LB

Land & Buildings Investment Management, LLC

13F
Land & Buildings Investment Management, LLC
Last update 2024-11-15 19 Stocks (5 new)
Value $489.00 Mil Turnover 27 %
Countries:
Top Holdings: FR(9.43%)AHR(8.14%)EQIX(7.79%)VTR(7.23%)SKT(7.13%)
Portfolio Report
Summary Stock Picks Current Portfolio
Land & Buildings Investment Ma... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FR 		First Industrial Realty Trust Inc
823,962
46125.390
+1.95%
9.430
+0.18%
0.620
-9.27%
-1.98%
6506.252
REITs
AHR 		American Healthcare REIT Inc
1,525,015
39802.890
-15.15%
8.140
-0.94%
1.000
+11.25%
-4.63%
4152.583
REITs
EQIX 		Equinix Inc
42,922
38098.860
+5.90%
7.790
+0.43%
0.040
+3.73%
-4.57%
86805.597
REITs
VTR 		Ventas Inc
551,696
35380.260
+48.12%
7.230
+2.35%
0.130
-7.26%
-1.63%
24331.618
REITs
SKT 		Tanger Inc
1,051,064
34874.300
+0.75%
7.130
+0.05%
0.950
-0.77%
-2.98%
3674.994
REITs
KRG 		Kite Realty Group Trust
1,283,832
34098.580
+28.98%
6.970
+1.57%
0.580
-10.35%
-9.11%
4988.618
REITs
VICI 		VICI Properties Inc
982,302
32720.480
+53.57%
6.690
+2.33%
0.090
-10.61%
-1.78%
30286.423
REITs
SUI 		Sun Communities Inc
227,942
30806.360
-11.70%
6.300
-0.86%
0.180
-5.14%
-0.63%
15568.369
REITs
UDR 		UDR Inc
634,225
28755.760
New Holding
5.880
+5.88%
0.190
-5.30%
-4.63%
13521.769
REITs
OUT 		Outfront Media Inc
1,525,045
28030.330
-4.03%
5.730
-0.22%
0.920
-3.83%
-4.20%
2884.229
REITs

Land & Buildings Investment Management, LLC's Historical Top Holdings Breakdowns

Land & Buildings Investment Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EQC 		Equity Commonwealth2024-03-31New Buy
+13.14%
●
18.2 ($18.99) 19.81
$1.69
-91.10%
New holding
3,177,266
3,177,266
TCN Tricon Residential Inc2024-03-31Sold Out
-12.13%
●
8.63 ($10.66) 11.16
$11.25
5.53%
Sold Out
0
-5,800,314
AIV 		Apartment Investment & Management Co2023-12-31Sold Out
-10.83%
●
5.68 ($6.75) 7.98
$9.00
33.33%
Sold Out
0
-7,247,927
TCN Tricon Residential Inc2023-09-30New Buy
+10.08%
●
7.37 ($8.62) 9.46
$11.25
30.51%
New holding
6,199,180
6,199,180
SBAC 		SBA Communications Corp2024-03-31Sold Out
-8.83%
●
199.95 ($222.43) 254.98
$194.96
-12.35%
Sold Out
0
-151,505
INVH 		Invitation Homes Inc2024-03-31New Buy
+8.63%
●
32.22 ($33.84) 35.61
$30.94
-8.57%
New holding
1,107,120
1,107,120
AIRC Apartment Income REIT Corp2024-06-30Sold Out
-8.52%
●
31.35 ($38.07) 39.09
$39.08
2.65%
Sold Out
0
-1,198,739
EQC 		Equity Commonwealth2024-06-30Reduce
-8.40%
●
18.45 ($19.05) 19.6
$1.69
-91.13%
Reduce -63.96%
1,144,989
-2,032,277
HST 		Host Hotels & Resorts Inc2023-06-30Reduce
-7.98%
●
15.8 ($16.74) 17.83
$17.16
2.51%
Reduce -79.46%
540,976
-2,092,920
EQIX 		Equinix Inc2023-09-30New Buy
+7.69%
●
707.1 ($774.45) 819.1
$899.65
16.17%
New holding
48,225
48,225

Land & Buildings Investment Management, LLC Total Holding History ($B)

To

Land & Buildings Investment Management, LLC's Asset Allocation

To

Land & Buildings Investment Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Land & Buildings Investment Management, LLC's Hypothetical Growth since 2024-09-30

Land & Buildings Investment Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Land & Buildings Investment Management, LLC's Holdings Heat Map

Size field:

Land & Buildings Investment Management, LLC's Holdings Bubble Chart

Land & Buildings Investment Management, LLC News

  • 1

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