Long Pond Capital, LP

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$1.9B
Signature - Title
Daniel E. Karp - General Counsel and Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Long Pond Capital, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Long Pond Capital, LP reported 26 stock holdings with total value $1.9B as of Q4 2024. Top holdings included ADC, IRT, DHI, CPT, and LEN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 26 $1.9B +$363M -$530M -$167M ADC, IRT, DHI, CPT, LEN 13F-HR 2/13/2025, 05:10 PM
Q3 2024 38 $2.23B +$749M -$563M +$186M ADC, DHI, IRT, CPT, LEN 13F-HR 11/13/2024, 05:05 PM
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 38 $1.75B +$793M -$595M +$199M AMT, CPT, EXR, IRT, JBGS 13F-HR 11/14/2023, 04:17 PM
Q2 2023 46 $1.7B +$527M -$735M -$208M CPT, SRC, CBRE, JBGS, PEAK 13F-HR 8/14/2023, 09:58 AM
Q1 2023 39 $1.86B +$667M -$186M +$481M CPT, SRC, JBGS, AVB, PEAK 13F-HR 5/12/2023, 05:36 PM
Q4 2022 38 $1.63B +$602M -$669M -$66.5M JBGS, AVB, CPT, SRC, IRT 13F-HR 2/13/2023, 04:31 PM
Q3 2022 33 $1.71B +$453M -$243M +$210M IRT, JBGS, DHI, KRC, LXP 13F-HR 11/14/2022, 10:38 AM
Q2 2022 40 $2.02B +$890M -$420M +$471M JBGS, DHI, HLT, LXP, STAG 13F-HR 8/12/2022, 05:30 PM
Q1 2022 35 $2.45B +$676M -$475M +$201M JBGS, DHI, IRT, AMH, COLD 13F-HR 5/13/2022, 05:31 PM
Q4 2021 43 $2.8B +$824M -$293M +$532M VICI, AMH, JBGS, SRC, LVS 13F-HR 2/11/2022, 04:47 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 34 $2.99B +$1.49B -$183M +$1.3B EQR, AVB, AIRC, MSGS, PHM 13F-HR 2/12/2021, 04:02 PM
Q3 2020 38 $2.61B +$775M -$369M +$406M AIVXXXX, AVB, EQR, CPT, MSGS 13F-HR 11/13/2020, 04:03 PM
Q2 2020 38 $2.53B +$1.38B -$303M +$1.08B AIVXXXX, HLT, AVB, PEAK, CPT 13F-HR 8/13/2020, 06:01 PM
Q1 2020 30 $1.95B +$695M -$309M +$385M MSGS, WH, AIVXXXX, H, DHI 13F-HR 5/14/2020, 06:04 PM
Q4 2019 35 $3.92B +$1.21B -$509M +$704M DHI, VNO, H, HYG, VTR 13F-HR 2/13/2020, 05:31 PM
Q3 2019 35 $3.83B +$1.06B -$327M +$735M DHI, VNO, HGV, SPY, H 13F-HR 11/13/2019, 04:30 PM
Q2 2019 39 $3.33B +$1.22B -$476M +$745M DHI, VNO, SPY, HGV, H 13F-HR 8/13/2019, 05:16 PM
Q1 2019 37 $2.87B +$790M -$384M +$406M DHI, HLT, HPP, VNO, HGV 13F-HR 5/14/2019, 05:02 PM
Q4 2018 32 $2.55B +$641M -$440M +$201M DHI, HLT, WH, HPP, VNO 13F-HR 2/13/2019, 04:58 PM
Q3 2018 39 $3.84B +$903M -$1.09B -$191M DHI, HLT, CZRXXXX, LEN, VNO 13F-HR 11/13/2018, 05:06 PM
Q2 2018 41 $4.54B +$1.64B -$536M +$1.1B DHI, DHI, LEN, VNO, CZRXXXX 13F-HR 8/13/2018, 05:11 PM
Q1 2018 31 $3.93B +$1.61B -$587M +$1.02B DHI, VNO, AIVXXXX, SPY, CZRXXXX 13F-HR 5/14/2018, 04:29 PM
Q4 2017 28 $3.53B +$1.1B -$250M +$848M DHI, TCO, SLGXXXX, AIVXXXX, PGRE Restatement 2/23/2018, 01:24 PM
Q3 2017 27 $2.77B +$980M -$342M +$637M DHI, SLGXXXX, AIVXXXX, PGRE, H 13F-HR 11/13/2017, 04:07 PM
Q2 2017 26 $2.61B +$1.28B -$368M +$911M AIVXXXX, PGRE, DHI, TCO, SLGXXXX 13F-HR 8/14/2017, 08:05 AM
Q1 2017 26 $2.27B +$903M -$514M +$389M EQR, TCO, PGRE, MSGS, MAC 13F-HR 5/12/2017, 04:20 PM
Q4 2016 22 $2.13B +$651M -$456M +$194M ESS, EQR, FCEA, PGRE, LEN 13F-HR 2/13/2017, 03:03 PM
Q3 2016 24 $2.14B +$710M -$177M +$533M EQR, ESS, TCO, PGRE, BXMT 13F-HR 11/14/2016, 06:58 AM
Q2 2016 30 $2.14B +$867M -$258M +$610M TCO, PGRE, BXMT, IYR, A104PS 13F-HR 8/12/2016, 04:06 PM
Q1 2016 25 $1.96B +$885M -$50M +$835M TCO, PGRE, BXMT, CLNY, A104PS 13F-HR 5/13/2016, 04:13 PM
Q4 2015 28 $2.17B +$659M -$68.9M +$590M TCO, FCEAXXXX, HOT, PGRE, BXMT 13F-HR 2/12/2016, 03:08 PM
Q3 2015 35 $2.31B +$946M -$740M +$207M TCO, FCEAXXXX, PGRE, BXMT, IYR 13F-HR 11/13/2015, 03:13 PM
Q2 2015 33 $2.73B +$1.48B -$234M +$1.24B IYR, AMH, SPY, TCO, FCEAXXXX 13F-HR 8/14/2015, 04:06 PM
Q1 2015 34 $2.16B +$1.09B -$184M +$905M AMH, HOT, BXMT, TCO, MCD 13F-HR 5/14/2015, 04:08 PM
Q4 2014 34 $1.67B +$510M -$77M +$433M AMH, A104PS, BXMT, HOT, FNF 13F-HR 2/13/2015, 03:16 PM
Q3 2014 35 $1.45B +$543M -$147M +$396M AMH, BXMT, A104PS, FNF, HOT 13F-HR 11/13/2014, 03:01 PM
Q2 2014 31 $1.46B +$651M -$81.6M +$569M AMH, BXMT, SRC, MSGZZZZ, A104PS 13F-HR 8/13/2014, 05:02 PM
Q1 2014 28 $1.01B +$531M -$123M +$408M AMH, BXMT, SWAY, H, CBRE 13F-HR 5/15/2014, 01:49 PM
Q4 2013 31 $1.04B AAMC, BXMT, AMH, CBRE, TCO 13F-HR 2/14/2014, 01:04 PM