Feb 17, 2021 – Land & Buildings Investment Management, LLC Buys Public Storage, Hilton Grand Vacations Inc, Monmouth Real Estate Investment Corp, Sells Caesars Entertainment Inc, Americold Realty Trust, Crown Castle International Corp

Land & Buildings Investment Management, LLC (current portfolio), based in Stamford, CT, buys public warehouses, Hilton Grand Vacations Inc., Monmouth Real Estate Investment Corp., Camden Property Trust, sells Caesars Entertainment Inc., Americold Realty Trust, Crown Castle International Corp. , QTS Realty Trust Inc., Invitation Homes Inc. for the three months ending the fourth quarter of 2020, according to the latest filings from the investment firm Land & Buildings Investment Management, LLC. As of the fourth quarter of 2020, Land & Buildings Investment Management, LLC owns 21 shares with a total value of $ 456 million. These are the details of the purchases and sales.

  • New acquisitions: PPE, truck, MNR, CPT,
  • Reduced positions: CZR, PCH, QTS, VER, LUFT, SBAC, AMH, DHI, OUT, APLE, EQIX, FR, ACC, VICI, VTR,
  • Sold out: KALT, CCI, INVH, RDFN, EPR,

For more information on buying and selling shares in Land & Buildings Investment Management, LLC, please visit https://www.gurufocus.com/guru/land+%26+buildings+investment+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings by Land & Buildings Investment Management, LLC

  1. American Campus Communities Inc (ACC) – 1,276,896 shares, 11.98% of total portfolio. Shares reduced by 7.55%
  2. Apartment Income REIT Corp (AIRC) – 1,388,327 shares, 11.70% of total portfolio. Shares reduced by 16.81%
  3. Public Storage (PSA) – 185,632 shares, 9.40% of total portfolio. New position
  4. American Homes 4 Rent (AMH) – 1,058,559 shares, 6.97% of total portfolio. Shares reduced by 27.34%
  5. SBA Communications Corp (SBAC) – 104,194 shares, 6.45% of total portfolio. Shares reduced by 25.78%

New purchase: Public storage (PSA)

Land & Buildings Investment Management, LLC initiated involvement in public warehousing. Purchase prices ranged from $ 216.58 to $ 236.23 with an estimated average price of $ 229.28. The stock is now trading at around $ 229.950000. The impact on a portfolio from this purchase was 9.4%. As of December 31, 2018, the portfolio totaled 185,632 shares.

New purchase: Hilton Grand Vacations Inc (truck)

Land & Buildings Investment Management, LLC initiated stake in Hilton Grand Vacations Inc. The purchase prices ranged from USD 20.6 to USD 31.35 with an estimated average price of USD 26.2. The stock is now trading at around $ 36,140,000. The impact on a portfolio from this purchase was 2.87%. As of December 31, 2018, the portfolio totaled 417,790 shares.

New purchase: Monmouth Real Estate Investment Corp (MNR)

Land & Buildings Investment Management, LLC initiated an investment in Monmouth Real Estate Investment Corp. Purchase prices ranged from $ 13.85 to $ 17.84 with an estimated average price of $ 15.11. The stock is now trading at around $ 17,740,000. The impact on a portfolio from this purchase was 2.62%. As of December 31, 2018, there were 689,530 shares.

New purchase: Camden Property Trust (CPT)

Land & Buildings Investment Management, LLC initiated the investment in the Camden Property Trust. Purchase prices ranged from $ 87.8 to $ 101.81 with an estimated average price of $ 96.89. The stock is now trading at around $ 106,400,000. The impact on a portfolio from this purchase was 1.78%. As of December 31, 2018, 81,090 shares were held.

Sold out: Americold Realty Trust (COLD)

Land & Buildings Investment Management, LLC has sold an interest in Americold Realty Trust. Retail prices ranged from $ 33.33 to $ 39.13 with an estimated average price of $ 35.96.

Sold out: Crown Castle International Corp (CCI)

Land & Buildings Investment Management, LLC has an interest in Crown Castle International Corp. sold out. Retail prices ranged from $ 152.46 to $ 170.8 with an estimated average price of $ 162.12.

Sold out: Invitation Homes Inc (INVH)

Land & Buildings Investment Management, LLC has sold off an interest in Invitation Homes Inc. Retail prices ranged from $ 27.26 to $ 30.24 with an estimated average price of $ 28.79.

Sold out: Redfin Corp (RDFN)

Land & Buildings Investment Management, LLC has an interest in Redfin Corp. sold out. Retail prices ranged from $ 39.24 to $ 82.11 with an estimated average price of $ 53.45.

Sold out: EPR Properties (EPR)

Land & Buildings Investment Management, LLC has sold out an interest in EPR Properties. Retail prices ranged from $ 21.55 to $ 40.48 with an estimated average price of $ 29.44.

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