Filed: 8/14/2025ACC: 0001536520-25-000005
📋 What this filing means
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $501.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$501.07M
Total AUM (reported)
9.20M
Total Shares
Allocation by class
COM$334.07M66.7%
CL A$79.88M15.9%
COM NEW$41.69M8.3%
COM SHS$39.65M7.9%
SH BEN INT$5.78M1.2%
Portfolio Concentration
Top 3$108.76M21.7%
4–10$192.32M38.4%
11–25$199.99M39.9%
Top 3 weight
21.7%
Top 10 weight
60.1%
Voting Authority Distribution
Total shares with voting rights: 9.20M
Sole
Full voting authority
9.20M
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)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
AMERICAN HEALTHCARE REIT INC
SOLEShares1.08M
TypeSH
Market value$39.65M
7.91%
Sole
1.08M
Shared
0.00
None
0.00
FIRST INDUSTRIAL REALTY TRUST, INC.
SOLEShares765.91K
TypeSH
Market value$36.86M
7.36%
Sole
765.91K
Shared
0.00
None
0.00
NATIONAL HEALTH INVESTORS, INC.
SOLEShares459.97K
TypeSH
Market value$32.25M
6.44%
Sole
459.97K
Shared
0.00
None
0.00
VENTAS, INC.
SOLEShares489.42K
TypeSH
Market value$30.91M
6.17%
Sole
489.42K
Shared
0.00
None
0.00
AMERICAN HOMES 4 RENT LLC
SOLEShares789.90K
TypeSH
Market value$28.49M
5.69%
Sole
789.90K
Shared
0.00
None
0.00
EQUINIX, INC. REIT
SOLEShares35.58K
TypeSH
Market value$28.30M
5.65%
Sole
35.58K
Shared
0.00
None
0.00
MARRIOTT INTERNATIONAL, INC CLASS A
SOLEShares103.50K
TypeSH
Market value$28.28M
5.64%
Sole
103.50K
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC.
SOLEShares180.40K
TypeSH
Market value$26.60M
5.31%
Sole
180.40K
Shared
0.00
None
0.00
GAMING AND LEISURE PROP, INC.
SOLEShares540.52K
TypeSH
Market value$25.23M
5.04%
Sole
540.52K
Shared
0.00
None
0.00
SUN COMMUNITIES, INC
SOLEShares193.75K
TypeSH
Market value$24.51M
4.89%
Sole
193.75K
Shared
0.00
None
0.00
OUTFRONT MEDIA INC.
SOLEShares1.43M
TypeSH
Market value$23.42M
4.67%
Sole
1.43M
Shared
0.00
None
0.00
SIMON PROPERTY GROUP INC
SOLEShares144.04K
TypeSH
Market value$23.16M
4.62%
Sole
144.04K
Shared
0.00
None
0.00
CBRE GROUP, INC. CLASS A
SOLEShares164.95K
TypeSH
Market value$23.11M
4.61%
Sole
164.95K
Shared
0.00
None
0.00
TANGER INC
SOLEShares736.44K
TypeSH
Market value$22.52M
4.49%
Sole
736.44K
Shared
0.00
None
0.00
REXFORD INDL RLTY INC
SOLEShares561.11K
TypeSH
Market value$19.96M
3.98%
Sole
561.11K
Shared
0.00
None
0.00
CENTERSPACE
SOLEShares305.17K
TypeSH
Market value$18.37M
3.67%
Sole
305.17K
Shared
0.00
None
0.00
KITE REALTY GROUP TRUST
SOLEShares806.85K
TypeSH
Market value$18.28M
3.65%
Sole
806.85K
Shared
0.00
None
0.00
D.R. HORTON, INC.
SOLEShares139.16K
TypeSH
Market value$17.94M
3.58%
Sole
139.16K
Shared
0.00
None
0.00
AMERICAN TOWER CORPORATION
SOLEShares78.54K
TypeSH
Market value$17.36M
3.46%
Sole
78.54K
Shared
0.00
None
0.00
RYMAN HOSPITALITY PPTYS INC
SOLEShares102.35K
TypeSH
Market value$10.10M
2.02%
Sole
102.35K
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares85.71K
TypeSH
Market value$5.78M
1.15%
Sole
85.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN HEALTHCARE REIT INCSOLE | COM SHS | 1.08M | SH | $39.65M 7.91% | 1.08M | 0.00 | 0.00 |
FIRST INDUSTRIAL REALTY TRUST, INC.SOLE | COM | 765.91K | SH | $36.86M 7.36% | 765.91K | 0.00 | 0.00 |
NATIONAL HEALTH INVESTORS, INC.SOLE | COM | 459.97K | SH | $32.25M 6.44% | 459.97K | 0.00 | 0.00 |
VENTAS, INC.SOLE | COM | 489.42K | SH | $30.91M 6.17% | 489.42K | 0.00 | 0.00 |
AMERICAN HOMES 4 RENT LLCSOLE | CL A | 789.90K | SH | $28.49M 5.69% | 789.90K | 0.00 | 0.00 |
EQUINIX, INC. REITSOLE | COM | 35.58K | SH | $28.30M 5.65% | 35.58K | 0.00 | 0.00 |
MARRIOTT INTERNATIONAL, INC CLASS ASOLE | CL A | 103.50K | SH | $28.28M 5.64% | 103.50K | 0.00 | 0.00 |
EXTRA SPACE STORAGE INC.SOLE | COM | 180.40K | SH | $26.60M 5.31% | 180.40K | 0.00 | 0.00 |
GAMING AND LEISURE PROP, INC.SOLE | COM | 540.52K | SH | $25.23M 5.04% | 540.52K | 0.00 | 0.00 |
SUN COMMUNITIES, INCSOLE | COM | 193.75K | SH | $24.51M 4.89% | 193.75K | 0.00 | 0.00 |
OUTFRONT MEDIA INC.SOLE | COM NEW | 1.43M | SH | $23.42M 4.67% | 1.43M | 0.00 | 0.00 |
SIMON PROPERTY GROUP INCSOLE | COM | 144.04K | SH | $23.16M 4.62% | 144.04K | 0.00 | 0.00 |
CBRE GROUP, INC. CLASS ASOLE | CL A | 164.95K | SH | $23.11M 4.61% | 164.95K | 0.00 | 0.00 |
TANGER INCSOLE | COM | 736.44K | SH | $22.52M 4.49% | 736.44K | 0.00 | 0.00 |
REXFORD INDL RLTY INCSOLE | COM | 561.11K | SH | $19.96M 3.98% | 561.11K | 0.00 | 0.00 |
CENTERSPACESOLE | COM | 305.17K | SH | $18.37M 3.67% | 305.17K | 0.00 | 0.00 |
KITE REALTY GROUP TRUSTSOLE | COM NEW | 806.85K | SH | $18.28M 3.65% | 806.85K | 0.00 | 0.00 |
D.R. HORTON, INC.SOLE | COM | 139.16K | SH | $17.94M 3.58% | 139.16K | 0.00 | 0.00 |
AMERICAN TOWER CORPORATIONSOLE | COM | 78.54K | SH | $17.36M 3.46% | 78.54K | 0.00 | 0.00 |
RYMAN HOSPITALITY PPTYS INCSOLE | COM | 102.35K | SH | $10.10M 2.02% | 102.35K | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 85.71K | SH | $5.78M 1.15% | 85.71K | 0.00 | 0.00 |