Land & Buildings Investment Management, LLC

CIK: 0001536520SEC EDGAR →

Portfolio Value

$602K

Holdings

19

As of

Q4 2025

New Positions

6

Closed Positions

5

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

CENTERSPACE

828,398$55K
9.19%
2

FIRST INDL RLTY TR INC

912,517$52K
8.69%
3

AMERICAN HEALTHCARE REIT INC

1,053,206$50K
8.24%
4

EQUINIX INC

57,912$44K
7.38%
5

VENTAS INC

505,225$39K
6.50%
6

NATIONAL STORAGE AFFILIATES

1,314,463$37K
6.16%
7

SUN CMNTYS INC

285,481$35K
5.88%
8

AMERICAN HOMES 4 RENT

1,079,778$35K
5.76%
9

NATIONAL HEALTH INVS INC

413,133$32K
5.24%
10

SIMON PPTY GROUP INC NEW

167,517$31K
5.15%

Quarterly Changes

Top Buys

EQIX↑ Increased
$44K
NSANEW
$37K
CSR↑ Increased
$20K
FR↑ Increased
$16K
OUT↑ Increased
$13K

Top Sells

EXRCLOSED
$19K
8CWCLOSED
$13K
ESRTCLOSED
$8K
SPG↓ Decreased
$8K
PLD↓ Decreased
$7K

New Positions (2)

$37K · 1.3M shares
$5K · 217K shares

Closed Positions (5)

$19K · 138K shares
$13K · 130K shares
$8K · 1.0M shares
$4K · 19K shares
$4K · 96K shares

Sector Breakdown

Sector# HoldingsValue%
Real Estate16$516K85.8%
Consumer Cyclical2$46K7.7%
Unknown1$39K6.5%