Land & Buildings Investment Management, LLC Quant / Systematic

Name: Land & Buildings Investment Management, LLC Q2 2025 13F Filing | 13F Explorer
Creator: Land & Buildings Investment Management, LLC
Published: 2025-08-14

Location: Stamford, CT

CIK: 0001536520 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value: $501M (100.0% shares, 0.0% debt)

Holdings (21)

AHR AMERICAN HEALTHCARE REIT INC 7.9%

Value $39.65M Shares 1,079,153 Share Price $36.74 Est. Cost/Share $15.03 Unrealized @ Report Date —

FR FIRST INDUSTRIAL REALTY TRUST, INC. 7.4%

Value $36.86M Shares 765,911 Share Price $48.13 Est. Cost/Share $48.91 Unrealized @ Report Date —

NHI NATIONAL HEALTH INVESTORS, INC. 6.4%

Value $32.25M Shares 459,966 Share Price $70.12 Est. Cost/Share $64.42 Unrealized @ Report Date —

VTR VENTAS, INC. 6.2%

Value $30.91M Shares 489,415 Share Price $63.15 Est. Cost/Share $51.37 Unrealized @ Report Date +24.5%

AMH AMERICAN HOMES 4 RENT LLC 5.7%

Value $28.49M Shares 789,900 Share Price $36.07 Est. Cost/Share $37.48 Unrealized @ Report Date —

EQIX EQUINIX, INC. REIT 5.6%

Value $28.3M Shares 35,582 Share Price $795.47 * Est. Cost/Share $776.07 Unrealized @ Report Date +7.7%

MAR MARRIOTT INTERNATIONAL, INC CLASS A 5.6%

Value $28.28M Shares 103,505 Share Price $273.21 * Est. Cost/Share $245.29 Unrealized @ Report Date +1.6%

EXR EXTRA SPACE STORAGE INC. 5.3%

Value $26.6M Shares 180,402 Share Price $147.44 * Est. Cost/Share $145.24 Unrealized @ Report Date -3.0%

GLPI GAMING AND LEISURE PROP, INC. 5.0%

Value $25.23M Shares 540,520 Share Price $46.68 Est. Cost/Share $46.68 Unrealized @ Report Date —

SUI SUN COMMUNITIES, INC 4.9%

Value $24.51M Shares 193,747 Share Price $126.49 Est. Cost/Share $143.92 Unrealized @ Report Date —

OUT OUTFRONT MEDIA INC. 4.7%

Value $23.42M Shares 1,434,776 Share Price $16.32 Est. Cost/Share $16.19 Unrealized @ Report Date —

SPG SIMON PROPERTY GROUP INC 4.6%

Value $23.16M Shares 144,045 Share Price $160.76 * Est. Cost/Share $158.26 Unrealized @ Report Date -3.5%

CBRE CBRE GROUP, INC. CLASS A 4.6%

Value $23.11M Shares 164,947 Share Price $140.12 * Est. Cost/Share $97.06 Unrealized @ Report Date +30.3%

SKT TANGER INC 4.5%

Value $22.52M Shares 736,441 Share Price $30.58 Est. Cost/Share $25.17 Unrealized @ Report Date —

REXR REXFORD INDL RLTY INC 4.0%

Value $19.96M Shares 561,113 Share Price $35.57 Est. Cost/Share $35.57 Unrealized @ Report Date —

CSR CENTERSPACE 3.7%

Value $18.37M Shares 305,166 Share Price $60.19 Est. Cost/Share $60.19 Unrealized @ Report Date —

KRG KITE REALTY GROUP TRUST 3.6%

Value $18.28M Shares 806,852 Share Price $22.65 Est. Cost/Share $23.32 Unrealized @ Report Date —

DHI D.R. HORTON, INC. 3.6%

Value $17.94M Shares 139,159 Share Price $128.92 * Est. Cost/Share $122.31 Unrealized @ Report Date 0.0%

AMT AMERICAN TOWER CORPORATION 3.5%

Value $17.36M Shares 78,538 Share Price $221.02 * Est. Cost/Share $205.17 Unrealized @ Report Date +2.5%

RHP RYMAN HOSPITALITY PPTYS INC 2.0%

Value $10.1M Shares 102,347 Share Price $98.67 Est. Cost/Share $98.67 Unrealized @ Report Date —

EQR EQUITY RESIDENTIAL 1.2%

Value $5.784M Shares 85,707 Share Price $67.49 Est. Cost/Share $68.59 Unrealized @ Report Date -2.9%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AHR	AMERICAN HEALTHCARE REIT INC	1,079,153	$39.65M	7.9%	$36.74	$15.03	—	COM SHS	398182303
FR	FIRST INDUSTRIAL REALTY TRUST, INC.	765,911	$36.86M	7.4%	$48.13	$48.91	—	COM	32054K103
NHI	NATIONAL HEALTH INVESTORS, INC.	459,966	$32.25M	6.4%	$70.12	$64.42	—	COM	63633D104
VTR	VENTAS, INC.	489,415	$30.91M	6.2%	$63.15	$51.37	+24.5%	COM	92276F100
AMH	AMERICAN HOMES 4 RENT LLC	789,900	$28.49M	5.7%	$36.07	$37.48	—	CL A	02665T306
EQIX	EQUINIX, INC. REIT	35,582	$28.3M	5.6%	$795.47 *	$776.07	+7.7%	COM	29444U700
MAR	MARRIOTT INTERNATIONAL, INC CLASS A	103,505	$28.28M	5.6%	$273.21 *	$245.29	+1.6%	CL A	571903202
EXR	EXTRA SPACE STORAGE INC.	180,402	$26.6M	5.3%	$147.44 *	$145.24	-3.0%	COM	30225T102
GLPI	GAMING AND LEISURE PROP, INC.	540,520	$25.23M	5.0%	$46.68	$46.68	—	COM	36467J108
SUI	SUN COMMUNITIES, INC	193,747	$24.51M	4.9%	$126.49	$143.92	—	COM	866674104
OUT	OUTFRONT MEDIA INC.	1,434,776	$23.42M	4.7%	$16.32	$16.19	—	COM NEW	69007J304
SPG	SIMON PROPERTY GROUP INC	144,045	$23.16M	4.6%	$160.76 *	$158.26	-3.5%	COM	828806109
CBRE	CBRE GROUP, INC. CLASS A	164,947	$23.11M	4.6%	$140.12 *	$97.06	+30.3%	CL A	12504L109
SKT	TANGER INC	736,441	$22.52M	4.5%	$30.58	$25.17	—	COM	875465106
REXR	REXFORD INDL RLTY INC	561,113	$19.96M	4.0%	$35.57	$35.57	—	COM	76169C100
CSR	CENTERSPACE	305,166	$18.37M	3.7%	$60.19	$60.19	—	COM	15202L107
KRG	KITE REALTY GROUP TRUST	806,852	$18.28M	3.6%	$22.65	$23.32	—	COM NEW	49803T300
DHI	D.R. HORTON, INC.	139,159	$17.94M	3.6%	$128.92 *	$122.31	0.0%	COM	23331A109
AMT	AMERICAN TOWER CORPORATION	78,538	$17.36M	3.5%	$221.02 *	$205.17	+2.5%	COM	03027X100
RHP	RYMAN HOSPITALITY PPTYS INC	102,347	$10.1M	2.0%	$98.67	$98.67	—	COM	78377T107
EQR	EQUITY RESIDENTIAL	85,707	$5.784M	1.2%	$67.49	$68.59	-2.9%	SH BEN INT	29476L107