LANDMARK INVESTMENT PARTNERS, L.P. Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$247.4M

Holdings

18

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (18 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	AMHAMERICAN HOMES 4 RENT	721,308	$27.0M	10.91%
2	ESSESSEX PPTY TR INC	88,427	$25.2M	10.20%
3	CPTCAMDEN PPTY TR	217,484	$25.2M	10.20%
4	KRCKILROY RLTY CORP	615,867	$24.9M	10.07%
5	PKPARK HOTELS & RESORTS INC	1,516,832	$21.3M	8.63%
6	FRFIRST INDL RLTY TR INC	328,711	$16.5M	6.66%
7	CHRCHURCHILL DOWNS INC	99,723	$13.3M	5.38%
8	PEBPEBBLEBROOK HOTEL TR	964,976	$13.1M	5.29%
9	AIVAPARTMENT INVT & MGMT CO	1,369,299	$12.4M	5.03%
10	CUZCOUSINS PPTYS INC	391,549	$12.0M	4.85%
11	HHYATT HOTELS CORP	74,992	$11.8M	4.76%
12	PLDPROLOGIS INC.	103,271	$10.9M	4.41%
13	VENVENTAS INC	185,032	$10.9M	4.41%
14	VICIVICI PPTYS INC	284,695	$8.3M	3.36%
15	B7SBROOKDALE SR LIVING INC	1,465,938	$7.4M	2.98%
16	DEIDOUGLAS EMMETT INC	190,888	$3.5M	1.43%
17	CSGPCOSTAR GROUP INC	37,719	$2.7M	1.09%
18	CLDTCHATHAM LODGING TR	90,000	$806K	0.33%