Land & Buildings Investment Management Q3 2022 holdings

$454 Million is the total value of Land & Buildings Investment Management's 21 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 72.2% .

 Value Shares↓ Weighting
AIV BuyAPARTMENT INVT & MGMT COcl a$53,591
+18.6%
7,341,214
+3.9%
11.80%
+14.2%
AIRC BuyAPARTMENT INCOME REIT CORP$42,432
-7.0%
1,098,717
+0.1%
9.34%
-10.4%
PSA SellPUBLIC STORAGE$36,344
-8.2%
124,122
-1.9%
8.00%
-11.5%
SBAC BuySBA COMMUNICATIONS CORP NEWcl a$35,670
-0.7%
125,312
+11.6%
7.85%
-4.3%
PLD NewPROLOGIS INC.$33,760332,287
+100.0%
7.43%
ROIC BuyRETAIL OPPORTUNITY INVTS COR$33,428
+4.6%
2,429,330
+19.9%
7.36%
+0.8%
VTR BuyVENTAS INC$33,301
-2.2%
829,005
+25.2%
7.33%
-5.8%
ARE BuyALEXANDRIA REAL ESTATE EQ IN$31,249
+91.5%
222,908
+98.1%
6.88%
+84.5%
AMH SellAMERICAN HOMES 4 RENTcl a$31,001
-30.4%
944,859
-24.9%
6.82%
-33.0%
SUI BuySUN CMNTYS INC$25,664
+36.9%
189,642
+61.2%
5.65%
+31.9%
AVB SellAVALONBAY CMNTYS INC$24,178
-5.5%
131,265
-0.3%
5.32%
-9.0%
HST NewHOST HOTELS & RESORTS INC$20,7501,306,680
+100.0%
4.57%
SIX NewSIX FLAGS ENTMT CORP NEW$15,907898,690
+100.0%
3.50%
CZR BuyCAESARS ENTERTAINMENT INC NE$9,739
+39.3%
301,890
+65.4%
2.14%
+34.3%
PK NewPARK HOTELS & RESORTS INC$6,813605,080
+100.0%
1.50%
VGLT NewVANGUARD SCOTTSDALE FDSlong term treas$4,52571,900
+100.0%
1.00%
IEI NewISHARES TR3 7 yr treas bd$3,69132,300
+100.0%
0.81%
 SMARTRENT INC$3,564
-49.8%
1,570,2250.0%0.78%
-51.6%
EDV NewVANGUARD WORLD FDextended dur$2,96534,200
+100.0%
0.65%
DHI  D R HORTON INC$2,904
+1.8%
43,1200.0%0.64%
-2.0%
AGG NewISHARES TRcore us aggbd et$2,83229,400
+100.0%
0.62%
ExitWEWORK INCcl a$0-650,020
-100.0%
-0.74%
OUT ExitOUTFRONT MEDIA INC$0-597,731
-100.0%
-2.32%
HR ExitHEALTHCARE RLTY TR$0-653,470
-100.0%
-4.06%
RHP ExitRYMAN HOSPITALITY PPTYS INC$0-323,200
-100.0%
-5.61%
DRE ExitDUKE REALTY CORP$0-499,460
-100.0%
-6.27%

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