13F HOLDINGS REPORT
Land & Buildings Investment Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001536520-25-000007
Total Value
$544.9M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERICAN HEALTHCARE REIT INC | AHR | 1,151,953 | $48.4M | 8.88% |
| 2 | SIMON PPTY GROUP INC NEW | 828806109 | 206,225 | $38.7M | 7.10% |
| 3 | FIRST INDL RLTY TR INC | 32054K103 | 710,521 | $36.6M | 6.71% |
| 4 | VENTAS INC | VTR | 522,115 | $36.5M | 6.71% |
| 5 | SIX FLAGS ENTERTAINMENT CORP | FUN | 1,585,580 | $36.0M | 6.61% |
| 6 | CENTERSPACE | CSR | 599,252 | $35.3M | 6.48% |
| 7 | NATIONAL HEALTH INVS INC | 63633D104 | 435,866 | $34.7M | 6.36% |
| 8 | AMERICAN HOMES 4 RENT | AMH-PG | 980,985 | $32.6M | 5.99% |
| 9 | TANGER INC | SKT | 902,401 | $30.5M | 5.60% |
| 10 | SUN CMNTYS INC | 866674104 | 234,797 | $30.3M | 5.56% |
| 11 | EQUINIX INC | EQIX | 31,865 | $25.0M | 4.58% |
| 12 | PROLOGIS INC. | PLDGP | 209,960 | $24.0M | 4.41% |
| 13 | CBRE GROUP INC | CBRE | 142,339 | $22.4M | 4.12% |
| 14 | GAMING & LEISURE PPTYS INC | 36467J108 | 441,882 | $20.6M | 3.78% |
| 15 | EXTRA SPACE STORAGE INC | EXR | 137,562 | $19.4M | 3.56% |
| 16 | MARRIOTT INTL INC NEW | 571903202 | 74,077 | $19.3M | 3.54% |
| 17 | OUTFRONT MEDIA INC | OUT | 951,148 | $17.4M | 3.20% |
| 18 | CROWN CASTLE INC | CCI | 129,800 | $12.5M | 2.30% |
| 19 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 106,776 | $9.6M | 1.76% |
| 20 | EMPIRE ST RLTY TR INC | 292104106 | 1,014,676 | $7.8M | 1.43% |
| 21 | AVALONBAY CMNTYS INC | AWX | 19,248 | $3.7M | 0.68% |
| 22 | UDR INC | UDR | 95,892 | $3.6M | 0.66% |