LONG POND CAPITAL, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IRT | 12.30M | $201.62M |
 | INN | 9.40M | $51.61M |
 | COLD | 7.76M | $94.94M |
 | JHX | 7.25M | $139.23M |
 | TRTX | 6.90M | $59.05M |
 | SMRT | 6.07M | $8.55M |
 | NSA | 3.85M | $116.23M |
 | LXP | 3.80M | $34.05M |
 | JBGS | 3.23M | $71.84M |
 | KREF | 2.32M | $20.90M |
 | CPT | 1.95M | $207.76M |
 | AMH | 1.56M | $52.00M |
 | COMP | 1.55M | $12.45M |
 | TMHC | 1.38M | $91.07M |
 | CZR | 959K | $25.92M |
 | HGV | 648K | $27.09M |
 | NXRT | 544K | $17.53M |
 | PLYM | 492K | $11.00M |
 | SHO | 485K | $4.55M |
 | ELS | 355K | $21.54M |
Independence Realty Trust, Inc.
IRT
Shares Held
12.30M
Value
$201.62M
Summit Hotel Properties, Inc.
INN
Shares Held
9.40M
Value
$51.61M
Americold Realty Trust, Inc.
COLD
Shares Held
7.76M
Value
$94.94M
James Hardie Industries plc
JHX
Shares Held
7.25M
Value
$139.23M
TPG RE Finance Trust, Inc.
TRTX
Shares Held
6.90M
Value
$59.05M
SmartRent, Inc.
SMRT
Shares Held
6.07M
Value
$8.55M
National Storage Affiliates Trust
NSA
Shares Held
3.85M
Value
$116.23M
LXP Industrial Trust
LXP
Shares Held
3.80M
Value
$34.05M
JBG SMITH Properties
JBGS
Shares Held
3.23M
Value
$71.84M
KKR Real Estate Finance Trust Inc.
KREF
Shares Held
2.32M
Value
$20.90M
Camden Property Trust
CPT
Shares Held
1.95M
Value
$207.76M
American Homes 4 Rent
AMH
Shares Held
1.56M
Value
$52.00M
Compass, Inc.
COMP
Shares Held
1.55M
Value
$12.45M
Taylor Morrison Home Corporation
TMHC
Shares Held
1.38M
Value
$91.07M
Caesars Entertainment, Inc.
CZR
Shares Held
959K
Value
$25.92M
Hilton Grand Vacations Inc.
HGV
Shares Held
648K
Value
$27.09M
NexPoint Residential Trust, Inc.
NXRT
Shares Held
544K
Value
$17.53M
Plymouth Industrial REIT, Inc.
PLYM
Shares Held
492K
Value
$11.00M
Sunstone Hotel Investors, Inc.
SHO
Shares Held
485K
Value
$4.55M
Equity LifeStyle Properties, Inc.
ELS
Shares Held
355K
Value
$21.54M