Long Pond Capital, LP Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$851.2B
Holdings
30
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COLDAMERICOLD REALTY TRUST INC | 5,824,989 | $74.9B | 8.80% | |
| 2 | NSANATIONAL STORAGE AFFILIATES | 2,591,313 | $73.1B | 8.59% | |
| 3 | JBGSJBG SMITH PPTYS | 4,147,399 | $70.5B | 8.29% | |
| 4 | TRTXTPG RE FIN TR INC | 7,032,626 | $60.5B | 7.11% | |
| 5 | COMPCOMPASS INC | 5,000,000 | $52.9B | 6.21% | |
| 6 | INNSUMMIT HOTEL PPTYS INC | 9,400,000 | $45.8B | 5.38% | |
| 7 | PLDPROLOGIS INC. | 350,000 | $44.7B | 5.25% | |
| 8 | GLPIGAMING & LEISURE PPTYS INC | 993,810 | $44.4B | 5.22% | |
| 9 | CZRCAESARS ENTERTAINMENT INC NE | 1,479,336 | $34.6B | 4.07% | |
| 10 | HGVHILTON GRAND VACATIONS INC | 732,021 | $32.8B | 3.85% | |
| 11 | HHYATT HOTELS CORP | 203,489 | $32.6B | 3.83% | |
| 12 | PRKSUNITED PARKS & RESORTS INC | 855,000 | $31.0B | 3.65% | |
| 13 | CSRCENTERSPACE | 444,101 | $29.6B | 3.48% | |
| 14 | WHWYNDHAM HOTELS & RESORTS INC | 337,800 | $25.5B | 3.00% | |
| 15 | AVBAVALONBAY CMNTYS INC | 140,000 | $25.4B | 2.98% | |
| 16 | NXRTNEXPOINT RESIDENTIAL TR INC | 842,870 | $25.4B | 2.98% | |
| 17 | AREALEXANDRIA REAL ESTATE EQ IN | 479,200 | $23.5B | 2.76% | |
| 18 | IRTINDEPENDENCE RLTY TR INC | 1,000,578 | $17.5B | 2.05% | |
| 19 | TREXTREX CO INC | 484,286 | $17.0B | 2.00% | |
| 20 | SAFESAFEHOLD INC | 944,939 | $12.9B | 1.52% | |
| 21 | KREFKKR REAL ESTATE FIN TR INC | 1,563,088 | $12.8B | 1.51% | |
| 22 | CUBECUBESMART | 346,928 | $12.5B | 1.47% | |
| 23 | SMRTSMARTRENT INC | 5,610,150 | $11.3B | 1.33% | |
| 24 | MHOM/I HOMES INC | 71,096 | $9.1B | 1.07% | |
| 25 | LINELINEAGE INC | 184,158 | $6.4B | 0.76% | |
| 26 | SLGSL GREEN RLTY CORP | 138,230 | $6.3B | 0.74% | |
| 27 | CPTCAMDEN PPTY TR | 53,679 | $5.9B | 0.69% | |
| 28 | MAAMID-AMER APT CMNTYS INC | 39,723 | $5.5B | 0.65% | |
| 29 | SHOSUNSTONE HOTEL INVS INC NEW | 485,237 | $4.3B | 0.51% | |
| 30 | VREVERIS RESIDENTIAL INC | 150,000 | $2.2B | 0.26% |