Land & Buildings 13F filings

Manager(s): Jonathan Litt

Holdings as of 2024-06-30

Filed on 2024-08-14 under CIK 1536520

Company

Investment Type

Change

Value (x$1000)

increase or decrease

First Industrial Realty Trust Inc.

808,212 sh

581,472 sh
256%

$38,398

$26,485

Invitation Homes Inc

985,840 sh

-121,280 sh
-11%

$35,382

-$4,043

Sun Communities Inc.

258,146 sh

-8,780 sh
-3%

$31,065

-$3,256

Equinix Inc.

40,531 sh

-5,460 sh
-12%

$30,666

-$7,292

National Health Investors Inc.

417,834 sh

18,232 sh
5%

$28,300

$3,193

Tanger Factory Outlet Centers Inc.

1,043,287 sh

358,860 sh
52%

$28,284

$8,073

American Healthcare REIT Inc

1,797,400 sh

290,740 sh
19%

$26,260

$4,037

CBRE Group Inc

275,643 sh

-27,397 sh
-9%

$24,563

-$4,905

Outfront Media Inc

1,589,091 sh

1,589,091 sh
NEW

$22,724

Kite Realty Group Trust

995,400 sh

995,400 sh
NEW

$22,277

Equity Commonwealth

1,144,989 sh

-2,032,277 sh
-64%

$22,213

-$37,772

Ryman Hospitality Properties Inc.

197,186 sh

41,160 sh
26%

$19,691

$1,653

Ventas Inc.

372,456 sh

-349,006 sh
-48%

$19,092

-$12,320

Equity Residential

264,320 sh

264,320 sh
NEW

$18,328

VICI Properties Inc.

639,630 sh

79,510 sh
14%

$18,319

$1,633

SmartRent

5,658,366 sh

2,549,856 sh
82%

$13,523

$5,192

Simon Property Group Inc.

82,012 sh

82,012 sh
NEW

$12,449

Hilton Worldwide Holdings Inc

34,879 sh

34,879 sh
NEW

$7,611

Wynn Resorts Ltd

61,356 sh

61,356 sh
NEW

$5,491

AIR Communities REIT COM

0 sh

-1,198,739 sh
-100%

-$38,923

Prologis Inc.

0 sh

-178,942 sh
-100%

-$23,302

Las Vegas Sands Corp

0 sh

-416,500 sh
-100%

-$21,533

Macerich Co.

0 sh

-971,969 sh
-100%

-$16,747

Apartment Investment And Management

0 sh

-132,277 sh
-100%

-$1,083