Free Alerts   Login

Long Pond Capital 13F filings

Manager(s):

Holdings as of 2025-12-31

Filed on 2026-02-13 under CIK 1499066

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Americold Realty Trust
5,824,989 sh
-1,931,304 sh
-25%
$74,909
-$20,028
National Storage Affiliates Trust
2,591,313 sh
-1,254,976 sh
-33%
$73,101
-$43,134
JBG SMITH Properties
4,147,399 sh
918,505 sh
28%
$70,547
-$1,296
TPG RE FIN TR INC COM
7,032,626 sh
134,000 sh
2%
$60,551
$1,499
Compass Inc.
5,000,000 sh
3,450,000 sh
223%
$52,850
$40,403
Summit Hotel Properties Inc.
9,400,000 sh
 
$45,778
Prologis Inc.
350,000 sh
346,684 sh
10455%
$44,681
$44,301
Gaming and Leisure Properties Inc.
993,810 sh
993,810 sh
NEW
$44,413
$44,413
Caesars Entertainment Inc.
1,479,336 sh
520,161 sh
54%
$34,602
$8,680
Hilton Grand Vacations Inc
732,021 sh
84,000 sh
13%
$32,758
$5,664
Hyatt Hotels Corp
203,489 sh
-114,100 sh
-36%
$32,623
-$12,452
SeaWorld Entertainment Inc.
855,000 sh
855,000 sh
NEW
$31,037
$31,037
Centerspace
444,101 sh
230,638 sh
108%
$29,630
$17,057
Wyndham Hotels & Resorts Inc.
337,800 sh
337,800 sh
NEW
$25,524
$25,524
AvalonBay Communities Inc.
140,000 sh
140,000 sh
NEW
$25,383
$25,383
NexPoint Residential Trust Inc.
842,870 sh
298,781 sh
55%
$25,370
$7,839
Alexandria Real Estate Equities Re
479,200 sh
479,200 sh
NEW
$23,452
$23,452
Independence Realty Trust Inc.
1,000,578 sh
-11,301,106 sh
-92%
$17,490
-$184,135
Trex Co. Inc.
484,286 sh
484,286 sh
NEW
$16,989
$16,989
SAFEHOLD INC COM REIT
944,939 sh
944,939 sh
NEW
$12,936
$12,936
KKR REAL ESTATE FIN TRINC COM COM
1,563,088 sh
-758,584 sh
-33%
$12,849
-$8,046
CubeSmart
346,928 sh
346,928 sh
NEW
$12,507
$12,507
SmartRent
5,610,150 sh
-455,943 sh
-8%
$11,333
$2,780
M/I Homes Inc.
71,096 sh
-156,501 sh
-69%
$9,097
-$23,777
LINEAGE INC COM
184,158 sh
184,158 sh
NEW
$6,446
$6,446
SL Green Realty Corp.
138,230 sh
138,230 sh
NEW
$6,341
$6,341
Camden Property Trust
53,679 sh
-1,892,019 sh
-97%
$5,909
-$201,853
MID-AMER APT CMNTYS INC
39,723 sh
-27,820 sh
-41%
$5,518
-$3,920
Sunstone Hotel Investors Inc.
485,237 sh
 
$4,338
Veris Residential, Inc
150,000 sh
150,000 sh
NEW
$2,232
$2,232
JAMES HARDIE INDS PLC F SHS
0 sh
-7,247,811 sh
-100%
$0
-$139,230
Taylor Morrison Home Corp
0 sh
-1,379,577 sh
-100%
$0
-$91,066
American Homes 4 Rent
0 sh
-1,563,780 sh
-100%
$0
-$51,996
Lexington Realty Trust
0 sh
-3,800,000 sh
-100%
$0
-$34,048
Equity LifeStyle Properties Inc.
0 sh
-354,911 sh
-100%
$0
-$21,543
Plymouth Industrial REIT Inc
0 sh
-492,468 sh
-100%
$0
-$10,997
SIX FLAGS ENTERTAINMENT CORP. COM
0 sh
-290,000 sh
-100%
$0
-$6,589
Meritage Homes Corp.
0 sh
-46,500 sh
-100%
$0
-$3,368
Equity Residential
0 sh
-20,037 sh
-100%
$0
-$1,297
About   Privacy   Terms© Eric Kennedy 2026  

All data provided without any warranty because SEC XML files are imported via an automated process. Check original SEC filings before making any investment decision.