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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
$59,985
Invitation Homes Inc
1,107,120 sh
1,107,120 sh
NEW
$39,425
$39,425
AIR Communities REIT
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
$22,223
Las Vegas Sands Corp
416,500 sh
416,500 sh
NEW
$21,533
$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
$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
$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
$1,083
TRICON CAPITAL GROUPCKR &PRD COMMON
0 sh
-5,800,314 sh
-100%
$0
-$52,783
SBA Communications Corp.
0 sh
-151,505 sh
-100%
$0
-$38,435
Agree Realty Corp.
0 sh
-404,690 sh
-100%
$0
-$25,475
Hilton Worldwide Holdings Inc
0 sh
-97,083 sh
-100%
$0
-$17,678
American Homes 4 Rent
0 sh
-378,693 sh
-100%
$0
-$13,618