Filed: 5/15/2025ACC: 0001536520-25-000003
📋 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 $472.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$472.60M
Total AUM (reported)
15.62M
Total Shares
Allocation by class
COM$261.41M55.3%
CL A$99.34M21.0%
SH BEN INT$37.38M7.9%
COM NEW$34.78M7.4%
COM SHS$34.75M7.4%
COM CL A$4.93M1.0%
Portfolio Concentration
Top 3$112.87M23.9%
4–10$196.83M41.6%
11–25$162.91M34.5%
Top 3 weight
23.9%
Top 10 weight
65.5%
Voting Authority Distribution
Total shares with voting rights: 15.62M
Sole
Full voting authority
15.62M
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:
NATIONAL HEALTH INVESTORS, INC.
SOLEShares586.95K
TypeSH
Market value$43.35M
9.17%
Sole
586.95K
Shared
0.00
None
0.00
FIRST INDUSTRIAL REALTY TRUST, INC.
SOLEShares644.19K
TypeSH
Market value$34.76M
7.36%
Sole
644.19K
Shared
0.00
None
0.00
AMERICAN HEALTHCARE REIT INC
SOLEShares1.15M
TypeSH
Market value$34.75M
7.35%
Sole
1.15M
Shared
0.00
None
0.00
AMERICAN HOMES 4 RENT LLC
SOLEShares880.59K
TypeSH
Market value$33.30M
7.05%
Sole
880.59K
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC.
SOLEShares206.89K
TypeSH
Market value$30.72M
6.50%
Sole
206.89K
Shared
0.00
None
0.00
VENTAS, INC.
SOLEShares433.93K
TypeSH
Market value$29.84M
6.31%
Sole
433.93K
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares389.35K
TypeSH
Market value$27.87M
5.90%
Sole
389.35K
Shared
0.00
None
0.00
APARTMENT INVESTMENT AND MANAGEMENT COMPANY
SOLEShares3.14M
TypeSH
Market value$27.65M
5.85%
Sole
3.14M
Shared
0.00
None
0.00
EQUINIX, INC. REIT
SOLEShares29.29K
TypeSH
Market value$23.88M
5.05%
Sole
29.29K
Shared
0.00
None
0.00
SUN COMMUNITIES, INC
SOLEShares183.25K
TypeSH
Market value$23.57M
4.99%
Sole
183.25K
Shared
0.00
None
0.00
MARRIOTT INTERNATIONAL, INC CLASS A
SOLEShares91.18K
TypeSH
Market value$21.72M
4.60%
Sole
91.18K
Shared
0.00
None
0.00
SIMON PROPERTY GROUP INC
SOLEShares126.14K
TypeSH
Market value$20.95M
4.43%
Sole
126.14K
Shared
0.00
None
0.00
TANGER INC
SOLEShares608.38K
TypeSH
Market value$20.56M
4.35%
Sole
608.38K
Shared
0.00
None
0.00
AMERICAN TOWER CORPORATION
SOLEShares85.40K
TypeSH
Market value$18.58M
3.93%
Sole
85.40K
Shared
0.00
None
0.00
KITE REALTY GROUP TRUST
SOLEShares806.85K
TypeSH
Market value$18.05M
3.82%
Sole
806.85K
Shared
0.00
None
0.00
OUTFRONT MEDIA INC.
SOLEShares1.04M
TypeSH
Market value$16.73M
3.54%
Sole
1.04M
Shared
0.00
None
0.00
CBRE GROUP, INC. CLASS A
SOLEShares127.53K
TypeSH
Market value$16.68M
3.53%
Sole
127.53K
Shared
0.00
None
0.00
VICI PROPERTIES INC.
SOLEShares465.83K
TypeSH
Market value$15.20M
3.22%
Sole
465.83K
Shared
0.00
None
0.00
ELME COMMUNITIES SBI
SOLEShares546.65K
TypeSH
Market value$9.51M
2.01%
Sole
546.65K
Shared
0.00
None
0.00
SMARTRENT, INC.
SOLEShares4.08M
TypeSH
Market value$4.93M
1.04%
Sole
4.08M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NATIONAL HEALTH INVESTORS, INC.SOLE | COM | 586.95K | SH | $43.35M 9.17% | 586.95K | 0.00 | 0.00 |
FIRST INDUSTRIAL REALTY TRUST, INC.SOLE | COM | 644.19K | SH | $34.76M 7.36% | 644.19K | 0.00 | 0.00 |
AMERICAN HEALTHCARE REIT INCSOLE | COM SHS | 1.15M | SH | $34.75M 7.35% | 1.15M | 0.00 | 0.00 |
AMERICAN HOMES 4 RENT LLCSOLE | CL A | 880.59K | SH | $33.30M 7.05% | 880.59K | 0.00 | 0.00 |
EXTRA SPACE STORAGE INC.SOLE | COM | 206.89K | SH | $30.72M 6.50% | 206.89K | 0.00 | 0.00 |
VENTAS, INC.SOLE | COM | 433.93K | SH | $29.84M 6.31% | 433.93K | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 389.35K | SH | $27.87M 5.90% | 389.35K | 0.00 | 0.00 |
APARTMENT INVESTMENT AND MANAGEMENT COMPANYSOLE | CL A | 3.14M | SH | $27.65M 5.85% | 3.14M | 0.00 | 0.00 |
EQUINIX, INC. REITSOLE | COM | 29.29K | SH | $23.88M 5.05% | 29.29K | 0.00 | 0.00 |
SUN COMMUNITIES, INCSOLE | COM | 183.25K | SH | $23.57M 4.99% | 183.25K | 0.00 | 0.00 |
MARRIOTT INTERNATIONAL, INC CLASS ASOLE | CL A | 91.18K | SH | $21.72M 4.60% | 91.18K | 0.00 | 0.00 |
SIMON PROPERTY GROUP INCSOLE | COM | 126.14K | SH | $20.95M 4.43% | 126.14K | 0.00 | 0.00 |
TANGER INCSOLE | COM | 608.38K | SH | $20.56M 4.35% | 608.38K | 0.00 | 0.00 |
AMERICAN TOWER CORPORATIONSOLE | COM | 85.40K | SH | $18.58M 3.93% | 85.40K | 0.00 | 0.00 |
KITE REALTY GROUP TRUSTSOLE | COM NEW | 806.85K | SH | $18.05M 3.82% | 806.85K | 0.00 | 0.00 |
OUTFRONT MEDIA INC.SOLE | COM NEW | 1.04M | SH | $16.73M 3.54% | 1.04M | 0.00 | 0.00 |
CBRE GROUP, INC. CLASS ASOLE | CL A | 127.53K | SH | $16.68M 3.53% | 127.53K | 0.00 | 0.00 |
VICI PROPERTIES INC.SOLE | COM | 465.83K | SH | $15.20M 3.22% | 465.83K | 0.00 | 0.00 |
ELME COMMUNITIES SBISOLE | SH BEN INT | 546.65K | SH | $9.51M 2.01% | 546.65K | 0.00 | 0.00 |
SMARTRENT, INC.SOLE | COM CL A | 4.08M | SH | $4.93M 1.04% | 4.08M | 0.00 | 0.00 |