Land & Buildings Investment Management Q4 2020 13F Holdings

Land & Buildings Investment Management Q4 2020 holdings
TickerName Value Shares↓ Weighting
ACC AMERICAN CAMPUS CMNTYS...Reduce  $54,613
13.2%
1,276,896
-7.6%
11.98%
43.2%
AIRC APARTMENT INCOME REIT ...New  $53,3261,388,32711.70%
PSA PUBLIC STORAGENew  $42,868185,6329.40%
AMH AMERICAN HOMES 4 RENTcl aReduce  $31,757
-23.5%
1,058,559
-27.3%
6.97%
-3.2%
SBAC SBA COMMUNICATIONS COR...cl aReduce  $29,396
-34.3%
104,194
-25.8%
6.45%
-16.8%
VICI VICI PPTYS INCReduce  $25,738
-2.9%
1,009,327
-11.0%
5.65%
22.9%
DHI D R HORTON INCReduce  $25,403
-30.1%
368,592
-23.3%
5.57%
-11.6%
FR FIRST INDL RLTY TR INCReduce  $25,116
-9.2%
596,149
-14.2%
5.51%
14.8%
VER VEREIT INCNew  $22,638599,0544.97%
OUT OUTFRONT MEDIA INCReduce  $22,493
-8.9%
1,149,930
-32.2%
4.93%
15.2%
VTR VENTAS INCReduce  $21,772
12.8%
443,959
-3.5%
4.78%
42.7%
PCH POTLATCHDELTIC CORPORA...Reduce  $13,764
4.5%
275,164
-12.1%
3.02%
32.1%
HGV HILTON GRAND VACATIONS...New  $13,098417,7902.87%
QTS QTS RLTY TR INCReduce  $12,691
-66.1%
205,098
-65.5%
2.78%
-57.1%
EQIX EQUINIX INCReduce  $11,947
-34.2%
16,728
-30.0%
2.62%
-16.8%
MNR MONMOUTH REAL ESTATE I...cl aNew  $11,943689,5302.62%
APLE APPLE HOSPITALITY REIT...Reduce  $10,281
-32.1%
796,391
-49.5%
2.26%
-14.2%
CZR CAESARS ENTERTAINMENT ...Reduce  $8,959
-51.4%
120,625
-63.3%
1.97%
-38.5%
CPT CAMDEN PPTY TRsh ben intNew  $8,10381,0901.78%
MGM MGM RESORTS INTERNATIONAL  $7,852
44.9%
249,2000.0%1.72%
83.2%
BKD BROOKDALE SR LIVING INC  $2,154
74.4%
486,2090.0%0.47%
120.6%
EPR EPR PPTYSSold out  $0-147,339-0.70%
RDFN REDFIN CORPSold out  $0-283,860-2.46%
INVH INVITATION HOMES INCSold out  $0-775,578-3.76%
CCI CROWN CASTLE INTL CORP...Sold out  $0-157,160-4.54%
COLD AMERICOLD RLTY TRSold out  $0-840,504-5.21%
VER VEREIT INCSold out  $0-5,054,504-5.70%
AIV APARTMENT INVT & MGMT COcl aSold out  $0-2,066,474-12.08%