Land & Buildings Investment Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 20Value: $472.6MLatest: 2025Q1

Land & Buildings Investment Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 20 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "KRG",
  "SKT",
  "NHI",
  "SMRT",
  "AIV",
  null,
  "EQIX",
  "AMH",
  "SPG",
  "AMT",
  "VTR",
  "AHR",
  "EQR",
  "ELME",
  "VICI",
  "FR",
  "SUI",
  "EXR",
  "CBRE",
  "MAR"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 20
Total Value: 472604632
Accession Number: 0001536520-25-000003
Form Type: 13F-HR
CIK: land--buildings-investment-management
Manager Name: Land--Buildings-Investment-Management

Data Enrichment

95% identified

19 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

20 positions • $472.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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NATIONAL HEALTH INVESTORS INC

NHI|63633D104

Shares:586.9K

Value:$43.4M

% of Portfolio:9.2% ($43.4M/$472.6M)

FIRST INDUSTRIAL REALTY TRUST INC

FR|32054K103

Shares:644.2K

Value:$34.8M

% of Portfolio:7.4% ($34.8M/$472.6M)

American Healthcare REIT, Inc.

AHR|398182303

Shares:1.1M

Value:$34.8M

% of Portfolio:7.4% ($34.8M/$472.6M)

American Homes 4 Rent

AMH|02665T306

Shares:880.6K

Value:$33.3M

% of Portfolio:7.0% ($33.3M/$472.6M)

Extra Space Storage Inc.

EXR|30225T102

Shares:206.9K

Value:$30.7M

% of Portfolio:6.5% ($30.7M/$472.6M)

Ventas, Inc.

VTR|92276F100

Shares:433.9K

Value:$29.8M

% of Portfolio:6.3% ($29.8M/$472.6M)

EQUITY RESIDENTIAL

EQR|29476L107

Shares:389.3K

Value:$27.9M

% of Portfolio:5.9% ($27.9M/$472.6M)

APARTMENT INVESTMENT & MANAGEMENT CO

AIV|03748R747

Shares:3.1M

Value:$27.7M

% of Portfolio:5.9% ($27.7M/$472.6M)

EQUINIX INC

EQIX|29444U700

Shares:29.3K

Value:$23.9M

% of Portfolio:5.1% ($23.9M/$472.6M)

SUN COMMUNITIES INC

SUI|866674104

Shares:183.3K

Value:$23.6M

% of Portfolio:5.0% ($23.6M/$472.6M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:91.2K

Value:$21.7M

% of Portfolio:4.6% ($21.7M/$472.6M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:126.1K

Value:$20.9M

% of Portfolio:4.4% ($20.9M/$472.6M)

TANGER INC.

SKT|875465106

Shares:608.4K

Value:$20.6M

% of Portfolio:4.3% ($20.6M/$472.6M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:85.4K

Value:$18.6M

% of Portfolio:3.9% ($18.6M/$472.6M)

KITE REALTY GROUP TRUST

KRG|49803T300

Shares:806.9K

Value:$18.0M

% of Portfolio:3.8% ($18.0M/$472.6M)

69007J304

Shares:1.0M

Value:$16.7M

% of Portfolio:3.5% ($16.7M/$472.6M)

CBRE GROUP, INC.

CBRE|12504L109

Shares:127.5K

Value:$16.7M

% of Portfolio:3.5% ($16.7M/$472.6M)

VICI PROPERTIES INC.

VICI|925652109

Shares:465.8K

Value:$15.2M

% of Portfolio:3.2% ($15.2M/$472.6M)

Elme Communities

ELME|939653101

Shares:546.7K

Value:$9.5M

% of Portfolio:2.0% ($9.5M/$472.6M)

SmartRent, Inc.

