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LANDMARK INVESTMENT PARTNERS, L.P.

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13F filer, CIK 2023551, WEST PALM BEACH, FL

LANDMARK INVESTMENT PARTNERS, L.P. reported $327,629,402 across 68 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 79.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002023551-25-000009

Period
2025-09-30
Reported value
$328M
Holdings
68
Top 10 weight
79.65%
New
30
Sold out
33

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HGVnew+165,484$6.92M
UHALnew+114,393$6.53M
VMRKnew+33,641$2.18M
BHRnew+773,000$2.11M
AVBnew+1,393$269K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ESSreduced-61,783-$16.5M
TNLexited-294,890-$15.2M
CSGPreduced-126,765-$10.7M
DEIreduced-662,225-$10.3M
CBREexited-64,259-$9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002023551-25-000009, largest first. % of portfolio is the value over $122,111,948, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,719 shares; 2025Q1: 282,966 shares; 2025Q2: 276,150 shares; 2025Q3: 149,385 shares 149,385$12.6M10.32%-126,765Timeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211,262 shares; 2025Q3: 151,690 shares 151,690$12.5M10.21%-59,572Timeline
DEIDOUGLAS EMMETT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 190,888 shares; 2025Q1: 1,576,062 shares; 2025Q2: 1,368,443 shares; 2025Q3: 706,218 shares 706,218$11M9%-662,225Timeline
HPPHUDSON PAC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,558,637 shares; 2025Q2: 5,810,119 shares; 2025Q3: 3,914,346 shares 3,914,346$10.8M8.85%-1,895,773Timeline
CNSCOHEN & STEERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 197,657 shares; 2025Q2: 197,064 shares; 2025Q3: 148,098 shares 148,098$9.72M7.96%-48,966Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,427 shares; 2025Q1: 129,848 shares; 2025Q2: 93,560 shares; 2025Q3: 31,777 shares 31,777$8.51M6.97%-61,783Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 78,585 shares; 2025Q2: 51,474 shares; 2025Q3: 32,224 shares 32,224$8.36M6.85%-19,250Timeline
NXRTNEXPOINT RESIDENTIAL TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 292,415 shares; 2025Q2: 449,691 shares; 2025Q3: 248,899 shares 248,899$8.02M6.57%-200,792Timeline
BKDBROOKDALE SR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,465,938 shares; 2025Q1: 2,082,092 shares; 2025Q2: 1,562,053 shares; 2025Q3: 942,815 shares 942,815$7.99M6.54%-619,238Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 43,803 shares; 2025Q2: 70,372 shares; 2025Q3: 45,684 shares 45,684$7.81M6.39%-24,688Timeline
HGVHILTON GRAND VACATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165,484 shares 165,484$6.92M5.67%newTimeline
AIVAPARTMENT INVT & MGMT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,369,299 shares; 2025Q1: 2,048,316 shares; 2025Q2: 1,924,818 shares; 2025Q3: 863,517 shares 863,517$6.85M5.61%-1,061,301Timeline
UHALU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,393 shares 114,393$6.53M5.35%newTimeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,641 shares 33,641$2.18M1.78%newTimeline
BHRBRAEMAR HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 773,000 shares 773,000$2.11M1.73%newTimeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 51,525 shares; 2025Q2: not reported; 2025Q3: 1,393 shares 1,393$269K0.22%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
ESSESSEX PPTY TR INC REITcall97,800$26.2M+87,900
IWMISHARES TR SHSput50,000$12.1Mnew
AREALEXANDRIA REAL ESTATE EQ IN REITcall117,400$9.78M+76,400
KRCKILROY REALTY CORP REITcall220,500$9.32M+154,100
DEIDOUGLAS EMMETT INC COMcall580,000$9.03M+420,000
VMRKVIVMARK RESIDENTIAL SH BEN INTcall122,300$7.92M+43,800
UDRUDR INC REITcall164,200$6.12M+137,500
IRTINDEPENDENCE RLTY TR INC COMcall366,000$6Mnew
VTRVENTAS INC REITcall78,300$5.48M+43,500
AVBAVALONBAY CMNTYS INC REITcall28,000$5.41M+4,100
HPPHUDSON PAC PPTYS INC COMcall1,882,909$5.2M+1,282,909
DLRDIGITAL RLTY TR INC REITcall29,300$5.07Mnew
SKYCHAMPION HOMES INC COMcall66,300$5.06Mnew
HHHHOWARD HUGHES HOLDINGS INC Stockcall61,500$5.05M+53,800
CTRECARETRUST REIT INC REITcall140,000$4.86Mnew
REXRREXFORD INDL RLTY INC REITcall112,200$4.61Mnew
WPCWP CAREY INC REITcall67,500$4.56M+49,500
INVHINVITATION HOMES INC REITcall153,200$4.49M+136,600
DOCHEALTHPEAK PROPERTIES INC REITcall230,600$4.42M+100,600
AIVAPARTMENT INVT & MGMT CO REITcall518,200$4.11M+229,500
BXPBXP INC REITcall52,000$3.9M-8,800
CNSCOHEN & STEERS INC Stockcall55,700$3.65Mnew
TMHCTAYLOR MORRISON HOME CORP Stockcall54,500$3.6Mnew
EPREPR PPTYS REITcall57,100$3.31Mnew
NXRTNEXPOINT RESIDENTIAL TR INC COMcall100,000$3.22Mnew
MTHMERITAGE HOMES CORP Stockcall42,000$3.04Mnew
AKRACADIA RLTY TR COM SH BEN INTcall142,800$2.88Mnew
AMTAMERICAN TOWER CORP COMcall14,300$2.75Mnew
EQIXEQUINIX INC REITcall3,400$2.66M-2,700
WYWEYERHAEUSER CO REITcall105,800$2.62M+85,800
HRHEALTHCARE RLTY TR REITcall127,800$2.3Mnew
SBACSBA COMMUNICATIONS CORP REITcall11,500$2.22Mnew
PSAPUBLIC STORAGE REITcall7,500$2.17M+300
WSCWILLSCOT HLDGS CORP COM CL Acall100,000$2.11Mnew
WHWYNDHAM HOTELS & RESORTS INC COMcall25,700$2.05M+19,500
RHPRYMAN HOSPITALITY PPTYS INC REITcall22,000$1.97M-11,000
SHOSUNSTONE HOTEL INVS INC NEW COMcall195,500$1.83Mnew
CUZCOUSINS PPTYS INC STOKcall60,000$1.74Mnew
BKDBROOKDALE SR LIVING INC COMput200,000$1.69Mnew
CCICROWN CASTLE INC REITcall16,900$1.63Mnew
BNBROOKFIELD CORP Stockcall18,000$1.23M-9,000
MACMACERICH CO COMcall66,500$1.21M+33,200
UHALU HAUL HOLDING COMPANY COMcall19,500$1.11Mnew
CHHCHOICE HOTELS INTL INC COMcall10,000$1.07M+5,800
HGVHILTON GRAND VACATIONS INC Stockcall24,800$1.04Mnew
BKDBROOKDALE SR LIVING INC COMcall100,000$847Knew
SLGSL GREEN RLTY CORP REITcall9,500$568K-29,100
KIMKIMCO REALTY CORP REITcall25,000$546K-25,000
COMPCOMPASS INC CL Acall63,600$511K-96,400
OWLBLUE OWL CAPITAL INC Stockcall30,000$508K-177,300
LINELINEAGE INC REITcall13,100$506Knew
TOLTOLL BROTHERS INC Stockcall1,800$249Knew

