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Land & Buildings Investment Management Llc

Portfolio Manager
Land & Buildings Investment Management LLC
Performance
+4.04% (2026 Q1)
AUM (13F)
$591.37M
# of Holdings
20
Performance Rank
Allocation (Top 20)
100%

Land & Buildings Investment Management Llc Holdings Map

Top 20 Land & Buildings Investment Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FR
FIRST INDL RLTY TR INC
8.45%863.9K$50.0M
-5.33%(-48.59K)
2025-Q1: 644.2K shares2025-Q2: 765.9K shares2025-Q3: 710.5K shares2025-Q4: 912.5K shares2026-Q1: 863.9K shares
$51.58(+17.93%)
2026-03-31
INVH
INVITATION HOMES INC
8.26%1.97M$48.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.97M shares
$28.37(-1.53%)
2026-03-31
AHR
AMERICAN HEALTHCARE REIT INC
8.06%1.01M$47.7M
-4.01%(-42.20K)
2025-Q1: 1.15M shares2025-Q2: 1.08M shares2025-Q3: 1.15M shares2025-Q4: 1.05M shares2026-Q1: 1.01M shares
$16.55(+198.14%)
2026-03-31
NHI
NATIONAL HEALTH INVS INC
8.03%587.2K$47.5M
+42.14%(+174.11K)
2025-Q1: 586.9K shares2025-Q2: 460.0K shares2025-Q3: 435.9K shares2025-Q4: 413.1K shares2026-Q1: 587.2K shares
$70.25(+6.24%)
2026-03-31
EQIX
EQUINIX INC
7.83%47.3K$46.3M
-18.39%(-10.65K)
2025-Q1: 29.3K shares2025-Q2: 35.6K shares2025-Q3: 31.9K shares2025-Q4: 57.9K shares2026-Q1: 47.3K shares
$779.07(+35.99%)
2026-03-31
SPG
SIMON PPTY GROUP INC NEW
6.86%217.5K$40.6M
+29.82%(+49.95K)
2025-Q1: 126.1K shares2025-Q2: 144.0K shares2025-Q3: 206.2K shares2025-Q4: 167.5K shares2026-Q1: 217.5K shares
$172.71(+15.81%)
2026-03-31
SUI
SUN CMNTYS INC
5.87%275.7K$34.7M
-3.42%(-9.78K)
2025-Q1: 183.3K shares2025-Q2: 193.7K shares2025-Q3: 234.8K shares2025-Q4: 285.5K shares2026-Q1: 275.7K shares
$139.27(-13.54%)
2026-03-31
VTR
VENTAS INC
5.08%367.4K$30.0M
-27.28%(-137.82K)
2025-Q1: 433.9K shares2025-Q2: 489.4K shares2025-Q3: 522.1K shares2025-Q4: 505.2K shares2026-Q1: 367.4K shares
$55.99(+56.20%)
2026-03-31
SKT
TANGER INC
4.59%798.9K$27.1M
-3.38%(-27.91K)
2025-Q1: 608.4K shares2025-Q2: 736.4K shares2025-Q3: 902.4K shares2025-Q4: 826.8K shares2026-Q1: 798.9K shares
$26.23(+34.46%)
2026-03-31
RHP
RYMAN HOSPITALITY PPTYS INC
4.5%288.3K$26.6M
+41.56%(+84.63K)
2025-Q1: 0 shares2025-Q2: 102.3K shares2025-Q3: 106.8K shares2025-Q4: 203.6K shares2026-Q1: 288.3K shares
$93.14(+12.51%)
2026-03-31

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