Land & Buildings Investment Management, LLC Quant / Systematic

Name: Land & Buildings Investment Management, LLC Q3 2017 13F Filing | 13F Explorer
Creator: Land & Buildings Investment Management, LLC
Published: 2017-11-08

Location: Stamford, CT

CIK: 0001536520 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 8, 2017

Total Value: $407M (100.0% shares, 0.0% debt)

Holdings (12)

RLJ RLJ LODGING TR 18.9%

Value $77.07M Shares 3,503,275 Share Price $22.00 Est. Cost/Share $22.00 Unrealized @ Report Date —

— LIFE STORAGE INC 16.6%

Value $67.39M Shares 823,803 Share Price $81.81 Est. Cost/Share $81.81 Unrealized @ Report Date —

BKD BROOKDALE SR LIVING INC 13.0%

Value $53.01M Shares 5,000,774 Share Price $10.60 * Est. Cost/Share $13.49 Unrealized @ Report Date -6.2%

— TAUBMAN CTRS INC 12.9%

Value $52.36M Shares 1,053,547 Share Price $49.70 Est. Cost/Share $68.13 Unrealized @ Report Date —

MGM MGM RESORTS INTERNATIONAL 9.5%

Value $38.64M Shares 1,185,610 Share Price $32.59 * Est. Cost/Share $22.11 Unrealized @ Report Date +38.6%

— STARWOOD WAYPOINT HOMES 6.9%

Value $28.12M Shares 773,052 Share Price $36.37 Est. Cost/Share $36.37 Unrealized @ Report Date —

EQR EQUITY RESIDENTIAL 5.0%

Value $20.5M Shares 310,881 Share Price $65.93 * Est. Cost/Share $46.29 Unrealized @ Report Date +6.1%

— QTS RLTY TR INC 5.0%

Value $20.36M Shares 388,790 Share Price $52.36 Est. Cost/Share $49.53 Unrealized @ Report Date —

SBAC SBA COMMUNICATIONS CORP NEW 3.6%

Value $14.73M Shares 102,271 Share Price $144.05 * Est. Cost/Share $122.98 Unrealized @ Report Date +6.9%

HLT HILTON WORLDWIDE HLDGS INC 3.2%

Value $12.99M Shares 187,000 Share Price $69.45 * Est. Cost/Share $60.18 Unrealized @ Report Date +2.6%

— CORESITE RLTY CORP 2.8%

Value $11.39M Shares 101,800 Share Price $111.90 Est. Cost/Share $111.90 Unrealized @ Report Date —

VRE MACK CALI RLTY CORP 2.5%

Value $10.37M Shares 437,396 Share Price $23.71 Est. Cost/Share $21.98 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
RLJ	RLJ LODGING TR	3,503,275	$77.07M	18.9%	$22.00	$22.00	—	COM	74965L101
—	LIFE STORAGE INC	823,803	$67.39M	16.6%	$81.81	$81.81	—	COM	53223X107
BKD	BROOKDALE SR LIVING INC	5,000,774	$53.01M	13.0%	$10.60 *	$13.49	-6.2%	COM	112463104
—	TAUBMAN CTRS INC	1,053,547	$52.36M	12.9%	$49.70	$68.13	—	COM	876664103
MGM	MGM RESORTS INTERNATIONAL	1,185,610	$38.64M	9.5%	$32.59 *	$22.11	+38.6%	COM	552953101
—	STARWOOD WAYPOINT HOMES	773,052	$28.12M	6.9%	$36.37	$36.37	—	COM	85572F105
EQR	EQUITY RESIDENTIAL	310,881	$20.5M	5.0%	$65.93 *	$46.29	+6.1%	COM	29476L107
—	QTS RLTY TR INC	388,790	$20.36M	5.0%	$52.36	$49.53	—	COM	74736A103
SBAC	SBA COMMUNICATIONS CORP NEW	102,271	$14.73M	3.6%	$144.05 *	$122.98	+6.9%	COM	78410G104
HLT	HILTON WORLDWIDE HLDGS INC	187,000	$12.99M	3.2%	$69.45 *	$60.18	+2.6%	COM	43300A203
—	CORESITE RLTY CORP	101,800	$11.39M	2.8%	$111.90	$111.90	—	COM	21870Q105
VRE	MACK CALI RLTY CORP	437,396	$10.37M	2.5%	$23.71	$21.98	—	COM	554489104