$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 | Buy | AMERICAN CAMPUS CMNTYS INC | $105,880 | +21.3% | 1,891,723 | +24.2% | 17.09% | +21.3% |
| LXP | Sell | LXP INDUSTRIAL TRUST | $74,579 | -28.0% | 4,750,277 | -28.4% | 12.04% | -28.1% |
| AIRC | Buy | APARTMENT INCOME REIT CORP | $57,419 | -0.8% | 1,074,054 | +1.4% | 9.27% | -0.9% |
| VTR | Buy | VENTAS INC | $54,089 | +62.6% | 875,795 | +34.6% | 8.73% | +62.6% |
| PSA | Buy | PUBLIC STORAGE | $45,109 | +13.7% | 115,582 | +9.2% | 7.28% | +13.7% |
| AMH | Buy | AMERICAN HOMES 4 RENTcl a | $36,208 | -7.7% | 904,529 | +0.5% | 5.84% | -7.8% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $34,456 | +32.3% | 100,134 | +49.5% | 5.56% | +32.2% |
| AVB | Buy | AVALONBAY CMNTYS INC | $33,727 | -1.1% | 135,795 | +0.6% | 5.44% | -1.1% |
| ROIC | Sell | RETAIL OPPORTUNITY INVTS COR | $29,874 | -50.5% | 1,540,700 | -50.0% | 4.82% | -50.5% |
| REXR | New | REXFORD INDL RLTY INC | $25,664 | – | 344,063 | +100.0% | 4.14% | – |
| SUI | Buy | SUN CMNTYS INC | $25,030 | +49.5% | 142,790 | +79.1% | 4.04% | +49.5% |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $22,673 | – | 112,660 | +100.0% | 3.66% | – |
| RHP | New | RYMAN HOSPITALITY PPTYS INC | $20,293 | – | 218,740 | +100.0% | 3.28% | – |
| OUT | Sell | OUTFRONT MEDIA INC | $15,321 | -12.2% | 538,901 | -17.2% | 2.47% | -12.2% |
| BX | Sell | BLACKSTONE INC | $10,845 | -19.8% | 85,434 | -18.2% | 1.75% | -19.8% |
| DHI | Sell | D R HORTON INC | $9,567 | -50.5% | 128,398 | -28.0% | 1.54% | -50.6% |
| JLL | Sell | JONES LANG LASALLE INC | $9,554 | -49.6% | 39,900 | -43.3% | 1.54% | -49.6% |
| New | WEWORK INCcl a | $4,790 | – | 702,360 | +100.0% | 0.77% | – | |
| VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $4,575 | – | 56,900 | +100.0% | 0.74% | – |
| CZR | Exit | CAESARS ENTERTAINMENT INC NE | $0 | – | -130,780 | -100.0% | -1.98% | – |
| VICI | Exit | VICI PPTYS INC | $0 | – | -591,580 | -100.0% | -2.88% | – |
| COLD | Exit | AMERICOLD 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
- Land & Buildings Investment Management holdings (13F-HR)
- Land & Buildings Investment Management significant holdings (13D/G)
- Land & Buildings Investment Management ownership history
- Land & Buildings Investment Management portfolio value
- Land & Buildings Investment Management filings
- Similar filers BETA
Compare quarterly holdings
Export Land & Buildings Investment Management's holdings