LBIM

Land & Buildings Investment Management Portfolio holdings

AUM $602M
1-Year Est. Return 8.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$577M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$47.6M
3
+$31.8M
4
CCI icon
Crown Castle
CCI
+$25.9M
5
AMH icon
American Homes 4 Rent
AMH
+$25.6M

Top Sells

1
+$27.5M
2
+$17.8M
3
+$15.5M
4
LEN icon
Lennar Class A
LEN
+$14.6M
5
WRI
Weingarten Realty Investors
WRI
+$14.2M

Sector Composition

1 Real Estate 75.29%
2 Consumer Discretionary 10.44%
3 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-76,159
27
– –
-644,203
28
– –
-4,965,545
1
2