Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
TRICON RESIDENTIAL INC | 5,800,314 | -398,866 | $52,783 |
TCN | 5,800,314 | -398,866 | $52,783 |
VENTAS INC. | 942,612 | +26,055 | $46,980 |
VTR | 942,612 | +26,055 | $46,980 |
APARTMENT INCOME REIT CORP | 1,178,289 | -151,989 | $40,922 |
AIRC | 1,178,289 | -151,989 | $40,922 |
SUN COMMUNITIES INC | 292,774 | +66,932 | $39,129 |
SUI | 292,774 | +66,932 | $39,129 |
SBA COMMUNICATIONS CORPORATION | 151,505 | +8,128 | $38,435 |
SBAC | 151,505 | +8,128 | $38,435 |
PROLOGIS INC | 257,022 | -2,171 | $34,261 |
PLD | 257,022 | -2,171 | $34,261 |
VICI PROPERTIES INC. | 964,710 | +391,760 | $30,755 |
VICI | 964,710 | +391,760 | $30,755 |
AGREE REALTY CORPORATION | 404,690 | +404,690 | $25,475 |
ADC | 404,690 | +404,690 | $25,475 |
EQUINIX INC. REIT | 29,624 | -18,601 | $23,859 |
EQIX | 29,624 | -18,601 | $23,859 |
NATIONAL HEALTH INVESTORS INC. | 412,052 | +185,377 | $23,013 |
NHI | 412,052 | +185,377 | $23,013 |
TANGER INC | 651,757 | -304,350 | $18,067 |
SKT | 651,757 | -304,350 | $18,067 |
HILTON WORLDWIDE HOLDINGS INC. | 97,083 | +97,083 | $17,678 |
HLT | 97,083 | +97,083 | $17,678 |
RYMAN HOSPITALITY PPTYS INC | 160,590 | -19,740 | $17,675 |
RHP | 160,590 | -19,740 | $17,675 |
AMERICAN HOMES 4 RENT LLC | 378,693 | -9,708 | $13,618 |
AMH | 378,693 | -9,708 | $13,618 |
SMARTRENT INC. | 3,087,270 | -413,449 | $9,848 |
SMRT | 3,087,270 | -413,449 | $9,848 |
CBRE GROUP INC. CLASS A | 27,740 | -60,495 | $2,582 |
CBRE | 27,740 | -60,495 | $2,582 |
APARTMENT INVESTMENT AND MANAGEMENT COMPANY | $0 (exited) | ||
AIV | 0 | -7,247,927 | $0 |
CAESARS ENTERTAINMENT INC | $0 (exited) | ||
CZR | 0 | -373,866 | $0 |
REXFORD INDL RLTY INC | $0 (exited) | ||
REXR | 0 | -355,117 | $0 |
SIX FLAGS ENTERTAINMENT CORPORATION | 0 | -1,383,986 | $0 (exited) |
SIX | 0 | -1,383,986 | $0 |
See Summary: Land & Buildings Investment Management LLC Top Holdings
See Details: Top 10 Stocks Held By Land & Buildings Investment Management LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
ADC | +404,690 | +$25,475 |
HLT | +97,083 | +$17,678 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
AIV | -7,247,927 | -$49,286 |
SIX | -1,383,986 | -$32,538 |
REXR | -355,117 | -$17,525 |
CZR | -373,866 | -$17,329 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
VICI | +391,760 | +$14,082 |
NHI | +185,377 | +$11,371 |
SUI | +66,932 | +$12,403 |
VTR | +26,055 | +$8,365 |
SBAC | +8,128 | +$9,735 |
PLD | -2,171 | +$5,177 |
AMH | -9,708 | +$533 |
EQIX | -18,601 | -$11,165 |
RHP | -19,740 | +$2,657 |
CBRE | -60,495 | -$3,935 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SMRT | -413,449 | +$711 |
TCN | -398,866 | +$6,909 |
SKT | -304,350 | -$3,541 |
AIRC | -151,989 | +$82 |
Size ($ in 1000's)
At 12/31/2023: $435,080 At 09/30/2023: $455,221 Land & Buildings Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Land & Buildings Investment Management LLC 13F filings. Link to 13F filings: SEC filings |