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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 $139,307,193 across 30 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 79.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002023551-26-000004

Period
2026-03-31
Reported value
$139M
Holdings
30
Top 10 weight
79.58%
New
17
Sold out
31

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CBREnew+62,978$8.53M
CIGInew+62,828$6.72M
CHDNnew+63,733$5.73M
NXRTadded+224,374$5.61M
VACnew+66,572$4.34M

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
MAAexited-64,228-$8.92M
HGVexited-175,810-$7.87M
BKDreduced-570,684-$7.81M
BYDexited-69,644-$5.94M
REGexited-84,873-$5.86M

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, Q1 2026

Share positions as resolved from 13F-HR 0002023551-26-000004, largest first. % of portfolio is the value over $96,797,135, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 78,585 shares; 2025Q2: 51,474 shares; 2025Q3: 32,224 shares; 2025Q4: 39,151 shares; 2026Q1: 42,108 shares 42,108$12.8M13.23%+2,957Timeline
AIVAPARTMENT INVT & MGMT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,369,299 shares; 2025Q1: 2,048,316 shares; 2025Q2: 1,924,818 shares; 2025Q3: 863,517 shares; 2025Q4: 2,220,778 shares; 2026Q1: 2,556,176 shares 2,556,176$10.4M10.75%+335,398Timeline
CNSCOHEN & STEERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 197,657 shares; 2025Q2: 197,064 shares; 2025Q3: 148,098 shares; 2025Q4: 159,623 shares; 2026Q1: 160,709 shares 160,709$10.1M10.38%+1,086Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 117,550 shares; 2025Q2: 64,259 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,978 shares 62,978$8.53M8.81%newTimeline
DEIDOUGLAS EMMETT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 190,888 shares; 2025Q1: 1,576,062 shares; 2025Q2: 1,368,443 shares; 2025Q3: 706,218 shares; 2025Q4: 1,047,713 shares; 2026Q1: 762,556 shares 762,556$7.18M7.42%-285,157Timeline
CIGICOLLIERS INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,828 shares 62,828$6.72M6.94%newTimeline
NXRTNEXPOINT RESIDENTIAL TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 292,415 shares; 2025Q2: 449,691 shares; 2025Q3: 248,899 shares; 2025Q4: 33,172 shares; 2026Q1: 257,546 shares 257,546$6.44M6.65%+224,374Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99,723 shares; 2025Q1: 159,926 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,733 shares 63,733$5.73M5.91%newTimeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,719 shares; 2025Q1: 282,966 shares; 2025Q2: 276,150 shares; 2025Q3: 149,385 shares; 2025Q4: 154,480 shares; 2026Q1: 119,966 shares 119,966$4.84M5%-34,514Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,572 shares 66,572$4.34M4.48%newTimeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,427 shares; 2025Q1: 129,848 shares; 2025Q2: 93,560 shares; 2025Q3: 31,777 shares; 2025Q4: 28,329 shares; 2026Q1: 15,906 shares 15,906$3.85M3.98%-12,423Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 217,484 shares; 2025Q1: 168,488 shares; 2025Q2: 24,124 shares; 2025Q3: not reported; 2025Q4: 8,978 shares; 2026Q1: 30,812 shares 30,812$3.01M3.11%+21,834Timeline
BHRBRAEMAR HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 773,000 shares; 2025Q4: 1,083,493 shares; 2026Q1: 1,139,798 shares 1,139,798$2.69M2.78%+56,305Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 51,525 shares; 2025Q2: not reported; 2025Q3: 1,393 shares; 2025Q4: not reported; 2026Q1: 16,200 shares 16,200$2.65M2.73%newTimeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211,262 shares; 2025Q3: 151,690 shares; 2025Q4: 117,619 shares; 2026Q1: 37,512 shares 37,512$2.37M2.45%-80,107Timeline
HPPHUDSON PACIFIC PROPERTIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180,709 shares; 2026Q1: 392,188 shares 392,188$2.32M2.39%+211,479Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,704 shares 35,704$1.31M1.35%newTimeline
BKDBROOKDALE SR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,465,938 shares; 2025Q1: 2,082,092 shares; 2025Q2: 1,562,053 shares; 2025Q3: 942,815 shares; 2025Q4: 643,076 shares; 2026Q1: 72,392 shares 72,392$990K1.02%-570,684Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,726 shares 4,726$389K0.4%newTimeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 43,803 shares; 2025Q2: 70,372 shares; 2025Q3: 45,684 shares; 2025Q4: 6,759 shares; 2026Q1: 1,698 shares 1,698$195K0.2%-5,061Timeline

