Landmark Investment Partners, L.P. Portfolio Holdings

Landmark Investment Partners, L.P.

  • $377 Billion
  • Q2 2025

Landmark Investment Partners, L.P. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $377 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Essex Property Trust, Inc. with a value of $26.5B, Costar Group, Inc. with a value of $22.2B, Douglas Emmett Inc with a value of $20.6B, Apartment Investment & Management CO with a value of $16.6B, and Hudson Pacific Properties, Inc. with a value of $15.9B.

Examining the 13F form we can see an decrease of $3.26B in the current position value, from $380B to 377B.

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 $377 Billion
Real Estate: $217 Billion
ETFs: $49 Billion
Consumer Cyclical: $44.2 Billion
Financial Services: $34.1 Billion
Healthcare: $10.9 Billion
Technology: $1.08 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.7B
$26.5 Billion 7.04% of portfolio
93,560
Q2 2025 Reduced 27.95%
$36B
$22.2 Billion 5.89% of portfolio
276,150
Q2 2025 Reduced 2.41%
$2.56B
$20.6 Billion 5.46% of portfolio
1,368,443
Q2 2025 Reduced 13.17%
$1.16B
$16.6 Billion 4.42% of portfolio
1,924,818
Q2 2025 Reduced 6.03%
$353M
$15.9 Billion 4.23% of portfolio
5,810,119
Q2 2025 Added 272.77%
$4.92B
$15.2 Billion 4.04% of portfolio
294,890
Q2 2025 New
$794M
$15 Billion 3.98% of portfolio
449,691
Q2 2025 Added 53.79%
$3.67B
$14.8 Billion 3.94% of portfolio
197,064
Q2 2025 Reduced 0.3%
Howard Hughes Holdings Inc
-
$14.3 Billion 3.79% of portfolio
-
Q2 2025 New
$72.7B
$13.7 Billion 3.64% of portfolio
51,474
Q2 2025 Reduced 34.5%
$1.35B
$10.9 Billion 2.89% of portfolio
1,562,053
Q2 2025 Reduced 24.98%
$123B
$10.5 Billion 2.79% of portfolio
70,372
Q2 2025 Added 60.66%
$50.1B
$9 Billion 2.39% of portfolio
64,259
Q2 2025 Reduced 45.33%
$7.05B
$7.86 Billion 2.09% of portfolio
56,314
Q2 2025 Added 6.1%
$71.7B
$4.14 Billion 1.1% of portfolio
5,209
Q2 2025 New
Brookfield Asset Managmt LTD
-
$2.97 Billion 0.79% of portfolio
-
Q2 2025 Reduced 29.77%
$3.49B
$76.3 Million 0.02% of portfolio
12,157
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $377 Billion
  • Prior Value $380 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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