Land & Buildings Investment Management Q2 2022 holdings

$438 Million is the total value of Land & Buildings Investment Management's 18 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 57.9% .

 Value Shares↓ Weighting
AIRC BuyAPARTMENT INCOME REIT CORP$45,650
-20.5%
1,097,344
+2.2%
10.43%
+12.6%
AIV NewAPARTMENT INVT & MGMT COcl a$45,1997,062,276
+100.0%
10.33%
AMH BuyAMERICAN HOMES 4 RENTcl a$44,571
+23.1%
1,257,639
+39.0%
10.18%
+74.3%
PSA BuyPUBLIC STORAGE$39,578
-12.3%
126,582
+9.5%
9.04%
+24.2%
SBAC BuySBA COMMUNICATIONS CORP NEWcl a$35,926
+4.3%
112,252
+12.1%
8.21%
+47.6%
VTR SellVENTAS INC$34,051
-37.0%
662,075
-24.4%
7.78%
-10.9%
ROIC BuyRETAIL OPPORTUNITY INVTS COR$31,963
+7.0%
2,025,510
+31.5%
7.30%
+51.5%
DRE NewDUKE REALTY CORP$27,445499,460
+100.0%
6.27%
AVB SellAVALONBAY CMNTYS INC$25,588
-24.1%
131,725
-3.0%
5.85%
+7.4%
RHP BuyRYMAN HOSPITALITY PPTYS INC$24,573
+21.1%
323,200
+47.8%
5.61%
+71.4%
SUI SellSUN CMNTYS INC$18,746
-25.1%
117,630
-17.6%
4.28%
+6.0%
HR NewHEALTHCARE RLTY TR$17,774653,470
+100.0%
4.06%
ARE SellALEXANDRIA REAL ESTATE EQ IN$16,316
-28.0%
112,498
-0.1%
3.73%
+1.9%
OUT BuyOUTFRONT MEDIA INC$10,132
-33.9%
597,731
+10.9%
2.32%
-6.4%
NewSMARTRENT INC$7,0971,570,225
+100.0%
1.62%
CZR NewCAESARS ENTERTAINMENT INC NE$6,991182,540
+100.0%
1.60%
SellWEWORK INCcl a$3,263
-31.9%
650,020
-7.5%
0.74%
-3.6%
DHI SellD R HORTON INC$2,854
-70.2%
43,120
-66.4%
0.65%
-57.8%
VGLT ExitVANGUARD SCOTTSDALE FDSlong term treas$0-56,900
-100.0%
-0.74%
JLL ExitJONES LANG LASALLE INC$0-39,900
-100.0%
-1.54%
BX ExitBLACKSTONE INC$0-85,434
-100.0%
-1.75%
REXR ExitREXFORD INDL RLTY INC$0-344,063
-100.0%
-4.14%
LXP ExitLXP INDUSTRIAL TRUST$0-4,750,277
-100.0%
-12.04%
ACC ExitAMERICAN CAMPUS CMNTYS INC$0-1,891,723
-100.0%
-17.09%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Jonathan Litt — Managing Principal

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EDGAR filings