account_balance
Investment manager · 13F filer · SEC CIK 2023551
Landmark Investment Partners, L.P.
Reported value$108Mas of Jun 30, 2026
Positions21 9 new, 8 sold out
Top 10 weight67.9%DEI alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DEIDouglas Emmett Inc
10.7%Added +33%
CNSCohen & Steers Inc
8.5%Trimmed −32%
NXRTNexpoint Residential Tr Inc
7.2%Added +24%
COMPCompass Inc
6.8%New
UDRUdr Inc
6.6%New
VACMarriott Vacations Worldwide
6.5%Trimmed −9%
ENSGEnsign Group Inc
5.7%New
CHHChoice Hotels Intl Inc
5.4%New
HPPHudson Pacific Properties In
5.4%Added +7%
CBRECbre Group Inc
5.1%Trimmed −40%
VMRKEquity Residential
4.8%New
AIVApartment Invt & MGMT Co
4.8%Trimmed −22%
DEIDouglas Emmett Inc
10.7%Added +33%
CNS8.5%NXRT7.2%COMPCompass Inc
6.8%New
UDRUdr Inc
6.6%New
VACMarriott Vacations Worldwide
6.5%Trimmed −9%
ENSG5.7%CHH5.4%HPP5.4%CBRE5.1%VMRK4.8%AIV4.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DEI Douglas Emmett Inc 10.7% Added +33%CNS Cohen & Steers Inc 8.5% Trimmed −32%NXRT Nexpoint Residential Tr Inc 7.2% Added +24%COMP Compass Inc 6.8% NewUDR Udr Inc 6.6% NewVAC Marriott Vacations Worldwide 6.5% Trimmed −9%ENSG Ensign Group Inc 5.7% NewCHH Choice Hotels Intl Inc 5.4% NewHPP Hudson Pacific Properties In 5.4% Added +7%CBRE Cbre Group Inc 5.1% Trimmed −40%VMRK Equity Residential 4.8% NewAIV Apartment Invt & MGMT Co 4.8% Trimmed −22%
What changed