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Land & Buildings 13F filings

Manager(s): Jonathan Litt

Holdings as of 2025-03-31

Filed on 2025-05-15 under CIK 1536520

Company
Investment Type
Change
Value (x$1000)
increase or decrease
National Health Investors Inc.
586,946 sh
363,889 sh
163%
$43,352
$24,602
First Industrial Realty Trust Inc.
644,191 sh
-179,771 sh
-22%
$34,761
-$11,364
American Healthcare REIT Inc
1,147,003 sh
-378,012 sh
-25%
$34,754
-$5,049
American Homes 4 Rent
880,590 sh
880,590 sh
NEW
$33,295
$33,295
Extra Space Storage Inc.
206,892 sh
206,892 sh
NEW
$30,721
$30,721
Ventas Inc.
433,926 sh
-117,770 sh
-21%
$29,837
-$5,543
Equity Residential
389,349 sh
389,349 sh
NEW
$27,870
$27,870
Apartment Investment And Management
3,142,232 sh
1,406,993 sh
81%
$27,652
$11,965
Equinix Inc.
29,292 sh
-13,630 sh
-32%
$23,883
-$14,216
Sun Communities Inc.
183,252 sh
-44,690 sh
-20%
$23,574
-$7,232
Marriott International Inc
91,180 sh
30,320 sh
50%
$21,719
$6,589
Simon Property Group Inc.
126,135 sh
96,835 sh
330%
$20,949
$15,997
Tanger Factory Outlet Centers Inc.
608,381 sh
-442,683 sh
-42%
$20,557
-$14,317
American Tower Corp.
85,397 sh
-11,540 sh
-12%
$18,582
-$3,962
Kite Realty Group Trust
806,852 sh
-476,980 sh
-37%
$18,049
-$16,050
OUTFRONT Media Inc COM
1,036,685 sh
1,036,685 sh
NEW
$16,732
$16,732
CBRE Group Inc
127,529 sh
-73,494 sh
-37%
$16,678
-$8,345
VICI Properties Inc.
465,831 sh
-516,471 sh
-53%
$15,195
-$17,525
Elme Communities
546,653 sh
546,653 sh
NEW
$9,512
$9,512
SmartRent
4,076,738 sh
254,300 sh
7%
$4,933
-$1,680
UDR Inc.
0 sh
-634,225 sh
-100%
$0
-$28,756
Outfront Media Inc
0 sh
-1,525,045 sh
-100%
$0
-$28,030
Invitation Homes Inc
0 sh
-470,972 sh
-100%
$0
-$16,606
Xenia Hotels & Resorts Inc.
0 sh
-1,026,410 sh
-100%
$0
-$15,160