Land & Buildings 13F filings

Manager(s): Jonathan Litt

Holdings as of 2026-06-30

Filed on 2026-08-14 under CIK 1536520

Company

Investment Type

Change

Value (x$1000)

increase or decrease

American Healthcare REIT Inc

1,100,637 sh

89,635 sh
9%

$57,398

$9,719

Simon Property Group Inc.

216,348 sh

-1,118 sh
-1%

$48,386

$7,822

First Industrial Realty Trust Inc.

781,077 sh

-82,848 sh
-10%

$47,888

-$2,090

Blackstone Digital Infrastructure Trust, Inc. STOCK

2,191,636 sh

2,191,636 sh
NEW

$47,405

Ventas Inc.

527,994 sh

160,587 sh
44%

$46,886

$16,839

Invitation Homes Inc

1,404,199 sh

-562,474 sh
-29%

$42,421

-$6,451

Sun Communities Inc.

310,187 sh

34,482 sh
13%

$37,195

$2,467

CURBLINE PPTYS CORP COM

1,094,291 sh

189,219 sh
21%

$33,266

$9,924

Equinix Inc.

31,249 sh

-16,014 sh
-34%

$32,574

-$13,755

Tanger Factory Outlet Centers Inc.

794,927 sh

-3,988 sh
0%

$31,376

$4,229

CBRE Group Inc

185,199 sh

-26 sh
0%

$24,944

-$147

Digital Realty Trust Inc.

135,266 sh

21,200 sh
19%

$24,291

$3,735

OUTFRONT Media Inc COM

735,386 sh

-118,808 sh
-14%

$24,091

$1,455

Marriott International Inc

59,308 sh

-458 sh
-1%

$21,979

$2,431

Lamar Advertising Co.

122,160 sh

-11,896 sh
-9%

$19,055

$2,075

Ryman Hospitality Properties Inc.

144,125 sh

-144,152 sh
-50%

$18,527

-$8,072

DR Horton Inc.

113,257 sh

113,257 sh
NEW

$18,447

VICI Properties Inc.

207,555 sh

207,555 sh
NEW

$5,511

Douglas Emmett Inc.

153,017 sh

153,017 sh
NEW

$1,806

National Health Investors Inc.

0 sh

-587,247 sh
-100%

-$47,485

Prologis Inc.

0 sh

-168,836 sh
-100%

-$22,317

Gaming and Leisure Properties Inc.

0 sh

-444,623 sh
-100%

-$19,728

SIX FLAGS ENTERTAINMENT CORP. COM

0 sh

-642,336 sh
-100%

-$11,401

SBA Communications Corp.

0 sh

-60,094 sh
-100%

-$10,343