Land & Buildings 13F filings

Manager(s): Jonathan Litt

Holdings as of 2024-09-30

Filed on 2024-11-14 under CIK 1536520

Company

Investment Type

Change

Value (x$1000)

increase or decrease

First Industrial Realty Trust Inc.

823,962 sh

15,750 sh
2%

$46,125

$7,727

American Healthcare REIT Inc

1,525,015 sh

-272,385 sh
-15%

$39,803

$13,543

Equinix Inc.

42,922 sh

2,391 sh
6%

$38,099

$7,433

Ventas Inc.

551,696 sh

179,240 sh
48%

$35,380

$16,288

Tanger Factory Outlet Centers Inc.

1,051,064 sh

7,777 sh
1%

$34,874

$6,590

Kite Realty Group Trust

1,283,832 sh

288,432 sh
29%

$34,099

$11,822

VICI Properties Inc.

982,302 sh

342,672 sh
54%

$32,720

$14,401

Sun Communities Inc.

227,942 sh

-30,204 sh
-12%

$30,806

-$259

UDR Inc.

634,225 sh

634,225 sh
NEW

$28,756

Outfront Media Inc

1,525,045 sh

-64,046 sh
-4%

$28,030

$5,306

CBRE Group Inc

201,023 sh

-74,620 sh
-27%

$25,023

$460

American Tower Corp.

96,937 sh

96,937 sh
NEW

$22,544

National Health Investors Inc.

223,057 sh

-194,777 sh
-47%

$18,750

-$9,550

Invitation Homes Inc

470,972 sh

-514,868 sh
-52%

$16,606

-$18,776

Apartment Investment And Management

1,735,239 sh

1,735,239 sh
NEW

$15,687

Xenia Hotels & Resorts Inc.

1,026,410 sh

1,026,410 sh
NEW

$15,160

Marriott International Inc

60,860 sh

60,860 sh
NEW

$15,130

SmartRent

3,822,438 sh

-1,835,928 sh
-32%

$6,613

-$6,910

Simon Property Group Inc.

29,300 sh

-52,712 sh
-64%

$4,952

-$7,497

Equity Commonwealth

0 sh

-1,144,989 sh
-100%

-$22,213

Ryman Hospitality Properties Inc.

0 sh

-197,186 sh
-100%

-$19,691

Equity Residential

0 sh

-264,320 sh
-100%

-$18,328

Hilton Worldwide Holdings Inc

0 sh

-34,879 sh
-100%

-$7,611

Wynn Resorts Ltd

0 sh

-61,356 sh
-100%

-$5,491