Long Pond Capital’s Post Properties PPS Stock Holding History

Long Pond Capital’s Portfolio PPS Stock Details PPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-592,199	Closed	-$33.7M	–	44
2015 Q1	$33.7M	Buy	+592,199	New	+$34.8M	1.56%	23
2014 Q1	–	Sell	-343,700	Closed	-$15.5M	–	44
2013 Q4	$15.5M	Buy	343,700 +160,800	+88%	+$7.21M	1.5%	23
2013 Q3	$8.23M	Sell	182,900 -675,174	-79%	-$31.6M	1.28%	18
2013 Q2	$42.5M	Buy	+858,074	New	+$42.1M	7.5%	4

Other funds holding PPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Long Pond Capital's PPS Position: Q2 2015 in Review

Long Pond Capital sold out of Post Properties (PPS) in Q2 2015, closing a stake of 592,199 shares — an estimated $33.7M sold.

Long Pond Capital first reported a position in PPS in Q2 2013 and held it in 4 quarters. The position peaked at $42.5M in Q2 2013. 223 funds tracked by Wall St. Rank hold PPS as of Q2 2015.

Long Pond Capital reported no remaining Post Properties position as of Q2 2015 after selling out during the quarter.
Long Pond Capital sold 592,199 Post Properties shares in Q2 2015, an estimated $33.7M.
Long Pond Capital first reported a position in Post Properties in Q2 2013 and held it in 4 quarters.
Long Pond Capital's Post Properties position peaked at $42.5M in Q2 2013.
223 funds tracked by Wall St. Rank held Post Properties as of Q2 2015.

Based on Long Pond Capital's 13F filing for Q2 2015, filed 14 Aug 2015.