$619 Million is the total value of Land & Buildings Investment Management's 17 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LXP | Sell | LXP INDUSTRIAL TRUST | $103,641 | +19.9% | 6,635,157 | -2.1% | 16.73% | +15.3% |
| ACC | Buy | AMERICAN CAMPUS CMNTYS INC | $87,260 | +25.5% | 1,523,131 | +6.1% | 14.09% | +20.7% |
| ROIC | Buy | RETAIL OPPORTUNITY INVTS COR | $60,347 | +44.9% | 3,078,950 | +28.7% | 9.74% | +39.3% |
| AIRC | Buy | APARTMENT INCOME REIT CORP | $57,894 | +32.1% | 1,058,977 | +18.0% | 9.35% | +27.0% |
| PSA | Sell | PUBLIC STORAGE | $39,663 | +17.4% | 105,892 | -6.9% | 6.40% | +12.9% |
| AMH | Sell | AMERICAN HOMES 4 RENTcl a | $39,243 | +4.2% | 899,859 | -9.0% | 6.34% | +0.1% |
| AVB | Buy | AVALONBAY CMNTYS INC | $34,093 | +14.3% | 134,975 | +0.3% | 5.50% | +9.9% |
| VTR | Buy | VENTAS INC | $33,268 | +1.2% | 650,785 | +9.3% | 5.37% | -2.8% |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $26,050 | -12.0% | 66,964 | -25.2% | 4.20% | -15.4% |
| COLD | New | AMERICOLD RLTY TR | $21,971 | – | 670,040 | +100.0% | 3.55% | – |
| DHI | Sell | D R HORTON INC | $19,344 | +3.9% | 178,367 | -19.5% | 3.12% | -0.1% |
| JLL | Sell | JONES LANG LASALLE INC | $18,940 | -9.9% | 70,320 | -17.0% | 3.06% | -13.4% |
| VICI | Sell | VICI PPTYS INC | $17,812 | -6.2% | 591,580 | -11.5% | 2.88% | -9.9% |
| OUT | Sell | OUTFRONT MEDIA INC | $17,453 | -25.4% | 650,751 | -29.9% | 2.82% | -28.3% |
| SUI | New | SUN CMNTYS INC | $16,741 | – | 79,730 | +100.0% | 2.70% | – |
| BX | New | BLACKSTONE INC | $13,518 | – | 104,474 | +100.0% | 2.18% | – |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $12,232 | – | 130,780 | +100.0% | 1.98% | – |
| MTN | Exit | VAIL RESORTS INC | $0 | – | -23,810 | -100.0% | -1.34% | – |
| SIX | Exit | SIX FLAGS ENTMT CORP NEW | $0 | – | -318,584 | -100.0% | -2.27% | – |
| HGV | Exit | HILTON GRAND VACATIONS INC | $0 | – | -588,305 | -100.0% | -4.70% | – |
| FR | Exit | FIRST INDL RLTY TR INC | $0 | – | -554,364 | -100.0% | -4.85% | – |
| BYD | Exit | BOYD GAMING CORP | $0 | – | -473,597 | -100.0% | -5.03% | – |
Source
Signed by
- Jonathan Litt — Managing Principal
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