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
COSTAR GROUP INCCOSTAR GROUP INC CALLcall3,037$12.3Mnew
BLACKSTONE INCBLACKSTONE INC CALLcall632$7.27Mnew
DOUGLAS EMMETT INCDOUGLAS EMMETT INC CALLcall5,950$5.6Mnew
COLLIERS INTL GROUP INCCOLLIERS INTL GROUP INC CALLcall477$5.1Mnew
COHEN & STEERS INCCOHEN & STEERS INC CALLcall700$4.38Mnew
CHOICE HOTELS INTL INCCHOICE HOTELS INTL INC CALLcall216$2.24Mnew
INVITATION HOMES INCINVITATION HOMES INC COMcall702$1.74Mnew
HUDSON PACIFIC PROPERTIES INHUDSON PACIFIC PROPERTIES IN CALLcall2,825$1.67Mnew
ESSEX PPTY TR INCESSEX PPTY TR INC CALLcall56$1.36Mnew
SELECT SECTOR SPDR TRSELECT SECTOR SPDR TR CALLcall83$905Knew

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CSGPCOSTAR GROUP INC205,500$13.8Mcall
VACMARRIOTT VACATIONS WORLDWIDE198,400$11.4Mcall
ESSESSEX PPTY TR INC39,500$10.3Mcall
MAAMID-AMER APT CMNTYS INC64,228$8.92Mshares
HGVHILTON GRAND VACATIONS INC175,810$7.87Mshares
VTRVENTAS INC78,300$6.06Mcall
BYDBOYD GAMING CORP69,644$5.94Mshares
REGREGENCY CTRS CORP84,873$5.86Mshares
DEIDOUGLAS EMMETT INC480,000$5.28Mcall
HHHHOWARD HUGHES HOLDINGS INC61,500$4.91Mcall
HPPHUDSON PACIFIC PROPERTIES IN400,000$4.33Mcall
MAAMID-AMER APT CMNTYS INC29,700$4.13Mcall
DOCHEALTHPEAK PROPERTIES INC246,100$3.96Mcall
EXREXTRA SPACE STORAGE INC25,000$3.26Mcall
CNSCOHEN & STEERS INC48,000$3.01Mcall
CHHCHOICE HOTELS INTL INC31,000$2.95Mcall
SUISUN CMNTYS INC23,500$2.91Mcall
EQIXEQUINIX INC2,700$2.07Mcall
VMRKVIVMARK RESIDENTIAL31,300$1.97Mcall
WPCWP CAREY INC30,000$1.93Mcall
RHPRYMAN HOSPITALITY PPTYS INC20,100$1.9Mcall
OREALTY INCOME CORP33,600$1.89Mcall
BXBLACKSTONE INC10,500$1.62Mcall
GLPIGAMING & LEISURE P34,800$1.56Mcall
AVBAVALONBAY CMNTYS INC8,100$1.47Mcall
DLRDIGITAL RLTY TR INC9,300$1.44Mcall
NNNNNN REIT INC36,200$1.43Mcall
REXRREXFORD INDL RLTY INC35,700$1.38Mcall
KRCKILROY REALTY CORP33,000$1.23Mcall
BXPBXP INC8,300$560Kcall
BHRBRAEMAR HOTELS & RESORTS INC100,000$287Kcall

How Q1 2026 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 0002023551-26-000004 base2026-05-15acceptance time not in the bulk data set