Landmark Investment Partners, L.p.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002023551

Type: FundHoldings: 28Value: $272.6MLatest: 2025Q1

LANDMARK INVESTMENT PARTNERS, L.P. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 28 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "H",
  "NXRT",
  "BYD",
  "ESS",
  "EXPE",
  "HLT",
  "AIV",
  null,
  "BX",
  null,
  "SPY",
  "VNQ",
  "GDEN",
  "VTR",
  "MUSA",
  "AVB",
  "HPP",
  "FR",
  "DEI",
  "BAM.TO",
  "BKD",
  "CPT",
  "CBRE",
  "CLDT",
  "CHDN",
  "CNS",
  "CSGP",
  "PLD"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 28
Total Value: 272615342
Accession Number: 0002023551-25-000004
Form Type: 13F-HR
CIK: landmark-investment-partners-lp
Manager Name: Landmark-Investment-Partners-Lp

Data Enrichment

93% identified

26 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

28 positions • $272.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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ESSEX PROPERTY TRUST, INC.

ESS|297178105

Shares:129.8K

Value:$39.8M

% of Portfolio:14.6% ($39.8M/$272.6M)

FIRST INDUSTRIAL REALTY TRUST INC

FR|32054K103

Shares:420.2K

Value:$22.7M

% of Portfolio:8.3% ($22.7M/$272.6M)

Ventas, Inc.

VTR|92276F100

Shares:323.6K

Value:$22.3M

% of Portfolio:8.2% ($22.3M/$272.6M)

CAMDEN PROPERTY TRUST

CPT|133131102

Shares:168.5K

Value:$20.6M

% of Portfolio:7.6% ($20.6M/$272.6M)

APARTMENT INVESTMENT & MANAGEMENT CO

AIV|03748R747

Shares:2.0M

Value:$18.0M

% of Portfolio:6.6% ($18.0M/$272.6M)

Churchill Downs Inc

CHDN|171484108

Shares:159.9K

Value:$17.8M

% of Portfolio:6.5% ($17.8M/$272.6M)

COHEN & STEERS, INC.

CNS|19247A100

Shares:197.7K

Value:$15.9M

% of Portfolio:5.8% ($15.9M/$272.6M)

Brookdale Senior Living Inc.

BKD|112463104

Shares:2.1M

Value:$13.0M

% of Portfolio:4.8% ($13.0M/$272.6M)

Murphy USA Inc.

MUSA|626755102

Shares:25.5K

Value:$12.0M

% of Portfolio:4.4% ($12.0M/$272.6M)

NexPoint Residential Trust, Inc.

NXRT|65341D102

Shares:292.4K

Value:$11.6M

% of Portfolio:4.2% ($11.6M/$272.6M)

AVALONBAY COMMUNITIES INC

AVB|053484101

Shares:51.5K

Value:$11.1M

% of Portfolio:4.1% ($11.1M/$272.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:19.0K

Value:$10.6M

% of Portfolio:3.9% ($10.6M/$272.6M)

922908553

VNQ|922908553

Shares:93.6K

Value:$8.5M

% of Portfolio:3.1% ($8.5M/$272.6M)

464288513

Shares:94.0K

Value:$7.4M

% of Portfolio:2.7% ($7.4M/$272.6M)

464287432

Shares:56.0K

Value:$5.1M

% of Portfolio:1.9% ($5.1M/$272.6M)

CBRE GROUP, INC.

CBRE|12504L109

Shares:37.5K

Value:$4.9M

% of Portfolio:1.8% ($4.9M/$272.6M)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:21.1K

Value:$4.8M

% of Portfolio:1.8% ($4.8M/$272.6M)

Hudson Pacific Properties, Inc.

HPP|444097109

Shares:1.6M

Value:$4.6M

% of Portfolio:1.7% ($4.6M/$272.6M)

Hyatt Hotels Corp

H|448579102

Shares:34.3K

Value:$4.2M

% of Portfolio:1.5% ($4.2M/$272.6M)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:42.2K

