Land & Buildings Investment Management Q1 2021 13F Holdings

Land & Buildings Investment Management Q1 2021 holdings
TickerName Value Shares↓ Weighting
AIRC APARTMENT INCOME REIT ...Add  $59,369
11.3%
1,388,427
0.0%
12.61%
7.8%
ACC AMERICAN CAMPUS CMNTYS...Add  $56,565
3.6%
1,310,296
2.6%
12.01%
0.3%
PSA PUBLIC STORAGEAdd  $47,206
10.1%
191,302
3.1%
10.03%
6.6%
AMH AMERICAN HOMES 4 RENTcl aReduce  $30,063
-5.3%
901,719
-14.8%
6.38%
-8.3%
SBAC SBA COMMUNICATIONS COR...cl aReduce  $28,486
-3.1%
102,634
-1.5%
6.05%
-6.2%
FR FIRST INDL RLTY TR INC  $27,298
8.7%
596,1490.0%5.80%
5.2%
OUT OUTFRONT MEDIA INCAdd  $25,803
14.7%
1,182,010
2.8%
5.48%
11.1%
AVB AVALONBAY CMNTYS INCNew  $24,248131,4205.15%
VICI VICI PPTYS INCReduce  $21,929
-14.8%
776,537
-23.1%
4.66%
-17.5%
BYD BOYD GAMING CORPNew  $20,152341,7874.28%
HGV HILTON GRAND VACATIONS...Add  $20,045
53.0%
534,665
28.0%
4.26%
48.2%
DHI D R HORTON INCReduce  $19,734
-22.3%
221,432
-39.9%
4.19%
-24.8%
QTS QTS RLTY TR INCAdd  $15,064
18.7%
242,818
18.4%
3.20%
14.9%
VER VEREIT INCReduce  $14,768
-34.8%
382,394
-36.2%
3.14%
-36.8%
VTR VENTAS INCReduce  $13,554
-37.7%
254,100
-42.8%
2.88%
-39.7%
MNR MONMOUTH REAL ESTATE I...cl aAdd  $12,200
2.2%
689,630
0.0%
2.59%
-1.1%
MGP MGM GROWTH PPTYS LLCNew  $11,246344,7712.39%
MGM MGM RESORTS INTERNATIONALAdd  $9,471
20.6%
249,300
0.0%
2.01%
16.8%
EQIX EQUINIX INCReduce  $7,019
-41.2%
10,328
-38.3%
1.49%
-43.1%
SIX SIX FLAGS ENTMT CORP NEWNew  $6,601142,0401.40%
BKD BROOKDALE SR LIVING INCSold out  $0-486,209-0.47%
CPT CAMDEN PPTY TRsh ben intSold out  $0-81,090-1.78%
CZR CAESARS ENTERTAINMENT ...Sold out  $0-120,625-1.96%
APLE APPLE HOSPITALITY REIT...Sold out  $0-796,391-2.26%
PCH POTLATCHDELTIC CORPORA...Sold out  $0-275,164-3.02%