Land & Buildings 13F filings

Manager(s): Jonathan Litt

Holdings as of 2023-09-30

Filed on 2023-11-14 under CIK 1536520

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Apartment Investment And Management

7,247,927 sh

-612,491 sh
-8%

$49,286

-$17,685

TRICON CAPITAL GROUPCKR &PRD COMMON

6,199,180 sh

6,199,180 sh
NEW

$45,874

AIR Communities REIT

1,330,278 sh

20,441 sh
2%

$40,840

-$6,432

Ventas Inc.

916,557 sh

33,810 sh
4%

$38,615

-$3,112

Equinix Inc.

48,225 sh

48,225 sh
NEW

$35,024

Six Flags Entertainment Corp

1,383,986 sh

524,070 sh
61%

$32,538

$10,197

Prologis Inc.

259,193 sh

110,837 sh
75%

$29,084

$10,891

SBA Communications Corp.

143,377 sh

113,130 sh
374%

$28,700

$21,690

Sun Communities Inc.

225,842 sh

-22,120 sh
-9%

$26,726

-$5,623

Tanger Factory Outlet Centers Inc.

956,107 sh

-204,748 sh
-18%

$21,608

-$4,012

Rexford Industrial Realty Inc.

355,117 sh

-224,520 sh
-39%

$17,525

-$12,744

Caesars Entertainment Inc.

373,866 sh

36,886 sh
11%

$17,329

$153

VICI Properties Inc.

572,950 sh

-213,280 sh
-27%

$16,673

-$8,038

Ryman Hospitality Properties Inc.

180,330 sh

180,330 sh
NEW

$15,018

American Homes 4 Rent

388,401 sh

-469,659 sh
-55%

$13,085

-$17,333

National Health Investors Inc.

226,675 sh

226,675 sh
NEW

$11,642

SmartRent

3,500,719 sh

305,510 sh
10%

$9,137

-$3,101

CBRE Group Inc

88,235 sh

-180,935 sh
-67%

$6,517

-$15,208

Lamar Advertising Co.

0 sh

-317,770 sh
-100%

-$31,539

Public Storage

0 sh

-92,092 sh
-100%

-$26,880

Independence Realty Trust Inc.

0 sh

-516,900 sh
-100%

-$9,418

Host Hotels & Resorts Inc.

0 sh

-540,976 sh
-100%

-$9,105