Filed: 11/14/2025ACC: 0001536520-25-000007
📋 What this filing means
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $544.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$544.91M
Total AUM (reported)
10.68M
Total Shares
Allocation by class
COM$396.98M72.9%
CL A$82.11M15.1%
COM SHS$48.39M8.9%
COM NEW$17.43M3.2%
Portfolio Concentration
Top 3$123.67M22.7%
4–10$235.96M43.3%
11–25$185.29M34.0%
Top 3 weight
22.7%
Top 10 weight
66.0%
Voting Authority Distribution
Total shares with voting rights: 10.68M
Sole
Full voting authority
10.68M
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
AMERICAN HEALTHCARE REIT INC
SOLEShares1.15M
TypeSH
Market value$48.39M
8.88%
Sole
1.15M
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW
SOLEShares206.22K
TypeSH
Market value$38.70M
7.10%
Sole
206.22K
Shared
0.00
None
0.00
FIRST INDL RLTY TR INC
SOLEShares710.52K
TypeSH
Market value$36.57M
6.71%
Sole
710.52K
Shared
0.00
None
0.00
VENTAS INC
SOLEShares522.12K
TypeSH
Market value$36.54M
6.71%
Sole
522.12K
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares1.59M
TypeSH
Market value$36.02M
6.61%
Sole
1.59M
Shared
0.00
None
0.00
CENTERSPACE
SOLEShares599.25K
TypeSH
Market value$35.30M
6.48%
Sole
599.25K
Shared
0.00
None
0.00
NATIONAL HEALTH INVS INC
SOLEShares435.87K
TypeSH
Market value$34.65M
6.36%
Sole
435.87K
Shared
0.00
None
0.00
AMERICAN HOMES 4 RENT
SOLEShares980.99K
TypeSH
Market value$32.62M
5.99%
Sole
980.99K
Shared
0.00
None
0.00
TANGER INC
SOLEShares902.40K
TypeSH
Market value$30.54M
5.60%
Sole
902.40K
Shared
0.00
None
0.00
SUN CMNTYS INC
SOLEShares234.80K
TypeSH
Market value$30.29M
5.56%
Sole
234.80K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares31.86K
TypeSH
Market value$24.96M
4.58%
Sole
31.86K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares209.96K
TypeSH
Market value$24.04M
4.41%
Sole
209.96K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares142.34K
TypeSH
Market value$22.43M
4.12%
Sole
142.34K
Shared
0.00
None
0.00
GAMING & LEISURE PPTYS INC
SOLEShares441.88K
TypeSH
Market value$20.60M
3.78%
Sole
441.88K
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC
SOLEShares137.56K
TypeSH
Market value$19.39M
3.56%
Sole
137.56K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares74.08K
TypeSH
Market value$19.29M
3.54%
Sole
74.08K
Shared
0.00
None
0.00
OUTFRONT MEDIA INC
SOLEShares951.15K
TypeSH
Market value$17.43M
3.20%
Sole
951.15K
Shared
0.00
None
0.00
CROWN CASTLE INC
SOLEShares129.80K
TypeSH
Market value$12.52M
2.30%
Sole
129.80K
Shared
0.00
None
0.00
RYMAN HOSPITALITY PPTYS INC
SOLEShares106.78K
TypeSH
Market value$9.57M
1.76%
Sole
106.78K
Shared
0.00
None
0.00
EMPIRE ST RLTY TR INC
SOLEShares1.01M
TypeSH
Market value$7.77M
1.43%
Sole
1.01M
Shared
0.00
None
0.00
AVALONBAY CMNTYS INC
SOLEShares19.25K
TypeSH
Market value$3.72M
0.68%
Sole
19.25K
Shared
0.00
None
0.00
UDR INC
SOLEShares95.89K
TypeSH
Market value$3.57M
0.66%
Sole
95.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN HEALTHCARE REIT INCSOLE | COM SHS | 1.15M | SH | $48.39M 8.88% | 1.15M | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEWSOLE | COM | 206.22K | SH | $38.70M 7.10% | 206.22K | 0.00 | 0.00 |
FIRST INDL RLTY TR INCSOLE | COM | 710.52K | SH | $36.57M 6.71% | 710.52K | 0.00 | 0.00 |
VENTAS INCSOLE | COM | 522.12K | SH | $36.54M 6.71% | 522.12K | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 1.59M | SH | $36.02M 6.61% | 1.59M | 0.00 | 0.00 |
CENTERSPACESOLE | COM | 599.25K | SH | $35.30M 6.48% | 599.25K | 0.00 | 0.00 |
NATIONAL HEALTH INVS INCSOLE | COM | 435.87K | SH | $34.65M 6.36% | 435.87K | 0.00 | 0.00 |
AMERICAN HOMES 4 RENTSOLE | CL A | 980.99K | SH | $32.62M 5.99% | 980.99K | 0.00 | 0.00 |
TANGER INCSOLE | COM | 902.40K | SH | $30.54M 5.60% | 902.40K | 0.00 | 0.00 |
SUN CMNTYS INCSOLE | COM | 234.80K | SH | $30.29M 5.56% | 234.80K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 31.86K | SH | $24.96M 4.58% | 31.86K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 209.96K | SH | $24.04M 4.41% | 209.96K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 142.34K | SH | $22.43M 4.12% | 142.34K | 0.00 | 0.00 |
GAMING & LEISURE PPTYS INCSOLE | COM | 441.88K | SH | $20.60M 3.78% | 441.88K | 0.00 | 0.00 |
EXTRA SPACE STORAGE INCSOLE | COM | 137.56K | SH | $19.39M 3.56% | 137.56K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 74.08K | SH | $19.29M 3.54% | 74.08K | 0.00 | 0.00 |
OUTFRONT MEDIA INCSOLE | COM NEW | 951.15K | SH | $17.43M 3.20% | 951.15K | 0.00 | 0.00 |
CROWN CASTLE INCSOLE | COM | 129.80K | SH | $12.52M 2.30% | 129.80K | 0.00 | 0.00 |
RYMAN HOSPITALITY PPTYS INCSOLE | COM | 106.78K | SH | $9.57M 1.76% | 106.78K | 0.00 | 0.00 |
EMPIRE ST RLTY TR INCSOLE | CL A | 1.01M | SH | $7.77M 1.43% | 1.01M | 0.00 | 0.00 |
AVALONBAY CMNTYS INCSOLE | COM | 19.25K | SH | $3.72M 0.68% | 19.25K | 0.00 | 0.00 |
UDR INCSOLE | COM | 95.89K | SH | $3.57M 0.66% | 95.89K | 0.00 | 0.00 |