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
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$7.22M
3
+$5.95M
4
DHI icon
D.R. Horton
DHI
+$5.29M
5
AMH icon
American Homes 4 Rent
AMH
+$4.48M

Top Sells

1
+$7.37M
2
+$6.2M
3
+$5.52M
4
MLCO icon
Melco Resorts & Entertainment
MLCO
+$5.5M
5
PLD icon
Prologis
PLD
+$5.08M

Sector Composition

1 Real Estate 78.18%
2 Consumer Discretionary 21.82%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.78M 9.49%
+477,400
2
$8.26M 8.01%
90,805
-3,920
3
$7.91M 7.67%
137,566
-56,720
4
$7.67M 7.44%
652,570
+5,670
5
$7.22M 7%
+279,145
6
$6.05M 5.87%
220,610
+47,310
7
$5.95M 5.77%
+74,790
8
$5.93M 5.75%
60,886
+18,016
9
$5.51M 5.34%
285,130
-29,170
10
$5.32M 5.16%
133,270
-21,930
11
$5.29M 5.13%
+244,300
12
$5.26M 5.1%
89,796
-55,490
13
$4.55M 4.42%
38,440
-3,460
14
$4.54M 4.4%
34,560
-1,040
15
$4.48M 4.35%
+268,300
16
$4.45M 4.31%
55,050
-61,650
17
$2.67M 2.59%
+84,383
18
$354K 0.34%
+6,100
19
$352K 0.34%
+1,300
20
$351K 0.34%
+5,200
21
$350K 0.34%
+15,685
22
$312K 0.3%
+11,700
23
$307K 0.3%
+15,000
24
$216K 0.21%
+9,500
25
– –
-90,450
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