Land & Buildings Investment Management, LLC
CIK: 0001536520SEC EDGAR →
Portfolio Value
$601.6M
Holdings
19
As of
Q4 2025
New Positions
6
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CENTERSPACE | 828,398 | $55.3M | 9.19% |
| 2 | FIRST INDL RLTY TR INC | 912,517 | $52.3M | 8.69% |
| 3 | AMERICAN HEALTHCARE REIT INC | 1,053,206 | $49.6M | 8.24% |
| 4 | EQUINIX INC | 57,912 | $44.4M | 7.38% |
| 5 | VENTAS INC | 505,225 | $39.1M | 6.50% |
| 6 | NATIONAL STORAGE AFFILIATES | 1,314,463 | $37.1M | 6.16% |
| 7 | SUN CMNTYS INC | 285,481 | $35.4M | 5.88% |
| 8 | AMERICAN HOMES 4 RENT | 1,079,778 | $34.7M | 5.76% |
| 9 | NATIONAL HEALTH INVS INC | 413,133 | $31.6M | 5.24% |
| 10 | SIMON PPTY GROUP INC NEW | 167,517 | $31.0M | 5.15% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Real Estate | 16 | $516.0M | 85.8% |
| Consumer Cyclical | 2 | $46.5M | 7.7% |
| Unknown | 1 | $39.1M | 6.5% |