Land & Buildings Investment Management Q4 2021 holdings

$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 SellLXP INDUSTRIAL TRUST$103,641
+19.9%
6,635,157
-2.1%
16.73%
+15.3%
ACC BuyAMERICAN CAMPUS CMNTYS INC$87,260
+25.5%
1,523,131
+6.1%
14.09%
+20.7%
ROIC BuyRETAIL OPPORTUNITY INVTS COR$60,347
+44.9%
3,078,950
+28.7%
9.74%
+39.3%
AIRC BuyAPARTMENT INCOME REIT CORP$57,894
+32.1%
1,058,977
+18.0%
9.35%
+27.0%
PSA SellPUBLIC STORAGE$39,663
+17.4%
105,892
-6.9%
6.40%
+12.9%
AMH SellAMERICAN HOMES 4 RENTcl a$39,243
+4.2%
899,859
-9.0%
6.34%
+0.1%
AVB BuyAVALONBAY CMNTYS INC$34,093
+14.3%
134,975
+0.3%
5.50%
+9.9%
VTR BuyVENTAS INC$33,268
+1.2%
650,785
+9.3%
5.37%
-2.8%
SBAC SellSBA COMMUNICATIONS CORP NEWcl a$26,050
-12.0%
66,964
-25.2%
4.20%
-15.4%
COLD NewAMERICOLD RLTY TR$21,971670,040
+100.0%
3.55%
DHI SellD R HORTON INC$19,344
+3.9%
178,367
-19.5%
3.12%
-0.1%
JLL SellJONES LANG LASALLE INC$18,940
-9.9%
70,320
-17.0%
3.06%
-13.4%
VICI SellVICI PPTYS INC$17,812
-6.2%
591,580
-11.5%
2.88%
-9.9%
OUT SellOUTFRONT MEDIA INC$17,453
-25.4%
650,751
-29.9%
2.82%
-28.3%
SUI NewSUN CMNTYS INC$16,74179,730
+100.0%
2.70%
BX NewBLACKSTONE INC$13,518104,474
+100.0%
2.18%
CZR NewCAESARS ENTERTAINMENT INC NE$12,232130,780
+100.0%
1.98%
MTN ExitVAIL RESORTS INC$0-23,810
-100.0%
-1.34%
SIX ExitSIX FLAGS ENTMT CORP NEW$0-318,584
-100.0%
-2.27%
HGV ExitHILTON GRAND VACATIONS INC$0-588,305
-100.0%
-4.70%
FR ExitFIRST INDL RLTY TR INC$0-554,364
-100.0%
-4.85%
BYD ExitBOYD GAMING CORP$0-473,597
-100.0%
-5.03%
Signed by
  • Jonathan Litt — Managing Principal

Compare quarterly holdings

Export Land & Buildings Investment Management's holdings

EDGAR filings