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Land & Buildings Investment Management, LLC

Q3 2023 Holdings

Filed 2023-11-14 | 18 holdings | $455.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Apartment Investment and Management Company(AIV)CL A03748R747$49.3M7,247,92710.8%
Tricon Residential IncCOM89612W102$45.9M6,199,18010.1%
Apartment Income REIT Corp(AIRCUSD)COM03750L109$40.8M1,330,2789.0%
Ventas, Inc.(VTR)COM92276F100$38.6M916,5578.5%
Equinix, Inc. REIT(EQIX)COM29444U700$35.0M48,2257.7%
SIX Flags Entertainment Corporation(SIXEUR)COM83001A102$32.5M1,383,9867.1%
Prologis Inc(PLD)COM74340W103$29.1M259,1936.4%
SBA Communications Corporation(SBAC)CL A78410G104$28.7M143,3776.3%
SUN Communities, Inc(SUI)COM866674104$26.7M225,8425.9%
Tanger Factory Outlet Centers, Inc.(SKT)COM875465106$21.6M956,1074.7%
Rexford Indl Rlty Inc(REXR)COM76169C100$17.5M355,1173.8%
Caesars Entertainment Inc(CZR)COM12769G100$17.3M373,8663.8%
Vici Properties Inc.(VICI)COM925652109$16.7M572,9503.7%
Ryman Hospitality Pptys Inc(RHP)COM78377T107$15.0M180,3303.3%
American Homes 4 Rent LLC(AMH)CL A02665T306$13.1M388,4012.9%
National Health Investors, Inc.(NHI)COM63633D104$11.6M226,6752.6%
Smartrent, Inc.(SMRT)COM CL A83193G107$9.1M3,500,7192.0%
Cbre Group, Inc. Class A(CBRE)CL A12504L109$6.5M88,2351.4%