Long Pond Capital 13F filings

Camden Property Trust

2,009,385 sh

238,104 sh
13%

$199,512

$31,984

JBG SMITH Properties

7,028,426 sh

-632,130 sh
-8%

$119,554

$8,782

MID-AMER APT CMNTYS INC

858,425 sh

858,425 sh
NEW

$115,424

WP Carey Inc.

967,987 sh

967,987 sh
NEW

$62,735

SAFEHOLD INC COM REIT

2,490,556 sh

-2,127,226 sh
-46%

$58,279

-$23,918

VICI Properties Inc.

1,704,100 sh

1,704,100 sh
NEW

$54,327

Independence Realty Trust Inc.

3,418,118 sh

-5,528,725 sh
-62%

$52,297

-$73,585

AIR Communities REIT

1,418,584 sh

896,266 sh
172%

$49,267

$33,232

PLAYA HOTELS & RESORTS NV SHS

4,275,398 sh

432,742 sh
11%

$36,982

$9,161

Apartment Investment And Management

4,152,140 sh

$32,511

CBRE Group Inc

347,430 sh

-84,379 sh
-20%

$32,342

$449

NETSTREIT Corp.

1,779,999 sh

1,779,999 sh
NEW

$31,773

Hilton Grand Vacations Inc

786,592 sh

-584,052 sh
-43%

$31,605

-$24,180

MELCO RESORTS AND ENTMT LTD ADR

3,524,251 sh

-12,770 sh
0%

$31,260

-$3,721

Lexington Realty Trust

3,111,762 sh

3,111,762 sh
NEW

$30,869

Agree Realty Corp.

486,388 sh

486,388 sh
NEW

$30,618

Forestar Group Inc

899,609 sh

-833,668 sh
-48%

$29,750

-$16,944

Madison Square Garden Sport Corp.

134,756 sh

43,020 sh
47%

$24,503

$8,330

Rexford Industrial Realty Inc.

433,257 sh

-1,808,866 sh
-81%

$24,306

-$86,343

Travel + Leisure Co.

612,141 sh

-220,150 sh
-26%

$23,929

-$6,641

Essential Properties Realty Trust

857,695 sh

857,695 sh
NEW

$21,923

NET Lease Office Properties Closed-end REIT

1,086,462 sh

1,086,462 sh
NEW

$20,078

VESTA REAL ESTATE CORPORATIO ADS

494,221 sh

494,221 sh
NEW

$19,581

DR Horton Inc.

122,485 sh

-395,118 sh
-76%

$18,615

-$37,012

Equity Residential

270,000 sh

270,000 sh
NEW

$16,513

SITE Centers Corp.

1,150,082 sh

1,150,082 sh
NEW

$15,676

Madison Square Garden Entertainment Corp.

448,834 sh

-504,024 sh
-53%

$15,242

-$20,166

First Industrial Realty Trust Inc.

279,669 sh

-967,937 sh
-78%

$14,730

-$44,644

UDR Inc.

318,160 sh

318,160 sh
NEW

$12,182

SmartRent

3,169,810 sh

-239,512 sh
-7%

$10,112

$1,214

FIVE POINT HOLDINGS LLC COM CL A

2,383,681 sh

-57,351 sh
-2%

$7,318

$68

American Tower Corp.

Call options for 0 sh

-1,325,000 sh
-100%

$0

-$217,896

Extra Space Storage Inc.

0 sh

-1,093,710 sh
-100%

$0

-$132,973

Spirit Realty Capital Inc. COM NEW

0 sh

-2,304,653 sh
-100%

$0

-$77,275

Marriott Vacations Worldwide Corp

0 sh

-716,213 sh
-100%

$0

-$72,073

Jones Lang LaSalle Inc.

0 sh

-455,786 sh
-100%

$0

-$64,348

CubeSmart

0 sh

-1,592,931 sh
-100%

$0

-$60,738

Louisiana-Pacific Corp.

0 sh

-809,522 sh
-100%

$0

-$44,742

Las Vegas Sands Corp

Call options for 0 sh

-550,000 sh
-100%

$0

-$25,212

First American Financial Corp

0 sh

-80,110 sh
-100%

$0

-$4,525

Long Pond Capital 13F filings

Holdings as of 2023-12-31