Land & Buildings Investment Management Q1 2022 holdings

$620 Million is the total value of Land & Buildings Investment Management's 19 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 47.1% .

 Value Shares↓ Weighting
ACC BuyAMERICAN CAMPUS CMNTYS INC$105,880
+21.3%
1,891,723
+24.2%
17.09%
+21.3%
LXP SellLXP INDUSTRIAL TRUST$74,579
-28.0%
4,750,277
-28.4%
12.04%
-28.1%
AIRC BuyAPARTMENT INCOME REIT CORP$57,419
-0.8%
1,074,054
+1.4%
9.27%
-0.9%
VTR BuyVENTAS INC$54,089
+62.6%
875,795
+34.6%
8.73%
+62.6%
PSA BuyPUBLIC STORAGE$45,109
+13.7%
115,582
+9.2%
7.28%
+13.7%
AMH BuyAMERICAN HOMES 4 RENTcl a$36,208
-7.7%
904,529
+0.5%
5.84%
-7.8%
SBAC BuySBA COMMUNICATIONS CORP NEWcl a$34,456
+32.3%
100,134
+49.5%
5.56%
+32.2%
AVB BuyAVALONBAY CMNTYS INC$33,727
-1.1%
135,795
+0.6%
5.44%
-1.1%
ROIC SellRETAIL OPPORTUNITY INVTS COR$29,874
-50.5%
1,540,700
-50.0%
4.82%
-50.5%
REXR NewREXFORD INDL RLTY INC$25,664344,063
+100.0%
4.14%
SUI BuySUN CMNTYS INC$25,030
+49.5%
142,790
+79.1%
4.04%
+49.5%
ARE NewALEXANDRIA REAL ESTATE EQ IN$22,673112,660
+100.0%
3.66%
RHP NewRYMAN HOSPITALITY PPTYS INC$20,293218,740
+100.0%
3.28%
OUT SellOUTFRONT MEDIA INC$15,321
-12.2%
538,901
-17.2%
2.47%
-12.2%
BX SellBLACKSTONE INC$10,845
-19.8%
85,434
-18.2%
1.75%
-19.8%
DHI SellD R HORTON INC$9,567
-50.5%
128,398
-28.0%
1.54%
-50.6%
JLL SellJONES LANG LASALLE INC$9,554
-49.6%
39,900
-43.3%
1.54%
-49.6%
NewWEWORK INCcl a$4,790702,360
+100.0%
0.77%
VGLT NewVANGUARD SCOTTSDALE FDSlong term treas$4,57556,900
+100.0%
0.74%
CZR ExitCAESARS ENTERTAINMENT INC NE$0-130,780
-100.0%
-1.98%
VICI ExitVICI PPTYS INC$0-591,580
-100.0%
-2.88%
COLD ExitAMERICOLD RLTY TR$0-670,040
-100.0%
-3.55%

These EDGAR filings were analyzed to create this holdings report:

The EDGAR filing(s) were signed by:

  • Jonathan Litt — Managing Principal

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EDGAR filings