Long Pond Capital, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Long Pond Capital, LP held in its portfolio 30 assets valued at $851,193,431 (i.e. $851.19M).
The most valuable assets in the portfolio included: AMERICOLD REALTY TRUST INC ($74.91M), NATIONAL STORAGE AFFILIATES ($73.10M), and JBG SMITH PPTYS ($70.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 30 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Long Pond Capital, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICOLD REALTY TRUST INC | 5824989 | 74909359 | COM |
| NATIONAL STORAGE AFFILIATES | 2591313 | 73100940 | COM SHS BEN IN |
| JBG SMITH PPTYS | 4147399 | 70547257 | COM |
| TPG RE FIN TR INC | 7032626 | 60550910 | COM |
| COMPASS INC | 5000000 | 52850000 | CL A |
| SUMMIT HOTEL PPTYS INC | 9400000 | 45778000 | COM |
| PROLOGIS INC. | 350000 | 44681000 | COM |
| GAMING & LEISURE PPTYS INC | 993810 | 44413369 | COM |
| CAESARS ENTERTAINMENT INC NE | 1479336 | 34601669 | COM |
| HILTON GRAND VACATIONS INC | 732021 | 32757940 | COM |
| HYATT HOTELS CORP | 203489 | 32623356 | COM CL A |
| UNITED PARKS & RESORTS INC | 855000 | 31036500 | COM |
| CENTERSPACE | 444101 | 29630419 | COM |
| WYNDHAM HOTELS & RESORTS INC | 337800 | 25524168 | COM |
| AVALONBAY CMNTYS INC | 140000 | 25383400 | COM |
| NEXPOINT RESIDENTIAL TR INC | 842870 | 25370387 | COM |
| ALEXANDRIA REAL ESTATE EQ IN | 479200 | 23452048 | COM |
| INDEPENDENCE RLTY TR INC | 1000578 | 17490103 | COM |
| TREX CO INC | 484286 | 16988753 | COM |
| SAFEHOLD INC | 944939 | 12936215 | COM |
| KKR REAL ESTATE FIN TR INC | 1563088 | 12848583 | COM |
| CUBESMART | 346928 | 12506754 | COM |
| SMARTRENT INC | 5610150 | 11332503 | COM CL A |
| M/I HOMES INC | 71096 | 9096733 | COM |
| LINEAGE INC | 184158 | 6445530 | COM |
| SL GREEN RLTY CORP | 138230 | 6340610 | COM |
| CAMDEN PPTY TR | 53679 | 5908984 | SH BEN INT |
| MID-AMER APT CMNTYS INC | 39723 | 5517922 | COM |
| SUNSTONE HOTEL INVS INC NEW | 485237 | 4338019 | COM |
| VERIS RESIDENTIAL INC | 150000 | 2232000 | COM |