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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
+3.36%
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
$545M
AUM Growth
+$43.8M
Cap. Flow
+$26.3M
Cap. Flow %
4.83%
Top 10 Hldgs %
66%
Holding
27
New
6
Increased
8
Reduced
8
Closed
5

Top Buys

Rank Stock Value
1
FUN icon
Cedar Fair
FUN
+$42.1M
2
PLD icon
Prologis
PLD
+$23.1M
3
CSR
Centerspace
CSR
+$17M
4
CCI icon
Crown Castle
CCI
+$13.1M
5
SPG icon
Simon Property Group
SPG
+$10.7M

Top Sells

Rank Stock Value
1
REXR icon
Rexford Industrial Realty
REXR
+$20M
2
KRG icon
Kite Realty
KRG
+$18.3M
3
DHI icon
D.R. Horton
DHI
+$17.9M
4
AMT icon
American Tower
AMT
+$17.4M
5
OUT icon
Outfront Media
OUT
+$8.78M

Sector Composition

Rank Sector Weight
1 Real Estate 89.85%
2 Consumer Discretionary 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KRG icon
26
Kite Realty
KRG
$5.27B
– –
-806,852
Closed -$18.3M
REXR icon
27
Rexford Industrial Realty
REXR
$8.11B
– –
-561,113
Closed -$20M
1
2

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Land & Buildings Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Land & Buildings Investment Management held 27 positions worth $545M, up 8.7% from $501M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Land & Buildings Investment Management deployed $26.3M of net new capital in Q3 2025, opening 6 new positions and adding to 8 existing holdings. Its largest new stake was Cedar Fair: 1,585,580 shares worth $36M.

By sector, the portfolio is most concentrated in Real Estate at 90% of assets, down from 91% a quarter earlier, followed by Consumer Discretionary.

On the sell side, the largest reduction was Outfront Media, an estimated $8.78M trimmed.

  • Land & Buildings Investment Management's largest Q3 2025 buy was Cedar Fair: 1,585,580 shares worth $36M.
  • Land & Buildings Investment Management added most to Centerspace in Q3 2025, an estimated $17M increase.
  • Land & Buildings Investment Management's biggest Q3 2025 reduction was Outfront Media, cutting an estimated $8.78M.
  • Land & Buildings Investment Management fully exited Rexford Industrial Realty in Q3 2025, selling an estimated $20M.
  • Land & Buildings Investment Management's ten largest holdings make up 66% of its $545M portfolio in Q3 2025.
  • Land & Buildings Investment Management opened 6 new positions and closed 5 in Q3 2025.
  • Land & Buildings Investment Management's portfolio value rose 8.7% quarter-over-quarter to $545M.

Based on Land & Buildings Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.