Land & Buildings Investment Management, LLC Quant / Systematic

Name: Land & Buildings Investment Management, LLC Q3 2025 13F Filing | 13F Explorer
Creator: Land & Buildings Investment Management, LLC
Published: 2025-11-14

Location: Stamford, CT

CIK: 0001536520 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $545M (100.0% shares, 0.0% debt)

Holdings (22)

AHR AMERICAN HEALTHCARE REIT INC 8.9%

Value $48.39M Shares 1,151,953 Share Price $42.01 Est. Cost/Share $16.73 Unrealized @ Report Date —

SPG SIMON PPTY GROUP INC NEW 7.1%

Value $38.7M Shares 206,225 Share Price $187.67 * Est. Cost/Share $161.51 Unrealized @ Report Date +4.7%

FR FIRST INDL RLTY TR INC 6.7%

Value $36.57M Shares 710,521 Share Price $51.47 Est. Cost/Share $48.91 Unrealized @ Report Date —

VTR VENTAS INC 6.7%

Value $36.54M Shares 522,115 Share Price $69.99 * Est. Cost/Share $52.31 Unrealized @ Report Date +26.8%

FUN SIX FLAGS ENTERTAINMENT CORP 6.6%

Value $36.02M Shares 1,585,580 Share Price $22.72 * Est. Cost/Share $26.56 Unrealized @ Report Date 0.0%

CSR CENTERSPACE 6.5%

Value $35.3M Shares 599,252 Share Price $58.90 Est. Cost/Share $59.56 Unrealized @ Report Date —

NHI NATIONAL HEALTH INVS INC 6.4%

Value $34.65M Shares 435,866 Share Price $79.50 Est. Cost/Share $64.42 Unrealized @ Report Date —

AMH AMERICAN HOMES 4 RENT 6.0%

Value $32.62M Shares 980,985 Share Price $33.25 Est. Cost/Share $36.66 Unrealized @ Report Date —

SKT TANGER INC 5.6%

Value $30.54M Shares 902,401 Share Price $33.84 Est. Cost/Share $26.77 Unrealized @ Report Date —

SUI SUN CMNTYS INC 5.6%

Value $30.29M Shares 234,797 Share Price $129.00 Est. Cost/Share $141.31 Unrealized @ Report Date —

EQIX EQUINIX INC 4.6%

Value $24.96M Shares 31,865 Share Price $783.24 Est. Cost/Share $776.07 Unrealized @ Report Date -0.2%

PLD PROLOGIS INC. 4.4%

Value $24.04M Shares 209,960 Share Price $114.52 * Est. Cost/Share $108.29 Unrealized @ Report Date 0.0%

CBRE CBRE GROUP INC 4.1%

Value $22.43M Shares 142,339 Share Price $157.56 Est. Cost/Share $97.06 Unrealized @ Report Date +59.4%

GLPI GAMING & LEISURE PPTYS INC 3.8%

Value $20.6M Shares 441,882 Share Price $46.61 Est. Cost/Share $46.68 Unrealized @ Report Date —

EXR EXTRA SPACE STORAGE INC 3.6%

Value $19.39M Shares 137,562 Share Price $140.94 Est. Cost/Share $145.24 Unrealized @ Report Date -3.2%

MAR MARRIOTT INTL INC NEW 3.5%

Value $19.29M Shares 74,077 Share Price $260.44 * Est. Cost/Share $245.29 Unrealized @ Report Date +9.0%

OUT OUTFRONT MEDIA INC 3.2%

Value $17.43M Shares 951,148 Share Price $18.32 Est. Cost/Share $16.19 Unrealized @ Report Date —

CCI CROWN CASTLE INC 2.3%

Value $12.52M Shares 129,800 Share Price $96.49 * Est. Cost/Share $99.10 Unrealized @ Report Date 0.0%

RHP RYMAN HOSPITALITY PPTYS INC 1.8%

Value $9.566M Shares 106,776 Share Price $89.59 Est. Cost/Share $98.29 Unrealized @ Report Date —

ESRT EMPIRE ST RLTY TR INC 1.4%

Value $7.772M Shares 1,014,676 Share Price $7.66 Est. Cost/Share $7.66 Unrealized @ Report Date —

AVB AVALONBAY CMNTYS INC 0.7%

Value $3.718M Shares 19,248 Share Price $193.17 Est. Cost/Share $191.17 Unrealized @ Report Date 0.0%

UDR UDR INC 0.7%

Value $3.573M Shares 95,892 Share Price $37.26 * Est. Cost/Share $38.50 Unrealized @ Report Date 0.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AHR	AMERICAN HEALTHCARE REIT INC	1,151,953	$48.39M	8.9%	$42.01	$16.73	—	COM SHS	398182303
SPG	SIMON PPTY GROUP INC NEW	206,225	$38.7M	7.1%	$187.67 *	$161.51	+4.7%	COM	828806109
FR	FIRST INDL RLTY TR INC	710,521	$36.57M	6.7%	$51.47	$48.91	—	COM	32054K103
VTR	VENTAS INC	522,115	$36.54M	6.7%	$69.99 *	$52.31	+26.8%	COM	92276F100
FUN	SIX FLAGS ENTERTAINMENT CORP	1,585,580	$36.02M	6.6%	$22.72 *	$26.56	0.0%	COM	83001C108
CSR	CENTERSPACE	599,252	$35.3M	6.5%	$58.90	$59.56	—	COM	15202L107
NHI	NATIONAL HEALTH INVS INC	435,866	$34.65M	6.4%	$79.50	$64.42	—	COM	63633D104
AMH	AMERICAN HOMES 4 RENT	980,985	$32.62M	6.0%	$33.25	$36.66	—	CL A	02665T306
SKT	TANGER INC	902,401	$30.54M	5.6%	$33.84	$26.77	—	COM	875465106
SUI	SUN CMNTYS INC	234,797	$30.29M	5.6%	$129.00	$141.31	—	COM	866674104
EQIX	EQUINIX INC	31,865	$24.96M	4.6%	$783.24	$776.07	-0.2%	COM	29444U700
PLD	PROLOGIS INC.	209,960	$24.04M	4.4%	$114.52 *	$108.29	0.0%	COM	74340W103
CBRE	CBRE GROUP INC	142,339	$22.43M	4.1%	$157.56	$97.06	+59.4%	CL A	12504L109
GLPI	GAMING & LEISURE PPTYS INC	441,882	$20.6M	3.8%	$46.61	$46.68	—	COM	36467J108
EXR	EXTRA SPACE STORAGE INC	137,562	$19.39M	3.6%	$140.94	$145.24	-3.2%	COM	30225T102
MAR	MARRIOTT INTL INC NEW	74,077	$19.29M	3.5%	$260.44 *	$245.29	+9.0%	CL A	571903202
OUT	OUTFRONT MEDIA INC	951,148	$17.43M	3.2%	$18.32	$16.19	—	COM NEW	69007J304
CCI	CROWN CASTLE INC	129,800	$12.52M	2.3%	$96.49 *	$99.10	0.0%	COM	22822V101
RHP	RYMAN HOSPITALITY PPTYS INC	106,776	$9.566M	1.8%	$89.59	$98.29	—	COM	78377T107
ESRT	EMPIRE ST RLTY TR INC	1,014,676	$7.772M	1.4%	$7.66	$7.66	—	CL A	292104106
AVB	AVALONBAY CMNTYS INC	19,248	$3.718M	0.7%	$193.17	$191.17	0.0%	COM	053484101
UDR	UDR INC	95,892	$3.573M	0.7%	$37.26 *	$38.50	0.0%	COM	902653104