Long Pond Capital

Long Pond Capital as of Dec. 31, 2023

Portfolio Holdings for Long Pond Capital

Long Pond Capital holds 31 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Camden Ppty Tr Sh Ben Int (CPT) 16.0 $200M 2.0M 99.29
Jbg Smith Properties (JBGS) 9.6 $120M 7.0M 17.01
Mid-America Apartment (MAA) 9.3 $115M 858k 134.46
Wp Carey (WPC) 5.0 $63M 968k 64.81
Safehold (SAFE) 4.7 $58M 2.5M 23.40
Vici Pptys (VICI) 4.4 $54M 1.7M 31.88
Independence Realty Trust In (IRT) 4.2 $52M 3.4M 15.30
Apartment Income Reit Corp (AIRC) 4.0 $49M 1.4M 34.73
Playa Hotels & Resorts Nv SHS (PLYA) 3.0 $37M 4.3M 8.65
Apartment Invt & Mgmt Cl A (AIV) 2.6 $33M 4.2M 7.83
Cbre Group Cl A (CBRE) 2.6 $32M 347k 93.09
Netstreit Corp (NTST) 2.6 $32M 1.8M 17.85
Hilton Grand Vacations (HGV) 2.5 $32M 787k 40.18
Melco Resorts And Entmnt Adr (MLCO) 2.5 $31M 3.5M 8.87
Lexington Realty Trust (LXP) 2.5 $31M 3.1M 9.92
Agree Realty Corporation (ADC) 2.5 $31M 486k 62.95
Forestar Group (FOR) 2.4 $30M 900k 33.07
Madison Square Grdn Sprt Cor Cl A (MSGS) 2.0 $25M 135k 181.83
Rexford Industrial Realty Inc reit (REXR) 2.0 $24M 433k 56.10
Travel Leisure Ord (TNL) 1.9 $24M 612k 39.09
Essential Properties Realty reit (EPRT) 1.8 $22M 858k 25.56
NET Lease Office Properties (NLOP) 1.6 $20M 1.1M 18.48
Vesta Real Estate Corp Ads (VTMX) 1.6 $20M 494k 39.62
D.R. Horton (DHI) 1.5 $19M 123k 151.98
Equity Residential Sh Ben Int (EQR) 1.3 $17M 270k 61.16
Site Centers Corp (SITC) 1.3 $16M 1.2M 13.63
Sphere Entertainment Cl A (SPHR) 1.2 $15M 449k 33.96
First Industrial Realty Trust (FR) 1.2 $15M 280k 52.67
Udr (UDR) 1.0 $12M 318k 38.29
Smartrent Com Cl A (SMRT) 0.8 $10M 3.2M 3.19
Five Point Holdings Com Cl A (FPH) 0.6 $7.3M 2.4M 3.07