Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LANDMARK INVESTMENT PARTNERS, L.P. (CIK 2023551) reported $399.3M across 21 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ESS-PH ($26.4M, 6.62%), CNS ($25.8M, 6.45%), CHH ($19.9M, 4.99%), DEI ($19.3M, 4.82%), CBRE ($19.2M, 4.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESS-PH | ESSEX PPTY TR INC | $26.4M | 6.62% | 94,300 | Added |
| 2 | CNS | COHEN & STEERS INC | $25.8M | 6.45% | 306,200 | Added |
| 3 | CHH | CHOICE HOTELS INTL INC | $19.9M | 4.99% | 191,600 | Added |
| 4 | DEI | DOUGLAS EMMETT INC | $19.3M | 4.82% | 1.7M | Added |
| 5 | CBRE | CBRE GROUP INC | $19.2M | 4.81% | 130,500 | New |
| 6 | AVB | AVALONBAY CMNTYS INC | $17.4M | 4.35% | 96,300 | New |
| 7 | JLL | JONES LANG LASALLE INC | $15.8M | 3.97% | 43,700 | New |
| 8 | MAR | MARRIOTT INTL INC NEW | $12.8M | 3.19% | 36,000 | New |
| 9 | RCL | ROYAL CARIBBEAN GROUP | $11.8M | 2.96% | 38,500 | New |
| 10 | DEI | DOUGLAS EMMETT INC | $11.6M | 2.91% | 1.0M | Added |
| 11 | CSGP | COSTAR GROUP INC | $11.3M | 2.83% | 369,400 | Added |
| 12 | TNL | TRAVEL PLUS LEISURE CO | $10.1M | 2.53% | 136,100 | New |
| 13 | CNS | COHEN & STEERS INC | $9.2M | 2.29% | 108,850 | Trimmed |
| 14 | KRC-PG | KILROY REALTY CORP | $8.6M | 2.15% | 240,000 | New |
| 15 | SKY | CHAMPION HOMES INC | $8.5M | 2.13% | 91,600 | New |
| 16 | COMP | COMPASS INC | $7.8M | 1.96% | 619,700 | New |
| 17 | NXRT | NEXPOINT RESIDENTIAL TR INC | $7.8M | 1.95% | 319,092 | Added |
| 18 | UDR | UDR INC | $7.5M | 1.87% | 200,900 | New |
| 19 | COMP | COMPASS INC | $7.3M | 1.84% | 580,048 | New |
| 20 | UDR | UDR INC | $7.2M | 1.80% | 193,045 | New |
| 21 | VAC | MARRIOTT VACATIONS WORLDWIDE | $7.1M | 1.77% | 60,580 | Trimmed |
| 22 | SLGPRI | SL GREEN RLTY CORP | $7.0M | 1.76% | 126,900 | New |
| 23 | ENSG | ENSIGN GROUP INC | $6.2M | 1.54% | 34,054 | New |
| 24 | CHH | CHOICE HOTELS INTL INC | $5.8M | 1.46% | 55,914 | New |
| 25 | HPP | HUDSON PACIFIC PROPERTIES IN | $5.8M | 1.45% | 419,873 | Added |
Source: SEC Form 13F filings · as of 2026-06-30