Landmark Investment Partners, L.P.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Landmark Investment Partners, L.P. reported 18 stock positions worth $247.4 million. Its top holding was American Homes 4 Rent- A (AMH) at 10.9% of the portfolio, followed by Essex Property Trust (ESS, 10.2%) and Camden Property Trust (CPT, 10.2%).
- Most Recent 13F
- Q2 2026
- Location
- WEST PALM BEACH, FL
- CIK
- 0002023551
- Portfolio Value
- $247.4M (Q4 2024)
- SEC Filing
- 0002023551-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 18 stocks · $247.4M
| AMH American Homes 4 Rent- A | 10.91% | 721,308 | $27.0M | — |
| ESS Essex Property Trust Inc. | 10.20% | 88,427 | $25.2M | — |
| CPT Camden Property Trust | 10.20% | 217,484 | $25.2M | — |
| KRC Kilroy Realty Corp. | 10.07% | 615,867 | $24.9M | — |
| PK Park Hotels & Resorts Inc. | 8.63% | 1,516,832 | $21.3M | — |
| FR First Industrial Realty TR | 6.66% | 328,711 | $16.5M | — |
| CHDN Churchill Downs Inc. | 5.38% | 99,723 | $13.3M | — |
| PEB Pebblebrook Hotel Trust | 5.29% | 964,976 | $13.1M | — |
| AIV Apartment Invt & Mgmt Co. Class A | 5.03% | 1,369,299 | $12.4M | — |
| CUZ Cousins Properties Inc. | 4.85% | 391,549 | $12.0M | — |
| H Hyatt Hotels Corp. Class A | 4.76% | 74,992 | $11.8M | — |
| PLD Prologis Inc. | 4.41% | 103,271 | $10.9M | — |
| VTR Ventas Inc. | 4.41% | 185,032 | $10.9M | — |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 3.36% | 284,695 | $8.3M | — |
| BKD Brookdale Senior Living Inc. | 2.98% | 1,465,938 | $7.4M | — |
| DEI Douglas Emmett Inc. | 1.43% | 190,888 | $3.5M | — |
| CSGP Costar Group Inc. | 1.09% | 37,719 | $2.7M | — |
| CLDT Chatham Lodging Trust | 0.33% | 90,000 | $806K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |