13F HOLDINGS REPORT
Land & Buildings Investment Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001536520-25-000003
Total Value
$472.6M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATIONAL HEALTH INVESTORS, INC. | 63633D104 | 586,946 | $43.4M | 9.17% |
| 2 | FIRST INDUSTRIAL REALTY TRUST, INC. | 32054K103 | 644,191 | $34.8M | 7.36% |
| 3 | AMERICAN HEALTHCARE REIT INC | AHR | 1,147,003 | $34.8M | 7.35% |
| 4 | AMERICAN HOMES 4 RENT LLC | AMH-PG | 880,590 | $33.3M | 7.05% |
| 5 | EXTRA SPACE STORAGE INC. | EXR | 206,892 | $30.7M | 6.50% |
| 6 | VENTAS, INC. | VTR | 433,926 | $29.8M | 6.31% |
| 7 | EQUITY RESIDENTIAL | EQR | 389,349 | $27.9M | 5.90% |
| 8 | APARTMENT INVESTMENT AND MANAGEMENT COMPANY | APA | 3,142,232 | $27.7M | 5.85% |
| 9 | EQUINIX, INC. REIT | EQIX | 29,292 | $23.9M | 5.05% |
| 10 | SUN COMMUNITIES, INC | 866674104 | 183,252 | $23.6M | 4.99% |
| 11 | MARRIOTT INTERNATIONAL, INC CLASS A | 571903202 | 91,180 | $21.7M | 4.60% |
| 12 | SIMON PROPERTY GROUP INC | 828806109 | 126,135 | $20.9M | 4.43% |
| 13 | TANGER INC | SKT | 608,381 | $20.6M | 4.35% |
| 14 | AMERICAN TOWER CORPORATION | 03027X100 | 85,397 | $18.6M | 3.93% |
| 15 | KITE REALTY GROUP TRUST | 49803T300 | 806,852 | $18.0M | 3.82% |
| 16 | OUTFRONT MEDIA INC. | OUT | 1,036,685 | $16.7M | 3.54% |
| 17 | CBRE GROUP, INC. CLASS A | CBRE | 127,529 | $16.7M | 3.53% |
| 18 | VICI PROPERTIES INC. | 925652109 | 465,831 | $15.2M | 3.22% |
| 19 | ELME COMMUNITIES SBI | ELME | 546,653 | $9.5M | 2.01% |
| 20 | SMARTRENT, INC. | SMRT | 4,076,738 | $4.9M | 1.04% |