group, Inc. stock logo
ENSG
The Ensign Group
$6,153,558$6,153,558 ▲New Holding34,0541.5%Healthcare
Choice Hotels International, Inc. stock logo
CHH
Choice Hotels International
$5,809,744$5,809,744 ▲New Holding55,9141.5%Consumer Discretionary
HUDSON PACIFIC PROPERTIES IN
$5,806,844$382,884 ▲7.1%419,8731.5%COM
ALEXANDRIA REAL ESTATE EQ IN
$5,736,000$5,736,000 ▲New Holding120,0001.4%CALL
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$5,527,228$3,744,394 ▼-40.4%37,5441.4%Real Estate
HOST HOTELS & RESORTS INC
$5,400,205$5,400,205 ▲New Holding239,0001.4%PUT
EQUITY RESIDENTIAL
$5,224,118$5,224,118 ▲New Holding80,9001.3%CALL
Equity Residential stock logo
EQR
Equity Residential
$5,159,801$5,159,801 ▲New Holding79,9041.3%Real Estate
Apartment Investment and Management Company stock logo
AIV
Apartment Investment and Management
$5,143,023$1,490,254 ▼-22.5%1,981,8971.3%Real Estate
CARNIVAL CORP LTD
$4,871,418$4,871,418 ▲New Holding175,8001.2%CALL
COPT DEFENSE PROPERTIES
$4,742,040$4,742,040 ▲New Holding129,0001.2%CALL
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$4,398,096$734,334 ▲20.0%144,0111.1%Real Estate
EQUITY LIFESTYLE PROPERTIES
$4,397,363$4,397,363 ▲New Holding69,0001.1%CALL
GAMING & LEISURE P
$4,312,000$4,312,000 ▲New Holding100,0001.1%CALL
Travel + Leisure Co. stock logo
TNL
Travel + Leisure
$4,229,641$4,229,641 ▲New Holding57,0341.1%Consumer Discretionary
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$4,015,986$4,015,986 ▲New Holding73,8641.0%Finance
ENSIGN GROUP INC
$3,975,400$3,975,400 ▲New Holding22,0001.0%CALL
MARRIOTT VACATIONS WORLDWIDE
$3,613,980$3,613,980 ▲New Holding31,0000.9%CALL
Essex Property Trust, Inc. stock logo
ESS
Essex Property Trust
$3,567,298$893,858 ▼-20.0%12,7190.9%Real Estate
AGREE RLTY CORP
$3,540,000$3,540,000 ▲New Holding48,0000.9%CALL
FEDERAL RLTY INVT TR NEW
$3,151,710$3,151,710 ▲New Holding27,0000.8%CALL
REALTY INCOME CORP
$3,112,125$3,112,125 ▲New Holding50,0000.8%CALL
CROWN CASTLE INC
$3,041,585$3,041,585 ▲New Holding41,0000.8%CALL
ROCKET COS INC
$2,450,179$2,450,179 ▲New Holding177,1000.6%CALL
Champion Homes, Inc. stock logo
SKY
Champion Homes
$2,216,684$2,216,684 ▲New Holding23,9060.6%Consumer Discretionary
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$2,008,208$912,166 ▼-31.2%11,1400.5%Real Estate
BRAEMAR HOTELS & RESORTS INC. stock logo
BHR
BRAEMAR HOTELS & RESORTS
$1,987,655$303,339 ▼-13.2%988,8830.5%Real Estate
VIKING HOLDINGS LTD
$1,750,080$1,750,080 ▲New Holding16,9000.4%CALL
BROOKFIELD ASSET MANAGMT LTD
$1,359,250$1,359,250 ▲New Holding25,0000.3%CALL
NEXPOINT RESIDENTIAL TR INC
$1,355,310$1,355,310 ▲New Holding55,5000.3%CALL
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$1,000,024$1,000,024 ▲New Holding3,2590.3%Consumer Discretionary
Brookdale Senior Living Inc. stock logo
BKD
Brookdale Senior Living
$928,7890.0%72,3920.2%Healthcare
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$0$12,804,201 ▼-100.0%00.0%Consumer Discretionary
BLACKSTONE INC
$0$7,267,368 ▼-100.0%00.0%CALL
Colliers International Group Inc. stock logo
CIGI
Colliers International Group
$0$6,715,685 ▼-100.0%00.0%Real Estate
Churchill Downs, Incorporated stock logo
CHDN
Churchill Downs
$0$5,725,135 ▼-100.0%00.0%Consumer Discretionary
COLLIERS INTL GROUP INC
$0$5,098,653 ▼-100.0%00.0%CALL
Camden Property Trust stock logo
CPT
Camden Property Trust
$0$3,009,100 ▼-100.0%00.0%Real Estate
HOWARD HUGHES HOLDINGS INC
$0$2,373,009 ▼-100.0%00.0%COM
INVITATION HOMES INC
$0$1,744,470 ▼-100.0%00.0%CALL
HUDSON PACIFIC PROPERTIES IN
$0$1,669,575 ▼-100.0%00.0%CALL
CubeSmart stock logo
CUBE
CubeSmart
$0$1,308,552 ▼-100.0%00.0%Real Estate
SELECT SECTOR SPDR TR
$0$904,534 ▼-100.0%00.0%CALL
Builders FirstSource, Inc. stock logo
BLDR
Builders FirstSource
$0$389,092 ▼-100.0%00.0%Industrials
Blackstone Inc. stock logo
BX
Blackstone
$0$195,253 ▼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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