13F HOLDINGS REPORT
Land & Buildings Investment Management, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001536520-23-000004
Total Value
$475.0M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APARTMENT INVT & MGMT CO | APA | 7,860,418 | $67.0M | 14.10% |
| 2 | APARTMENT INCOME REIT CORP | APA | 1,309,837 | $47.3M | 9.95% |
| 3 | VENTAS INC | VTR | 882,747 | $41.7M | 8.79% |
| 4 | SUN CMNTYS INC | 866674104 | 247,962 | $32.3M | 6.81% |
| 5 | LAMAR ADVERTISING CO NEW | LAMR | 317,770 | $31.5M | 6.64% |
| 6 | AMERICAN HOMES 4 RENT | AMH-PG | 858,060 | $30.4M | 6.40% |
| 7 | REXFORD INDL RLTY INC | 76169C100 | 579,637 | $30.3M | 6.37% |
| 8 | PUBLIC STORAGE | PSA-PS | 92,092 | $26.9M | 5.66% |
| 9 | TANGER FACTORY OUTLET CTRS I | SKT | 1,160,855 | $25.6M | 5.39% |
| 10 | VICI PPTYS INC | 925652109 | 786,230 | $24.7M | 5.20% |
| 11 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 859,916 | $22.3M | 4.70% |
| 12 | CBRE GROUP INC | CBRE | 269,170 | $21.7M | 4.57% |
| 13 | PROLOGIS INC. | PLDGP | 148,356 | $18.2M | 3.83% |
| 14 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 336,980 | $17.2M | 3.62% |
| 15 | SMARTRENT INC | SMRT | 3,195,209 | $12.2M | 2.58% |
| 16 | INDEPENDENCE RLTY TR INC | 45378A106 | 516,900 | $9.4M | 1.98% |
| 17 | HOST HOTELS & RESORTS INC | HST | 540,976 | $9.1M | 1.92% |
| 18 | SBA COMMUNICATIONS CORP NEW | SBAC | 30,247 | $7.0M | 1.48% |