LB

Land & Buildings Investment Management, LLC

13F
Land & Buildings Investment Management, LLC
Last update 2025-05-15 20 Stocks (2 new)
Value $473.00 Mil Turnover 18 %
Countries:
Top Holdings: NHI(9.17%)FR(7.36%)AHR(7.35%)AMH(7.05%)EXR(6.50%)
Summary Stock Picks Current Portfolio
Land & Buildings Investment Ma... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NHI 		National Health Investors Inc
586,946
43,351.8
+25.67%
9.170
+1.87%
1.260
-0.36%
+4.84%
3,351.7
REITs
FR 		First Industrial Realty Trust Inc
644,191
34,760.6
-7.50%
7.360
-0.53%
0.490
-12.58%
+0.27%
6,600.2
REITs
AHR 		American Healthcare REIT Inc
1,147,003
34,754.2
-26.44%
7.350
-2.37%
0.720
+22.77%
+24.88%
5,614.3
REITs
AMH 		American Homes 4 Rent
880,590
33,295.1
+19.35%
7.050
+1.14%
0.240
+2.18%
-1.07%
13,584.9
REITs
EXR 		Extra Space Storage Inc
206,892
30,721.4
New Holding
6.500
+6.50%
0.100
-3.26%
+1.70%
31,925.0
REITs
VTR 		Ventas Inc
433,926
29,836.8
-37.51%
6.310
-3.11%
0.100
-7.04%
+7.13%
28,273.8
REITs
EQR 		Equity Residential
389,349
27,869.6
+145.29%
5.900
+3.49%
0.100
-2.74%
-1.53%
26,337.7
REITs
AIV 		Apartment Investment & Management Co
3,142,232
27,651.6
+2.21%
5.850
+0.13%
2.220
-4.55%
-1.11%
1,188.9
REITs
EQIX 		Equinix Inc
29,292
23,883.2
-29.37%
5.050
-2.33%
0.030
+6.15%
-2.73%
88,768.8
REITs
SUI 		Sun Communities Inc
183,252
23,573.5
+15.89%
4.990
+0.68%
0.140
-2.55%
+5.90%
15,970.5
REITs

Land & Buildings Investment Management, LLC's Historical Top Holdings Breakdowns

Land & Buildings Investment Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EXR 		Extra Space Storage Inc2025-03-31New Buy
+6.50%
●
143.8 ($151.64) 161.28
$150.44
-0.79%
New holding
206,892
206,892
EQR 		Equity Residential2025-03-31Add
+3.49%
●
66.98 ($70.62) 75.02
$69.32
-1.84%
Add 145.29%
389,349
230,620
XHR 		Xenia Hotels & Resorts Inc2025-03-31Sold Out
-3.25%
●
11.76 ($13.91) 15.2
$12.33
-11.36%
Sold Out
0
-1,078,910
VTR 		Ventas Inc2025-03-31Reduce
-3.11%
●
56.9 ($63.84) 70.47
$62.65
-1.86%
Reduce -37.51%
433,926
-260,450
SKT 		Tanger Inc2025-03-31Reduce
-2.53%
●
31.75 ($33.58) 36
$30.69
-8.61%
Reduce -37.55%
608,381
-365,793
KRG 		Kite Realty Group Trust2025-03-31Reduce
-2.44%
●
21.24 ($22.86) 25.05
$22.64
-0.96%
Reduce -37.17%
806,852
-477,310
AHR 		American Healthcare REIT Inc2025-03-31Reduce
-2.37%
●
27.13 ($28.83) 30.54
$35.20
22.10%
Reduce -26.44%
1,147,003
-412,201
EQIX 		Equinix Inc2025-03-31Reduce
-2.33%
●
803 ($898.89) 959.97
$907.48
0.96%
Reduce -29.37%
29,292
-12,180
ELME 		Elme Communities2025-03-31New Buy
+2.01%
●
14.32 ($16.13) 17.45
$16.45
1.98%
New holding
546,653
546,653
DLR 		Digital Realty Trust Inc2025-03-31Sold Out
-1.97%
●
142.1 ($162.65) 183.56
$176.68
8.63%
Sold Out
0
-54,870

Land & Buildings Investment Management, LLC Total Holding History ($B)

To

Land & Buildings Investment Management, LLC's Asset Allocation

To

Land & Buildings Investment Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Land & Buildings Investment Management, LLC's Hypothetical Growth since 2025-03-31

Land & Buildings Investment Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Land & Buildings Investment Management, LLC's Holdings Heat Map

Size field:

Land & Buildings Investment Management, LLC's Holdings Bubble Chart

Land & Buildings Investment Management, LLC News

  • 1

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