Long Pond Capital

Latest statistics and disclosures from Long Pond Capital's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Long Pond Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 35 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Independence Realty Trust In (IRT) 9.6 $168M +204% 10M 16.13
 View chart
Agree Realty Corporation (ADC) 9.4 $164M +489% 2.9M 57.12
 View chart
Camden Ppty Tr Sh Ben Int (CPT) 9.1 $159M -19% 1.6M 98.40
 View chart
National Retail Properties (NNN) 6.5 $113M NEW 2.6M 42.74
 View chart
Jbg Smith Properties (JBGS) 6.4 $112M 7.0M 16.05
 View chart
Netstreit Corp (NTST) 6.3 $110M +235% 6.0M 18.37
 View chart
D.R. Horton (DHI) 6.2 $109M +438% 660k 164.55
 View chart
Americold Rlty Tr (COLD) 6.1 $106M NEW 4.3M 24.92
 View chart
Site Centers Corp (SITC) 4.9 $85M +403% 5.8M 14.65
 View chart
Lexington Realty Trust (LXP) 3.8 $67M +139% 7.4M 9.02
 View chart
Apartment Income Reit Corp (AIRC) 3.8 $66M +42% 2.0M 32.47
 View chart
Rithm Capital Corp Com New (RITM) 3.0 $53M NEW 4.8M 11.16
 View chart
Rexford Industrial Realty Inc reit (REXR) 3.0 $52M +137% 1.0M 50.30
 View chart
Safehold (SAFE) 2.7 $48M -6% 2.3M 20.60
 View chart
Vesta Real Estate Corp Ads (VTMX) 2.4 $41M +112% 1.1M 39.24
 View chart
Playa Hotels & Resorts Nv SHS (PLYA) 1.9 $34M -18% 3.5M 9.70
 View chart
Meritage Homes Corporation (MTH) 1.8 $32M NEW 184k 175.46
 View chart
Apartment Invt & Mgmt Cl A (AIV) 1.7 $31M -10% 3.7M 8.19
 View chart
Travel Leisure Ord (TNL) 1.2 $21M -30% 427k 48.96
 View chart
NET Lease Office Properties (NLOP) 1.2 $21M -20% 862k 23.80
 View chart
Hilton Grand Vacations (HGV) 1.0 $18M -51% 378k 47.21
 View chart
Tpg Re Finance Trust Inc reit (TRTX) 1.0 $17M NEW 2.2M 7.72
 View chart
Marriott Vacations Wrldwde Cp (VAC) 0.9 $15M NEW 142k 107.73
 View chart
Paramount Group Inc reit (PGRE) 0.9 $15M NEW 3.2M 4.69
 View chart
Copt Defense Properties Shs Ben Int (CDP) 0.8 $14M NEW 566k 24.17
 View chart
Mid-America Apartment (MAA) 0.7 $13M -88% 99k 131.58
 View chart
Smith Douglas Homes Corp Com Shs Cl A (SDHC) 0.7 $12M NEW 417k 29.70
 View chart
Smartrent Com Cl A (SMRT) 0.6 $11M +26% 4.0M 2.68
 View chart
Medical Properties Trust Put Option (MPW) 0.5 $9.4M NEW 2.0M 4.70
 View chart
Essex Property Trust (ESS) 0.5 $8.4M NEW 34k 244.81
 View chart
Five Point Holdings Com Cl A (FPH) 0.4 $7.5M 2.4M 3.13
 View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.4 $6.1M NEW 60k 102.12
 View chart
Melco Resorts And Entmnt Adr (MLCO) 0.3 $5.8M -77% 799k 7.21
 View chart
Jones Lang LaSalle Incorporated (JLL) 0.2 $4.1M NEW 21k 195.09
 View chart
Caesars Entertainment (CZR) 0.1 $1.2M NEW 27k 43.74
 View chart

Past Filings by Long Pond Capital

SEC 13F filings are viewable for Long Pond Capital going back to 2011

View all past filings