Long Pond Capital, LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$1862.8T
Holdings
39
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPTCAMDEN PPTY TR | 1,404,074 | $147.2T | 7.90% | |
| 2 | SRCUSDSPIRIT RLTY CAP INC NEW | 3,462,484 | $137.9T | 7.41% | |
| 3 | JBGSJBG SMITH PPTYS | 8,563,454 | $129.0T | 6.92% | |
| 4 | AVBAVALONBAY CMNTYS INC | 702,039 | $118.0T | 6.33% | |
| 5 | DOCHEALTHPEAK PROPERTIES INC | 5,320,574 | $116.9T | 6.28% | |
| 6 | MAAMID-AMER APT CMNTYS INC | 658,290 | $99.4T | 5.34% | |
| 7 | SAFESAFEHOLD INC | 3,259,359 | $95.7T | 5.14% | |
| 8 | LXPUSDLXP INDUSTRIAL TRUST | 8,763,353 | $90.4T | 4.85% | |
| 9 | AMHAMERICAN HOMES 4 RENT | 2,863,268 | $90.0T | 4.83% | |
| 10 | IRTINDEPENDENCE RLTY TR INC | 4,836,496 | $77.5T | 4.16% | |
| 11 | EQREQUITY RESIDENTIAL | 1,221,653 | $73.3T | 3.93% | |
| 12 | FORFORESTAR GROUP INC | 4,681,873 | $72.8T | 3.91% | |
| 13 | CBRECBRE GROUP INC | 962,031 | $70.0T | 3.76% | |
| 14 | DHID R HORTON INC | 598,153 | $58.4T | 3.14% | |
| 15 | FMXFOMENTO ECONOMICO MEXICANO S | 570,026 | $54.3T | 2.91% | |
| 16 | VACMARRIOTT VACATIONS WORLDWIDE | 395,659 | $53.4T | 2.86% | |
| 17 | STAGSTAG INDL INC | 1,327,839 | $44.9T | 2.41% | |
| 18 | EPRTESSENTIAL PPTYS RLTY TR INC | 1,804,763 | $44.8T | 2.41% | |
| 19 | VREVERIS RESIDENTIAL INC | 2,902,553 | $42.5T | 2.28% | |
| 20 | AIVAPARTMENT INVT & MGMT CO | 5,239,975 | $40.3T | 2.16% | |
| 21 | FRFIRST INDL RLTY TR INC | 676,889 | $36.0T | 1.93% | |
| 22 | MLCOMELCO RESORTS AND ENTMNT LTD | 1,803,063 | $23.0T | 1.23% | |
| 23 | MSGSMADISON SQUARE GRDN SPRT COR | 98,673 | $19.2T | 1.03% | |
| 24 | AIRCUSDAPARTMENT INCOME REIT CORP | 502,485 | $18.0T | 0.97% | |
| 25 | HGVHILTON GRAND VACATIONS INC | 337,319 | $15.0T | 0.80% | |
| 26 | SSS1EURLIFE STORAGE INC | 110,537 | $14.5T | 0.78% | |
| 27 | BRXBRIXMOR PPTY GROUP INC | 655,647 | $14.1T | 0.76% | |
| 28 | MTHMERITAGE HOMES CORP | 92,714 | $10.8T | 0.58% | |
| 29 | SHOSUNSTONE HOTEL INVS INC NEW | 900,192 | $8.9T | 0.48% | |
| 30 | 6PMPARAMOUNT GROUP INC | 1,707,305 | $7.8T | 0.42% | |
| 31 | RLJRLJ LODGING TR | 733,700 | $7.8T | 0.42% | |
| 32 | ROICUSDRETAIL OPPORTUNITY INVTS COR | 517,890 | $7.2T | 0.39% | |
| 33 | IVTINVENTRUST PPTYS CORP | 294,536 | $6.9T | 0.37% | |
| 34 | FPHFIVE POINT HOLDINGS LLC | 2,883,643 | $6.8T | 0.37% | |
| 35 | DRHDIAMONDROCK HOSPITALITY CO | 532,266 | $4.3T | 0.23% | |
| 36 | JLLJONES LANG LASALLE INC | 15,476 | $2.3T | 0.12% | |
| 37 | OPENOPENDOOR TECHNOLOGIES INC | 1,150,000 | $2.0T | 0.11% | |
| 38 | SMRTSMARTRENT INC | 380,000 | $969.0B | 0.05% | |
| 39 | DEIDOUGLAS EMMETT INC | 31,330 | $386.3B | 0.02% |