LIP
Landmark Investment Partners Portfolio holdings
AUM
$223M
1 Year Est. Return
–
AUM
$223M
AUM Growth
-$96.4M
(-30%)
Holding
65
Top Buys
| 1 | +$15.2M | |
| 2 | +$14.3M | |
| 3 | +$11.6M | |
| 4 |
NXRT
NexPoint Residential Trust
NXRT
|
+$5.24M |
| 5 |
Equinix
EQIX
|
+$4.14M |
Top Sells
| 1 | +$22.7M | |
| 2 | +$22.3M | |
| 3 | +$17.8M | |
| 4 |
Camden Property Trust
CPT
|
+$16.3M |
| 5 |
Murphy USA
MUSA
|
+$12M |
Sector Composition
| 1 | Real Estate | 65.93% |
| 2 | Consumer Discretionary | 16.49% |
| 3 | Financials | 12.71% |
| 4 | Healthcare | 4.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
| – | – |
0
|
|
||
52
Tanger
SKT
$3.69B
| – | – |
0
|
|
||
53
SL Green Realty
SLG
$3.67B
| – | – |
0
|
|
||
54
Simon Property Group
SPG
$58.3B
| – | – |
0
|
|
||
55
SPDR S&P 500 ETF Trust
SPY
$667B
| – | – |
0
|
|
||
56
Sun Communities
SUI
$15.6B
| – | – |
0
|
|
||
57
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| – | – |
0
|
|
||
58
UDR
UDR
$12B
| – | – |
0
|
|
||
59
VICI Properties
VICI
$33.3B
| – | – |
0
|
|
||
60
Vornado Realty Trust
VNO
$7.35B
| – | – |
0
|
|
||
61
Vanguard Real Estate ETF
VNQ
$34.5B
| – | – |
0
|
|
||
62
Ventas
VTR
$32.5B
| – | – |
-323,596
|
|
||
63
Wyndham Hotels & Resorts
WH
$6.02B
| – | – |
0
|
|
||
64
W.P. Carey
WPC
$15B
| – | – |
0
|
|
||
65
Weyerhaeuser
WY
$16.8B
| – | – |
0
|
|