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Landmark Investment Partners Portfolio holdings

AUM $139M
1-Year Est. Return 16.97%
This Fund
S&P 500
This Quarter Est. Return
-6.25%
1 Year Est. Return
-16.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$214M
AUM Growth
-$114M
Cap. Flow
-$94.6M
Cap. Flow %
-44.24%
Top 10 Hldgs %
51.55%
Holding
82
New
14
Increased
10
Reduced
18
Closed
38

Top Buys

Rank Stock Value
1
MAA icon
Mid-America Apartment Communities
MAA
+$8.56M
2
AIV
Aimco
AIV
+$8.13M
3
REG icon
Regency Centers
REG
+$5.95M
4
BYD icon
Boyd Gaming
BYD
+$5.74M
5
DEI icon
Douglas Emmett
DEI
+$4.28M

Top Sells

Rank Stock Value
1
NXRT
NexPoint Residential Trust
NXRT
+$6.61M
2
UHAL icon
U-Haul Holding Co
UHAL
+$6.53M
3
BX icon
Blackstone
BX
+$5.92M
4
HPP
Hudson Pacific Properties
HPP
+$5.62M
5
BKD icon
Brookdale Senior Living
BKD
+$2.95M

Sector Composition

Rank Sector Weight
1 Real Estate 34.46%
2 Consumer Discretionary 11.71%
3 Financials 5.17%
4 Healthcare 3.24%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SUI icon
26
CALL
Sun Communities
SUI
$14.6B
$2.91M 1.36%
+23,500
New +$2.94M
EQIX icon
27
CALL
Equinix
EQIX
$103B
$2.07M 0.97%
2,700
-700
-21% -$549K
EQR icon
28
CALL
Equity Residential
EQR
$24.6B
$1.97M 0.92%
31,300
-91,000
-74% -$5.58M
HPP
29
Hudson Pacific Properties
HPP
$738M
$1.96M 0.91%
180,709
-378,483
-68% -$5.62M
WPC icon
30
CALL
W.P. Carey
WPC
$16B
$1.93M 0.9%
30,000
-37,500
-56% -$2.5M
RHP icon
31
CALL
Ryman Hospitality Properties
RHP
$7.64B
$1.9M 0.89%
20,100
-1,900
-9% -$176K
O icon
32
CALL
Realty Income
O
$58.6B
$1.89M 0.89%
+33,600
New +$1.95M
BX icon
33
CALL
Blackstone
BX
$118B
$1.62M 0.76%
+10,500
New +$1.6M
GLPI icon
34
CALL
Gaming and Leisure Properties
GLPI
$12.5B
$1.56M 0.73%
+34,800
New +$1.54M
AVB icon
35
CALL
AvalonBay Communities
AVB
$26.1B
$1.47M 0.69%
8,100
-19,900
-71% -$3.61M
DLR icon
36
CALL
Digital Realty Trust
DLR
$70.8B
$1.44M 0.67%
9,300
-20,000
-68% -$3.28M
NNN icon
37
CALL
NNN REIT
NNN
$8.73B
$1.43M 0.67%
+36,200
New +$1.48M
REXR icon
38
CALL
Rexford Industrial Realty
REXR
$8.11B
$1.38M 0.65%
35,700
-76,500
-68% -$3.15M
KRC icon
39
CALL
Kilroy Realty
KRC
$4.33B
$1.23M 0.58%
33,000
-187,500
-85% -$7.66M
BX icon
40
Blackstone
BX
$118B
$1.04M 0.49%
6,759
-38,925
-85% -$5.92M
NXRT
41
NexPoint Residential Trust
NXRT
$644M
$998K 0.47%
33,172
-215,727
-87% -$6.61M
CPT icon
42
Camden Property Trust
CPT
$10.9B
$988K 0.46%
+8,978
New +$934K
BXP icon
43
CALL
Boston Properties
BXP
$10.8B
$560K 0.26%
8,300
-43,700
-84% -$3.11M
BHR
44
CALL
Braemar Hotels & Resorts
BHR
$139M
$287K 0.13%
+100,000
New +$270K
AIV
45
CALL
Aimco
AIV
$382M
– –
-518,200
Closed -$4.11M
AKR icon
46
CALL
Acadia Realty Trust
AKR
$2.78B
– –
-142,800
Closed -$2.88M
AMT icon
47
CALL
American Tower
AMT
$79.6B
– –
-14,300
Closed -$2.75M
ARE icon
48
CALL
Alexandria Real Estate Equities
ARE
$8.4B
– –
-117,400
Closed -$9.78M
AVB icon
49
AvalonBay Communities
AVB
$26.1B
– –
-1,393
Closed -$253K
BKD icon
50
CALL
Brookdale Senior Living
BKD
$3.05B
– –
-100,000
Closed -$847K
1
2
3 4

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Landmark Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Landmark Investment Partners held 82 positions worth $214M, down 35% from $328M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Landmark Investment Partners withdrew a net $94.6M in Q4 2025, closing 38 positions and reducing 18 holdings. Its most notable exit was U-Haul Holding Co, an estimated $6.53M position sold in full.

By sector, the portfolio is most concentrated in Real Estate at 34% of assets, up from 23% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Landmark Investment Partners opened a new position in Mid-America Apartment Communities worth $8.92M.

  • Landmark Investment Partners's largest Q4 2025 buy was Mid-America Apartment Communities: 64,228 shares worth $8.92M.
  • Landmark Investment Partners added most to Aimco in Q4 2025, an estimated $8.13M increase.
  • Landmark Investment Partners's biggest Q4 2025 reduction was NexPoint Residential Trust, cutting an estimated $6.61M.
  • Landmark Investment Partners fully exited U-Haul Holding Co in Q4 2025, selling an estimated $6.53M.
  • Landmark Investment Partners's ten largest holdings make up 52% of its $214M portfolio in Q4 2025.
  • Landmark Investment Partners opened 14 new positions and closed 38 in Q4 2025.
  • Landmark Investment Partners's portfolio value fell 35% quarter-over-quarter to $214M.

Based on Landmark Investment Partners's 13F filing for Q4 2025, filed 17 Feb 2026.