Q4 2024 · 13F-HR
Land & Buildings Investment Management, LLCholdings as filed
Filed 2025-02-14 · accession 0001536520-25-000002
$493.6M
Reported value
20
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 398182303 | AHR | AMERICAN HEALTHCARE REIT INC | $44.3M | 8.98% | 1,559,204 | Common | SOLE |
| 92276F100 | VTR | VENTAS, INC. | $40.9M | 8.28% | 694,376 | Common | SOLE |
| 29444U700 | EQIX | EQUINIX, INC. REIT | $39.1M | 7.92% | 41,472 | Common | SOLE |
| 32054K103 | FR | FIRST INDUSTRIAL REALTY TRUST, INC. | $34.9M | 7.07% | 696,441 | Common | SOLE |
| 875465106 | SKT | TANGER INC | $33.2M | 6.74% | 974,174 | Common | SOLE |
| 49803T300 | KRG | KITE REALTY GROUP TRUST | $32.4M | 6.57% | 1,284,162 | Common | SOLE |
| 63633D104 | NHI | NATIONAL HEALTH INVESTORS, INC. | $32.4M | 6.56% | 467,056 | Common | SOLE |
| 03748R747 | AIV | APARTMENT INVESTMENT AND MANAGEMENT COMPANY | $27.9M | 5.66% | 3,074,160 | Common | SOLE |
| 02665T306 | AMH | AMERICAN HOMES 4 RENT LLC | $27.6M | 5.59% | 737,850 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTERNATIONAL, INC CLASS A | $26.5M | 5.36% | 94,880 | Common | SOLE |
| 12504L109 | CBRE | CBRE GROUP, INC. CLASS A | $25.0M | 5.07% | 190,478 | Common | SOLE |
| 828806109 | SPG | SIMON PROPERTY GROUP INC | $23.1M | 4.69% | 134,376 | Common | SOLE |
| 69007J106 | — | OUTFRONT MEDIA INC. | $21.9M | 4.44% | 1,235,835 | Common | SOLE |
| 866674104 | SUI | SUN COMMUNITIES, INC | $19.4M | 3.94% | 158,132 | Common | SOLE |
| 984017103 | XHR | XENIA HOTELS & RESORTS, INC. | $16.0M | 3.25% | 1,078,910 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORPORATION | $11.5M | 2.33% | 62,807 | Common | SOLE |
| 29476L107 | EQR | EQUITY RESIDENTIAL | $11.4M | 2.31% | 158,729 | Common | SOLE |
| 253868103 | DLR | DIGITAL REALTY TRUST, INC. | $9.7M | 1.97% | 54,870 | Common | SOLE |
| 925652109 | VICI | VICI PROPERTIES INC. | $9.2M | 1.86% | 314,561 | Common | SOLE |
| 83193G107 | SMRT | SMARTRENT, INC. | $7.0M | 1.41% | 3,990,266 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.