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
$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
1
$69.7M 12.08%
15,512,616
+12,800,490
2
$48.2M 8.36%
+1,381,248
3
$44.7M 7.75%
140,383
+15,810
4
$41.5M 7.2%
1,456,845
+906,530
5
$37.4M 6.49%
594,111
+121,260
6
$36.3M 6.3%
480,549
-88,319
7
$32.9M 5.7%
1,010,901
+176,028
8
$30M 5.21%
+840,504
9
$27.7M 4.8%
695,103
+147,040
10
$26.5M 4.6%
1,133,810
-135,090
11
$26.2M 4.54%
+157,160
12
$24.7M 4.28%
1,723,927
+78,179
13
$21.7M 3.76%
775,578
-357,670
14
$19.3M 3.35%
+459,940
15
$18.4M 3.19%
328,550
-198,910
16
$18.2M 3.15%
23,895
+6,780
17
$15.2M 2.63%
+1,576,476
18
$14.2M 2.46%
283,860
+77,240
19
$13.2M 2.29%
+312,970
20
$5.42M 0.94%
249,200
21
$4.05M 0.7%
147,339
-496,720
22
$1.24M 0.21%
486,209
23
– –
-76,159
24
– –
-644,203
25
– –
-4,965,545
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