$475 Million is the total value of Land & Buildings Investment Management's 18 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 56.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AIV | Sell | APARTMENT INVT & MGMT COcl a | $66,970,761 | -7.9% | 7,860,418 | -16.9% | 14.10% | -16.2% |
| AIRC | Buy | APARTMENT INCOME REIT CORP | $47,272,017 | +30.0% | 1,309,837 | +29.0% | 9.95% | +18.4% |
| VTR | Buy | VENTAS INC | $41,727,451 | +70.0% | 882,747 | +55.9% | 8.78% | +54.8% |
| SUI | Buy | SUN CMNTYS INC | $32,349,123 | +75.7% | 247,962 | +89.7% | 6.81% | +60.0% |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $31,538,673 | – | 317,770 | +100.0% | 6.64% | – |
| AMH | Buy | AMERICAN HOMES 4 RENTcl a | $30,418,227 | +52.3% | 858,060 | +35.1% | 6.40% | +38.6% |
| REXR | Buy | REXFORD INDL RLTY INC | $30,268,644 | +13.2% | 579,637 | +29.3% | 6.37% | +3.1% |
| PSA | Buy | PUBLIC STORAGE | $26,879,813 | +260.7% | 92,092 | +273.4% | 5.66% | +228.4% |
| SKT | New | TANGER FACTORY OUTLET CTRS I | $25,620,070 | – | 1,160,855 | +100.0% | 5.39% | – |
| VICI | New | VICI PPTYS INC | $24,711,209 | – | 786,230 | +100.0% | 5.20% | – |
| SIX | Sell | SIX FLAGS ENTMT CORP NEW | $22,340,618 | -40.3% | 859,916 | -38.7% | 4.70% | -45.7% |
| CBRE | New | CBRE GROUP INCcl a | $21,724,711 | – | 269,170 | +100.0% | 4.57% | – |
| PLD | Buy | PROLOGIS INC. | $18,192,896 | +71.0% | 148,356 | +74.0% | 3.83% | +55.6% |
| CZR | Buy | CAESARS ENTERTAINMENT INC NE | $17,175,871 | +25.9% | 336,980 | +20.6% | 3.62% | +14.6% |
| Buy | SMARTRENT INC | $12,237,650 | +54.5% | 3,195,209 | +2.9% | 2.58% | +40.7% | |
| IRT | Sell | INDEPENDENCE RLTY TR INC | $9,417,918 | -10.6% | 516,900 | -21.4% | 1.98% | -18.6% |
| HST | Sell | HOST HOTELS & RESORTS INC | $9,104,626 | -79.0% | 540,976 | -79.5% | 1.92% | -80.9% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $7,010,045 | +13.8% | 30,247 | +28.2% | 1.48% | +3.7% |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -29,400 | -100.0% | -0.68% | – |
| EDV | Exit | VANGUARD WORLD FDextended dur | $0 | – | -36,200 | -100.0% | -0.76% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -38,820 | -100.0% | -0.88% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -32,300 | -100.0% | -0.88% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -54,300 | -100.0% | -0.96% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -109,900 | -100.0% | -2.46% | – |
| ROIC | Exit | RETAIL OPPORTUNITY INVTS COR | $0 | – | -1,280,473 | -100.0% | -4.13% | – |
| LSI | Exit | LIFE STORAGE INC | $0 | – | -178,780 | -100.0% | -5.42% | – |
| ARE | Exit | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | -211,473 | -100.0% | -6.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
About Land & Buildings Investment Management
Land & Buildings Investment Management is a real estate investment firm that specializes in publicly traded real estate securities. The company was founded in 2008 by Jonathan Litt, who currently serves as the CEO and Chief Investment Officer. Litt has over 25 years of experience in the real estate industry and has been recognized as one of the top real estate investors in the world.
The firm's investment strategy is focused on identifying undervalued real estate assets and companies that have the potential for significant growth. Land & Buildings Investment Management has a long-term investment horizon and seeks to create value for its investors by actively engaging with the management teams of the companies in which it invests.
In addition to Litt, the company's leadership team includes Craig Sterling, who serves as the COO and General Counsel, and Mark Burshtein, who is the Director of Research. The team has a wealth of experience in the real estate industry and has a proven track record of success.
Land & Buildings Investment Management has a strong reputation in the industry and has been recognized for its outstanding performance. The firm has received numerous awards and accolades, including being named the Best Global Real Estate Fund Manager by Hedgeweek in 2019.
Overall, Land & Buildings Investment Management is a well-respected real estate investment firm that has a proven track record of success. While past performance is not indicative of future results, the company's experienced leadership team and investment strategy make it a compelling option for investors looking to gain exposure to the real estate market.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MGM RESORTS INTERNATIONAL | 29 | Q2 2021 | 19.4% |
| SBA COMMUNICATIONS CORP NEW | 25 | Q2 2023 | 15.0% |
| MACK CALI RLTY CORP | 23 | Q3 2019 | 12.7% |
| QTS RLTY TR INC | 22 | Q1 2021 | 13.1% |
| BROOKDALE SR LIVING INC | 22 | Q4 2020 | 14.6% |
| D R HORTON INC | 22 | Q1 2023 | 7.7% |
| AMERICAN HOMES 4 RENT | 18 | Q2 2023 | 10.2% |
| AVALONBAY CMNTYS INC | 16 | Q4 2022 | 5.8% |
| JONES LANG LASALLE INC | 16 | Q1 2022 | 5.7% |
| TAUBMAN CTRS INC | 15 | Q4 2019 | 14.4% |
View Land & Buildings Investment Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| APARTMENT INVESTMENT & MANAGEMENT CO | December 19, 2022 | 1,511,803 | 0.0% |
| FelCor Lodging Trust Inc | September 05, 2017 | ? | ? |
| American Residential Properties, Inc. | November 27, 2015 | 1,470,875 | 4.6% |
View Land & Buildings Investment Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| SC 13D/A | 2022-12-19 |
| DFAN14A | 2022-12-12 |
| DFAN14A | 2022-12-05 |
| DFAN14A | 2022-11-25 |
| DFAN14A | 2022-11-21 |
| DFAN14A | 2022-11-18 |
| 13F-HR | 2022-11-14 |
View Land & Buildings Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.