Landmark Investment Partners, L.P. 13F Holdings · Q2 2026
Landmark Investment Partners, L.P. reported 21 securities worth $399.29M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ESS-PH (6.62%), CNS (6.45%), CHH (4.99%). Among its top 25 positions this quarter: 15 new, 8 added, 2 trimmed.
| 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-PH | 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR