# LANDMARK INVESTMENT PARTNERS, L.P.: Form 13F holdings

An institutional investment manager in WEST PALM BEACH, FL. SEC CIK 2023551.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $399.3m
- Positions: 54 (54 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2023551/000202355126000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ESSEX PPTY TR INC | CALL | $26.4m | 6.6% | 94,300 | Call | Added +94,244 |
| COHEN & STEERS INC | CALL | $25.8m | 6.5% | 306,200 | Call | Added +305,500 |
| CHOICE HOTELS INTL INC | CALL | $19.9m | 5.0% | 191,600 | Call | Added +191,384 |
| DOUGLAS EMMETT INC | CALL | $19.3m | 4.8% | 1,680,000 | Call | Added +1,674,050 |
| CBRE GROUP INC | CALL | $19.2m | 4.8% | 130,500 | Call | New +130,500 |
| AVALONBAY CMNTYS INC | CALL | $17.4m | 4.3% | 96,300 | Call | New +96,300 |
| JONES LANG LASALLE INC | CALL | $15.8m | 4.0% | 43,700 | Call | New +43,700 |
| MARRIOTT INTL INC NEW | PUT | $12.8m | 3.2% | 36,000 | Put | New +36,000 |
| ROYAL CARIBBEAN GROUP | CALL | $11.8m | 3.0% | 38,500 | Call | New +38,500 |
| [DOUGLAS EMMETT INC (DEI)](/companies/dei.md) | COM | $11.6m | 2.9% | 1,012,834 |  | Added +250,278 |
| COSTAR GROUP INC | CALL | $11.3m | 2.8% | 369,400 | Call | Added +366,363 |
| TRAVEL PLUS LEISURE CO | CALL | $10.1m | 2.5% | 136,100 | Call | New +136,100 |
| [COHEN & STEERS INC (CNS)](/companies/cns.md) | COM | $9.2m | 2.3% | 108,850 |  | Reduced −51,859 |
| KILROY REALTY CORP | CALL | $8.6m | 2.2% | 240,000 | Call | New +240,000 |
| CHAMPION HOMES INC | CALL | $8.5m | 2.1% | 91,600 | Call | New +91,600 |
| COMPASS INC | CALL | $7.8m | 2.0% | 619,700 | Call | New +619,700 |
| [NEXPOINT RESIDENTIAL TR INC (NXRT)](/companies/nxrt.md) | COM | $7.8m | 2.0% | 319,092 |  | Added +61,546 |
| UDR INC | CALL | $7.5m | 1.9% | 200,900 | Call | New +200,900 |
| [COMPASS INC (COMP)](/companies/comp.md) | CL A | $7.3m | 1.8% | 580,048 |  | New +580,048 |
| [UDR INC (UDR)](/companies/udr.md) | COM | $7.2m | 1.8% | 193,045 |  | New +193,045 |
| [MARRIOTT VACATIONS WORLDWIDE (VAC)](/companies/vac.md) | COM | $7.1m | 1.8% | 60,580 |  | Reduced −5,992 |
| SL GREEN RLTY CORP | CALL | $7.0m | 1.8% | 126,900 | Call | New +126,900 |
| [ENSIGN GROUP INC (ENSG)](/companies/ensg.md) | COM | $6.2m | 1.5% | 34,054 |  | New +34,054 |
| [CHOICE HOTELS INTL INC (CHH)](/companies/chh.md) | COM | $5.8m | 1.5% | 55,914 |  | New +55,914 |
| [HUDSON PACIFIC PROPERTIES IN (HPP)](/companies/hpp.md) | COM | $5.8m | 1.5% | 419,873 |  | Added +27,685 |
| ALEXANDRIA REAL ESTATE EQ IN | CALL | $5.7m | 1.4% | 120,000 | Call | New +120,000 |
| [CBRE GROUP INC (CBRE)](/companies/cbre.md) | CL A | $5.5m | 1.4% | 37,544 |  | Reduced −25,434 |
| HOST HOTELS & RESORTS INC | PUT | $5.4m | 1.4% | 239,000 | Put | New +239,000 |
| EQUITY RESIDENTIAL | CALL | $5.2m | 1.3% | 80,900 | Call | New +80,900 |
| [EQUITY RESIDENTIAL (VMRK)](/companies/vmrk.md) | SH BEN INT | $5.2m | 1.3% | 79,904 |  | New +79,904 |
| [APARTMENT INVT & MGMT CO (AIV)](/companies/aiv.md) | CL A | $5.1m | 1.3% | 1,981,897 |  | Reduced −574,279 |
| CARNIVAL CORP LTD | CALL | $4.9m | 1.2% | 175,800 | Call | New +175,800 |
