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

Extra Space Storage Inc.

206,892 sh

206,892 sh
NEW

$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

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

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

SmartRent

4,076,738 sh

254,300 sh
7%

$4,933

-$1,680

UDR Inc.

0 sh

-634,225 sh
-100%

-$28,756

Outfront Media Inc

0 sh

-1,525,045 sh
-100%

-$28,030

Invitation Homes Inc

0 sh

-470,972 sh
-100%

-$16,606

Xenia Hotels & Resorts Inc.

0 sh

-1,026,410 sh
-100%

-$15,160