Value:$3.3M

% of Portfolio:1.2% ($3.3M/$272.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ESSEX PROPERTY TRUST, INC.(ESScusip297178105)	129.8K	QoQ +46.84% (+41.4K) YoY-	All Managers (Combined)	$39.8M	14.6% ($39.8M/$272.6M)	QoQ +57.71% (+$14.6M) YoY-
FIRST INDUSTRIAL REALTY TRUST INC(FRcusip32054K103)	420.2K	QoQ +27.83% (+91.5K) YoY-	All Managers (Combined)	$22.7M	8.3% ($22.7M/$272.6M)	QoQ +37.60% (+$6.2M) YoY-
Ventas, Inc.(VTRcusip92276F100)	323.6K	QoQ +74.88% (+138.6K) YoY-	All Managers (Combined)	$22.3M	8.2% ($22.3M/$272.6M)	QoQ +104.19% (+$11.4M) YoY-
CAMDEN PROPERTY TRUST(CPTcusip133131102)	168.5K	QoQ -22.52% (-49.0K) YoY-	All Managers (Combined)	$20.6M	7.6% ($20.6M/$272.6M)	QoQ -18.34% (-$4.6M) YoY-
APARTMENT INVESTMENT & MANAGEMENT CO(AIVcusip03748R747)	2.0M	QoQ +49.58% (+679.0K) YoY-	All Managers (Combined)	$18.0M	6.6% ($18.0M/$272.6M)	QoQ +44.81% (+$5.6M) YoY-
Churchill Downs Inc(CHDNcusip171484108)	159.9K	QoQ +60.37% (+60.2K) YoY-	All Managers (Combined)	$17.8M	6.5% ($17.8M/$272.6M)	QoQ +33.38% (+$4.4M) YoY-
COHEN & STEERS, INC.(CNScusip19247A100)	197.7K	QoQ NEW(+197.7K) YoY-	All Managers (Combined)	$15.9M	5.8% ($15.9M/$272.6M)	QoQ NEW(+$15.9M) YoY-
Brookdale Senior Living Inc.(BKDcusip112463104)	2.1M	QoQ +42.03% (+616.2K) YoY-	All Managers (Combined)	$13.0M	4.8% ($13.0M/$272.6M)	QoQ +76.76% (+$5.7M) YoY-
Murphy USA Inc.(MUSAcusip626755102)	25.5K	QoQ NEW(+25.5K) YoY-	All Managers (Combined)	$12.0M	4.4% ($12.0M/$272.6M)	QoQ NEW(+$12.0M) YoY-
NexPoint Residential Trust, Inc.(NXRTcusip65341D102)	292.4K	QoQ NEW(+292.4K) YoY-	All Managers (Combined)	$11.6M	4.2% ($11.6M/$272.6M)	QoQ NEW(+$11.6M) YoY-
AVALONBAY COMMUNITIES INC(AVBcusip053484101)	51.5K	QoQ NEW(+51.5K) YoY-	All Managers (Combined)	$11.1M	4.1% ($11.1M/$272.6M)	QoQ NEW(+$11.1M) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	19.0K	QoQ NEW(+19.0K) YoY-	All Managers (Combined)	$10.6M	3.9% ($10.6M/$272.6M)	QoQ NEW(+$10.6M) YoY-
(VNQcusip922908553)	93.6K	QoQ NEW(+93.6K) YoY-	All Managers (Combined)	$8.5M	3.1% ($8.5M/$272.6M)	QoQ NEW(+$8.5M) YoY-
(cusip464288513)✕	94.0K	QoQ NEW(+94.0K) YoY-	All Managers (Combined)	$7.4M	2.7% ($7.4M/$272.6M)	QoQ NEW(+$7.4M) YoY-
(cusip464287432)✕	56.0K	QoQ NEW(+56.0K) YoY-	All Managers (Combined)	$5.1M	1.9% ($5.1M/$272.6M)	QoQ NEW(+$5.1M) YoY-
CBRE GROUP, INC.(CBREcusip12504L109)	37.5K	QoQ NEW(+37.5K) YoY-	All Managers (Combined)	$4.9M	1.8% ($4.9M/$272.6M)	QoQ NEW(+$4.9M) YoY-
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	21.1K	QoQ NEW(+21.1K) YoY-	All Managers (Combined)	$4.8M	1.8% ($4.8M/$272.6M)	QoQ NEW(+$4.8M) YoY-
Hudson Pacific Properties, Inc.(HPPcusip444097109)	1.6M	QoQ NEW(+1.6M) YoY-	All Managers (Combined)	$4.6M	1.7% ($4.6M/$272.6M)	QoQ NEW(+$4.6M) YoY-
Hyatt Hotels Corp(Hcusip448579102)	34.3K	QoQ -54.26% (-40.7K) YoY-	All Managers (Combined)	$4.2M	1.5% ($4.2M/$272.6M)	QoQ -64.30% (-$7.6M) YoY-
COSTAR GROUP, INC.(CSGPcusip22160N109)	42.2K	QoQ +11.87% (+4.5K) YoY-	All Managers (Combined)	$3.3M	1.2% ($3.3M/$272.6M)	QoQ +23.81% (+$643.2K) YoY-