LBIM

Land & Buildings Investment Management Portfolio holdings

AUM $501M
1-Year Est. Return 21.49%
This Quarter Est. Return
1 Year Est. Return
+21.49%
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
1
$9.86M 9.53%
194,286
+36,500
2
$8.09M 7.82%
121,800
-19,400
3
$7.44M 7.19%
92,425
-1,800
4
$7.35M 7.1%
380,975
+26,800
5
$6.69M 6.46%
133,886
+51,300
6
$6.6M 6.38%
345,400
+101,300
7
$6.22M 6.01%
+582,900
8
$5.49M 5.31%
43,200
+4,900
9
$5.24M 5.06%
296,445
-108,900
10
$4.78M 4.62%
111,200
+59,436
11
$4.36M 4.22%
+151,963
12
$4.26M 4.12%
113,200
-5,800
13
$4.24M 4.09%
197,200
+108,050
14
$4.22M 4.08%
+92,250
15
$3.86M 3.73%
113,696
-57,150
16
$3.67M 3.54%
183,512
-26,788
17
$2.94M 2.84%
+54,800
18
$2.6M 2.52%
99,000
-74,100
19
$1.05M 1.02%
+14,400
20
$877K 0.85%
31,217
+201
21
$857K 0.83%
12,900
-73,905
22
$848K 0.82%
13,800
-71,700
23
$840K 0.81%
24,600
+2,100
24
$656K 0.63%
+30,300
25
$429K 0.41%
+18,566
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