13F HOLDINGS REPORT
Land & Buildings Investment Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001536520-25-000005
Total Value
$501.1M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERICAN HEALTHCARE REIT INC | AHR | 1,079,153 | $39.6M | 7.91% |
| 2 | FIRST INDUSTRIAL REALTY TRUST, INC. | 32054K103 | 765,911 | $36.9M | 7.36% |
| 3 | NATIONAL HEALTH INVESTORS, INC. | 63633D104 | 459,966 | $32.3M | 6.44% |
| 4 | VENTAS, INC. | VTR | 489,415 | $30.9M | 6.17% |
| 5 | AMERICAN HOMES 4 RENT LLC | AMH-PG | 789,900 | $28.5M | 5.69% |
| 6 | EQUINIX, INC. REIT | EQIX | 35,582 | $28.3M | 5.65% |
| 7 | MARRIOTT INTERNATIONAL, INC CLASS A | 571903202 | 103,505 | $28.3M | 5.64% |
| 8 | EXTRA SPACE STORAGE INC. | EXR | 180,402 | $26.6M | 5.31% |
| 9 | GAMING AND LEISURE PROP, INC. | 36467J108 | 540,520 | $25.2M | 5.04% |
| 10 | SUN COMMUNITIES, INC | 866674104 | 193,747 | $24.5M | 4.89% |
| 11 | OUTFRONT MEDIA INC. | OUT | 1,434,776 | $23.4M | 4.67% |
| 12 | SIMON PROPERTY GROUP INC | 828806109 | 144,045 | $23.2M | 4.62% |
| 13 | CBRE GROUP, INC. CLASS A | CBRE | 164,947 | $23.1M | 4.61% |
| 14 | TANGER INC | SKT | 736,441 | $22.5M | 4.49% |
| 15 | REXFORD INDL RLTY INC | 76169C100 | 561,113 | $20.0M | 3.98% |
| 16 | CENTERSPACE | CSR | 305,166 | $18.4M | 3.67% |
| 17 | KITE REALTY GROUP TRUST | 49803T300 | 806,852 | $18.3M | 3.65% |
| 18 | D.R. HORTON, INC. | 23331A109 | 139,159 | $17.9M | 3.58% |
| 19 | AMERICAN TOWER CORPORATION | 03027X100 | 78,538 | $17.4M | 3.46% |
| 20 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 102,347 | $10.1M | 2.02% |
| 21 | EQUITY RESIDENTIAL | EQR | 85,707 | $5.8M | 1.15% |