Land & Buildings 13F filings

Manager(s): Jonathan Litt

Holdings as of 2023-12-31

Filed on 2024-02-14 under CIK 1536520

Company

Investment Type

Change

Value (x$1000)

increase or decrease

TRICON CAPITAL GROUPCKR &PRD COMMON

5,800,314 sh

-398,866 sh
-6%

$52,783

$6,909

Ventas Inc.

942,612 sh

26,055 sh
3%

$46,980

$8,365

AIR Communities REIT

1,178,289 sh

-151,989 sh
-11%

$40,922

$82

Sun Communities Inc.

292,774 sh

66,932 sh
30%

$39,129

$12,403

SBA Communications Corp.

151,505 sh

8,128 sh
6%

$38,435

$9,735

Prologis Inc.

257,022 sh

-2,171 sh
-1%

$34,261

$5,177

VICI Properties Inc.

964,710 sh

391,760 sh
68%

$30,755

$14,082

Agree Realty Corp.

404,690 sh

404,690 sh
NEW

$25,475

Equinix Inc.

29,624 sh

-18,601 sh
-39%

$23,859

-$11,165

National Health Investors Inc.

412,052 sh

185,377 sh
82%

$23,013

$11,371

Tanger Factory Outlet Centers Inc.

651,757 sh

-304,350 sh
-32%

$18,067

-$3,541

Hilton Worldwide Holdings Inc

97,083 sh

97,083 sh
NEW

$17,678

Ryman Hospitality Properties Inc.

160,590 sh

-19,740 sh
-11%

$17,675

$2,657

American Homes 4 Rent

378,693 sh

-9,708 sh
-2%

$13,618

$533

SmartRent

3,087,270 sh

-413,449 sh
-12%

$9,848

$711

CBRE Group Inc

27,740 sh

-60,495 sh
-69%

$2,582

-$3,935

Apartment Investment And Management

0 sh

-7,247,927 sh
-100%

-$49,286

Six Flags Entertainment Corp

0 sh

-1,383,986 sh
-100%

-$32,538

Rexford Industrial Realty Inc.

0 sh

-355,117 sh
-100%

-$17,525

Caesars Entertainment Inc.

0 sh

-373,866 sh
-100%

-$17,329