LBIM

Land & Buildings Investment Management Portfolio holdings

AUM $545M
1-Year Est. Return 2.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.72%
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
+$57.5M
2
+$48.2M
3
+$30M
4
CCI icon
Crown Castle
CCI
+$26.2M
5
AMH icon
American Homes 4 Rent
AMH
+$25.8M

Top Sells

1
+$27.5M
2
+$17.8M
3
+$14.6M
4
WRI
Weingarten Realty Investors
WRI
+$14.2M
5
EPR icon
EPR Properties
EPR
+$13.7M

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
– –
-244,361
27
– –
-138,882
28
– –
-749,701
1
2