Free Trial

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 $139.31 million in total holdings as of March 31, 2026.
  • Landmark Investment Partners, L.P. owns shares of 30 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 54.92% of the portfolio was purchased this quarter.
  • About 93.29% of the portfolio was sold this quarter.
  • This quarter, Landmark Investment Partners, L.P. has purchased 35 new stocks and bought additional shares in 5 stocks.
  • Landmark Investment Partners, L.P. sold shares of 10 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Hilton Worldwide
$12,804,201
COSTAR GROUP INC
$12,251,258
Cohen & Steers
$10,052,348
CBRE Group
$8,531,000

Largest New Holdings this Quarter

22160N909 - COSTAR GROUP INC
$12,251,258 Holding
12504L109 - CBRE Group
$8,531,000 Holding
09260D907 - BLACKSTONE INC
$7,267,368 Holding
194693107 - Colliers International Group
$6,715,685 Holding
171484108 - Churchill Downs
$5,725,135 Holding

Largest Purchases this Quarter

COSTAR GROUP INC
3,037 shares (about $12.25M)
CBRE Group
62,978 shares (about $8.53M)
BLACKSTONE INC
632 shares (about $7.27M)
Colliers International Group
62,828 shares (about $6.72M)
Churchill Downs
63,733 shares (about $5.73M)

Largest Sales this Quarter

Essex Property Trust
51,923 shares (about $12.57M)
CoStar Group
240,014 shares (about $9.68M)
HOWARD HUGHES HOLDINGS INC
141,607 shares (about $8.96M)
Marriott Vacations Worldwide
131,828 shares (about $8.58M)
Brookdale Senior Living
570,684 shares (about $7.81M)

