Landmark Investment Partners, L.P. Portfolio Holdings by Sector
Landmark Investment Partners, L.P.
- $247 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
REIT—Residential | Real Estate
AMH ESS CPT AIV 4 stocks |
$89.9 Million
36.35% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
REIT—Office | Real Estate
KRC CUZ DEI 3 stocks |
$40.5 Million
16.35% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
REIT—Hotel & Motel | Real Estate
PK PEB CLDT 3 stocks |
$35.2 Million
14.24% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
FR PLD 2 stocks |
$27.4 Million
11.07% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
CHDN 1 stocks |
$13.3 Million
5.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
H 1 stocks |
$11.8 Million
4.76% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
VTR 1 stocks |
$10.9 Million
4.41% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$8.32 Million
3.36% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
BKD 1 stocks |
$7.37 Million
2.98% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$2.7 Million
1.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|