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LBIM

Land & Buildings Investment Management Portfolio holdings

AUM $591M
1-Year Est. Return 10.19%
This Fund
S&P 500
This Quarter Est. Return
-2.56%
1 Year Est. Return
+10.19%
3 Year Est. Return
+42.74%
5 Year Est. Return
+59.01%
10 Year Est. Return
+203.53%
AUM
$106M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow %
104.99%
Top 10 Hldgs %
59.99%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BRE
BRE PROPERTIES INC CL A
BRE
+$7.95M
2
LVS icon
Las Vegas Sands
LVS
+$7.9M
3
GGP
GGP Inc.
GGP
+$7.54M
4
SBAC icon
SBA Communications
SBAC
+$7.18M
5
HST icon
Host Hotels & Resorts
HST
+$7.15M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Real Estate 76.08%
2 Consumer Discretionary 18.76%
3 Healthcare 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JLL icon
26
Jones Lang LaSalle
JLL
$16.7B
$421K 0.4%
+4,615
New +$434K
PSA icon
27
Public Storage
PSA
$60.3B
$153K 0.14%
+1,000
New +$158K
1
2

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Land & Buildings Investment Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Land & Buildings Investment Management, which disclosed 27 positions worth $106M. Its ten largest holdings account for 60% of the portfolio.

Its largest position is BRE PROPERTIES INC CL A: 157,786 shares worth $7.89M.

By sector, the portfolio is most concentrated in Real Estate at 76% of assets, followed by Consumer Discretionary and Healthcare.

  • Land & Buildings Investment Management's largest Q2 2013 buy was BRE PROPERTIES INC CL A: 157,786 shares worth $7.89M.
  • Land & Buildings Investment Management's ten largest holdings make up 60% of its $106M portfolio in Q2 2013.
  • Land & Buildings Investment Management disclosed 27 positions in Q2 2013, its first 13F filing on record.

Based on Land & Buildings Investment Management's 13F filing for Q2 2013, filed 14 Aug 2013.