Land & Buildings 13F filings

Manager(s): Jonathan Litt

Holdings as of 2025-06-30

Filed on 2025-08-14 under CIK 1536520

Company

Investment Type

Change

Value (x$1000)

increase or decrease

American Healthcare REIT Inc

1,079,153 sh

-67,850 sh
-6%

$39,648

$4,894

First Industrial Realty Trust Inc.

765,911 sh

121,720 sh
19%

$36,863

$2,102

National Health Investors Inc.

459,966 sh

-126,980 sh
-22%

$32,253

-$11,099

Ventas Inc.

489,415 sh

55,489 sh
13%

$30,907

$1,070

American Homes 4 Rent

789,900 sh

-90,690 sh
-10%

$28,492

-$4,803

Equinix Inc.

35,582 sh

6,290 sh
21%

$28,304

$4,421

Marriott International Inc

103,505 sh

12,325 sh
14%

$28,279

$6,560

Extra Space Storage Inc.

180,402 sh

-26,490 sh
-13%

$26,598

-$4,123

Gaming and Leisure Properties Inc.

540,520 sh

540,520 sh
NEW

$25,231

Sun Communities Inc.

193,747 sh

10,495 sh
6%

$24,507

$933

OUTFRONT Media Inc COM

1,434,776 sh

398,091 sh
38%

$23,416

$6,684

Simon Property Group Inc.

144,045 sh

17,910 sh
14%

$23,157

$2,208

CBRE Group Inc

164,947 sh

37,418 sh
29%

$23,112

$6,434

Tanger Factory Outlet Centers Inc.

736,441 sh

128,060 sh
21%

$22,520

$1,963

Rexford Industrial Realty Inc.

561,113 sh

561,113 sh
NEW

$19,959

Centerspace

305,166 sh

305,166 sh
NEW

$18,368

Kite Realty Group Trust

806,852 sh

$18,275

DR Horton Inc.

139,159 sh

139,159 sh
NEW

$17,940

American Tower Corp.

78,538 sh

-6,859 sh
-8%

$17,358

-$1,224

Ryman Hospitality Properties Inc.

102,347 sh

102,347 sh
NEW

$10,099

Equity Residential

85,707 sh

-303,642 sh
-78%

$5,784

-$22,086

Apartment Investment And Management

0 sh

-3,142,232 sh
-100%

-$27,652

VICI Properties Inc.

0 sh

-465,831 sh
-100%

-$15,195

Elme Communities

0 sh

-546,653 sh
-100%

-$9,512

SmartRent

0 sh

-4,076,738 sh
-100%

-$4,933