Land & Buildings Investment Management Q2 2021 13F Holdings

Land & Buildings Investment Management Q2 2021 holdings
TickerName Value Shares↓ Weighting
AIRC APARTMENT INCOME REIT ...  $65,853
10.9%
1,388,4270.0%12.34%
-2.1%
FR FIRST INDL RLTY TR INCAdd  $62,330
128.3%
1,193,379
100.2%
11.68%
101.5%
ACC AMERICAN CAMPUS CMNTYS...Add  $61,431
8.6%
1,314,886
0.4%
11.51%
-4.2%
AMH AMERICAN HOMES 4 RENTcl aReduce  $34,945
16.2%
899,479
-0.2%
6.55%
2.6%
PSA PUBLIC STORAGEReduce  $34,186
-27.6%
113,692
-40.6%
6.41%
-36.1%
SBAC SBA COMMUNICATIONS COR...cl aReduce  $32,496
14.1%
101,964
-0.7%
6.09%
0.7%
AVB AVALONBAY CMNTYS INCAdd  $28,361
17.0%
135,900
3.4%
5.32%
3.2%
VTR VENTAS INCAdd  $28,093
107.3%
492,005
93.6%
5.26%
82.9%
BYD BOYD GAMING CORPAdd  $27,021
34.1%
439,437
28.6%
5.06%
18.3%
DHI D R HORTON INCAdd  $23,904
21.1%
264,517
19.5%
4.48%
6.9%
LXP LEXINGTON REALTY TRUSTNew  $22,0901,848,5704.14%
OUT OUTFRONT MEDIA INCReduce  $22,023
-14.6%
916,460
-22.5%
4.13%
-24.7%
HGV HILTON GRAND VACATIONS...Reduce  $18,573
-7.3%
448,725
-16.1%
3.48%
-18.2%
VICI VICI PPTYS INCReduce  $16,725
-23.7%
539,177
-30.6%
3.14%
-32.7%
JLL JONES LANG LASALLE INCNew  $12,85765,7802.41%
MGP MGM GROWTH PPTYS LLCReduce  $12,608
12.1%
344,291
-0.1%
2.36%
-1.1%
MTN VAIL RESORTS INCNew  $11,19235,3602.10%
MGM MGM RESORTS INTERNATIONALAdd  $10,673
12.7%
250,240
0.4%
2.00%
-0.6%
MLCO MELCO RESORTS AND ENTM...adrNew  $4,316260,5000.81%
SIX SIX FLAGS ENTMT CORP NEWReduce  $3,900
-40.9%
90,104
-36.6%
0.73%
-47.9%
EQIX EQUINIX INCSold out  $0-10,328-1.49%
MNR MONMOUTH REAL ESTATE I...cl aSold out  $0-689,630-2.59%
VER VEREIT INCSold out  $0-382,394-3.14%
QTS QTS RLTY TR INCSold out  $0-242,818-3.20%
  • Land & Buildings Investment Management Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $534 Million
  • Holdings
    20
  • Turnover
    40.0%
  • EDGAR