Landmark Investment Partners, L.P. Portfolio Holdings

Landmark Investment Partners, L.P.

  • $380 Billion
  • Q1 2025

Landmark Investment Partners, L.P. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $380 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Essex Property Trust, Inc. with a value of $39.8B, Douglas Emmett Inc with a value of $25.2B, First Industrial Realty Trust Inc with a value of $22.7B, Costar Group, Inc. with a value of $22.4B, and Ventas, Inc. with a value of $22.3B.

Examining the 13F form we can see an increase of $133B in the current position value, from $247B to 380B.

Landmark Investment Partners, L.P. is based out at West Palm Beach, FL

Below you can find more details about Landmark Investment Partners, L.P. portfolio as well as his latest detailed transactions.

Portfolio value $380 Billion
Real Estate: $239 Billion
Consumer Cyclical: $66.8 Billion
ETFs: $31.6 Billion
Financial Services: $23.7 Billion
Healthcare: $13 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.7B
$39.8 Billion 10.48% of portfolio
129,848
Q1 2025 Added 46.84%
$2.46B
$25.2 Billion 6.64% of portfolio
1,576,062
Q1 2025 Added 725.65%
$6.36B
$22.7 Billion 5.97% of portfolio
420,215
Q1 2025 Added 27.84%
$30.1B
$22.4 Billion 5.9% of portfolio
282,966
Q1 2025 Added 650.19%
$25.6B
$22.3 Billion 5.86% of portfolio
323,596
Q1 2025 Added 74.89%
$12B
$20.6 Billion 5.42% of portfolio
168,488
Q1 2025 Reduced 22.53%
$1.19B
$18 Billion 4.74% of portfolio
2,048,316
Q1 2025 Added 49.59%
$66.2B
$17.9 Billion 4.71% of portfolio
78,585
Q1 2025 New
$3.49B
$17.8 Billion 4.68% of portfolio
159,926
Q1 2025 Added 60.37%
$3.69B
$15.9 Billion 4.17% of portfolio
197,657
Q1 2025 New
$38.9B
$15.4 Billion 4.05% of portfolio
117,550
Q1 2025 New
$1.2B
$13 Billion 3.43% of portfolio
2,082,092
Q1 2025 Added 42.03%
$10B
$12 Billion 3.15% of portfolio
25,490
Q1 2025 New
$851M
$11.6 Billion 3.04% of portfolio
292,415
Q1 2025 New
$27.7B
$11.1 Billion 2.91% of portfolio
51,525
Q1 2025 New
$96.1B
$10.1 Billion 2.66% of portfolio
90,408
Q1 2025 Reduced 12.46%
$96.5B
$6.12 Billion 1.61% of portfolio
43,803
Q1 2025 New
$266M
$4.6 Billion 1.21% of portfolio
1,558,637
Q1 2025 New
$338M
$2.52 Billion 0.66% of portfolio
353,237
Q1 2025 Added 292.49%
$801M
$411 Million 0.11% of portfolio
15,564
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $380 Billion
  • Prior Value $247 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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