Land & Buildings Investment Management, LLC Portfolio Holdings by Sector
Land & Buildings Investment Management, LLC
- $438 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
REIT—Industrial | Real Estate
FR EXR REXR 3 stocks |
$83,419
19.05% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AMH SUI CSR EQR 4 stocks |
$77,149
17.61% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX GLPI AMT 3 stocks |
$70,893
16.19% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG SKT KRG 3 stocks |
$63,951
14.6% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
NHI VTR 2 stocks |
$63,158
14.42% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$28,278
6.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$23,112
5.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$17,940
4.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
RHP 1 stocks |
$10,098
2.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|