LIP
Landmark Investment Partners Portfolio holdings
AUM
$122M
1-Year Est. Return
2.53%
1 Year Est. Return
-2.53%
AUM
$122M
AUM Growth
-$101M
(-45%)
Holding
79
Top Buys
| 1 | +$6.92M | |
| 2 | +$6.53M | |
| 3 | +$2.18M | |
| 4 |
BHR
Braemar Hotels & Resorts
BHR
|
+$2.11M |
| 5 |
AvalonBay Communities
AVB
|
+$269K |
Top Sells
| 1 | +$16.5M | |
| 2 | +$15.2M | |
| 3 | +$10.7M | |
| 4 |
Douglas Emmett
DEI
|
+$10.3M |
| 5 |
CBRE Group
CBRE
|
+$9M |
Sector Composition
| 1 | Real Estate | 61.25% |
| 2 | Financials | 14.35% |
| 3 | Consumer Discretionary | 12.51% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 5.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Real Estate ETF
VNQ
$34B
| – | – |
0
|
|
||
77
Ventas
VTR
$37.7B
| – | – |
0
|
|
||
78
Wyndham Hotels & Resorts
WH
$5.45B
| – | – |
0
|
|
||
79
W.P. Carey
WPC
$14.6B
| – | – |
0
|
|