LBIM

Land & Buildings Investment Management Portfolio holdings

AUM $545M
1-Year Est. Return 2.72%
This Quarter Est. Return
1 Year Est. Return
+2.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$4.36M
3
+$4.22M
4
EQR icon
Equity Residential
EQR
+$2.94M
5
KRC icon
Kilroy Realty
KRC
+$2.56M

Top Sells

1
+$5.59M
2
+$4.98M
3
+$4.91M
4
MAC icon
Macerich
MAC
+$4.58M
5
CPT icon
Camden Property Trust
CPT
+$4.41M

Sector Composition

1 Real Estate 84.34%
2 Consumer Discretionary 11.91%
3 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-14,200
27
– –
-11,529
28
– –
-4,615
29
– –
-15,200
30
– –
-75,200
31
– –
-222,745
32
– –
-1,000
33
– –
-44,400
34
– –
-139,385
1
2