 |
Size ($ in 1000's)
At 12/31/2023: $435,080
At 09/30/2023: $455,221
Land & Buildings Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Land & Buildings Investment Management LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Land & Buildings Investment Management LLC top holdings by largest position size, as per the latest 13f filing made by Land & Buildings Investment Management LLC.
In the Land & Buildings Investment Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Land & Buildings Investment Management LLC in that top holding, then the share count change between reporting periods, and finally the Land & Buildings Investment Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| TRICON RESIDENTIAL INC |
5,800,314 |
-398,866 |
$52,783 | | TCN | 5,800,314 | -398,866 | $52,783 | | VENTAS INC. |
942,612 |
+26,055 |
$46,980 | | VTR | 942,612 | +26,055 | $46,980 | | APARTMENT INCOME REIT CORP |
1,178,289 |
-151,989 |
$40,922 | | AIRC | 1,178,289 | -151,989 | $40,922 | | SUN COMMUNITIES INC |
292,774 |
+66,932 |
$39,129 | | SUI | 292,774 | +66,932 | $39,129 | | SBA COMMUNICATIONS CORPORATION |
151,505 |
+8,128 |
$38,435 | | SBAC | 151,505 | +8,128 | $38,435 | | PROLOGIS INC |
257,022 |
-2,171 |
$34,261 | | PLD | 257,022 | -2,171 | $34,261 | | VICI PROPERTIES INC. |
964,710 |
+391,760 |
$30,755 | | VICI | 964,710 | +391,760 | $30,755 | | AGREE REALTY CORPORATION |
404,690 |
+404,690 |
$25,475 | | ADC | 404,690 | +404,690 | $25,475 | | EQUINIX INC. REIT |
29,624 |
-18,601 |
$23,859 | | EQIX | 29,624 | -18,601 | $23,859 | | NATIONAL HEALTH INVESTORS INC. |
412,052 |
+185,377 |
$23,013 | | NHI | 412,052 | +185,377 | $23,013 | | TANGER INC |
651,757 |
-304,350 |
$18,067 | | SKT | 651,757 | -304,350 | $18,067 | | HILTON WORLDWIDE HOLDINGS INC. |
97,083 |
+97,083 |
$17,678 | | HLT | 97,083 | +97,083 | $17,678 | | RYMAN HOSPITALITY PPTYS INC |
160,590 |
-19,740 |
$17,675 | | RHP | 160,590 | -19,740 | $17,675 | | AMERICAN HOMES 4 RENT LLC |
378,693 |
-9,708 |
$13,618 | | AMH | 378,693 | -9,708 | $13,618 | | SMARTRENT INC. |
3,087,270 |
-413,449 |
$9,848 | | SMRT | 3,087,270 | -413,449 | $9,848 |
See Full List: All Stocks Held By Land & Buildings Investment Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Land & Buildings Investment Management LLC
|
|
