Investor

Long Pond Capital, LP

Portfolio Total Value

$2,180,853,000.00

Number of Stocks

37

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
ADC $213,414,000.0 11.51%
No Change
3,029,301 $70.45 $81.82
Added 16.14%
$54.28 $78.39
IRT $168,742,000.0 9.1%
Added 0.08%
8,505,173 $19.84 $16.74
Reduced 15.63%
$14.08 $22.26
DHI $163,452,000.0 8.82%
Added 3.08%
1,169,024 $139.82 $152.7
Added 9.21%
$133.02 $199.85
CPT $132,810,000.0 7.16%
Added 12.31%
1,144,520 $116.04 $108.75
Reduced 6.28%
$90.5 $127.69
LEN $125,498,000.0 6.77%
Added 47.53%
920,282 $136.37 $106.53
Reduced 21.88%
$128.41 $193.8
MAA $105,974,000.0 5.72%
Reduced 4.39%
685,611 $154.57 $133.78
Reduced 13.45%
$121.51 $167.39
PLYA $100,459,000.0 5.42%
Added 16.21%
7,941,444 $12.65 $0.0
Reduced 100.0%
$0.0 $0.0
JBGS $97,381,000.0 5.25%
Reduced 1.15%
6,335,832 $15.37 $15.23
Reduced 0.91%
$13.65 $18.86
NSA $99,533,000.0 4.76%
No Change
2,065,015 $48.2 $34.26
Reduced 28.92%
$34.5 $49.44
PEAK $86,885,000.0 4.69%
No Change
4,286,388 $20.27 $0.0
Reduced 100.0%
$0.0 $0.0
RRR $68,164,000.0 3.68%
Added 142.53%
1,474,153 $46.24 $59.98
Added 29.71%
$42.46 $63.29
$68,177,000.0 3.68%
Added 1.14%
2,663,169 $25.6 $nan
Reduced nan%
$nan $nan
WYNN $65,645,000.0 3.54%
Added 89.48%
761,897 $86.16 $103.33
Added 19.93%
$71.63 $110.38
TRTX $62,080,000.0 3.35%
Added 117.06%
7,303,626 $8.5 $8.61
Added 1.29%
$5.12 $9.66
NNN $60,615,000.0 3.27%
Reduced 17.25%
1,483,845 $40.85 $45.01
Added 10.18%
$37.55 $49.57
REXR $58,595,000.0 3.16%
No Change
1,515,651 $38.66 $37.31
Reduced 3.49%
$36.92 $55.6
IGT $54,800,000.0 2.96%
Added 16.83%
3,103,069 $17.66 $0.0
Reduced 100.0%
$0.0 $0.0
HGV $53,955,000.0 2.91%
Reduced 48.13%
1,385,255 $38.95 $44.64
Added 14.61%
$33.21 $49.02
PGRE $49,663,000.0 2.68%
Added 12.49%
10,053,335 $4.94 $0.0
Reduced 100.0%
$0.0 $0.0
STWD $52,070,000.0 2.49%
No Change
2,555,000 $20.38 $18.1
Reduced 11.19%
$18.12 $21.19
COLD $44,336,000.0 2.39%
No Change
2,071,821 $21.4 $12.56
Reduced 41.31%
$20.41 $30.45
HLT $29,647,000.0 1.42%
No Change
128,621 $230.5 $304.91
Added 32.28%
$186.83 $259.01
MTH $25,004,000.0 1.35%
Added 67.14%
162,557 $153.82 $71.44
Reduced 53.56%
$73.05 $106.99
NTST $27,834,000.0 1.33%
No Change
1,683,855 $16.53 $21.2
Added 28.25%
$13.42 $18.97
TNL $23,915,000.0 1.14%
No Change
519,010 $46.08 $74.95
Added 62.65%
$39.2 $56.91
WH $21,282,000.0 1.02%
No Change
272,363 $78.14 $80.44
Added 2.94%
$67.67 $105.72
SMRT $17,615,000.0 0.95%
No Change
10,066,093 $1.75 $1.79
Added 2.29%
$1.17 $3.4
UDR $18,576,000.0 0.89%
No Change
409,721 $45.34 $37.75
Reduced 16.74%
$34.19 $47.55
SUI $15,247,000.0 0.82%
Reduced 74.22%
123,994 $122.97 $135.86
Added 10.48%
$110.98 $147.83
CZR $14,781,000.0 0.8%
No Change
442,295 $33.42 $25.56
Reduced 23.52%
$30.78 $46.69
NXRT $12,537,000.0 0.6%
No Change
284,886 $44.01 $27.87
Reduced 36.67%
$28.2 $48.37
KRG $9,628,000.0 0.46%
No Change
362,500 $26.56 $25.9
Reduced 2.48%
$19.64 $28.24
XHR $9,212,000.0 0.44%
No Change
623,762 $14.77 $15.66
Added 6.03%
$12.34 $16.5
BYD $8,613,000.0 0.41%
No Change
133,228 $64.65 $82.2
Added 27.15%
$49.34 $76.73
FOR $8,361,000.0 0.4%
No Change
258,297 $32.37 $27.69
Reduced 14.46%
$23.8 $40.92
CLDT $5,616,000.0 0.27%
No Change
659,246 $8.52 $8.35
Reduced 2.0%
$7.6 $11.02
FPH $737,000.0 0.04%
Reduced 90.94%
195,162 $3.78 $5.56
Added 47.09%
$2.83 $4.39

Call Options

Stock Options % Change
IGT 2,000,000 0.0%
LEN 300,000 0.0%