Landmark Investment Partners, L.P. In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Landmark Investment Partners, L.P. reported 21 stock positions worth $108.1 million . Its top holding was Douglas Emmett (DEI) at 10.7% of the portfolio, followed by Cohen & Steers (CNS, 8.5% ) and Nexpoint Residential (NXRT, 7.2% ). Compared with Q1 2026, it opened 9 new positions, sold out of 8, added to 4 and reduced 7. The biggest buy was a new position in Compass Class A (COMP) and the biggest sale an exit from Hilton Worldwide (HLT).
Location WEST PALM BEACH, FL
CIK 0002023551
Portfolio Value $108.1M (Q2 2026) Holdings 21 stocks · $108.1M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 DEI Douglas Emmett Inc. 1,012,834 $11.6M Add +32.8% CNS Cohen & Steers Inc. 108,850 $9.2M Reduce -32.3% NXRT Nexpoint Residential 319,092 $7.8M Add +23.9% COMP Compass Inc. Class A 580,048 $7.3M New UDR Udr Inc. 193,045 $7.2M New VAC Marriott Vacations World 60,580 $7.1M Reduce -9.0% ENSG The Ensign Group Inc. 34,054 $6.2M New CHH Choice Hotels Intl Inc. 55,914 $5.8M New HPP Hudson Pacific Properties Inc. 419,873 $5.8M Add +7.1% CBRE CBRE Group Inc. Class A 37,544 $5.5M Reduce -40.4% VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 79,904 $5.2M New AIV Apartment Invt & Mgmt Co. Class A 1,981,897 $5.1M Reduce -22.5% CSGP Costar Group Inc. 144,011 $4.4M Add +20.0% TNL Travel + Leisure Co. 57,034 $4.2M New BAM Brookfield Asset Mgmt-A 73,864 $4.0M New ESS Essex Property Trust Inc. 12,719 $3.6M Reduce -20.0% SKY Champion Homes Inc. 23,906 $2.2M New AVB Avalonbay Communities Inc. 11,140 $2.0M Reduce -31.2% BHR Braemar Hotels & Resorts Inc. 988,883 $2.0M Reduce -13.2% RCL Royal Caribbean Cruises Ltd. 3,259 $1.0M New BKD Brookdale Senior Living Inc. 72,392 $929K No change
Options reported separately and not counted above: ESSEX PPTY TR INC calls ($26.4M), COHEN & STEERS INC calls ($25.8M), CHOICE HOTELS INTL INC calls ($19.9M), DOUGLAS EMMETT INC calls ($19.3M), CBRE GROUP INC calls ($19.2M), AVALONBAY CMNTYS INC calls ($17.4M), JONES LANG LASALLE INC calls ($15.8M), MARRIOTT INTL INC NEW puts ($12.8M), ROYAL CARIBBEAN GROUP calls ($11.8M), COSTAR GROUP INC calls ($11.3M), TRAVEL PLUS LEISURE CO calls ($10.1M), KILROY REALTY CORP calls ($8.6M), and 21 more.
