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| Entity | Shares/Amount
Change | Position Value
Change |
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| MAA |
+858,425 | +$115,424 | | WPC |
+967,987 | +$62,735 | | VICI |
+1,704,100 | +$54,327 | | NTST |
+1,779,999 | +$31,773 | | LXP |
+3,111,762 | +$30,869 | | ADC |
+486,388 | +$30,618 | | EPRT |
+857,695 | +$21,923 | | NLOP |
+1,086,462 | +$20,078 | | VTMX |
+494,221 | +$19,581 | | EQR |
+270,000 | +$16,513 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| AMT |
-1,325,000 | -$217,896 | | EXR |
-1,093,710 | -$132,973 | | SRC |
-2,304,653 | -$77,275 | | VAC |
-716,213 | -$72,073 | | JLL |
-455,786 | -$64,348 | | CUBE |
-1,592,931 | -$60,738 | | LPX |
-809,522 | -$44,742 | | LVS |
-550,000 | -$25,212 | | FAF |
-80,110 | -$4,525 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| AIRC |
+896,266 | +$33,232 | | PLYA |
+432,742 | +$9,161 | | CPT |
+238,104 | +$31,984 | | MSGS |
+43,020 | +$8,330 | | AIV |
UNCH | +$4,276 | | MLCO |
-12,770 | -$3,721 | | FPH |
-57,351 | +$68 | | CBRE |
-84,379 | +$449 | | TNL |
-220,150 | -$6,641 | | SMRT |
-239,512 | +$1,214 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| IRT |
-5,528,725 | -$73,585 | | SAFE |
-2,127,226 | -$23,918 | | REXR |
-1,808,866 | -$86,343 | | FR |
-967,937 | -$44,644 | | FOR |
-833,668 | -$16,944 | | JBGS |
-632,130 | +$8,782 | | HGV |
-584,052 | -$24,180 | | SPHR |
-504,024 | -$20,166 | | DHI |
-395,118 | -$37,012 |
Size ($ in 1000's)
At 12/31/2023: $1,243,813
At 09/30/2023: $1,751,554
Long Pond Capital LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Long Pond Capital LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Long Pond Capital LP to be as follows, presented in the
table below with each row detailing each Long Pond Capital LP position, ordered by largest to smallest position size.
The all-stocks-held-by-Long Pond Capital LP table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Long Pond Capital LP as of the latest filing.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 | | FIVE POINT HOLDINGS LLC |
2,383,681 |
-57,351 |
$7,318 | | FPH | 2,383,681 | -57,351 | $7,318 |  AMERICAN TOWER CORP NEW |
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$0 (exited) | | Call | 0 | -1,325,000 | $0 | | CUBESMART |
|
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$0 (exited) | | CUBE | 0 | -1,592,931 | $0 | | EXTRA SPACE STORAGE INC |
|
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$0 (exited) | | EXR | 0 | -1,093,710 | $0 | | FIRST AMERN FINL CORP |
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$0 (exited) | | FAF | 0 | -80,110 | $0 | | JONES LANG LASALLE INC |
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$0 (exited) | | JLL | 0 | -455,786 | $0 | | LOUISIANA PAC CORP |
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$0 (exited) | | LPX | 0 | -809,522 | $0 | | LAS VEGAS SANDS CORP |
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$0 (exited) | | Call | 0 | -550,000 | $0 | | SPIRIT RLTY CAP INC NEW |
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$0 (exited) | | SRC | 0 | -2,304,653 | $0 | | MARRIOTT VACATIONS WORLDWIDE |
0 |
-716,213 |
$0 (exited) | | VAC | 0 | -716,213 | $0 |
See Summary: Long Pond Capital LP Top Holdings
See Details: Top 10 Stocks Held By Long Pond Capital LP
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