Landmark Investment Partners, L.P.
Landmark Investment Partners, L.P. reported 21 US-listed holdings worth $108.1 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Douglas Emmett Inc. (10.7%), Cohen & Steers, Inc. (8.5%) and NexPoint Residential Trust, Inc. (7.2%). Against the quarter before, it opened 9 positions, added to 4, trimmed 7 and sold out of 8.
The 14 largest of its 21 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -13.2% over the 6 quarters to 30 June 2026, against +27.4% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 9
- Compass, Inc. COMP$7.3 million
- Udr, Inc. UDR$7.2 million
- Ensign Group, Inc. ENSG$6.2 million
- Choice Hotels International Inc. CHH$5.8 million
- Vivmark Residential VMRK$5.2 million
- Travel & Leisure Co. TNL$4.2 million
- Brookfield Asset Management Ltd. BAM$4.0 million
- Champion Homes, Inc. SKY$2.2 million
and 1 more in the table below
Added to 4
- Douglas Emmett Inc. DEI+250,278 shares · +33%
- NexPoint Residential Trust, Inc. NXRT+61,546 shares · +24%
- Costar Group, Inc. CSGP+24,045 shares · +20%
- Hudson Pac Pptys Inc. HPP+27,685 shares · +7%
Trimmed 7
- Cohen & Steers, Inc. CNS-51,859 shares · -32%
- CBRE Group, Inc. CBRE-25,434 shares · -40%
- Apartment Invt & Mgmt Co. AIV-574,279 shares · -22%
- Avalonbay Cmntys Inc. AVB-5,060 shares · -31%
- Essex Property Trust, Inc. ESS-3,187 shares · -20%
- Marriott Vacations Worldwide Corp. VAC-5,992 shares · -9%
- Braemar Hotels & Resorts INC BHR-150,915 shares · -13%
Sold out of 8
- Hilton Worldwide Holdings Inc. HLT$12.8 million last quarter
- Colliers Intl Group Inc. CIGI$6.7 million last quarter
- Churchill Downs Inc. CHDN$5.7 million last quarter
- Camden Property Trust CPT$3.0 million last quarter
- Howard Hughes Holdings Inc. HHH$2.4 million last quarter
- CubeSmart CUBE$1.3 million last quarter
- Builders FirstSource, Inc. BLDR$389,092 last quarter
- Blackstone Inc. BX$195,253 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Douglas Emmett Inc. DEI | 1.0M | $11.6 million | 10.74% | +250.3K |
| Cohen & Steers, Inc. CNS | 108.8K | $9.2 million | 8.48% | -51.9K |
| NexPoint Residential Trust, Inc. NXRT | 319.1K | $7.8 million | 7.21% | +61.5K |
| Compass, Inc. COMP | 580.0K | $7.3 million | 6.79% | new |
| Udr, Inc. UDR | 193.0K | $7.2 million | 6.63% | new |
| Marriott Vacations Worldwide Corp. VAC | 60.6K | $7.1 million | 6.53% | -6.0K |
| Ensign Group, Inc. ENSG | 34.1K | $6.2 million | 5.69% | new |
| Choice Hotels International Inc. CHH | 55.9K | $5.8 million | 5.38% | new |
| Hudson Pac Pptys Inc. HPP | 419.9K | $5.8 million | 5.37% | +27.7K |
| CBRE Group, Inc. CBRE | 37.5K | $5.5 million | 5.11% | -25.4K |
| Vivmark Residential VMRK | 79.9K | $5.2 million | 4.77% | new |
| Apartment Invt & Mgmt Co. AIV | 2.0M | $5.1 million | 4.76% | -574.3K |
| Costar Group, Inc. CSGP | 144.0K | $4.4 million | 4.07% | +24.0K |
| Travel & Leisure Co. TNL | 57.0K | $4.2 million | 3.91% | new |
| Brookfield Asset Management Ltd. BAM | 73.9K | $4.0 million | 3.72% | new |
| Essex Property Trust, Inc. ESS | 12.7K | $3.6 million | 3.30% | -3.2K |
| Champion Homes, Inc. SKY | 23.9K | $2.2 million | 2.05% | new |
| Avalonbay Cmntys Inc. AVB | 11.1K | $2.0 million | 1.86% | -5.1K |
| Braemar Hotels & Resorts INC BHR | 988.9K | $2.0 million | 1.84% | -150.9K |
| Royal Caribbean Cruises Ltd. RCL | 3.3K | $1.0 million | 0.93% | new |
| Brookdale Senior Living Inc. BKD | 72.4K | $928,789 | 0.86% | no change |
Read more
Change is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Essex Ppty Trust Inc. | Calls | 94.3K | $26.4 million |
| Cohen & Steers Inc. | Calls | 306.2K | $25.8 million |
| Choice Hotels Intl Inc. | Calls | 191.6K | $19.9 million |
| Douglas Emmett Inc. | Calls | 1.7M | $19.3 million |
| Cbre Group Inc. | Calls | 130.5K | $19.2 million |
| Avalonbay Cmntys Inc. | Calls | 96.3K | $17.4 million |
| Jones Lang Lasalle Inc. | Calls | 43.7K | $15.8 million |
| Marriott Intl Inc. New | Puts | 36.0K | $12.8 million |
| Royal Caribbean Group | Calls | 38.5K | $11.8 million |
| Costar Group Inc. | Calls | 369.4K | $11.3 million |
| Travel Plus Leisure Co. | Calls | 136.1K | $10.1 million |
| Kilroy Rlty Corp. | Calls | 240.0K | $8.6 million |
| Champion Homes Inc. | Calls | 91.6K | $8.5 million |
| Compass Inc. | Calls | 619.7K | $7.8 million |
| Udr Inc. | Calls | 200.9K | $7.5 million |
| SL Green Rlty Corp. | Calls | 126.9K | $7.0 million |
| Alexandria Real Estate Eq in | Calls | 120.0K | $5.7 million |
| Host Hotels & Resorts Inc. | Puts | 239.0K | $5.4 million |
| Equity Residential | Calls | 80.9K | $5.2 million |
| Carnival Corp. Ltd | Calls | 175.8K | $4.9 million |
| Copt Defense Properties | Calls | 129.0K | $4.7 million |
| Equity Lifestyle Pptys Inc. | Calls | 69.0K | $4.4 million |
| Gaming & Leisure Pptys Inc. | Calls | 100.0K | $4.3 million |
| Ensign Group Inc. | Calls | 22.0K | $4.0 million |
| Marriott Vacations Worldwide | Calls | 31.0K | $3.6 million |
| Agree Rlty Corp. | Calls | 48.0K | $3.5 million |
| Federal Rlty Invt Trust New | Calls | 27.0K | $3.2 million |
| Realty Income Corp. | Calls | 50.0K | $3.1 million |
| Crown Castle Inc. | Calls | 41.0K | $3.0 million |
| Rocket Cos Inc. | Calls | 177.1K | $2.5 million |
| Viking Holdings Ltd | Calls | 16.9K | $1.8 million |
| Brookfield Asset Managmt Ltd | Calls | 25.0K | $1.4 million |
| Nexpoint Residential Trust Inc. | Calls | 55.5K | $1.4 million |
33 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.