Land & Buildings Investment Management as of Sept. 30, 2020
Portfolio Holdings for Land & Buildings Investment Management
Land & Buildings Investment Management holds 20 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apartment Invt & Mgmt Cl A | 12.8 | $70M | 2.1M | 33.72 | |
| American Campus Communities | 8.8 | $48M | 1.4M | 34.92 | |
| Sba Communications Corp Cl A (SBAC) | 8.2 | $45M | 140k | 318.48 | |
| American Homes 4 Rent Cl A (AMH) | 7.6 | $42M | 1.5M | 28.48 | |
| Qts Rlty Tr Com Cl A | 6.9 | $37M | 594k | 63.02 | |
| D.R. Horton (DHI) | 6.7 | $36M | 481k | 75.63 | |
| Vareit, Inc reits | 6.0 | $33M | 5.1M | 6.50 | |
| Americold Rlty Tr (COLD) | 5.5 | $30M | 841k | 35.75 | |
| First Industrial Realty Trust (FR) | 5.1 | $28M | 695k | 39.80 | |
| Vici Pptys (VICI) | 4.9 | $27M | 1.1M | 23.37 | |
| Crown Castle Intl (CCI) | 4.8 | $26M | 157k | 166.50 | |
| Outfront Media (OUT) | 4.5 | $25M | 1.7M | 14.55 | |
| Invitation Homes (INVH) | 4.0 | $22M | 776k | 27.99 | |
| Ventas (VTR) | 3.5 | $19M | 460k | 41.96 | |
| Equinix (EQIX) | 3.3 | $18M | 24k | 760.12 | |
| Apple Hospitality Reit Com New (APLE) | 2.8 | $15M | 1.6M | 9.61 | |
| Redfin Corp (RDFN) | 2.6 | $14M | 284k | 49.93 | |
| MGM Resorts International. (MGM) | 1.0 | $5.4M | 249k | 21.75 | |
| Epr Pptys Com Sh Ben Int (EPR) | 0.7 | $4.1M | 147k | 27.50 | |
| Brookdale Senior Living (BKD) | 0.2 | $1.2M | 486k | 2.54 |
