Filed: 2/14/2025ACC: 0001536520-25-000002
📋 What this filing means
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $493.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$493.63M
Total AUM (reported)
17M
Total Shares
Allocation by class
COM$291.50M59.1%
CL A$107.03M21.7%
COM SHS$44.31M9.0%
COM NEW$32.41M6.6%
SH BEN INT$11.39M2.3%
COM CL A$6.98M1.4%
Portfolio Concentration
Top 3$124.31M25.2%
4–10$214.96M43.5%
11–25$154.36M31.3%
Top 3 weight
25.2%
Top 10 weight
68.7%
Voting Authority Distribution
Total shares with voting rights: 17M
Sole
Full voting authority
17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
AMERICAN HEALTHCARE REIT INC
SOLEShares1.56M
TypeSH
Market value$44.31M
8.98%
Sole
1.56M
Shared
0.00
None
0.00
VENTAS, INC.
SOLEShares694.38K
TypeSH
Market value$40.89M
8.28%
Sole
694.38K
Shared
0.00
None
0.00
EQUINIX, INC. REIT
SOLEShares41.47K
TypeSH
Market value$39.10M
7.92%
Sole
41.47K
Shared
0.00
None
0.00
FIRST INDUSTRIAL REALTY TRUST, INC.
SOLEShares696.44K
TypeSH
Market value$34.91M
7.07%
Sole
696.44K
Shared
0.00
None
0.00
TANGER INC
SOLEShares974.17K
TypeSH
Market value$33.25M
6.74%
Sole
974.17K
Shared
0.00
None
0.00
KITE REALTY GROUP TRUST
SOLEShares1.28M
TypeSH
Market value$32.41M
6.57%
Sole
1.28M
Shared
0.00
None
0.00
NATIONAL HEALTH INVESTORS, INC.
SOLEShares467.06K
TypeSH
Market value$32.37M
6.56%
Sole
467.06K
Shared
0.00
None
0.00
APARTMENT INVESTMENT AND MANAGEMENT COMPANY
SOLEShares3.07M
TypeSH
Market value$27.94M
5.66%
Sole
3.07M
Shared
0.00
None
0.00
AMERICAN HOMES 4 RENT LLC
SOLEShares737.85K
TypeSH
Market value$27.61M
5.59%
Sole
737.85K
Shared
0.00
None
0.00
MARRIOTT INTERNATIONAL, INC CLASS A
SOLEShares94.88K
TypeSH
Market value$26.47M
5.36%
Sole
94.88K
Shared
0.00
None
0.00
CBRE GROUP, INC. CLASS A
SOLEShares190.48K
TypeSH
Market value$25.01M
5.07%
Sole
190.48K
Shared
0.00
None
0.00
SIMON PROPERTY GROUP INC
SOLEShares134.38K
TypeSH
Market value$23.14M
4.69%
Sole
134.38K
Shared
0.00
None
0.00
OUTFRONT MEDIA INC.
SOLEShares1.24M
TypeSH
Market value$21.92M
4.44%
Sole
1.24M
Shared
0.00
None
0.00
SUN COMMUNITIES, INC
SOLEShares158.13K
TypeSH
Market value$19.45M
3.94%
Sole
158.13K
Shared
0.00
None
0.00
XENIA HOTELS & RESORTS, INC.
SOLEShares1.08M
TypeSH
Market value$16.03M
3.25%
Sole
1.08M
Shared
0.00
None
0.00
AMERICAN TOWER CORPORATION
SOLEShares62.81K
TypeSH
Market value$11.52M
2.33%
Sole
62.81K
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares158.73K
TypeSH
Market value$11.39M
2.31%
Sole
158.73K
Shared
0.00
None
0.00
DIGITAL REALTY TRUST, INC.
SOLEShares54.87K
TypeSH
Market value$9.73M
1.97%
Sole
54.87K
Shared
0.00
None
0.00
VICI PROPERTIES INC.
SOLEShares314.56K
TypeSH
Market value$9.19M
1.86%
Sole
314.56K
Shared
0.00
None
0.00
SMARTRENT, INC.
SOLEShares3.99M
TypeSH
Market value$6.98M
1.41%
Sole
3.99M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN HEALTHCARE REIT INCSOLE | COM SHS | 1.56M | SH | $44.31M 8.98% | 1.56M | 0.00 | 0.00 |
VENTAS, INC.SOLE | COM | 694.38K | SH | $40.89M 8.28% | 694.38K | 0.00 | 0.00 |
EQUINIX, INC. REITSOLE | COM | 41.47K | SH | $39.10M 7.92% | 41.47K | 0.00 | 0.00 |
FIRST INDUSTRIAL REALTY TRUST, INC.SOLE | COM | 696.44K | SH | $34.91M 7.07% | 696.44K | 0.00 | 0.00 |
TANGER INCSOLE | COM | 974.17K | SH | $33.25M 6.74% | 974.17K | 0.00 | 0.00 |
KITE REALTY GROUP TRUSTSOLE | COM NEW | 1.28M | SH | $32.41M 6.57% | 1.28M | 0.00 | 0.00 |
NATIONAL HEALTH INVESTORS, INC.SOLE | COM | 467.06K | SH | $32.37M 6.56% | 467.06K | 0.00 | 0.00 |
APARTMENT INVESTMENT AND MANAGEMENT COMPANYSOLE | CL A | 3.07M | SH | $27.94M 5.66% | 3.07M | 0.00 | 0.00 |
AMERICAN HOMES 4 RENT LLCSOLE | CL A | 737.85K | SH | $27.61M 5.59% | 737.85K | 0.00 | 0.00 |
MARRIOTT INTERNATIONAL, INC CLASS ASOLE | CL A | 94.88K | SH | $26.47M 5.36% | 94.88K | 0.00 | 0.00 |
CBRE GROUP, INC. CLASS ASOLE | CL A | 190.48K | SH | $25.01M 5.07% | 190.48K | 0.00 | 0.00 |
SIMON PROPERTY GROUP INCSOLE | COM | 134.38K | SH | $23.14M 4.69% | 134.38K | 0.00 | 0.00 |
OUTFRONT MEDIA INC.SOLE | COM | 1.24M | SH | $21.92M 4.44% | 1.24M | 0.00 | 0.00 |
SUN COMMUNITIES, INCSOLE | COM | 158.13K | SH | $19.45M 3.94% | 158.13K | 0.00 | 0.00 |
XENIA HOTELS & RESORTS, INC.SOLE | COM | 1.08M | SH | $16.03M 3.25% | 1.08M | 0.00 | 0.00 |
AMERICAN TOWER CORPORATIONSOLE | COM | 62.81K | SH | $11.52M 2.33% | 62.81K | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 158.73K | SH | $11.39M 2.31% | 158.73K | 0.00 | 0.00 |
DIGITAL REALTY TRUST, INC.SOLE | COM | 54.87K | SH | $9.73M 1.97% | 54.87K | 0.00 | 0.00 |
VICI PROPERTIES INC.SOLE | COM | 314.56K | SH | $9.19M 1.86% | 314.56K | 0.00 | 0.00 |
SMARTRENT, INC.SOLE | COM CL A | 3.99M | SH | $6.98M 1.41% | 3.99M | 0.00 | 0.00 |