Long Pond Capital, LP Purchases and Sells in Q3 2025

Long Pond Capital, LP

$1.24 Billion
Q3 2025

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IRT	6.8M + 123.65%	$16.35 - $18.11 $111M - $123M	12.3M $202M
CPT	923K + 90.24%	$104.05 - $115.69 $96M - $107M	1.95M $208M
NSA	1.35M + 53.93%	$29.44 - $33.3 $39.7M - $44.9M	3.85M $116M
LXP	3.65M + 2433.33%	$7.75 - $9.34 $28.3M - $34.1M	3.8M $34M
CZR	868K + 956.67%	$24.0 - $31.51 $20.8M - $27.4M	959K $25.9M
MHO	105K + 86.34%	$111.91 - $157.22 $11.8M - $16.6M	228K $32.9M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COLD	7.76M New	$12.14 - $16.98 $94.2M - $132M	7.76M $94.9M
AMH	1.56M New	$32.47 - $36.74 $50.8M - $57.5M	1.56M $52M
ELS	355K New	$58.43 - $62.12 $20.7M - $22M	355K $21.5M
KREF	2.32M New	$8.77 - $9.87 $20.4M - $22.9M	2.32M $20.9M
NXRT	544K New	$30.55 - $34.72 $16.6M - $18.9M	544K $17.5M
CSR	213K New	$53.18 - $61.09 $11.4M - $13M	213K $12.6M

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
H	-604K - 65.53%	$135.01 - $152.25 $81.5M - $91.9M	318K $45.1M
HGV	-663K - 50.56%	$41.81 - $51.72 $27.7M - $34.3M	648K $27.1M
MTH	-232K - 83.29%	$67.34 - $82.83 $15.6M - $19.2M	46.5K $3.37M
TMHC	-182K - 11.66%	$59.28 - $71.9 $10.8M - $13.1M	1.38M $91.1M
MAA	-26.9K - 28.46%	$138.38 - $153.2 $3.72M - $4.12M	67.5K $9.44M
PLD	-31.2K - 90.4%	$104.08 - $115.35 $3.25M - $3.6M	3.32K $379K

Activity Summary All Purchases 17 New Holdings 11 Increased Positions 6 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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