Long Pond Capital, LP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$1.85B
Signature - Title
Daniel E. Karp - General Counsel and Chief Compliance Officer
Location
527 Madison Avenue, 15 Th Floor, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 35 $1.85B +$612M -$499M +$113M DHI, IRT, ADC, COLD, CPT 13F-HR 8/13/2024, 05:33 PM
Q1 2024 34 $1.74B +$993M -$492M +$501M IRT, ADC, CPT, NNN, JBGS 13F-HR 5/14/2024, 05:36 PM
Q4 2023 31 $1.24B +$498M -$900M -$402M CPT, JBGS, MAA, WPC, SAFE 13F-HR 2/13/2024, 05:42 PM
Q3 2023 26 $1.51B +$550M -$595M -$44.3M CPT, EXR, IRT, JBGS, REXR 13F-HR 11/14/2023, 04:17 PM
Q2 2023 29 $1.7B +$527M -$735M -$208M CPT, SRC, CBRE, JBGS, DOC 13F-HR 8/14/2023, 08:58 AM
Q1 2023 39 $1.86B +$667M -$470M +$197M CPT, SRC, JBGS, AVB, DOC 13F-HR 5/12/2023, 05:36 PM
Q4 2022 38 $1.63B +$602M -$828M -$226M JBGS, AVB, CPT, SRC, IRT 13F-HR 2/13/2023, 05:31 PM
Q3 2022 32 $1.68B +$453M -$597M -$144M IRT, JBGS, DHI, KRC, LXP 13F-HR 11/14/2022, 11:38 AM
Q2 2022 39 $1.96B +$873M -$825M +$48.7M JBGS, DHI, HLT, LXP, STAG 13F-HR 8/12/2022, 05:30 PM
Q1 2022 32 $2.22B +$643M -$826M -$183M JBGS, DHI, IRT, AMH, COLD 13F-HR 5/13/2022, 05:31 PM
Q4 2021 40 $2.51B +$668M -$804M -$136M VICI, AMH, JBGS, SRC, LVS 13F-HR 2/11/2022, 05:47 PM
Q3 2021 35 $2.53B +$883M -$933M -$50.7M VICI, SRC, EQR, LVS, EXPE 13F-HR 11/12/2021, 05:34 PM
Q2 2021 39 $2.63B +$703M -$1.19B -$486M LVS, EQR, MSGS, EXPE, SRC Restatement 8/16/2021, 05:19 PM
Q1 2021 38 $2.93B +$1.18B -$1.46B -$281M AMH, SUI, CPT, MSGS, WH 13F-HR 5/14/2021, 05:31 PM
Q4 2020 33 $2.94B +$1.43B -$1.21B +$222M EQR, AVB, AIRC, MSGS, PHM 13F-HR 2/12/2021, 05:02 PM
Q3 2020 35 $2.48B +$683M -$625M +$58.4M AIVXXXX, AVB, EQR, CPT, MSGS 13F-HR 11/13/2020, 05:03 PM
Q2 2020 37 $2.45B +$1.3B -$938M +$363M AIVXXXX, HLT, AVB, DOC, CPT 13F-HR 8/13/2020, 06:01 PM
Q1 2020 30 $1.95B +$695M -$1.35B -$653M MSGS, WH, AIVXXXX, H, DHI 13F-HR 5/14/2020, 06:04 PM
Q4 2019 34 $3.67B +$966M -$1.08B -$117M DHI, VNO, H, VTR, MSGS 13F-HR 2/13/2020, 06:31 PM
Q3 2019 34 $3.59B +$1.06B -$650M +$413M DHI, VNO, HGV, H, OC 13F-HR 11/13/2019, 05:30 PM
Q2 2019 38 $3.07B +$958M -$884M +$73.5M DHI, VNO, HGV, H, OC 13F-HR 8/13/2019, 05:16 PM
Q1 2019 37 $2.87B +$790M -$798M -$8.39M DHI, HLT, HPP, VNO, HGV 13F-HR 5/14/2019, 05:02 PM
Q4 2018 31 $2.52B +$641M -$1.15B -$510M DHI, HLT, WH, HPP, VNO 13F-HR 2/13/2019, 05:58 PM
Q3 2018 36 $3.5B +$816M -$1.13B -$318M DHI, HLT, CZR, LEN, VNO 13F-HR 11/13/2018, 06:06 PM
Q2 2018 39 $3.86B +$1.36B -$1.1B +$268M DHI, LEN, VNO, CZR, AIV 13F-HR 8/13/2018, 05:11 PM
Q1 2018 29 $3.5B +$1.27B -$773M +$496M DHI, VNO, AIV, CZR, AMH 13F-HR 5/14/2018, 04:29 PM
Q4 2017 25 $3.2B +$954M -$443M +$511M DHI, TCO, SLG, AIV, PGRE Restatement 2/23/2018, 02:24 PM
Q3 2017 25 $2.52B +$728M -$641M +$87.3M DHI, SLG, AIV, PGRE, H 13F-HR 11/13/2017, 05:07 PM
Q2 2017 23 $2.39B +$1.06B -$880M +$181M AIV, PGRE, DHI, TCO, SLG 13F-HR 8/14/2017, 08:05 AM
Q1 2017 25 $2.24B +$889M -$799M +$90M EQR, TCO, PGRE, MSGS, MAC 13F-HR 5/12/2017, 04:20 PM
Q4 2016 20 $2.09B +$610M -$614M -$4.4M ESS, EQR, FCEA, PGRE, LEN 13F-HR 2/13/2017, 04:03 PM
Q3 2016 22 $2.01B +$574M -$507M +$66.5M EQR, ESS, TCO, PGRE, BXMT 13F-HR 11/14/2016, 07:58 AM
Q2 2016 27 $1.93B +$662M -$644M +$18.5M TCO, PGRE, BXMT, A104PS, MAR 13F-HR 8/12/2016, 04:06 PM
Q1 2016 24 $1.88B +$801M -$912M -$111M TCO, PGRE, BXMT, CLNY, A104PS 13F-HR 5/13/2016, 04:13 PM
Q4 2015 26 $2.04B +$538M -$718M -$179M TCO, FCEA, HOT, PGRE, BXMT 13F-HR 2/12/2016, 04:08 PM
Q3 2015 33 $2.16B +$940M -$712M +$228M TCO, FCEA, PGRE, BXMT, HOT 13F-HR 11/13/2015, 04:13 PM
Q2 2015 31 $1.99B +$737M -$640M +$97.3M AMH, TCO, FCEA, PGRE, BXMT 13F-HR 8/14/2015, 04:06 PM
Q1 2015 31 $1.97B +$895M -$619M +$276M AMH, HOT, BXMT, TCO, MCD 13F-HR 5/14/2015, 04:08 PM
Q4 2014 34 $1.67B +$510M -$362M +$147M AMH, A104PS, BXMT, HOT, FNF 13F-HR 2/13/2015, 04:16 PM
Q3 2014 34 $1.43B +$524M -$521M +$3.65M AMH, BXMT, A104PS, FNF, HOT 13F-HR 11/13/2014, 04:01 PM
Q2 2014 31 $1.46B +$651M -$220M +$431M AMH, BXMT, SRC, MSGZZZZ, A104PS 13F-HR 8/13/2014, 05:02 PM
Q1 2014 27 $1.01B +$531M -$604M -$73.8M AMH, BXMT, SWAY, H, CBRE 13F-HR 5/15/2014, 01:49 PM
Q4 2013 31 $1.04B $0 $0 AAMC, BXMT, AMH, CBRE, TCO 13F-HR 2/14/2014, 02:04 PM