Land & Buildings 13F, Q4 2024
Jonathan Litt · quarter ending 31 December 2024 · filed 14 February 2025 · SEC CIK 1536520
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| AMERICAN HEALTHCARE REIT INC | AHR | $44.31M | 9.0% | +2% shares |
| VENTAS, INC. | VTR | $40.89M | 8.3% | +26% shares |
| EQUINIX, INC. REIT | EQIX | $39.10M | 7.9% | -3% shares |
| FIRST INDUSTRIAL REALTY TRUST, INC. | FR | $34.91M | 7.1% | -16% shares |
| TANGER INC | SKT | $33.25M | 6.7% | -7% shares |
| KITE REALTY GROUP TRUST | KRG | $32.41M | 6.6% | unchanged |
| NATIONAL HEALTH INVESTORS, INC. | NHI | $32.37M | 6.6% | +109% shares |
| APARTMENT INVESTMENT AND MANAGEMENT COMPANY | AIV | $27.94M | 5.7% | +77% shares |
| AMERICAN HOMES 4 RENT LLC | AMH | $27.61M | 5.6% | new |
| MARRIOTT INTERNATIONAL, INC CLASS A | MAR | $26.47M | 5.4% | +56% shares |
| CBRE GROUP, INC. CLASS A | CBRE | $25.01M | 5.1% | -5% shares |
| SIMON PROPERTY GROUP INC | SPG | $23.14M | 4.7% | +359% shares |
| OUTFRONT MEDIA INC. | $21.92M | 4.4% | -19% shares | |
| SUN COMMUNITIES, INC | SUI | $19.45M | 3.9% | -31% shares |
| XENIA HOTELS & RESORTS, INC. | XHR | $16.03M | 3.3% | +5% shares |
| AMERICAN TOWER CORPORATION | AMT | $11.52M | 2.3% | -35% shares |
| EQUITY RESIDENTIAL | EQR | $11.39M | 2.3% | new |
| DIGITAL REALTY TRUST, INC. | DLR | $9.73M | 2.0% | new |
| VICI PROPERTIES INC. | VICI | $9.19M | 1.9% | -68% shares |
| SMARTRENT, INC. | SMRT | $6.98M | 1.4% | +4% shares |
What changed since Q3 2024
Against the Q3 2024 filing, Land & Buildings opened 3 new positions, added to 8, trimmed 8, left 1 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001536520-25-000002, filed by Land & Buildings Investment Management, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.