Land & Buildings Investment Management, LLC Quant / Systematic

Name: Land & Buildings Investment Management, LLC Q1 2025 13F Filing | 13F Explorer
Creator: Land & Buildings Investment Management, LLC
Published: 2025-05-15

Location: Stamford, CT

CIK: 0001536520 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value: $473M (100.0% shares, 0.0% debt)

Holdings (20)

NHI NATIONAL HEALTH INVESTORS, INC. 9.2%

Value $43.35M Shares 586,946 Share Price $73.86 Est. Cost/Share $64.42 Unrealized @ Report Date —

FR FIRST INDUSTRIAL REALTY TRUST, INC. 7.4%

Value $34.76M Shares 644,191 Share Price $53.96 Est. Cost/Share $49.06 Unrealized @ Report Date —

AHR AMERICAN HEALTHCARE REIT INC 7.4%

Value $34.75M Shares 1,147,003 Share Price $30.30 Est. Cost/Share $15.03 Unrealized @ Report Date —

AMH AMERICAN HOMES 4 RENT LLC 7.0%

Value $33.3M Shares 880,590 Share Price $37.81 Est. Cost/Share $37.48 Unrealized @ Report Date —

EXR EXTRA SPACE STORAGE INC. 6.5%

Value $30.72M Shares 206,892 Share Price $148.49 * Est. Cost/Share $145.24 Unrealized @ Report Date 0.0%

VTR VENTAS, INC. 6.3%

Value $29.84M Shares 433,926 Share Price $68.76 * Est. Cost/Share $49.76 Unrealized @ Report Date +24.8%

EQR EQUITY RESIDENTIAL 5.9%

Value $27.87M Shares 389,349 Share Price $71.58 * Est. Cost/Share $68.59 Unrealized @ Report Date -1.2%

AIV APARTMENT INVESTMENT AND MANAGEMENT COMPANY 5.9%

Value $27.65M Shares 3,142,232 Share Price $8.80 Est. Cost/Share $9.06 Unrealized @ Report Date —

EQIX EQUINIX, INC. REIT 5.1%

Value $23.88M Shares 29,292 Share Price $815.35 * Est. Cost/Share $763.27 Unrealized @ Report Date +15.4%

SUI SUN COMMUNITIES, INC 5.0%

Value $23.57M Shares 183,252 Share Price $128.64 Est. Cost/Share $144.92 Unrealized @ Report Date —

MAR MARRIOTT INTERNATIONAL, INC CLASS A 4.6%

Value $21.72M Shares 91,180 Share Price $238.20 * Est. Cost/Share $244.77 Unrealized @ Report Date +10.1%

SPG SIMON PROPERTY GROUP INC 4.4%

Value $20.95M Shares 126,135 Share Price $166.08 Est. Cost/Share $159.04 Unrealized @ Report Date +4.9%

SKT TANGER INC 4.3%

Value $20.56M Shares 608,381 Share Price $33.79 Est. Cost/Share $24.04 Unrealized @ Report Date —

AMT AMERICAN TOWER CORPORATION 3.9%

Value $18.58M Shares 85,397 Share Price $217.60 * Est. Cost/Share $205.17 Unrealized @ Report Date -7.6%

KRG KITE REALTY GROUP TRUST 3.8%

Value $18.05M Shares 806,852 Share Price $22.37 Est. Cost/Share $23.32 Unrealized @ Report Date —

OUT OUTFRONT MEDIA INC. 3.5%

Value $16.73M Shares 1,036,685 Share Price $16.14 Est. Cost/Share $16.14 Unrealized @ Report Date —

CBRE CBRE GROUP, INC. CLASS A 3.5%

Value $16.68M Shares 127,529 Share Price $130.78 * Est. Cost/Share $88.43 Unrealized @ Report Date +53.7%

VICI VICI PROPERTIES INC. 3.2%

Value $15.2M Shares 465,831 Share Price $32.62 * Est. Cost/Share $28.13 Unrealized @ Report Date +3.7%

ELME ELME COMMUNITIES SBI 2.0%

Value $9.512M Shares 546,653 Share Price $17.40 Est. Cost/Share $17.40 Unrealized @ Report Date —

SMRT SMARTRENT, INC. 1.0%

Value $4.933M Shares 4,076,738 Share Price $1.21 * Est. Cost/Share $3.01 Unrealized @ Report Date -53.5%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NHI	NATIONAL HEALTH INVESTORS, INC.	586,946	$43.35M	9.2%	$73.86	$64.42	—	COM	63633D104
FR	FIRST INDUSTRIAL REALTY TRUST, INC.	644,191	$34.76M	7.4%	$53.96	$49.06	—	COM	32054K103
AHR	AMERICAN HEALTHCARE REIT INC	1,147,003	$34.75M	7.4%	$30.30	$15.03	—	COM SHS	398182303
AMH	AMERICAN HOMES 4 RENT LLC	880,590	$33.3M	7.0%	$37.81	$37.48	—	CL A	02665T306
EXR	EXTRA SPACE STORAGE INC.	206,892	$30.72M	6.5%	$148.49 *	$145.24	0.0%	COM	30225T102
VTR	VENTAS, INC.	433,926	$29.84M	6.3%	$68.76 *	$49.76	+24.8%	COM	92276F100
EQR	EQUITY RESIDENTIAL	389,349	$27.87M	5.9%	$71.58 *	$68.59	-1.2%	SH BEN INT	29476L107
AIV	APARTMENT INVESTMENT AND MANAGEMENT COMPANY	3,142,232	$27.65M	5.9%	$8.80	$9.06	—	CL A	03748R747
EQIX	EQUINIX, INC. REIT	29,292	$23.88M	5.1%	$815.35 *	$763.27	+15.4%	COM	29444U700
SUI	SUN COMMUNITIES, INC	183,252	$23.57M	5.0%	$128.64	$144.92	—	COM	866674104
MAR	MARRIOTT INTERNATIONAL, INC CLASS A	91,180	$21.72M	4.6%	$238.20 *	$244.77	+10.1%	CL A	571903202
SPG	SIMON PROPERTY GROUP INC	126,135	$20.95M	4.4%	$166.08	$159.04	+4.9%	COM	828806109
SKT	TANGER INC	608,381	$20.56M	4.3%	$33.79	$24.04	—	COM	875465106
AMT	AMERICAN TOWER CORPORATION	85,397	$18.58M	3.9%	$217.60 *	$205.17	-7.6%	COM	03027X100
KRG	KITE REALTY GROUP TRUST	806,852	$18.05M	3.8%	$22.37	$23.32	—	COM NEW	49803T300
OUT	OUTFRONT MEDIA INC.	1,036,685	$16.73M	3.5%	$16.14	$16.14	—	COM NEW	69007J304
CBRE	CBRE GROUP, INC. CLASS A	127,529	$16.68M	3.5%	$130.78 *	$88.43	+53.7%	CL A	12504L109
VICI	VICI PROPERTIES INC.	465,831	$15.2M	3.2%	$32.62 *	$28.13	+3.7%	COM	925652109
ELME	ELME COMMUNITIES SBI	546,653	$9.512M	2.0%	$17.40	$17.40	—	SH BEN INT	939653101
SMRT	SMARTRENT, INC.	4,076,738	$4.933M	1.0%	$1.21 *	$3.01	-53.5%	COM CL A	83193G107