Long Pond Capital, LP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Americold Realty Trust, Inc.	—	$74.91M	5,824,989	8.8%
National Storage Affiliates Trust	—	$73.10M	2,591,313	8.6%
JBG SMITH Properties	—	$70.55M	4,147,399	8.3%
TPG RE Finance Trust, Inc.	—	$60.55M	7,032,626	7.1%
Compass, Inc.	—	$52.85M	5,000,000	6.2%
Summit Hotel Properties, Inc.	—	$45.78M	9,400,000	5.4%
Prologis Inc	—	$44.68M	350,000	5.2%
Gaming and Leisure Properties Inc	—	$44.41M	993,810	5.2%
Caesars Entertainment, Inc.	—	$34.60M	1,479,336	4.1%
Hilton Grand Vacations Inc.	—	$32.76M	732,021	3.8%
Hyatt Hotels Corp	—	$32.62M	203,489	3.8%
United Parks & Resorts Inc.	—	$31.04M	855,000	3.6%
CENTERSPACE	—	$29.63M	444,101	3.5%
WYNDHAM HOTELS & RESORTS, INC.	—	$25.52M	337,800	3.0%
AVALONBAY COMMUNITIES INC	—	$25.38M	140,000	3.0%
NexPoint Residential Trust, Inc.	—	$25.37M	842,870	3.0%
Alexandria Real Estate Equities Inc	—	$23.45M	479,200	2.8%
INDEPENDENCE REALTY TRUST, INC.	—	$17.49M	1,000,578	2.1%
Trex Co Inc	—	$16.99M	484,286	2.0%
Safehold Inc	—	$12.94M	944,939	1.5%
KKR Real Estate Finance Trust Inc.	—	$12.85M	1,563,088	1.5%
CUBESMART	—	$12.51M	346,928	1.5%
SmartRent, Inc.	—	$11.33M	5,610,150	1.3%
M/I HOMES, INC.	—	$9.10M	71,096	1.1%
Lineage, Inc.LINE	REIT	$6.45M	184,158	0.8%
SL Green Realty Corp	—	$6.34M	138,230	0.7%
CAMDEN PROPERTY TRUST	—	$5.91M	53,679	0.7%
MID AMERICA APARTMENT COMMUNITIES INC.	—	$5.52M	39,723	0.6%
Sunstone Hotel Investors, Inc.	—	$4.34M	485,237	0.5%
Veris Residential, Inc.	—	$2.23M	150,000	0.3%