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Land & Buildings 13F filings

Manager(s): Jonathan Litt

Holdings as of 2023-09-30

Filed on 2023-11-14 under CIK 1536520

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Apartment Investment And Management
7,247,927 sh
-612,491 sh
-8%
$49,286
-$17,685
TRICON CAPITAL GROUPCKR &PRD COMMON
6,199,180 sh
6,199,180 sh
NEW
$45,874
$45,874
AIR Communities REIT
1,330,278 sh
20,441 sh
2%
$40,840
-$6,432
Ventas Inc.
916,557 sh
33,810 sh
4%
$38,615
-$3,112
Equinix Inc.
48,225 sh
48,225 sh
NEW
$35,024
$35,024
Six Flags Entertainment Corp
1,383,986 sh
524,070 sh
61%
$32,538
$10,197
Prologis Inc.
259,193 sh
110,837 sh
75%
$29,084
$10,891
SBA Communications Corp.
143,377 sh
113,130 sh
374%
$28,700
$21,690
Sun Communities Inc.
225,842 sh
-22,120 sh
-9%
$26,726
-$5,623
Tanger Factory Outlet Centers Inc.
956,107 sh
-204,748 sh
-18%
$21,608
-$4,012
Rexford Industrial Realty Inc.
355,117 sh
-224,520 sh
-39%
$17,525
-$12,744
Caesars Entertainment Inc.
373,866 sh
36,886 sh
11%
$17,329
$153
VICI Properties Inc.
572,950 sh
-213,280 sh
-27%
$16,673
-$8,038
Ryman Hospitality Properties Inc.
180,330 sh
180,330 sh
NEW
$15,018
$15,018
American Homes 4 Rent
388,401 sh
-469,659 sh
-55%
$13,085
-$17,333
National Health Investors Inc.
226,675 sh
226,675 sh
NEW
$11,642
$11,642
SmartRent
3,500,719 sh
305,510 sh
10%
$9,137
-$3,101
CBRE Group Inc
88,235 sh
-180,935 sh
-67%
$6,517
-$15,208
Lamar Advertising Co.
0 sh
-317,770 sh
-100%
$0
-$31,539
Public Storage
0 sh
-92,092 sh
-100%
$0
-$26,880
Independence Realty Trust Inc.
0 sh
-516,900 sh
-100%
$0
-$9,418
Host Hotels & Resorts Inc.
0 sh
-540,976 sh
-100%
$0
-$9,105