| COPT DEFENSE PROPERTIES | CALL | $4.7m | 1.2% | 129,000 | Call | New +129,000 |
| [COSTAR GROUP INC (CSGP)](/companies/csgp.md) | COM | $4.4m | 1.1% | 144,011 |  | Added +24,045 |
| EQUITY LIFESTYLE PROPERTIES | CALL | $4.4m | 1.1% | 69,000 | Call | New +69,000 |
| GAMING & LEISURE P | CALL | $4.3m | 1.1% | 100,000 | Call | New +100,000 |
| [TRAVEL PLUS LEISURE CO (TNL)](/companies/tnl.md) | COM | $4.2m | 1.1% | 57,034 |  | New +57,034 |
| [BROOKFIELD ASSET MANAGMT LTD (BAM)](/companies/bam.md) | CL A LMT VTG SHS | $4.0m | 1.0% | 73,864 |  | New +73,864 |
| ENSIGN GROUP INC | CALL | $4.0m | 1.0% | 22,000 | Call | New +22,000 |
| MARRIOTT VACATIONS WORLDWIDE | CALL | $3.6m | 0.9% | 31,000 | Call | New +31,000 |
| [ESSEX PPTY TR INC (ESS)](/companies/ess.md) | COM | $3.6m | 0.9% | 12,719 |  | Reduced −3,187 |
| AGREE RLTY CORP | CALL | $3.5m | 0.9% | 48,000 | Call | New +48,000 |
| FEDERAL RLTY INVT TR NEW | CALL | $3.2m | 0.8% | 27,000 | Call | New +27,000 |
| REALTY INCOME CORP | CALL | $3.1m | 0.8% | 50,000 | Call | New +50,000 |
| CROWN CASTLE INC | CALL | $3.0m | 0.8% | 41,000 | Call | New +41,000 |
| ROCKET COS INC | CALL | $2.5m | 0.6% | 177,100 | Call | New +177,100 |
| [CHAMPION HOMES INC (SKY)](/companies/sky.md) | COM | $2.2m | 0.6% | 23,906 |  | New +23,906 |
| AVALONBAY CMNTYS INC | COM | $2.0m | 0.5% | 11,140 |  | Reduced −5,060 |
| [BRAEMAR HOTELS & RESORTS INC (BHR)](/companies/bhr.md) | COM | $2.0m | 0.5% | 988,883 |  | Reduced −150,915 |
| VIKING HOLDINGS LTD | CALL | $1.8m | 0.4% | 16,900 | Call | New +16,900 |
| BROOKFIELD ASSET MANAGMT LTD | CALL | $1.4m | 0.3% | 25,000 | Call | New +25,000 |
| NEXPOINT RESIDENTIAL TR INC | CALL | $1.4m | 0.3% | 55,500 | Call | New +55,500 |
| ROYAL CARIBBEAN GROUP | COM | $1.0m | 0.3% | 3,259 |  | New +3,259 |
| [BROOKDALE SR LIVING INC (BKD)](/companies/bkd.md) | COM | $928.8k | 0.2% | 72,392 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,698 |
| BLACKSTONE INC | CALL | $0 | 0.0% | 0 | Call | Sold out −632 |
| [BUILDERS FIRSTSOURCE INC (BLDR)](/companies/bldr.md) | COM | $0 | 0.0% | 0 |  | Sold out −4,726 |
| [CAMDEN PPTY TR (CPT)](/companies/cpt.md) | COM | $0 | 0.0% | 0 |  | Sold out −30,812 |
| [CHURCHILL DOWNS INC (CHDN)](/companies/chdn.md) | COM | $0 | 0.0% | 0 |  | Sold out −63,733 |
| COLLIERS INTL GROUP INC | CALL | $0 | 0.0% | 0 | Call | Sold out −477 |
| [COLLIERS INTL GROUP INC (CIGI)](/companies/cigi.md) | SUB VTG | $0 | 0.0% | 0 |  | Sold out −62,828 |
| [CUBESMART (CUBE)](/companies/cube.md) | COM | $0 | 0.0% | 0 |  | Sold out −35,704 |
| [HILTON WORLDWIDE HLDGS INC (HLT)](/companies/hlt.md) | COM | $0 | 0.0% | 0 |  | Sold out −42,108 |
| [HOWARD HUGHES HOLDINGS INC (HHH)](/companies/hhh.md) | COM | $0 | 0.0% | 0 |  | Sold out −37,512 |
| HUDSON PACIFIC PROPERTIES IN | CALL | $0 | 0.0% | 0 | Call | Sold out −2,825 |
| INVITATION HOMES INC | CALL | $0 | 0.0% | 0 | Call | Sold out −702 |
| SELECT SECTOR SPDR TR | CALL | $0 | 0.0% | 0 | Call | Sold out −83 |

Source: SEC EDGAR, Form 13F-HR, accession 0002023551-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.