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
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$12,804,201$899,165 â–²7.6%42,1089.2%Consumer Discretionary
COSTAR GROUP INC
$12,251,258$12,251,258 â–²New Holding3,0378.8%CALL
Apartment Investment and Management Company stock logo
AIV
Apartment Investment and Management
$10,403,636$1,365,070 â–²15.1%2,556,1767.5%Finance
Cohen & Steers Inc stock logo
CNS
Cohen & Steers
$10,052,348$2,934,471 â–¼-22.6%160,7097.2%Finance
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$8,531,000$8,531,000 â–²New Holding62,9786.1%Finance
BLACKSTONE INC
$7,267,368$7,267,368 â–²New Holding6325.2%CALL
Douglas Emmett, Inc. stock logo
DEI
Douglas Emmett
$7,183,278$7,207,779 â–¼-50.1%762,5565.2%Finance
Colliers International Group Inc. stock logo
CIGI
Colliers International Group
$6,715,685$6,715,685 â–²New Holding62,8284.8%Finance
NexPoint Residential Trust, Inc. stock logo
NXRT
NexPoint Residential Trust
$6,438,650$5,609,350 â–²676.4%257,5464.6%Finance
Churchill Downs, Incorporated stock logo
CHDN
Churchill Downs
$5,725,135$5,725,135 â–²New Holding63,7334.1%Consumer Discretionary
DOUGLAS EMMETT INC
$5,604,900$5,604,900 â–²New Holding5,9504.0%CALL
COLLIERS INTL GROUP INC
$5,098,653$5,098,653 â–²New Holding4773.7%CALL
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$4,839,428$9,682,164 â–¼-66.7%119,9663.5%Computer and Technology
COHEN & STEERS INC
$4,378,500$4,378,500 â–²New Holding7003.1%CALL
Marriott Vacations Worldwide Corporation stock logo
VAC
Marriott Vacations Worldwide
$4,335,169$8,584,640 â–¼-66.4%66,5723.1%Consumer Discretionary
Essex Property Trust, Inc. stock logo
ESS
Essex Property Trust
$3,849,252$12,565,366 â–¼-76.5%15,9062.8%Finance
Camden Property Trust stock logo
CPT
Camden Property Trust
$3,009,100$2,132,308 â–²243.2%30,8122.2%Finance
BRAEMAR HOTELS & RESORTS INC. stock logo
BHR
BRAEMAR HOTELS & RESORTS
$2,689,923$103,120 â–¼-3.7%1,139,7981.9%Finance
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$2,646,270$1,323,135 â–²100.0%16,2001.9%Finance
HOWARD HUGHES HOLDINGS INC
$2,373,009$8,958,058 â–¼-79.1%37,5121.7%COM
HUDSON PACIFIC PROPERTIES IN
$2,317,831$1,114,159 â–¼-32.5%392,1881.7%COM
CHOICE HOTELS INTL INC
$2,235,600$2,235,600 â–²New Holding2161.6%CALL
INVITATION HOMES INC
$1,744,470$1,744,470 â–²New Holding7021.3%CALL
HUDSON PACIFIC PROPERTIES IN
$1,669,575$1,669,575 â–²New Holding2,8251.2%CALL
ESSEX PPTY TR INC
$1,355,200$1,355,200 â–²New Holding561.0%CALL
CubeSmart stock logo
CUBE
CubeSmart
$1,308,552$1,308,552 â–²New Holding35,7040.9%Finance
Brookdale Senior Living Inc. stock logo
BKD
Brookdale Senior Living
$990,323$7,806,961 â–¼-88.7%72,3920.7%Medical
SELECT SECTOR SPDR TR
$904,534$904,534 â–²New Holding830.6%CALL
Builders FirstSource, Inc. stock logo
BLDR
Builders FirstSource
$389,092$389,092 â–²New Holding4,7260.3%Retail/Wholesale
Blackstone Inc. stock logo
BX
Blackstone
$195,253$1,789,359 â–¼-90.2%1,6980.1%Finance
Mid-America Apartment Communities, Inc. stock logo
MAA
Mid-America Apartment Communities
$0$13,047,538 â–¼-100.0%00.0%Finance
Hilton Grand Vacations Inc. stock logo
HGV
Hilton Grand Vacations
$0$7,867,498 â–¼-100.0%00.0%Consumer Discretionary
Ventas, Inc. stock logo
VTR
Ventas
$0$6,058,854 â–¼-100.0%00.0%Finance
Boyd Gaming Corporation stock logo
BYD
Boyd Gaming
$0$5,936,455 â–¼-100.0%00.0%Consumer Discretionary
Regency Centers Corporation stock logo
REG
Regency Centers
$0$5,858,783 â–¼-100.0%00.0%Finance
HEALTHPEAK PROPERTIES INC
$0$3,957,288 â–¼-100.0%00.0%COM
Extra Space Storage Inc stock logo
EXR
Extra Space Storage
$0$3,255,500 â–¼-100.0%00.0%Finance
Choice Hotels International, Inc. stock logo
CHH
Choice Hotels International
$0$2,953,060 â–¼-100.0%00.0%Consumer Discretionary
Sun Communities, Inc. stock logo
SUI
Sun Communities
$0$2,911,885 â–¼-100.0%00.0%Finance
Equinix, Inc. stock logo
EQIX
Equinix
$0$2,068,632 â–¼-100.0%00.0%Finance
Equity Residential stock logo
EQR
Equity Residential
$0$1,973,152 â–¼-100.0%00.0%Finance
W.P. Carey Inc. stock logo
WPC
W.P. Carey
$0$1,930,800 â–¼-100.0%00.0%Finance
Ryman Hospitality Properties, Inc. stock logo
RHP
Ryman Hospitality Properties
$0$1,901,862 â–¼-100.0%00.0%Finance
Realty Income Corporation stock logo
O
Realty Income
$0$1,894,032 â–¼-100.0%00.0%Finance
Gaming and Leisure Properties, Inc. stock logo
GLPI
Gaming and Leisure Properties
$0$1,555,212 â–¼-100.0%00.0%Finance
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$0$1,438,803 â–¼-100.0%00.0%Finance
NNN REIT, Inc. stock logo
NNN
NNN REIT
$0$1,434,606 â–¼-100.0%00.0%Finance
Rexford Industrial Realty, Inc. stock logo
REXR
Rexford Industrial Realty
$0$1,382,304 â–¼-100.0%00.0%Finance
Kilroy Realty Corporation stock logo
KRC
Kilroy Realty
$0$1,233,210 â–¼-100.0%00.0%Finance
BXP, Inc. stock logo
BXP
BXP
$0$560,084 â–¼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data