13F HOLDINGS REPORT
Land & Buildings Investment Management, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001578621-24-000006
Total Value
$456.7M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EQUITY COMMONWEALTH | 294628102 | 3,177,266 | $60.0M | 13.14% |
| 2 | INVITATION HOMES INC. | INVH | 1,107,120 | $39.4M | 8.63% |
| 3 | APARTMENT INCOME REIT CORP | APA | 1,198,739 | $38.9M | 8.52% |
| 4 | EQUINIX, INC. REIT | EQIX | 45,991 | $38.0M | 8.31% |
| 5 | SUN COMMUNITIES, INC | 866674104 | 266,926 | $34.3M | 7.52% |
| 6 | VENTAS, INC. | VTR | 721,462 | $31.4M | 6.88% |
| 7 | CBRE GROUP, INC. CLASS A | CBRE | 303,040 | $29.5M | 6.45% |
| 8 | NATIONAL HEALTH INVESTORS, INC. | 63633D104 | 399,602 | $25.1M | 5.50% |
| 9 | PROLOGIS INC | PLDGP | 178,942 | $23.3M | 5.10% |
| 10 | GRIFFIN AMERICAN HELTHCAR REIT | AHR | 1,506,660 | $22.2M | 4.87% |
| 11 | LAS VEGAS SANDS CORP. | LVS | 416,500 | $21.5M | 4.72% |
| 12 | TANGER INC | SKT | 684,427 | $20.2M | 4.43% |
| 13 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 156,026 | $18.0M | 3.95% |
| 14 | MACERICH COMPANY | MAC | 971,969 | $16.7M | 3.67% |
| 15 | VICI PROPERTIES INC. | 925652109 | 560,120 | $16.7M | 3.65% |
| 16 | FIRST INDUSTRIAL REALTY TRUST, INC. | 32054K103 | 226,740 | $11.9M | 2.61% |
| 17 | SMARTRENT, INC. | SMRT | 3,108,510 | $8.3M | 1.82% |
| 18 | APARTMENT INVESTMENT AND MANAGEMENT COMPANY | APA | 132,277 | $1.1M | 0.24% |