Notify me when Long Pond Capital, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 30 | $851,193,431 | +$345,068,078 | -$875,527,777 | -$530,459,699 | COLD, NSA, JBGS, TRTX, COMP | 13F-HR | 13 Feb 2026, 17:13 |
| Q3 2025 | 28 | $1,380,520,394 | +$710,142,638 | -$852,718,135 | -$142,575,497 | CPT, IRT, JHX, NSA, COLD | 13F-HR | 14 Nov 2025, 10:40 |
| Q2 2025 | 28 | $1,518,403,356 | +$688,396,284 | -$728,550,100 | -$40,153,816 | H, WH, BRSL, CPT, FUN | 13F-HR | 13 Aug 2025, 17:00 |
| Q1 2025 | 33 | $1,505,274,255 | +$838,283,127 | -$1,200,191,367 | -$361,908,240 | H, TOL, DHI, HLT, MTH | 13F-HR | 14 May 2025, 17:01 |
| Q4 2024 | 26 | $1,895,077,345 | +$363,051,505 | -$529,614,142 | -$166,562,637 | ADC, IRT, DHI, CPT, LEN | 13F-HR | 13 Feb 2025, 17:10 |
| Q3 2024 | 38 | $2,229,783,760 | +$748,745,584 | -$562,594,306 | +$186,151,278 | ADC, DHI, IRT, CPT, LEN | 13F-HR | 13 Nov 2024, 17:05 |
| Q2 2024 | 35 | $1,849,152,158 | +$612,394,389 | -$499,429,689 | +$112,964,700 | DHI, IRT, ADC, COLD, CPT | 13F-HR | 13 Aug 2024, 17:33 |
| Q1 2024 | 34 | $1,737,744,715 | +$992,815,246 | -$491,845,986 | +$500,969,260 | IRT, ADC, CPT, NNN, JBGS | 13F-HR | 14 May 2024, 17:36 |
| Q4 2023 | 31 | $1,243,812,837 | +$498,032,468 | -$899,969,732 | -$401,937,264 | CPT, JBGS, MAA, WPC, SAFE | 13F-HR | 13 Feb 2024, 17:42 |
| Q3 2023 | 26 | $1,508,446,235 | +$550,387,779 | -$594,693,742 | -$44,305,963 | CPT, EXR, IRT, JBGS, REXR | 13F-HR | 14 Nov 2023, 16:17 |
| Q2 2023 | 29 | $1,696,013,842 | +$527,049,605 | -$735,351,329 | -$208,301,724 | CPT, SRC, CBRE, JBGS, DOC | 13F-HR | 14 Aug 2023, 08:58 |
| Q1 2023 | 39 | $1,862,806,467 | +$666,507,180 | -$469,601,672 | +$196,905,508 | CPT, SRC, JBGS, AVB, DOC | 13F-HR | 12 May 2023, 17:36 |
| Q4 2022 | 38 | $1,634,360,371 | +$602,445,254 | -$828,189,055 | -$225,743,801 | JBGS, AVB, CPT, SRC, IRT | 13F-HR | 13 Feb 2023, 17:31 |
| Q3 2022 | 32 | $1,680,030,000 | +$452,928,564 | -$596,707,922 | -$143,779,358 | IRT, JBGS, DHI, KRC, LXP | 13F-HR | 14 Nov 2022, 11:38 |
| Q2 2022 | 39 | $1,960,842,000 | +$873,259,983 | -$824,537,417 | +$48,722,566 | JBGS, DHI, HLT, LXP, STAG | 13F-HR | 12 Aug 2022, 17:30 |
| Q1 2022 | 32 | $2,224,129,000 | +$643,120,210 | -$825,742,075 | -$182,621,865 | JBGS, DHI, IRT, AMH, COLD | 13F-HR | 13 May 2022, 17:31 |
