13F HOLDINGS REPORT
Land & Buildings Investment Management, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001880562-24-000004
Total Value
$424.6M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIRST INDL RLTY TR INC | 32054K103 | 808,212 | $38.4M | 9.04% |
| 2 | INVITATION HOMES INC | INVH | 985,840 | $35.4M | 8.33% |
| 3 | SUN CMNTYS INC | 866674104 | 258,146 | $31.1M | 7.32% |
| 4 | EQUINIX INC | EQIX | 40,531 | $30.7M | 7.22% |
| 5 | NATIONAL HEALTH INVS INC | 63633D104 | 417,834 | $28.3M | 6.66% |
| 6 | TANGER INC | SKT | 1,043,287 | $28.3M | 6.66% |
| 7 | AMERICAN HEALTHCARE REIT INC | AHR | 1,797,400 | $26.3M | 6.18% |
| 8 | CBRE GROUP INC | CBRE | 275,643 | $24.6M | 5.78% |
| 9 | OUTFRONT MEDIA INC | OUT | 1,589,091 | $22.7M | 5.35% |
| 10 | KITE RLTY GROUP TR | 49803T300 | 995,400 | $22.3M | 5.25% |
| 11 | EQUITY COMWLTH | 294628102 | 1,144,989 | $22.2M | 5.23% |
| 12 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 197,186 | $19.7M | 4.64% |
| 13 | VENTAS INC | VTR | 372,456 | $19.1M | 4.50% |
| 14 | EQUITY RESIDENTIAL | EQR | 264,320 | $18.3M | 4.32% |
| 15 | VICI PPTYS INC | 925652109 | 639,630 | $18.3M | 4.31% |
| 16 | SMARTRENT INC | SMRT | 5,658,366 | $13.5M | 3.18% |
| 17 | SIMON PPTY GROUP INC NEW | 828806109 | 82,012 | $12.4M | 2.93% |
| 18 | HILTON WORLDWIDE HLDGS INC | HLT | 34,879 | $7.6M | 1.79% |
| 19 | WYNN RESORTS LTD | WYNN | 61,356 | $5.5M | 1.29% |