13F HOLDINGS REPORT
Land & Buildings Investment Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001536520-25-000002
Total Value
$493.6M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERICAN HEALTHCARE REIT INC | AHR | 1,559,204 | $44.3M | 8.98% |
| 2 | VENTAS, INC. | VTR | 694,376 | $40.9M | 8.28% |
| 3 | EQUINIX, INC. REIT | EQIX | 41,472 | $39.1M | 7.92% |
| 4 | FIRST INDUSTRIAL REALTY TRUST, INC. | 32054K103 | 696,441 | $34.9M | 7.07% |
| 5 | TANGER INC | SKT | 974,174 | $33.2M | 6.74% |
| 6 | KITE REALTY GROUP TRUST | 49803T300 | 1,284,162 | $32.4M | 6.57% |
| 7 | NATIONAL HEALTH INVESTORS, INC. | 63633D104 | 467,056 | $32.4M | 6.56% |
| 8 | APARTMENT INVESTMENT AND MANAGEMENT COMPANY | APA | 3,074,160 | $27.9M | 5.66% |
| 9 | AMERICAN HOMES 4 RENT LLC | AMH-PG | 737,850 | $27.6M | 5.59% |
| 10 | MARRIOTT INTERNATIONAL, INC CLASS A | 571903202 | 94,880 | $26.5M | 5.36% |
| 11 | CBRE GROUP, INC. CLASS A | CBRE | 190,478 | $25.0M | 5.07% |
| 12 | SIMON PROPERTY GROUP INC | 828806109 | 134,376 | $23.1M | 4.69% |
| 13 | OUTFRONT MEDIA INC. | OUT | 1,235,835 | $21.9M | 4.44% |
| 14 | SUN COMMUNITIES, INC | 866674104 | 158,132 | $19.4M | 3.94% |
| 15 | XENIA HOTELS & RESORTS, INC. | XHR | 1,078,910 | $16.0M | 3.25% |
| 16 | AMERICAN TOWER CORPORATION | 03027X100 | 62,807 | $11.5M | 2.33% |
| 17 | EQUITY RESIDENTIAL | EQR | 158,729 | $11.4M | 2.31% |
| 18 | DIGITAL REALTY TRUST, INC. | 253868103 | 54,870 | $9.7M | 1.97% |
| 19 | VICI PROPERTIES INC. | 925652109 | 314,561 | $9.2M | 1.86% |
| 20 | SMARTRENT, INC. | SMRT | 3,990,266 | $7.0M | 1.41% |