Land & Buildings Investment Management as of Sept. 30, 2023
Portfolio Holdings for Land & Buildings Investment Management
Land & Buildings Investment Management holds 18 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apartment Investment And Management Company Cl A (AIV) | 10.8 | $49M | 7.2M | 6.80 | |
| Tricon Capital Groupco L (TCN) | 10.1 | $46M | 6.2M | 7.40 | |
| Apartment Income Reit Corp (AIRC) | 9.0 | $41M | 1.3M | 30.70 | |
| Ventas (VTR) | 8.5 | $39M | 917k | 42.13 | |
| Equinix (EQIX) | 7.7 | $35M | 48k | 726.26 | |
| Six Flags Entertainment (SIX) | 7.1 | $33M | 1.4M | 23.51 | |
| Prologis (PLD) | 6.4 | $29M | 259k | 112.21 | |
| Sba Communications Corporation Cl A (SBAC) | 6.3 | $29M | 143k | 200.17 | |
| Sun Communities (SUI) | 5.9 | $27M | 226k | 118.34 | |
| Tanger Factory Outlet Centers (SKT) | 4.7 | $22M | 956k | 22.60 | |
| Rexford Industrial Realty Inc reit (REXR) | 3.8 | $18M | 355k | 49.35 | |
| Caesars Entertainment (CZR) | 3.8 | $17M | 374k | 46.35 | |
| Vici Pptys (VICI) | 3.7 | $17M | 573k | 29.10 | |
| Ryman Hospitality Pptys (RHP) | 3.3 | $15M | 180k | 83.28 | |
| American Homes 4 Rent Cl A (AMH) | 2.9 | $13M | 388k | 33.69 | |
| National Health Investors (NHI) | 2.6 | $12M | 227k | 51.36 | |
| Smartrent Com Cl A (SMRT) | 2.0 | $9.1M | 3.5M | 2.61 | |
| Cbre Group, Inc. Class A Cl A (CBRE) | 1.4 | $6.5M | 88k | 73.86 |
