Land & Buildings Investment Management Q3 2021 13F Holdings

Land & Buildings Investment Management Q3 2021 holdings
TickerName Value Shares↓ Weighting
LXP LEXINGTON REALTY TRUSTAdd  $86,425
291.2%
6,778,400
266.7%
14.51%
250.6%
ACC AMERICAN CAMPUS CMNTYS...Add  $69,524
13.2%
1,434,961
9.1%
11.68%
1.4%
AIRC APARTMENT INCOME REIT ...Reduce  $43,811
-33.5%
897,592
-35.4%
7.36%
-40.4%
ROIC RETAIL OPPORTUNITY INV...New  $41,6602,391,4907.00%
AMH AMERICAN HOMES 4 RENTcl aAdd  $37,679
7.8%
988,439
9.9%
6.33%
-3.4%
PSA PUBLIC STORAGE  $33,778
-1.2%
113,6920.0%5.67%
-11.5%
VTR VENTAS INCAdd  $32,882
17.0%
595,585
21.1%
5.52%
4.9%
BYD BOYD GAMING CORPAdd  $29,960
10.9%
473,597
7.8%
5.03%
-0.7%
AVB AVALONBAY CMNTYS INCReduce  $29,824
5.2%
134,560
-1.0%
5.01%
-5.8%
SBAC SBA COMMUNICATIONS COR...cl aReduce  $29,591
-8.9%
89,514
-12.2%
4.97%
-18.4%
FR FIRST INDL RLTY TR INCReduce  $28,871
-53.7%
554,364
-53.5%
4.85%
-58.5%
HGV HILTON GRAND VACATIONS...Add  $27,986
50.7%
588,305
31.1%
4.70%
35.0%
OUT OUTFRONT MEDIA INCAdd  $23,397
6.2%
928,447
1.3%
3.93%
-4.8%
JLL JONES LANG LASALLE INCAdd  $21,013
63.4%
84,700
28.8%
3.53%
46.4%
VICI VICI PPTYS INCAdd  $18,994
13.6%
668,550
24.0%
3.19%
1.8%
DHI D R HORTON INCReduce  $18,614
-22.1%
221,677
-16.2%
3.13%
-30.2%
SIX SIX FLAGS ENTMT CORP NEWAdd  $13,540
247.2%
318,584
253.6%
2.27%
211.1%
MTN VAIL RESORTS INCReduce  $7,954
-28.9%
23,810
-32.7%
1.34%
-36.3%
MLCO MELCO RESORTS AND ENTM...adrSold out  $0-260,500-0.81%
MGM MGM RESORTS INTERNATIONALSold out  $0-250,240-2.00%
MGP MGM GROWTH PPTYS LLCSold out  $0-344,291-2.36%
  • Land & Buildings Investment Management Q3 2021 Portfolio
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  • Quarter
    Q3 2021
  • Total value
    $596 Million
  • Holdings
    18
  • Turnover
    20.0%
  • EDGAR