HoldingsChannel.com
| Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 JBG SMITH PPTYS |
8,522,716 | -98,484 | $161,761 |
| JBGS | 8,522,716 | -98,484 | $161,761 |
| AVALONBAY CMNTYS INC |
767,824 | +552,042 | $124,019 |
| AVB | 767,824 | +552,042 | $124,019 |
| CAMDEN PPTY TR |
948,280 | +567,487 | $106,094 |
| CPT | 948,280 | +567,487 | $106,094 |
| SPIRIT RLTY CAP INC NEW |
2,311,427 | +825,477 | $92,295 |
| SRC | 2,311,427 | +825,477 | $92,295 |
| INDEPENDENCE RLTY TR INC |
5,237,534 | -5,002,984 | $88,305 |
| IRT | 5,237,534 | -5,002,984 | $88,305 |
| LXP INDUSTRIAL TRUST |
8,316,393 | -2,121,472 | $83,330 |
| LXP | 8,316,393 | -2,121,472 | $83,330 |
| UDR INC |
1,896,011 | +1,896,011 | $73,433 |
| UDR | 1,896,011 | +1,896,011 | $73,433 |
| FORESTAR GROUP INC |
4,681,873 | UNCH | $72,148 |
| FOR | 4,681,873 | UNCH | $72,148 |
| LIFE STORAGE INC |
701,096 | +701,096 | $69,058 |
| LSI | 701,096 | +701,096 | $69,058 |
| EQUITY RESIDENTIAL |
1,073,923 | +1,073,923 | $63,361 |
| EQR | 1,073,923 | +1,073,923 | $63,361 |
| D R HORTON INC |
606,388 | -1,025,449 | $54,053 |
| DHI | 606,388 | -1,025,449 | $54,053 |
| FOMENTO ECONOMICO MEXICANO S |
655,882 | +341,382 | $51,238 |
| FMX | 655,882 | +341,382 | $51,238 |
| STAG INDL INC |
1,509,039 | -1,062,349 | $48,757 |
| STAG | 1,509,039 | -1,062,349 | $48,757 |
| KILROY RLTY CORP |
1,238,143 | -1,255,508 | $47,879 |
| KRC | 1,238,143 | -1,255,508 | $47,879 |
| MARRIOTT VACATIONS WORLDWIDE |
331,761 | -151,606 | $44,652 |
| VAC | 331,761 | -151,606 | $44,652 |
| APARTMENT INVT & MGMT CO |
5,810,366 | -4,949,193 | $41,370 |
| AIV | 5,810,366 | -4,949,193 | $41,370 |
| MADISON SQUARE GRDN SPRT COR |
223,673 | -71,854 | $41,006 |
| MSGS | 223,673 | -71,854 | $41,006 |
| AMERICAN HOMES 4 RENT |
1,160,561 | +1,160,561 | $34,979 |
| AMH | 1,160,561 | +1,160,561 | $34,979 |
| FIRST INDL RLTY TR INC |
676,889 | +366,478 | $32,667 |
| FR | 676,889 | +366,478 | $32,667 |
| APARTMENT INCOME REIT CORP |
869,909 | -753,047 | $29,847 |
| AIRC | 869,909 | -753,047 | $29,847 |
| SAFEHOLD INC |
913,523 | -812,668 | $26,145 |
| SAFE | 913,523 | -812,668 | $26,145 |
| MELCO RESORTS AND ENTMNT LTD |
2,213,063 | -8,617,133 | $25,450 |
| MLCO | 2,213,063 | -8,617,133 | $25,450 |
| MERITAGE HOMES CORP |
257,613 | +257,613 | $23,752 |
| MTH | 257,613 | +257,613 | $23,752 |
| HILTON WORLDWIDE HLDGS INC |
175,000 | -180,000 | $22,113 |
| HLT | 175,000 | -180,000 | $22,113 |
| SHERWIN WILLIAMS CO |
92,900 | -62,100 | $22,048 |
| SHW | 92,900 | -62,100 | $22,048 |
| BROOKFIELD CORP |
759,600 | +759,600 | $21,778 |
| BN | 759,600 | +759,600 | $21,778 |
| ESSENTIAL PPTYS RLTY TR INC |
779,763 | +779,763 | $18,301 |
| EPRT | 779,763 | +779,763 | $18,301 |
| SIX FLAGS ENTMT CORP NEW |
776,919 | -3,939,894 | $18,063 |
| SIX | 776,919 | -3,939,894 | $18,063 |
| HILTON GRAND VACATIONS INC |
458,897 | -327,048 | $17,686 |
| HGV | 458,897 | -327,048 | $17,686 |
| TRAVEL PLUS LEISURE CO |
449,426 | +449,426 | $16,359 |
| TNL | 449,426 | +449,426 | $16,359 |
| BROADSTONE NET LEASE INC |
736,220 | +736,220 | $11,934 |
| BNL | 736,220 | +736,220 | $11,934 |
| PROLOGIS INC. |
100,000 | +100,000 | $11,273 |
| PLD | 100,000 | +100,000 | $11,273 |
| U HAUL HOLDING COMPANY |
170,148 | +170,148 | $10,241 |
| UHAL | 170,148 | +170,148 | $10,241 |
| SUNSTONE HOTEL INVS INC NEW |
940,059 | +940,059 | $9,081 |
| SHO | 940,059 | +940,059 | $9,081 |
| FIVE POINT HOLDINGS LLC |
3,127,395 | -1,400,000 | $7,287 |
| FPH | 3,127,395 | -1,400,000 | $7,287 |
| RLJ LODGING TR |
587,834 | +587,834 | $6,225 |
| RLJ | 587,834 | +587,834 | $6,225 |
| SMARTRENT INC |
1,512,759 | -10,390,686 | $3,676 |
| SMRT | 1,512,759 | -10,390,686 | $3,676 |
See Full List: All Stocks Held By Long Pond Capital LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Long Pond Capital LP
|
Size ($ in 1000's)
At 12/31/2022: $1,634,361 At 09/30/2022: $1,708,170 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 |
