Landmark Investment Partners

Landmark Investment Partners as of Sept. 30, 2025

Portfolio Holdings for Landmark Investment Partners

Landmark Investment Partners holds 55 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Essex Property Trust (ESS) 10.6 $35M 130k 267.66
Douglas Emmett (DEI) 6.1 $20M 1.3M 15.57
Howard Hughes Holdings (HHH) 5.3 $18M 213k 82.17
Hudson Pacific Properties (HPP) 4.9 $16M 5.8M 2.76
Cohen & Steers (CNS) 4.1 $13M 204k 65.61
CoStar (CSGP) 3.8 $13M 149k 84.37
Ishares Tr Russell 2000 Etf Put Option (IWM) 3.7 $12M 50k 241.96
Nexpoint Residential Tr (NXRT) 3.4 $11M 349k 32.22
Apartment Invt & Mgmt Cl A (AIV) 3.3 $11M 1.4M 7.93
Brookdale Senior Living (BKD) 3.2 $11M 1.2M 8.47
Equity Residential Sh Ben Int (EQR) 3.1 $10M 156k 64.73
Alexandria Real Estate Equities Call Option (ARE) 3.0 $9.8M 117k 83.34
Kilroy Realty Corporation Call Option (KRC) 2.8 $9.3M 221k 42.25
Hilton Worldwide Holdings (HLT) 2.6 $8.4M 32k 259.44
Hilton Grand Vacations (HGV) 2.4 $8.0M 190k 41.81
Blackstone Group Inc Com Cl A (BX) 2.4 $7.8M 46k 170.85
Amer (UHAL) 2.3 $7.6M 134k 57.07
Udr Call Option (UDR) 1.9 $6.1M 164k 37.26
Independence Realty Trust In Call Option (IRT) 1.8 $6.0M 366k 16.39
AvalonBay Communities (AVB) 1.7 $5.7M 29k 193.17
Ventas Call Option (VTR) 1.7 $5.5M 78k 69.99
Digital Realty Trust Call Option (DLR) 1.5 $5.1M 29k 172.88
Skyline Corporation Call Option (SKY) 1.5 $5.1M 66k 76.37
Caretrust Reit Call Option (CTRE) 1.5 $4.9M 140k 34.68
Rexford Industrial Realty Inc reit Call Option (REXR) 1.4 $4.6M 112k 41.11
Wp Carey Call Option (WPC) 1.4 $4.6M 68k 67.57
Invitation Homes Call Option (INVH) 1.4 $4.5M 153k 29.33
Peak Call Option (DOC) 1.3 $4.4M 231k 19.15
Boston Properties Call Option (BXP) 1.2 $3.9M 52k 75.00
Taylor Morrison Hom Call Option (TMHC) 1.1 $3.6M 55k 66.01
Epr Pptys Com Sh Ben Int Call Option (EPR) 1.0 $3.3M 57k 58.01
Meritage Homes Corporation Call Option (MTH) 0.9 $3.0M 42k 72.43
Acadia Rlty Tr Com Sh Ben Int Call Option (AKR) 0.9 $2.9M 143k 20.15
American Tower Reit Call Option (AMT) 0.8 $2.8M 14k 192.32
Equinix Call Option (EQIX) 0.8 $2.7M 3.4k 783.24
Weyerhaeuser Co Mtn Be Com New Call Option (WY) 0.8 $2.6M 106k 24.79
Healthcare Rlty Tr Cl A Com Call Option (HR) 0.7 $2.3M 128k 18.03
Sba Communications Corp Cl A Call Option (SBAC) 0.7 $2.2M 12k 193.35
Public Storage Call Option (PSA) 0.7 $2.2M 7.5k 288.85
Willscot Hldgs Corp Com Cl A Call Option (WSC) 0.6 $2.1M 100k 21.11
Braemar Hotels And Resorts (BHR) 0.6 $2.1M 773k 2.73
Wyndham Hotels And Resorts Call Option (WH) 0.6 $2.1M 26k 79.90
Ryman Hospitality Pptys Call Option (RHP) 0.6 $2.0M 22k 89.59
Sunstone Hotel Investors Call Option (SHO) 0.6 $1.8M 196k 9.37
Cousins Pptys Com New Call Option (CUZ) 0.5 $1.7M 60k 28.94
Crown Castle Intl Call Option (CCI) 0.5 $1.6M 17k 96.49
Brookfield Corp Cl A Ltd Vt Sh Call Option (BN) 0.4 $1.2M 18k 68.58
Macerich Company Call Option (MAC) 0.4 $1.2M 67k 18.20
Choice Hotels International Call Option (CHH) 0.3 $1.1M 10k 106.91
Sl Green Realty Corp Call Option (SLG) 0.2 $568k 9.5k 59.81
Kimco Realty Corporation Call Option (KIM) 0.2 $546k 25k 21.85
Compass Cl A Call Option (COMP) 0.2 $511k 64k 8.03
Blue Owl Capital Com Cl A Call Option (OWL) 0.2 $508k 30k 16.93
Lineage Call Option (LINE) 0.2 $506k 13k 38.64
Toll Brothers Call Option (TOL) 0.1 $249k 1.8k 138.14