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ HLT Hilton Worldwide Holdings Inc. Sold out 0.00% −13.23 CIGI Colliers Intl GR-Subord Vot Sold out 0.00% −6.94 AIV Apartment Invt & Mgmt Co. Class A Reduce -22.5% 4.76% −5.99 CHDN Churchill Downs Inc. Sold out 0.00% −5.91 CBRE CBRE Group Inc. Class A Reduce -40.4% 5.11% −3.70 CPT Camden Property Trust Sold out 0.00% −3.11 HHH Howard Hughes Holdings Inc. Sold out 0.00% −2.45 CNS Cohen & Steers Inc. Reduce -32.3% 8.48% −1.91 CUBE Cubesmart Sold out 0.00% −1.35 BHR Braemar Hotels & Resorts Inc. Reduce -13.2% 1.84% −0.94 AVB Avalonbay Communities Inc. Reduce -31.2% 1.86% −0.88 ESS Essex Property Trust Inc. Reduce -20.0% 3.30% −0.68 BLDR Builders Firstsource Inc. Sold out 0.00% −0.40 BX Blackstone Inc. Sold out 0.00% −0.20 VAC Marriott Vacations World Reduce -9.0% 6.53% +2.06
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ COMP Compass Inc. Class A New 6.79% +6.79 UDR Udr Inc. New 6.63% +6.63 ENSG The Ensign Group Inc. New 5.69% +5.69 CHH Choice Hotels Intl Inc. New 5.38% +5.38 VMRK Vivmark Residential New 4.77% +4.77 TNL Travel + Leisure Co. New 3.91% +3.91 BAM Brookfield Asset Mgmt-A New 3.72% +3.72 DEI Douglas Emmett Inc. Add +32.8% 10.74% +3.32 HPP Hudson Pacific Properties Inc. Add +7.1% 5.37% +2.98 SKY Champion Homes Inc. New 2.05% +2.05 RCL Royal Caribbean Cruises Ltd. New 0.93% +0.93 NXRT Nexpoint Residential Add +23.9% 7.21% +0.56 CSGP Costar Group Inc. Add +20.0% 4.07% −0.93
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ ESSEX PPTY TR INC call Add +168292.9% 94,300 $26.4M COHEN & STEERS INC call Add +43642.9% 306,200 $25.8M CHOICE HOTELS INTL INC call Add +88603.7% 191,600 $19.9M DOUGLAS EMMETT INC call Add +28135.3% 1,680,000 $19.3M CBRE GROUP INC call New 130,500 $19.2M AVALONBAY CMNTYS INC call New 96,300 $17.4M JONES LANG LASALLE INC call New 43,700 $15.8M MARRIOTT INTL INC NEW put New 36,000 $12.8M ROYAL CARIBBEAN GROUP call New 38,500 $11.8M COSTAR GROUP INC call Add +12063.3% 369,400 $11.3M TRAVEL PLUS LEISURE CO call New 136,100 $10.1M KILROY REALTY CORP call New 240,000 $8.6M CHAMPION HOMES INC call New 91,600 $8.5M COMPASS INC call New 619,700 $7.8M UDR INC call New 200,900 $7.5M BLACKSTONE INC call Sold out 632 $7.3Mbefore exit SL GREEN RLTY CORP call New 126,900 $7.0M ALEXANDRIA REAL ESTATE EQ IN call New 120,000 $5.7M HOST HOTELS & RESORTS INC put New 239,000 $5.4M EQUITY RESIDENTIAL call New 80,900 $5.2M COLLIERS INTL GROUP INC call Sold out 477 $5.1Mbefore exit CARNIVAL CORP LTD call New 175,800 $4.9M COPT DEFENSE PROPERTIES call New 129,000 $4.7M EQUITY LIFESTYLE PROPERTIES call New 69,000 $4.4M GAMING & LEISURE PPTYS INC call New 100,000 $4.3M ENSIGN GROUP INC call New 22,000 $4.0M MARRIOTT VACATIONS WORLDWIDE call New 31,000 $3.6M AGREE RLTY CORP call New 48,000 $3.5M FEDERAL RLTY INVT TR NEW call New 27,000 $3.2M REALTY INCOME CORP call New 50,000 $3.1M CROWN CASTLE INC call New 41,000 $3.0M ROCKET COS INC call New 177,100 $2.5M VIKING HOLDINGS LTD call New 16,900 $1.8M INVITATION HOMES INC call Sold out 702 $1.7Mbefore exit HUDSON PACIFIC PROPERTIES IN call Sold out 2,825 $1.7Mbefore exit BROOKFIELD ASSET MANAGMT LTD call New 25,000 $1.4M NEXPOINT RESIDENTIAL TR INC call New 55,500 $1.4M SELECT SECTOR SPDR TR call Sold out 83 $905Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 21 $108.1M DEI, CNS, NXRT, COMP, UDR Q1 2026 20 $96.8M HLT, AIV, CNS, CBRE, DEI Q4 2025 17 $116.8M AIV, DEI, HLT, CSGP, CNS Q3 2025 16 $122.1M CSGP, HHH, DEI, HUDSON PAC PPTYS INC, CNS Q2 2025 18 $223.1M ESS, CSGP, DEI, AIV, HUDSON PAC PPTYS INC Q1 2025 22 $319.5M ESS, DEI, FR, CSGP, VTR Q4 2024 18 $247.4M AMH, ESS, CPT, KRC, PK