SMRT|83193G107

Shares:4.1M

Value:$4.9M

% of Portfolio:1.0% ($4.9M/$472.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NATIONAL HEALTH INVESTORS INC(NHIcusip63633D104)	586.9K	QoQ +25.66% (+119.9K) YoY +46.88% (+187.3K)	All Managers (Combined)	$43.4M	9.2% ($43.4M/$472.6M)	QoQ +33.93% (+$11.0M) YoY +72.66% (+$18.2M)
FIRST INDUSTRIAL REALTY TRUST INC(FRcusip32054K103)	644.2K	QoQ -7.50% (-52.3K) YoY +184.10% (+417.5K)	All Managers (Combined)	$34.8M	7.4% ($34.8M/$472.6M)	QoQ -0.43% (-$152.0K) YoY +191.78% (+$22.8M)
American Healthcare REIT, Inc.(AHRcusip398182303)	1.1M	QoQ -26.43% (-412.2K) YoY -23.87% (-359.7K)	All Managers (Combined)	$34.8M	7.4% ($34.8M/$472.6M)	QoQ -21.57% (-$9.6M) YoY +56.38% (-$12.5M)
American Homes 4 Rent(AMHcusip02665T306)	880.6K	QoQ +19.34% (+142.7K) YoY NEW(+880.6K)	All Managers (Combined)	$33.3M	7.0% ($33.3M/$472.6M)	QoQ +20.58% (+$5.7M) YoY NEW(+$33.3M)
Extra Space Storage Inc.(EXRcusip30225T102)	206.9K	QoQ NEW(+206.9K) YoY NEW(+206.9K)	All Managers (Combined)	$30.7M	6.5% ($30.7M/$472.6M)	QoQ NEW(+$30.7M) YoY NEW(+$30.7M)
Ventas, Inc.(VTRcusip92276F100)	433.9K	QoQ -37.50% (-260.4K) YoY -39.85% (-287.5K)	All Managers (Combined)	$29.8M	6.3% ($29.8M/$472.6M)	QoQ -27.03% (-$11.1M) YoY -5.01% (-$1.6M)
EQUITY RESIDENTIAL(EQRcusip29476L107)	389.3K	QoQ +145.29% (+230.6K) YoY NEW(+389.3K)	All Managers (Combined)	$27.9M	5.9% ($27.9M/$472.6M)	QoQ +144.67% (+$16.5M) YoY NEW(+$27.9M)
APARTMENT INVESTMENT & MANAGEMENT CO(AIVcusip03748R747)	3.1M	QoQ +2.21% (-68.1K) YoY +2275.49% (+3.0M)	All Managers (Combined)	$27.7M	5.9% ($27.7M/$472.6M)	QoQ -1.04% (-$292.5K) YoY +2452.42% (+$26.6M)
EQUINIX INC(EQIXcusip29444U700)	29.3K	QoQ -29.36% (-12.2K) YoY -36.30% (-16.7K)	All Managers (Combined)	$23.9M	5.1% ($23.9M/$472.6M)	QoQ -38.92% (-$15.2M) YoY -37.07% (-$14.1M)
SUN COMMUNITIES INC(SUIcusip866674104)	183.3K	QoQ +15.88% (+25.1K) YoY -31.34% (-83.7K)	All Managers (Combined)	$23.6M	5.0% ($23.6M/$472.6M)	QoQ +21.22% (+$4.1M) YoY -31.31% (-$10.7M)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	91.2K	QoQ -3.89% (-3.7K) YoY NEW(+91.2K)	All Managers (Combined)	$21.7M	4.6% ($21.7M/$472.6M)	QoQ -17.93% (-$4.7M) YoY NEW(+$21.7M)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	126.1K	QoQ -6.13% (-8.2K) YoY NEW(+126.1K)	All Managers (Combined)	$20.9M	4.4% ($20.9M/$472.6M)	QoQ -9.47% (-$2.2M) YoY NEW(+$20.9M)
TANGER INC.(SKTcusip875465106)	608.4K	QoQ -37.54% (-365.8K) YoY -11.11% (-76.0K)	All Managers (Combined)	$20.6M	4.3% ($20.6M/$472.6M)	QoQ -38.17% (-$12.7M) YoY +1.71% (-$346.1K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	85.4K	QoQ +35.96% (+22.6K) YoY NEW(+85.4K)	All Managers (Combined)	$18.6M	3.9% ($18.6M/$472.6M)	QoQ +61.31% (+$7.1M) YoY NEW(+$18.6M)
KITE REALTY GROUP TRUST(KRGcusip49803T300)	806.9K	QoQ -37.16% (-477.3K) YoY NEW(+806.9K)	All Managers (Combined)	$18.0M	3.8% ($18.0M/$472.6M)	QoQ -44.31% (-$14.4M) YoY NEW(+$18.0M)
(cusip69007J304)✕	1.0M	QoQ NEW(+1.0M) YoY NEW(+1.0M)	All Managers (Combined)	$16.7M	3.5% ($16.7M/$472.6M)	QoQ NEW(+$16.7M) YoY NEW(+$16.7M)
CBRE GROUP, INC.(CBREcusip12504L109)	127.5K	QoQ -33.04% (-62.9K) YoY -57.91% (-175.5K)	All Managers (Combined)	$16.7M	3.5% ($16.7M/$472.6M)	QoQ -33.30% (-$8.3M) YoY -43.40% (-$12.8M)
VICI PROPERTIES INC.(VICIcusip925652109)	465.8K	QoQ +48.08% (+151.3K) YoY -16.83% (-94.3K)	All Managers (Combined)	$15.2M	3.2% ($15.2M/$472.6M)	QoQ +65.37% (+$6.0M) YoY -8.93% (-$1.5M)
Elme Communities(ELMEcusip939653101)	546.7K	QoQ NEW(+546.7K) YoY NEW(+546.7K)	All Managers (Combined)	$9.5M	2.0% ($9.5M/$472.6M)	QoQ NEW(+$9.5M) YoY NEW(+$9.5M)
SmartRent, Inc.(SMRTcusip83193G107)	4.1M	QoQ +2.16% (-86.5K) YoY +31.14% (-968.2K)	All Managers (Combined)	$4.9M	1.0% ($4.9M/$472.6M)	QoQ -29.35% (-$2.1M) YoY -40.78% (-$3.4M)