LB

Land & Buildings Investment Management, LLC

13F
Land & Buildings Investment Management, LLC
Last update 2024-08-15 19 Stocks (6 new)
Value $425.00 Mil Turnover 34 %
Countries:
Top Holdings: FR(9.04%)INVH(8.33%)SUI(7.32%)EQIX(7.22%)NHI(6.66%)
Portfolio Report
Summary Stock Picks Current Portfolio
Land & Buildings Investment Ma... Top Holdings of 2024-06-30 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
808,212
38398.150
+256.45%
9.040
+6.50%
0.610
+4.00%
+2.93%
7021.088
REITs
INVH 		Invitation Homes Inc
985,840
35381.800
-10.95%
8.330
-0.95%
0.160
-6.21%
-3.12%
19762.653
REITs
SUI 		Sun Communities Inc
258,146
31065.290
-3.29%
7.320
-0.25%
0.210
+3.04%
+1.93%
16608.522
REITs
EQIX 		Equinix Inc
40,531
30665.760
-11.87%
7.220
-0.99%
0.040
+18.93%
+14.61%
87706.797
REITs
NHI 		National Health Investors Inc
417,834
28299.900
+4.56%
6.660
+0.29%
0.960
+7.01%
+42.84%
3334.313
REITs
SKT 		Tanger Inc
1,043,287
28283.510
+52.43%
6.660
+2.29%
0.950
+25.89%
+25.31%
3662.250
REITs
AHR 		American Healthcare REIT Inc
1,797,400
26260.010
+19.30%
6.180
+1.00%
1.370
+66.35%
0%
3945.667
REITs
CBRE 		CBRE Group Inc
275,643
24562.550
-9.04%
5.780
-0.58%
0.090
+26.36%
+44.93%
41226.743
Real Estate
OUT 		Outfront Media Inc
1,589,091
22724.000
New Holding
5.350
+5.35%
0.960
+32.27%
+37.51%
2999.290
REITs
KRG 		Kite Realty Group Trust
995,400
22277.050
New Holding
5.250
+5.25%
0.450
+14.62%
+22.92%
5902.429
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
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
$19.96
4.78%
Reduce -63.96%
1,144,989
-2,032,277
FR 		First Industrial Realty Trust Inc2024-06-30Add
+6.50%
●
45.42 ($47.88) 53.28
$53.05
10.80%
Add 256.45%
808,212
581,472
OUT 		Outfront Media Inc2024-06-30New Buy
+5.35%
●
13.48 ($14.89) 16.44
$18.07
21.36%
New holding
1,589,091
1,589,091
KRG 		Kite Realty Group Trust2024-06-30New Buy
+5.25%
●
19.92 ($21.31) 22.38
$26.87
26.09%
New holding
995,400
995,400
PLD 		Prologis Inc2024-06-30Sold Out
-5.10%
●
101.88 ($110.77) 127.92
$114.43
3.30%
Sold Out
0
-178,942
LVS 		Las Vegas Sands Corp2024-06-30Sold Out
-4.72%
●
43.25 ($46.66) 53.96
$50.34
7.89%
Sold Out
0
-416,500
EQR 		Equity Residential2024-06-30New Buy
+4.32%
●
59.68 ($65.07) 69.34
$72.03
10.70%
New holding
264,320
264,320
MAC 		Macerich Co2024-06-30Sold Out
-3.67%
●
13.46 ($15.3) 16.79
$18.94
23.79%
Sold Out
0
-971,969
VTR 		Ventas Inc2024-06-30Reduce
-3.33%
●
41.68 ($46.83) 51.26
$64.47
37.67%
Reduce -48.37%
372,456
-349,006

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 2024-06-30

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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