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Size ($ in 1000's)
At 12/31/2023: $1,243,813
At 09/30/2023: $1,751,554
Long Pond Capital LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Long Pond Capital LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Long Pond Capital LP top holdings by largest position size, as per the latest 13f filing made by Long Pond Capital LP.
In the Long Pond Capital LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Long Pond Capital LP in that top holding, then the share count change between reporting periods, and finally the Long Pond Capital LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| CAMDEN PPTY TR |
2,009,385 |
+238,104 |
$199,512 | | CPT | 2,009,385 | +238,104 | $199,512 | | JBG SMITH PPTYS |
7,028,426 |
-632,130 |
$119,554 | | JBGS | 7,028,426 | -632,130 | $119,554 | | MID AMER APT CMNTYS INC |
858,425 |
+858,425 |
$115,424 | | MAA | 858,425 | +858,425 | $115,424 | | WP CAREY INC |
967,987 |
+967,987 |
$62,735 | | WPC | 967,987 | +967,987 | $62,735 | | SAFEHOLD INC |
2,490,556 |
-2,127,226 |
$58,279 | | SAFE | 2,490,556 | -2,127,226 | $58,279 | | VICI PPTYS INC |
1,704,100 |
+1,704,100 |
$54,327 | | VICI | 1,704,100 | +1,704,100 | $54,327 | | INDEPENDENCE RLTY TR INC |
3,418,118 |
-5,528,725 |
$52,297 | | IRT | 3,418,118 | -5,528,725 | $52,297 | | APARTMENT INCOME REIT CORP |
1,418,584 |
+896,266 |
$49,267 | | AIRC | 1,418,584 | +896,266 | $49,267 | | PLAYA HOTELS & RESORTS NV |
4,275,398 |
+432,742 |
$36,982 | | PLYA | 4,275,398 | +432,742 | $36,982 | | APARTMENT INVT & MGMT CO |
4,152,140 |
UNCH |
$32,511 | | AIV | 4,152,140 | UNCH | $32,511 | | CBRE GROUP INC |
347,430 |
-84,379 |
$32,342 | | CBRE | 347,430 | -84,379 | $32,342 | | NETSTREIT CORP |
1,779,999 |
+1,779,999 |
$31,773 | | NTST | 1,779,999 | +1,779,999 | $31,773 | | HILTON GRAND VACATIONS INC |
786,592 |
-584,052 |
$31,605 | | HGV | 786,592 | -584,052 | $31,605 | | MELCO RESORTS AND ENTMNT LTD |
3,524,251 |
-12,770 |
$31,260 | | MLCO | 3,524,251 | -12,770 | $31,260 | | LXP INDUSTRIAL TRUST |
3,111,762 |
+3,111,762 |
$30,869 | | LXP | 3,111,762 | +3,111,762 | $30,869 | | AGREE RLTY CORP |
486,388 |
+486,388 |
$30,618 | | ADC | 486,388 | +486,388 | $30,618 | | FORESTAR GROUP INC |
899,609 |
-833,668 |
$29,750 | | FOR | 899,609 | -833,668 | $29,750 | | MADISON SQUARE GRDN SPRT COR |
134,756 |
+43,020 |
$24,503 | | MSGS | 134,756 | +43,020 | $24,503 | | REXFORD INDL RLTY INC |
433,257 |
-1,808,866 |
$24,306 | | REXR | 433,257 | -1,808,866 | $24,306 | | TRAVEL PLUS LEISURE CO |
612,141 |
-220,150 |
$23,929 | | TNL | 612,141 | -220,150 | $23,929 | | ESSENTIAL PPTYS RLTY TR INC |
857,695 |
+857,695 |
$21,923 | | EPRT | 857,695 | +857,695 | $21,923 | | NET LEASE OFFICE PROPERTIES |
1,086,462 |
+1,086,462 |
$20,078 | | NLOP | 1,086,462 | +1,086,462 | $20,078 | | VESTA REAL ESTATE CORP |
494,221 |
+494,221 |
$19,581 | | VTMX | 494,221 | +494,221 | $19,581 | | D R HORTON INC |
122,485 |
-395,118 |
$18,615 | | DHI | 122,485 | -395,118 | $18,615 | | EQUITY RESIDENTIAL |
270,000 |
+270,000 |
$16,513 | | EQR | 270,000 | +270,000 | $16,513 | | SITE CTRS CORP |
1,150,082 |
+1,150,082 |
$15,676 | | SITC | 1,150,082 | +1,150,082 | $15,676 | | SPHERE ENTERTAINMENT CO |
448,834 |
-504,024 |
$15,242 | | SPHR | 448,834 | -504,024 | $15,242 | | FIRST INDL RLTY TR INC |
279,669 |
-967,937 |
$14,730 | | FR | 279,669 | -967,937 | $14,730 | | UDR INC |
318,160 |
+318,160 |
$12,182 | | UDR | 318,160 | +318,160 | $12,182 | | SMARTRENT INC |
3,169,810 |
-239,512 |
$10,112 | | SMRT | 3,169,810 | -239,512 | $10,112 |
See Full List: All Stocks Held By Long Pond Capital LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Long Pond Capital LP
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