LONG POND CAPITAL, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | INN | 9.40M | $45.78M |
 | TRTX | 7.03M | $60.55M |
 | COLD | 5.82M | $74.91M |
 | SMRT | 5.61M | $11.33M |
 | COMP | 5.00M | $52.85M |
 | JBGS | 4.15M | $70.55M |
 | NSA | 2.59M | $73.10M |
 | KREF | 1.56M | $12.85M |
 | CZR | 1.48M | $34.60M |
 | IRT | 1.00M | $17.49M |
 | GLPI | 994K | $44.41M |
 | SAFE | 945K | $12.94M |
 | PRKS | 855K | $31.04M |
 | NXRT | 843K | $25.37M |
 | HGV | 732K | $32.76M |
 | SHO | 485K | $4.34M |
 | TREX | 484K | $16.99M |
 | ARE | 479K | $23.45M |
 | CSR | 444K | $29.63M |
 | PLD | 350K | $44.68M |
Summit Hotel Properties, Inc.
INN
Shares Held
9.40M
Value
$45.78M
TPG RE Finance Trust, Inc.
TRTX
Shares Held
7.03M
Value
$60.55M
Americold Realty Trust, Inc.
COLD
Shares Held
5.82M
Value
$74.91M
SmartRent, Inc.
SMRT
Shares Held
5.61M
Value
$11.33M
Compass, Inc.
COMP
Shares Held
5.00M
Value
$52.85M
JBG SMITH Properties
JBGS
Shares Held
4.15M
Value
$70.55M
National Storage Affiliates Trust
NSA
Shares Held
2.59M
Value
$73.10M
KKR Real Estate Finance Trust Inc.
KREF
Shares Held
1.56M
Value
$12.85M
Caesars Entertainment, Inc.
CZR
Shares Held
1.48M
Value
$34.60M
Independence Realty Trust, Inc.
IRT
Shares Held
1.00M
Value
$17.49M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
994K
Value
$44.41M
Safehold Inc.
SAFE
Shares Held
945K
Value
$12.94M
United Parks & Resorts Inc.
PRKS
Shares Held
855K
Value
$31.04M
NexPoint Residential Trust, Inc.
NXRT
Shares Held
843K
Value
$25.37M
Hilton Grand Vacations Inc.
HGV
Shares Held
732K
Value
$32.76M
Sunstone Hotel Investors, Inc.
SHO
Shares Held
485K
Value
$4.34M
Trex Company, Inc.
TREX
Shares Held
484K
Value
$16.99M
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
479K
Value
$23.45M
Centerspace
CSR
Shares Held
444K
Value
$29.63M
Prologis, Inc.
PLD
Shares Held
350K
Value
$44.68M