Land & Buildings Investment Management, LLC Portfolio Holdings

Land & Buildings Investment Management, LLC

  • $421 Million
  • Q1 2025

Land & Buildings Investment Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $421 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: National Health Investors Inc with a value of $43.4M, First Industrial Realty Trust Inc with a value of $34.8M, American Homes 4 Rent with a value of $33.3M, Extra Space Storage Inc. with a value of $30.7M, and Ventas, Inc. with a value of $29.8M.

Examining the 13F form we can see an decrease of $28M in the current position value, from $449M to 421M.

Land & Buildings Investment Management, LLC is based out at Stamford, CT

Below you can find more details about Land & Buildings Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $421 Million
Real Estate: $385 Million
Consumer Cyclical: $21.7 Million
Technology: $4.93 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.14B
$43.4 Million 10.29% of portfolio
586,946
Q1 2025 Added 25.67%
$6.38B
$34.8 Million 8.25% of portfolio
644,191
Q1 2025 Reduced 7.5%
$12.3B
$33.3 Million 7.9% of portfolio
880,590
Q1 2025 Added 19.35%
$19.9B
$30.7 Million 7.29% of portfolio
206,892
Q1 2025 New
$25.1B
$29.8 Million 7.08% of portfolio
433,926
Q1 2025 Reduced 37.51%
$25.1B
$27.9 Million 6.62% of portfolio
389,349
Q1 2025 Added 145.29%
$1.3B
$27.7 Million 6.56% of portfolio
3,142,232
Q1 2025 Added 2.21%
$69.6B
$23.9 Million 5.67% of portfolio
29,292
Q1 2025 Reduced 29.37%
$15.8B
$23.6 Million 5.6% of portfolio
183,252
Q1 2025 Added 15.89%
$90.6B
$21.7 Million 5.16% of portfolio
91,180
Q1 2025 Reduced 3.9%
$53.3B
$20.9 Million 4.97% of portfolio
126,135
Q1 2025 Reduced 6.13%
$3.3B
$20.6 Million 4.88% of portfolio
608,381
Q1 2025 Reduced 37.55%
$103B
$18.6 Million 4.41% of portfolio
85,397
Q1 2025 Added 35.97%
$4.87B
$18 Million 4.28% of portfolio
806,852
Q1 2025 Reduced 37.17%
$44.9B
$16.7 Million 3.96% of portfolio
127,529
Q1 2025 Reduced 33.05%
$31.7B
$15.2 Million 3.61% of portfolio
465,831
Q1 2025 Added 48.09%
$204M
$4.93 Million 1.17% of portfolio
4,076,738
Q1 2025 Added 2.17%
Outfront Media Inc.
-
$0 0.0% of portfolio
-
Q1 2025 New
American Healthcare Reit Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 26.44%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $421 Million
  • Prior Value $449 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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