Land & Buildings 13F filings

Manager(s): Jonathan Litt

Holdings as of 2025-12-31

Filed on 2026-02-17 under CIK 1536520

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Centerspace

828,398 sh

229,146 sh
38%

$55,271

$19,975

First Industrial Realty Trust Inc.

912,517 sh

201,996 sh
28%

$52,260

$15,689

American Healthcare REIT Inc

1,053,206 sh

-98,747 sh
-9%

$49,564

$1,170

Equinix Inc.

57,912 sh

26,047 sh
82%

$44,370

$19,412

Ventas Inc.

505,225 sh

-16,890 sh
-3%

$39,094

$2,551

National Storage Affiliates Trust

1,314,463 sh

1,314,463 sh
NEW

$37,081

Sun Communities Inc.

285,481 sh

50,684 sh
22%

$35,374

$5,085

American Homes 4 Rent

1,079,778 sh

98,793 sh
10%

$34,661

$2,043

National Health Investors Inc.

413,133 sh

-22,733 sh
-5%

$31,551

-$3,100

Simon Property Group Inc.

167,517 sh

-38,708 sh
-19%

$31,009

-$7,693

OUTFRONT Media Inc COM

1,241,837 sh

290,689 sh
31%

$29,928

$12,503

Tanger Factory Outlet Centers Inc.

826,822 sh

-75,579 sh
-8%

$27,591

-$2,946

SIX FLAGS ENTERTAINMENT CORP. COM

1,743,077 sh

157,497 sh
10%

$26,739

-$9,285

Gaming and Leisure Properties Inc.

570,099 sh

128,217 sh
29%

$25,478

$4,882

CBRE Group Inc

127,512 sh

-14,827 sh
-10%

$20,503

-$1,924

Marriott International Inc

63,655 sh

-10,422 sh
-14%

$19,748

$455

Ryman Hospitality Properties Inc.

203,643 sh

96,867 sh
91%

$19,269

$9,703

Prologis Inc.

133,713 sh

-76,247 sh
-36%

$17,070

-$6,975

CURBLINE PPTYS CORP COM

217,464 sh

217,464 sh
NEW

$5,047

Extra Space Storage Inc.

0 sh

-137,562 sh
-100%

-$19,388

Crown Castle International Corp.

0 sh

-129,800 sh
-100%

-$12,524

Empire State Realty Trust Inc.

0 sh

-1,014,676 sh
-100%

-$7,772

AvalonBay Communities Inc.

0 sh

-19,248 sh
-100%

-$3,718

UDR Inc.

0 sh

-95,892 sh
-100%

-$3,573