| Q4 2021 | 40 | $2,507,089,000 | +$668,103,298 | -$803,832,313 | -$135,729,015 | VICI, AMH, JBGS, SRC, LVS | 13F-HR | 11 Feb 2022, 17:47 |
| Q3 2021 | 35 | $2,530,507,000 | +$882,652,394 | -$917,918,470 | -$35,266,076 | VICI, SRC, EQR, LVS, EXPE | 13F-HR | 12 Nov 2021, 17:34 |
| Q2 2021 | 39 | $2,612,929,000 | +$697,943,819 | -$1,189,588,177 | -$491,644,358 | LVS, EQR, MSGS, EXPE, SRC | Restatement | 16 Aug 2021, 17:19 |
| Q1 2021 | 38 | $2,928,179,000 | +$1,180,001,799 | -$1,461,056,515 | -$281,054,716 | AMH, SUI, CPT, MSGS, WH | 13F-HR | 14 May 2021, 17:31 |
| Q4 2020 | 33 | $2,937,526,000 | +$1,429,760,681 | -$1,208,180,286 | +$221,580,395 | EQR, AVB, AIRC, MSGS, PHM | 13F-HR | 12 Feb 2021, 17:02 |
| Q3 2020 | 35 | $2,479,082,000 | +$683,136,022 | -$624,780,638 | +$58,355,384 | AIV, AVB, EQR, CPT, MSGS | 13F-HR | 13 Nov 2020, 17:03 |
| Q2 2020 | 37 | $2,453,917,000 | +$1,300,820,747 | -$937,718,799 | +$363,101,948 | AIV, HLT, AVB, DOC, CPT | 13F-HR | 13 Aug 2020, 18:01 |
| Q1 2020 | 30 | $1,950,773,000 | +$694,563,195 | -$1,347,085,059 | -$652,521,864 | MSGS, WH, AIV, H, DHI | 13F-HR | 14 May 2020, 18:04 |
| Q4 2019 | 34 | $3,669,214,000 | +$966,129,201 | -$1,083,466,604 | -$117,337,403 | DHI, VNO, H, VTR, MSGS | 13F-HR | 13 Feb 2020, 18:31 |
| Q3 2019 | 34 | $3,594,333,000 | +$1,062,055,412 | -$649,532,451 | +$412,522,961 | DHI, VNO, HGV, H, OC | 13F-HR | 13 Nov 2019, 17:30 |
| Q2 2019 | 38 | $3,067,456,000 | +$957,858,903 | -$884,322,841 | +$73,536,062 | DHI, VNO, HGV, H, OC | 13F-HR | 13 Aug 2019, 17:16 |
| Q1 2019 | 37 | $2,869,152,000 | +$789,753,299 | -$798,141,436 | -$8,388,137 | DHI, HLT, HPP, VNO, HGV | 13F-HR | 14 May 2019, 17:02 |
| Q4 2018 | 31 | $2,520,068,000 | +$641,453,646 | -$1,151,557,927 | -$510,104,281 | DHI, HLT, WH, HPP, VNO | 13F-HR | 13 Feb 2019, 17:58 |
| Q3 2018 | 36 | $3,495,789,000 | +$815,706,487 | -$1,133,432,381 | -$317,725,894 | DHI, HLT, CZR, LEN, VNO | 13F-HR | 13 Nov 2018, 18:06 |
| Q2 2018 | 39 | $3,858,855,000 | +$1,364,575,112 | -$1,096,295,932 | +$268,279,180 | DHI, LEN, VNO, CZR, AIV | 13F-HR | 13 Aug 2018, 17:11 |
| Q1 2018 | 29 | $3,498,520,000 | +$1,268,876,152 | -$773,049,712 | +$495,826,440 | DHI, VNO, AIV, CZR, AMH | 13F-HR | 14 May 2018, 16:29 |
