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Disclosery

13F-HR filed by LANDMARK INVESTMENT PARTNERS, L.P.

LANDMARK INVESTMENT PARTNERS, L.P. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 68 holding rows worth $327,629,402.

Accession
0002023551-25-000009
Filer
CIK 2023551
Filed
2025-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 68 entries on the cover page, a total value of $327,629,402 stated on the cover page (in dollars after the unit check, H1), rows summing to $327,629,402 with VALUE read as dollars as filed, 13F file number 028-25272. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ESSEX PPTY TR INC COM297178105REIT97,800$26,177,148dollars as filedcall
COSTAR GROUP INC COM22160N109Stock149,385$12,603,612dollars as filed
HOWARD HUGHES HOLDINGS INC COM44267T102Stock151,690$12,464,367dollars as filed
iShares Russell 2000 ETF464287655SHS50,000$12,098,000dollars as filedput
DOUGLAS EMMETT INC25960P109COM706,218$10,995,814dollars as filed
HUDSON PAC PPTYS INC444097109COM3,914,346$10,803,595dollars as filed
ALEXANDRIA REAL ESTATE EQ INC COM015271109REIT117,400$9,784,116dollars as filedcall
COHEN & STEERS INC COM19247A100Stock148,098$9,716,710dollars as filed
KILROY REALTY CORP COM49427F108REIT220,500$9,316,125dollars as filedcall
DOUGLAS EMMETT INC25960P109COM580,000$9,030,600dollars as filedcall
ESSEX PPTY TR INC COM297178105REIT31,777$8,505,432dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock32,224$8,360,195dollars as filed
NEXPOINT RESIDENTIAL TR INC65341D102COM248,899$8,019,526dollars as filed
BROOKDALE SR LIVING INC112463104COM942,815$7,985,643dollars as filed
EQUITY RESIDENTIAL29476L107SH BEN INT122,300$7,916,479dollars as filedcall
BLACKSTONE INC09260D107COM45,684$7,805,111dollars as filed
HILTON GRAND VACATIONS INC COM43283X105Stock165,484$6,918,886dollars as filed
APARTMENT INVT & MGMT CO CL A03748R747REIT863,517$6,847,690dollars as filed
U HAUL HOLDING COMPANY023586100COM114,393$6,528,409dollars as filed
UDR INC COM902653104REIT164,200$6,118,092dollars as filedcall
INDEPENDENCE RLTY TR INC45378A106COM366,000$5,998,740dollars as filedcall
VENTAS INC COM92276F100REIT78,300$5,480,217dollars as filedcall
AVALONBAY CMNTYS INC COM053484101REIT28,000$5,408,760dollars as filedcall
HUDSON PAC PPTYS INC444097109COM1,882,909$5,196,829dollars as filedcall
DIGITAL RLTY TR INC COM253868103REIT29,300$5,065,384dollars as filedcall
CHAMPION HOMES INC830830105COM66,300$5,063,331dollars as filedcall
HOWARD HUGHES HOLDINGS INC COM44267T102Stock61,500$5,053,455dollars as filedcall
CARETRUST REIT INC COM14174T107REIT140,000$4,855,200dollars as filedcall
REXFORD INDL RLTY INC COM76169C100REIT112,200$4,612,542dollars as filedcall
WP CAREY INC COM92936U109REIT67,500$4,560,975dollars as filedcall
INVITATION HOMES INC COM46187W107REIT153,200$4,493,356dollars as filedcall
HEALTHPEAK PROPERTIES INC COM42250P103REIT230,600$4,415,990dollars as filedcall
APARTMENT INVT & MGMT CO CL A03748R747REIT518,200$4,109,326dollars as filedcall
BXP INC COM101121101REIT52,000$3,900,000dollars as filedcall
COHEN & STEERS INC COM19247A100Stock55,700$3,654,477dollars as filedcall
TAYLOR MORRISON HOME CORP COM87724P106Stock54,500$3,597,545dollars as filedcall
EPR PPTYS COM SH BEN INT26884U109REIT57,100$3,312,371dollars as filedcall
NEXPOINT RESIDENTIAL TR INC65341D102COM100,000$3,222,000dollars as filedcall
MERITAGE HOMES CORP COM59001A102Stock42,000$3,042,060dollars as filedcall
ACADIA RLTY TR004239109COM SH BEN INT142,800$2,877,420dollars as filedcall
American Tower Corporation03027X100COM14,300$2,750,176dollars as filedcall
EQUINIX INC COM29444U700REIT3,400$2,663,016dollars as filedcall
WEYERHAEUSER CO COM NEW962166104REIT105,800$2,622,782dollars as filedcall
HEALTHCARE RLTY TR CL A COM42226K105REIT127,800$2,304,234dollars as filedcall
SBA COMMUNICATIONS CORP CL A78410G104REIT11,500$2,223,525dollars as filedcall
EQUITY RESIDENTIAL29476L107SH BEN INT33,641$2,177,582dollars as filed
PUBLIC STORAGE COM74460D109REIT7,500$2,166,375dollars as filedcall
WILLSCOT HLDGS CORP971378104COM CL A100,000$2,111,000dollars as filedcall
BRAEMAR HOTELS RESORTS INC10482B101REIT773,000$2,110,290dollars as filed
WYNDHAM HOTELS & RESORTS INC98311A105COM25,700$2,053,430dollars as filedcall
RYMAN HOSPITALITY PPTYS INC COM78377T107REIT22,000$1,970,980dollars as filedcall
SUNSTONE HOTEL INVS INC NEW867892101COM195,500$1,831,835dollars as filedcall
COUSINSPPTYSINC222795502STOK60,000$1,736,400dollars as filedcall
BROOKDALE SR LIVING INC112463104COM200,000$1,694,000dollars as filedput
CROWN CASTLE INC COM22822V101REIT16,900$1,630,681dollars as filedcall
BROOKFIELD CORP CL A LTD VT SH11271J107Stock18,000$1,234,440dollars as filedcall
MACERICH CO554382101COM66,500$1,210,300dollars as filedcall
U HAUL HOLDING COMPANY023586100COM19,500$1,112,865dollars as filedcall
CHOICE HOTELS INTL INC169905106COM10,000$1,069,100dollars as filedcall
HILTON GRAND VACATIONS INC COM43283X105Stock24,800$1,036,888dollars as filedcall
BROOKDALE SR LIVING INC112463104COM100,000$847,000dollars as filedcall
SL GREEN RLTY CORP COM78440X887REIT9,500$568,195dollars as filedcall
KIMCO REALTY CORP COM49446R109REIT25,000$546,250dollars as filedcall
COMPASS INC20464U100CL A63,600$510,708dollars as filedcall
BLUE OWL CAPITAL INC COM CL A09581B103Stock30,000$507,900dollars as filedcall
LINEAGE INC COM53566V106REIT13,100$506,184dollars as filedcall
AVALONBAY CMNTYS INC COM053484101REIT1,393$269,086dollars as filed
TOLL BROTHERS INC COM889478103Stock1,800$248,652dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002023551-25-000009this filing2025-11-14acceptance time not in the bulk data set