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LONG POND CAPITAL, LP (Data extracted from 13F, 13D, 13G and Form 4)

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LONG POND CAPITAL, LP

AUM: $2.63 B

13-F Portfolio Value: $1.05 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 58.24%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
ARE	ALEXANDRIA REAL ESTATE EQ IN				-479,200	Exited		13F
AVB	AVALONBAY CMNTYS INC				-140,000	Exited		13F
CZR	CAESARS ENTERTAINMENT INC NE				-1,479,336	Exited		13F
GLPI	GAMING & LEISURE PPTYS INC				-993,810	Exited		13F
VRE	VERIS RESIDENTIAL INC				-150,000	Exited		13F
NSA	NATIONAL STORAGE AFFILIATES				-2,591,313	Exited		13F
PLD	PROLOGIS INC.				-350,000	Exited		13F
SHO	SUNSTONE HOTEL INVS INC NEW				-485,237	Exited		13F
TREX	TREX CO INC				-484,286	Exited		13F