Institutions / Long Pond Capital, LP
Long Pond Capital, LP
CIK 1499066 · Institution · as of Dec 31, 2025
Portfolio value
$851.19M
Positions
30
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 30 →
| Company | Value | % of portfolio |
|---|---|---|
| Americold Realty Trust, Inc. | $74.91M | 8.8% |
| National Storage Affiliates Trust | $73.10M | 8.6% |
| JBG SMITH Properties | $70.55M | 8.3% |
| TPG RE Finance Trust, Inc. | $60.55M | 7.1% |
| Compass, Inc. | $52.85M | 6.2% |
| Summit Hotel Properties, Inc. | $45.78M | 5.4% |
| Prologis Inc | $44.68M | 5.2% |
| Gaming and Leisure Properties Inc | $44.41M | 5.2% |
| Caesars Entertainment, Inc. | $34.60M | 4.1% |
| Hilton Grand Vacations Inc. | $32.76M | 3.8% |
| Hyatt Hotels Corp | $32.62M | 3.8% |
| United Parks & Resorts Inc. | $31.04M | 3.6% |
| Centerspace | $29.63M | 3.5% |
| Wyndham Hotels & Resorts, Inc. | $25.52M | 3.0% |
| Avalonbay Communities Inc | $25.38M | 3.0% |
| NexPoint Residential Trust, Inc. | $25.37M | 3.0% |
| Alexandria Real Estate Equities Inc | $23.45M | 2.8% |
| Independence Realty Trust, Inc. | $17.49M | 2.1% |
| Trex Co Inc | $16.99M | 2.0% |
| Safehold Inc | $12.94M | 1.5% |
| KKR Real Estate Finance Trust Inc. | $12.85M | 1.5% |
| Cubesmart | $12.51M | 1.5% |
| SmartRent, Inc. | $11.33M | 1.3% |
| M/I Homes, Inc. | $9.10M | 1.1% |
| Lineage, Inc.LINE | $6.45M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.