We are live on ! Find out more
LIP

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
UDR icon
76
CALL
UDR
UDR
$12B
– –
-164,200
Closed -$6.12M
UHAL icon
77
CALL
U-Haul Holding Co
UHAL
$14.3B
– –
-19,500
Closed -$1.11M
UHAL icon
78
U-Haul Holding Co
UHAL
$14.3B
– –
-114,393
Closed -$6.53M
WH icon
79
CALL
Wyndham Hotels & Resorts
WH
$5.38B
– –
-25,700
Closed -$2.05M
WSC icon
80
CALL
WillScot Mobile Mini Holdings
WSC
$4.15B
– –
-100,000
Closed -$2.11M
WY icon
81
CALL
Weyerhaeuser
WY
$18B
– –
-105,800
Closed -$2.62M
LINE
82
CALL
Lineage Inc
LINE
$9.52B
– –
-13,100
Closed -$506K
1 2 3
4

Similar funds

CI
Chartist Inc Seal Beach, California $139M AUM
CFWMA
Center for Wealth Management Advisory Milford, Ohio $139M AUM
BCP
Bluegrass Capital Partners Palm Beach, Florida $139M AUM 4.03% 1-Year Est. Return
PAM
Parvin Asset Management Sioux Falls, South Dakota $139M AUM 49.07% 1-Year Est. Return
MFF
Michels Family Financial Fort Worth, Texas $139M AUM 20.03% 1-Year Est. Return
SCM
Superstring Capital Management New York $140M AUM 323.19% 1-Year Est. Return
SMA
Seven Mile Advisory Ewing, New Jersey $139M AUM 26.01% 1-Year Est. Return
JD6
J Digital 6 Chicago, Illinois $140M AUM

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.