Land & Buildings 13F filings

Manager(s): Jonathan Litt

Holdings as of 2025-09-30

Filed on 2025-11-14 under CIK 1536520

Company

Investment Type

Change

Value (x$1000)

increase or decrease

American Healthcare REIT Inc

1,151,953 sh

72,800 sh
7%

$48,394

$8,746

Simon Property Group Inc.

206,225 sh

62,180 sh
43%

$38,702

$15,545

First Industrial Realty Trust Inc.

710,521 sh

-55,390 sh
-7%

$36,571

-$292

Ventas Inc.

522,115 sh

32,700 sh
7%

$36,543

$5,636

SIX FLAGS ENTERTAINMENT CORP. COM

1,585,580 sh

1,585,580 sh
NEW

$36,024

Centerspace

599,252 sh

294,086 sh
96%

$35,296

$16,928

National Health Investors Inc.

435,866 sh

-24,100 sh
-5%

$34,651

$2,398

American Homes 4 Rent

980,985 sh

191,085 sh
24%

$32,618

$4,126

Tanger Factory Outlet Centers Inc.

902,401 sh

165,960 sh
23%

$30,537

$8,017

Sun Communities Inc.

234,797 sh

41,050 sh
21%

$30,289

$5,782

Equinix Inc.

31,865 sh

-3,717 sh
-10%

$24,958

-$3,346

Prologis Inc.

209,960 sh

209,960 sh
NEW

$24,045

CBRE Group Inc

142,339 sh

-22,608 sh
-14%

$22,427

-$685

Gaming and Leisure Properties Inc.

441,882 sh

-98,638 sh
-18%

$20,596

-$4,635

Extra Space Storage Inc.

137,562 sh

-42,840 sh
-24%

$19,388

-$7,210

Marriott International Inc

74,077 sh

-29,428 sh
-28%

$19,293

-$8,986

OUTFRONT Media Inc COM

951,148 sh

-483,628 sh
-34%

$17,425

-$5,991

Crown Castle International Corp.

129,800 sh

129,800 sh
NEW

$12,524

Ryman Hospitality Properties Inc.

106,776 sh

4,429 sh
4%

$9,566

-$533

Empire State Realty Trust Inc.

1,014,676 sh

1,014,676 sh
NEW

$7,772

AvalonBay Communities Inc.

19,248 sh

19,248 sh
NEW

$3,718

UDR Inc.

95,892 sh

95,892 sh
NEW

$3,573

Rexford Industrial Realty Inc.

0 sh

-561,113 sh
-100%

-$19,959

Kite Realty Group Trust

0 sh

-806,852 sh
-100%

-$18,275

DR Horton Inc.

0 sh

-139,159 sh
-100%

-$17,940

American Tower Corp.

0 sh

-78,538 sh
-100%

-$17,358

Equity Residential

0 sh

-85,707 sh
-100%

-$5,784