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TNLTRAVEL PLUS LEISURE CO294,890$15.2Mshares
VNQVANGUARD INDEX FDS154,000$13.7Mput
RSPINVESCO EXCHANGE TRADED FD T73,400$13.3Mput
SPYSTATE STR SPDR S&P 500 ETF T18,500$11.4Mput
QQQINVESCO QQQ TR19,000$10.5Mput
CBRECBRE GROUP INC64,259$9Mshares
HHYATT HOTELS CORP56,314$7.86Mshares
MAAMID-AMER APT CMNTYS INC36,000$5.33Mcall
EQIXEQUINIX INC5,209$4.14Mshares
PLDPROLOGIS INC.37,200$3.91Mcall
SPGSIMON PPTY GROUP INC NEW23,400$3.76Mcall
VNOVORNADO RLTY TR95,500$3.65Mcall
CPTCAMDEN PPTY TR27,500$3.1Mcall
BAMBROOKFIELD ASSET MANAGMT LTD53,697$2.97Mshares
APOAPOLLO GLOBAL MGMT INC20,800$2.95Mcall
CPTCAMDEN PPTY TR24,124$2.72Mshares
JLLJONES LANG LASALLE INC9,700$2.48Mcall
CBRECBRE GROUP INC17,400$2.44Mcall
SUISUN CMNTYS INC17,400$2.2Mcall
SKTTANGER INC70,000$2.14Mcall
OHIOMEGA HEALTHCARE INVS INC57,500$2.11Mcall
HLTHILTON WORLDWIDE HLDGS INC7,100$1.89Mcall
MTNVAIL RESORTS INC10,600$1.67Mcall
BXBLACKSTONE INC8,000$1.2Mcall
CSGPCOSTAR GROUP INC14,700$1.18Mcall
TNLTRAVEL PLUS LEISURE CO22,800$1.18Mcall
VICIVICI PPTYS INC33,300$1.09Mcall
HHYATT HOTELS CORP7,700$1.08Mcall
FUNSIX FLAGS ENTERTAINMENT CORP20,000$609Kcall
KKRKKR & CO INC4,500$599Kcall
NNNNNN REIT INC12,500$540Kcall
MUSAMURPHY USA INC1,300$529Kcall
COMPCOMPASS INC12,157$76.3Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002023551-25-000009 base2025-11-14acceptance time not in the bulk data set