Q3 2024 · 13F-HR
Land & Buildings Investment Management, LLCholdings as filed
Filed 2024-11-14 · accession 0002023551-24-000004
$489.2M
Reported value
19
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 32054K103 | FR | FIRST INDUSTRIAL REALTY TRUST, INC. | $46.1M | 9.43% | 823,962 | Common | SOLE |
| 398182303 | AHR | AMERICAN HEALTHCARE REIT INC | $39.8M | 8.14% | 1,525,015 | Common | SOLE |
| 29444U700 | EQIX | EQUINIX, INC. REIT | $38.1M | 7.79% | 42,922 | Common | SOLE |
| 92276F100 | VTR | VENTAS, INC. | $35.4M | 7.23% | 551,696 | Common | SOLE |
| 875465106 | SKT | TANGER INC | $34.9M | 7.13% | 1,051,064 | Common | SOLE |
| 49803T300 | KRG | KITE REALTY GROUP TRUST | $34.1M | 6.97% | 1,283,832 | Common | SOLE |
| 925652109 | VICI | VICI PROPERTIES INC. | $32.7M | 6.69% | 982,302 | Common | SOLE |
| 866674104 | SUI | SUN COMMUNITIES, INC | $30.8M | 6.30% | 227,942 | Common | SOLE |
| 902653104 | UDR | UDR INC | $28.8M | 5.88% | 634,225 | Common | SOLE |
| 69007J106 | — | OUTFRONT MEDIA INC. | $28.0M | 5.73% | 1,525,045 | Common | SOLE |
| 12504L109 | CBRE | CBRE GROUP, INC. CLASS A | $25.0M | 5.12% | 201,023 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORPORATION | $22.5M | 4.61% | 96,937 | Common | SOLE |
| 63633D104 | NHI | NATIONAL HEALTH INVESTORS, INC. | $18.8M | 3.83% | 223,057 | Common | SOLE |
| 46187W107 | INVH | INVITATION HOMES INC. | $16.6M | 3.39% | 470,972 | Common | SOLE |
| 03748R747 | AIV | APARTMENT INVESTMENT AND MANAGEMENT COMPANY | $15.7M | 3.21% | 1,735,239 | Common | SOLE |
| 984017103 | XHR | XENIA HOTELS & RESORTS, INC. | $15.2M | 3.10% | 1,026,410 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTERNATIONAL, INC CLASS A | $15.1M | 3.09% | 60,860 | Common | SOLE |
| 83193G107 | SMRT | SMARTRENT, INC. | $6.6M | 1.35% | 3,822,438 | Common | SOLE |
| 828806109 | SPG | SIMON PROPERTY GROUP INC | $5.0M | 1.01% | 29,300 | 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.