13F HOLDINGS REPORT
Land & Buildings Investment Management, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001536520-23-000005
Total Value
$455.2M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APARTMENT INVESTMENT AND MANAGEMENT COMPANY | APA | 7,247,927 | $49.3M | 10.83% |
| 2 | TRICON RESIDENTIAL INC | 89612W102 | 6,199,180 | $45.9M | 10.08% |
| 3 | APARTMENT INCOME REIT CORP | APA | 1,330,278 | $40.8M | 8.97% |
| 4 | VENTAS, INC. | VTR | 916,557 | $38.6M | 8.48% |
| 5 | EQUINIX, INC. REIT | EQIX | 48,225 | $35.0M | 7.69% |
| 6 | SIX FLAGS ENTERTAINMENT CORPORATION | 83001A102 | 1,383,986 | $32.5M | 7.15% |
| 7 | PROLOGIS INC | PLDGP | 259,193 | $29.1M | 6.39% |
| 8 | SBA COMMUNICATIONS CORPORATION | SBAC | 143,377 | $28.7M | 6.30% |
| 9 | SUN COMMUNITIES, INC | 866674104 | 225,842 | $26.7M | 5.87% |
| 10 | TANGER FACTORY OUTLET CENTERS, INC. | SKT | 956,107 | $21.6M | 4.75% |
| 11 | REXFORD INDL RLTY INC | 76169C100 | 355,117 | $17.5M | 3.85% |
| 12 | CAESARS ENTERTAINMENT INC | 12769G100 | 373,866 | $17.3M | 3.81% |
| 13 | VICI PROPERTIES INC. | 925652109 | 572,950 | $16.7M | 3.66% |
| 14 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 180,330 | $15.0M | 3.30% |
| 15 | AMERICAN HOMES 4 RENT LLC | AMH-PG | 388,401 | $13.1M | 2.87% |
| 16 | NATIONAL HEALTH INVESTORS, INC. | 63633D104 | 226,675 | $11.6M | 2.56% |
| 17 | SMARTRENT, INC. | SMRT | 3,500,719 | $9.1M | 2.01% |
| 18 | CBRE GROUP, INC. CLASS A | CBRE | 88,235 | $6.5M | 1.43% |