| Q4 2017 | 25 | $3,199,247,000 | +$953,566,421 | -$442,603,513 | +$510,962,908 | DHI, TCO, SLG, AIV, PGRE | Restatement | 23 Feb 2018, 14:24 |
| Q3 2017 | 25 | $2,521,464,000 | +$728,490,108 | -$641,182,185 | +$87,307,923 | DHI, SLG, AIV, PGRE, H | 13F-HR | 13 Nov 2017, 17:07 |
| Q2 2017 | 23 | $2,387,631,000 | +$1,061,148,121 | -$880,392,368 | +$180,755,753 | AIV, PGRE, DHI, TCO, SLG | 13F-HR | 14 Aug 2017, 08:05 |
| Q1 2017 | 25 | $2,241,175,000 | +$888,680,284 | -$798,665,031 | +$90,015,253 | EQR, TCO, PGRE, MSGS, MAC | 13F-HR | 12 May 2017, 16:20 |
| Q4 2016 | 20 | $2,091,226,000 | +$609,639,926 | -$614,039,518 | -$4,399,592 | ESS, EQR, FCEA, PGRE, LEN | 13F-HR | 13 Feb 2017, 16:03 |
| Q3 2016 | 22 | $2,007,541,000 | +$573,907,398 | -$507,387,629 | +$66,519,769 | EQR, ESS, TCO, PGRE, BXMT | 13F-HR | 14 Nov 2016, 07:58 |
| Q2 2016 | 27 | $1,931,292,000 | +$662,106,665 | -$643,584,102 | +$18,522,563 | TCO, PGRE, BXMT, A104PS, MAR | 13F-HR | 12 Aug 2016, 16:06 |
| Q1 2016 | 24 | $1,880,235,000 | +$801,182,856 | -$912,406,210 | -$111,223,354 | TCO, PGRE, BXMT, CLNY, A104PS | 13F-HR | 13 May 2016, 16:13 |
| Q4 2015 | 26 | $2,044,676,000 | +$538,470,087 | -$717,927,910 | -$179,457,823 | TCO, FCEA, HOT, PGRE, BXMT | 13F-HR | 12 Feb 2016, 16:08 |
| Q3 2015 | 33 | $2,156,615,000 | +$939,555,852 | -$711,834,054 | +$227,721,798 | TCO, FCEA, PGRE, BXMT, HOT | 13F-HR | 13 Nov 2015, 16:13 |
| Q2 2015 | 31 | $1,991,646,000 | +$737,175,753 | -$639,846,208 | +$97,329,545 | AMH, TCO, FCEA, PGRE, BXMT | 13F-HR | 14 Aug 2015, 16:06 |
| Q1 2015 | 31 | $1,969,304,000 | +$894,874,103 | -$619,213,679 | +$275,660,424 | AMH, HOT, BXMT, TCO, MCD | 13F-HR | 14 May 2015, 16:08 |
| Q4 2014 | 34 | $1,673,220,000 | +$509,696,178 | -$362,376,014 | +$147,320,164 | AMH, A104PS, BXMT, HOT, FNF | 13F-HR | 13 Feb 2015, 16:16 |
| Q3 2014 | 34 | $1,434,120,000 | +$524,332,961 | -$520,678,458 | +$3,654,503 | AMH, BXMT, A104PS, FNF, HOT | 13F-HR | 13 Nov 2014, 16:01 |
| Q2 2014 | 31 | $1,458,361,000 | +$650,979,381 | -$219,790,446 | +$431,188,935 | AMH, BXMT, SRC, MSGZZZZ, A104PS | 13F-HR | 13 Aug 2014, 17:02 |
| Q1 2014 | 27 | $1,005,559,000 | +$530,583,916 | -$604,420,779 | -$73,836,863 | AMH, BXMT, SWAY, H, CBRE | 13F-HR | 15 May 2014, 13:49 |
| Q4 2013 | 31 | $1,039,836,000 | $0 | $0 | $0 | AAMC, BXMT, AMH, CBRE, TCO | 13F-HR | 14 Feb 2014, 14:04 |