Land & Buildings 13F filings

Manager(s): Jonathan Litt

Holdings as of 2024-03-31

Filed on 2024-05-15 under CIK 1536520

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Equity Commonwealth

3,177,266 sh

3,177,266 sh
NEW

$59,985

Invitation Homes Inc

1,107,120 sh

1,107,120 sh
NEW

$39,425

AIR Communities REIT COM

1,198,739 sh

20,450 sh
2%

$38,923

-$1,999

Equinix Inc.

45,991 sh

16,367 sh
55%

$37,958

$14,099

Sun Communities Inc.

266,926 sh

-25,848 sh
-9%

$34,321

-$4,808

Ventas Inc.

721,462 sh

-221,150 sh
-23%

$31,412

-$15,568

CBRE Group Inc

303,040 sh

275,300 sh
992%

$29,468

$26,886

National Health Investors Inc.

399,602 sh

-12,450 sh
-3%

$25,107

$2,094

Prologis Inc.

178,942 sh

-78,080 sh
-30%

$23,302

-$10,959

AMERICAN HEALTHCARE REIT INC Common Stock

1,506,660 sh

1,506,660 sh
NEW

$22,223

Las Vegas Sands Corp

416,500 sh

416,500 sh
NEW

$21,533

Tanger Factory Outlet Centers Inc.

684,427 sh

32,670 sh
5%

$20,211

$2,144

Ryman Hospitality Properties Inc.

156,026 sh

-4,564 sh
-3%

$18,038

$363

Macerich Co.

971,969 sh

971,969 sh
NEW

$16,747

VICI Properties Inc.

560,120 sh

-404,590 sh
-42%

$16,686

-$14,069

First Industrial Realty Trust Inc.

226,740 sh

226,740 sh
NEW

$11,913

SmartRent

3,108,510 sh

21,240 sh
1%

$8,331

-$1,517

Apartment Investment And Management

132,277 sh

132,277 sh
NEW

$1,083

TRICON CAPITAL GROUPCKR &PRD COMMON

0 sh

-5,800,314 sh
-100%

-$52,783

SBA Communications Corp.

0 sh

-151,505 sh
-100%

-$38,435

Agree Realty Corp.

0 sh

-404,690 sh
-100%

-$25,475

Hilton Worldwide Holdings Inc

0 sh

-97,083 sh
-100%

-$17,678

American Homes 4 Rent

0 sh

-378,693 sh
-100%

-$13,618