Long Pond Capital, Lp Top Holdings and 13F Report (2024) → Elon Musk: THIS will be bigger than Tesla (From Paradigm Press) (Ad) About Long Pond Capital, LpInvestment ActivityLong Pond Capital, Lp has $1.75 billion in total holdings as of March 31, 2024.Long Pond Capital, Lp owns shares of 35 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 57.36% of the portfolio was purchased this quarter.About 28.15% of the portfolio was sold this quarter.This quarter, Long Pond Capital, Lp has purchased 31 new stocks and bought additional shares in 10 stocks.Long Pond Capital, Lp sold shares of 10 stocks and completely divested from 10 stocks this quarter.Largest Holdings Independence Realty Trust $167,985,611Agree Realty $163,856,717Camden Property Trust $159,053,957NNN REIT $113,024,947JBG SMITH Properties $111,954,384 Largest New Holdings this Quarter NNN REIT $113,024,947 HoldingAmericold Realty Trust $106,205,726 HoldingRithm Capital $53,025,133 HoldingMeritage Homes $32,302,537 HoldingTPG RE Finance Trust $16,637,820 Holding Largest Purchases this Quarter Agree Realty 2,382,252 shares (about $136.07M)NNN REIT 2,644,477 shares (about $113.02M)Independence Realty Trust 6,996,365 shares (about $112.85M)Americold Realty Trust 4,261,867 shares (about $106.21M)D.R. Horton 537,276 shares (about $88.41M) Largest Sales this Quarter Mid-America Apartment Communities 759,021 shares (about $99.87M)Camden Property Trust 392,983 shares (about $38.67M)Melco Resorts & Entertainment 2,725,130 shares (about $19.65M)Hilton Grand Vacations 408,900 shares (about $19.30M)Travel + Leisure 185,200 shares (about $9.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLong Pond Capital, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIRTIndependence Realty Trust$167,985,611$112,851,368 ▲204.7%10,414,4839.6%FinanceADCAgree Realty$163,856,717$136,074,234 ▲489.8%2,868,6409.4%FinanceCPTCamden Property Trust$159,053,957$38,669,527 ▼-19.6%1,616,4029.1%FinanceNNNNNN REIT$113,024,947$113,024,947 ▲New Holding2,644,4776.5%FinanceJBGSJBG SMITH Properties$111,954,384$851,854 ▼-0.8%6,975,3516.4%FinanceNTSTNETSTREIT$109,621,818$76,923,236 ▲235.2%5,967,4376.3%FinanceDHID.R. Horton$108,563,673$88,408,766 ▲438.6%659,7616.2%ConstructionCOLDAmericold Realty Trust$106,205,726$106,205,726 ▲New Holding4,261,8676.1%FinanceSITCSITE Centers$84,885,382$68,036,681 ▲403.8%5,794,2244.9%FinanceLXPLXP Industrial Trust$67,176,567$39,108,474 ▲139.3%7,447,5133.8%FinanceAIRCApartment Income REIT$65,823,541$19,762,119 ▲42.9%2,027,2113.8%FinanceRITMRithm Capital$53,025,133$53,025,133 ▲New Holding4,751,3563.0%FinanceREXRRexford Industrial Realty$51,819,815$30,026,988 ▲137.8%1,030,2153.0%FinanceSAFESafehold$47,728,511$3,576,943 ▼-7.0%2,316,9182.7%FinanceVTMXCorporación Inmobiliaria Vesta$41,244,811$21,851,579 ▲112.7%1,051,0912.4%FinancePLYAPlaya Hotels & Resorts$33,687,712$7,783,649 ▼-18.8%3,472,9601.9%Consumer DiscretionaryMTHMeritage Homes$32,302,537$32,302,537 ▲New Holding184,1021.8%ConstructionAIVApartment Investment and Management$30,533,188$3,472,838 ▼-10.2%3,728,1061.7%FinanceTNLTravel + Leisure$20,903,031$9,067,392 ▼-30.3%426,9411.2%Consumer DiscretionaryNET LEASE OFFICE PROPERTIES$20,506,104$5,351,692 ▼-20.7%861,6011.2%COMHGVHilton Grand Vacations$17,830,839$19,304,169 ▼-52.0%377,6921.0%Consumer DiscretionaryTRTXTPG RE Finance Trust$16,637,820$16,637,820 ▲New Holding2,155,1581.0%FinanceVACMarriott Vacations Worldwide$15,291,519$15,291,519 ▲New Holding141,9430.9%Consumer DiscretionaryPGREParamount Group$15,203,695$15,203,695 ▲New Holding3,241,7260.9%FinanceCDPCOPT Defense Properties$13,673,863$13,673,863 ▲New Holding565,7370.8%FinanceMAAMid-America Apartment Communities$13,079,578$99,871,981 ▼-88.4%99,4040.7%FinanceSMITH DOUGLAS HOMES CORP$12,388,226$12,388,226 ▲New Holding417,1120.7%COM SHS CL ASMRTSmartRent$10,709,135$2,214,044 ▲26.1%3,995,9460.6%Business ServicesMPWMedical Properties Trust$9,400,000$9,400,000 ▲New Holding2,000,0000.5%FinanceESSEssex Property Trust$8,384,743$8,384,743 ▲New Holding34,2500.5%FinanceFPHFive Point$7,460,9220.0%2,383,6810.4%FinanceFRTFederal Realty Investment Trust$6,127,200$6,127,200 ▲New Holding60,0000.4%FinanceMLCOMelco Resorts & Entertainment$5,761,662$19,648,186 ▼-77.3%799,1210.3%Consumer DiscretionaryJLLJones Lang LaSalle$4,096,890$4,096,890 ▲New Holding21,0000.2%FinanceCZRCaesars Entertainment$1,195,458$1,195,458 ▲New Holding27,3310.1%Consumer DiscretionaryWPCW. P. Carey$0$62,735,237 ▼-100.0%00.0%FinanceVICIVICI Properties$0$54,326,708 ▼-100.0%00.0%FinanceCBRECBRE Group$0$32,342,259 ▼-100.0%00.0%FinanceFORForestar Group$0$29,750,070 ▼-100.0%00.0%FinanceMSGSMadison Square Garden Sports$0$24,502,683 ▼-100.0%00.0%Consumer DiscretionaryEPRTEssential Properties Realty Trust$0$21,922,684 ▼-100.0%00.0%FinanceEQREquity Residential$0$16,513,200 ▼-100.0%00.0%FinanceSPHRSphere Entertainment$0$15,242,403 ▼-100.0%00.0%Consumer DiscretionaryFRFirst Industrial Realty Trust$0$14,730,166 ▼-100.0%00.0%FinanceUDRUDR$0$12,182,346 ▼-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. 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