The Analysis of Long Pond Capital, LP's Holdings
Currently, Long Pond Capital, LP holds 30 types of securities in its portfolio with a total value $851.2M. In the most recent quarter, they have increased their positions in GLPI (+993.8K shares, valued at $44.4M), PLD (+346.7K shares, valued at $44.3M), COMP (+3.5M shares, valued at $36.5M); decreased their positions in CPT (-1.9M shares, valued at $208.3M), IRT (-11.3M shares, valued at $197.5M), NSA (-1.3M shares, valued at $35.4M); initiated new positions in GLPI (+993.8K shares, valued at $44.4M), PRKS (+855.0K shares, valued at $31.0M), WH (+337.8K shares, valued at $25.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
COLD AMERICOLD REALTY TRUST INC5.8M shares-24.90%2025-12-312026-02-13
NSA NATIONAL STORAGE AFFILIATES2.6M shares-32.63%2025-12-312026-02-13 JBGS JBG SMITH PPTYS4.1M shares28.45%2025-12-312026-02-13 TRTX TPG RE FIN TR INC7.0M shares1.94%2025-12-312026-02-13 COMP COMPASS INC5.0M shares222.58%2025-12-312026-02-13 INN SUMMIT HOTEL PPTYS INC9.4M shares0.00%2025-12-312026-02-13 PLD PROLOGIS INC.350.0K shares10454.89%2025-12-312026-02-13 GLPI GAMING & LEISURE PPTYS INC993.8K sharesnew addition2025-12-312026-02-13 CZR CAESARS ENTERTAINMENT INC NE1.5M shares54.23%2025-12-312026-02-13 HGV HILTON GRAND VACATIONS INC732.0K shares12.96%2025-12-312026-02-13 H HYATT HOTELS CORP203.5K shares-35.93%2025-12-312026-02-13 PRKS UNITED PARKS & RESORTS INC855.0K sharesnew addition2025-12-312026-02-13 CSR CENTERSPACE444.1K shares108.05%2025-12-312026-02-13 WH WYNDHAM HOTELS & RESORTS INC337.8K sharesnew addition2025-12-312026-02-13 AVB AVALONBAY CMNTYS INC140.0K sharesnew addition2025-12-312026-02-13 NXRT NEXPOINT RESIDENTIAL TR INC842.9K shares54.91%2025-12-312026-02-13 ARE ALEXANDRIA REAL ESTATE EQ IN479.2K sharesnew addition2025-12-312026-02-13 IRT INDEPENDENCE RLTY TR INC1.0M shares-91.87%2025-12-312026-02-13 TREX TREX CO INC484.3K sharesnew addition2025-12-312026-02-13 SAFEHOLD INC SAFEHOLD INC944.9K sharesnew addition2025-12-312026-02-13 KREF KKR REAL ESTATE FIN TR INC1.6M shares-32.67%2025-12-312026-02-13 CUBE CUBESMART346.9K sharesnew addition2025-12-312026-02-13 SMRT SMARTRENT INC5.6M shares-7.52%2025-12-312026-02-13 MHO M/I HOMES INC71.1K shares-68.76%2025-12-312026-02-13 LINE LINEAGE INC184.2K sharesnew addition2025-12-312026-02-13 SLG SL GREEN RLTY CORP138.2K sharesnew addition2025-12-312026-02-13 CPT CAMDEN PPTY TR53.7K shares-97.24%2025-12-312026-02-13 MAA MID-AMER APT CMNTYS INC39.7K shares-41.19%2025-12-312026-02-13 SHO SUNSTONE HOTEL INVS INC NEW485.2K shares0.00%2025-12-312026-02-13 VRE VERIS RESIDENTIAL INC150.0K sharesnew addition2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available