Land & Buildings 13F filings

Manager(s): Jonathan Litt

Holdings as of 2026-03-31

Filed on 2026-05-15 under CIK 1536520

Company

Investment Type

Change

Value (x$1000)

increase or decrease

First Industrial Realty Trust Inc.

863,925 sh

-48,592 sh
-5%

$49,978

-$2,282

Invitation Homes Inc

1,966,673 sh

1,966,673 sh
NEW

$48,872

American Healthcare REIT Inc

1,011,002 sh

-42,204 sh
-4%

$47,679

-$1,885

National Health Investors Inc.

587,247 sh

174,114 sh
42%

$47,485

$15,934

Equinix Inc.

47,263 sh

-10,649 sh
-18%

$46,329

$1,959

Simon Property Group Inc.

217,466 sh

49,949 sh
30%

$40,564

$9,555

Sun Communities Inc.

275,705 sh

-9,776 sh
-3%

$34,728

-$646

Ventas Inc.

367,407 sh

-137,818 sh
-27%

$30,047

-$9,047

Tanger Factory Outlet Centers Inc.

798,915 sh

-27,907 sh
-3%

$27,147

-$444

Ryman Hospitality Properties Inc.

288,277 sh

84,634 sh
42%

$26,599

$7,330

CBRE Group Inc

185,225 sh

57,713 sh
45%

$25,091

$4,588

CURBLINE PPTYS CORP COM

905,072 sh

687,608 sh
316%

$23,342

$18,295

OUTFRONT Media Inc COM

854,194 sh

-387,643 sh
-31%

$22,636

-$7,292

Prologis Inc.

168,836 sh

35,123 sh
26%

$22,317

$5,247

Digital Realty Trust Inc.

114,066 sh

114,066 sh
NEW

$20,556

Gaming and Leisure Properties Inc.

444,623 sh

-125,476 sh
-22%

$19,728

-$5,750

Marriott International Inc

59,766 sh

-3,889 sh
-6%

$19,548

-$200

Lamar Advertising Co.

134,056 sh

134,056 sh
NEW

$16,980

SIX FLAGS ENTERTAINMENT CORP. COM

642,336 sh

-1,100,741 sh
-63%

$11,401

-$15,338

SBA Communications Corp.

60,094 sh

60,094 sh
NEW

$10,343

Centerspace

0 sh

-828,398 sh
-100%

-$55,271

National Storage Affiliates Trust

0 sh

-1,314,463 sh
-100%

-$37,081

American Homes 4 Rent

0 sh

-1,079,778 sh
-100%

-$34,661