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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
-1.41%
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
$494M
AUM Growth
+$4.47M
Cap. Flow
+$16.9M
Cap. Flow %
3.42%
Top 10 Hldgs %
68.73%
Holding
22
New
3
Increased
9
Reduced
8
Closed
2

Top Buys

Rank Stock Value
1
AMH icon
American Homes 4 Rent
AMH
+$27.6M
2
NHI icon
National Health Investors
NHI
+$18.6M
3
SPG icon
Simon Property Group
SPG
+$18.4M
4
EQR icon
Equity Residential
EQR
+$11.7M
5
AIV
Aimco
AIV
+$11.6M

Top Sells

Rank Stock Value
1
UDR icon
UDR
UDR
+$28.8M
2
VICI icon
VICI Properties
VICI
+$21.1M
3
INVH icon
Invitation Homes
INVH
+$16.6M
4
SUI icon
Sun Communities
SUI
+$8.94M
5
AMT icon
American Tower
AMT
+$7.07M

Sector Composition

Rank Sector Weight
1 Real Estate 93.22%
2 Consumer Discretionary 5.36%
3 Technology 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AHR icon
1
American Healthcare REIT
AHR
$10.7B
$44.3M 8.98%
1,559,204
+34,189
+2% +$920K
VTR icon
2
Ventas
VTR
$47.2B
$40.9M 8.28%
694,376
+142,680
+26% +$8.97M
EQIX icon
3
Equinix
EQIX
$103B
$39.1M 7.92%
41,472
-1,450
-3% -$1.33M
FR icon
4
First Industrial Realty Trust
FR
$8.36B
$34.9M 7.07%
696,441
-127,521
-15% -$6.77M
SKT icon
5
Tanger
SKT
$4.44B
$33.2M 6.74%
974,174
-76,890
-7% -$2.68M
KRG icon
6
Kite Realty
KRG
$5.29B
$32.4M 6.57%
1,284,162
+330
+0% +$8.68K
NHI icon
7
National Health Investors
NHI
$3.59B
$32.4M 6.56%
467,056
+243,999
+109% +$18.6M
AIV
8
Aimco
AIV
$381M
$27.9M 5.66%
3,074,160
+1,338,921
+77% +$11.6M
AMH icon
9
American Homes 4 Rent
AMH
$12.3B
$27.6M 5.59%
+737,850
New +$27.6M
MAR icon
10
Marriott International
MAR
$90.9B
$26.5M 5.36%
94,880
+34,020
+56% +$9.34M
CBRE icon
11
CBRE Group
CBRE
$41.7B
$25M 5.07%
190,478
-10,545
-5% -$1.38M
SPG icon
12
Simon Property Group
SPG
$71.5B
$23.1M 4.69%
134,376
+105,076
+359% +$18.4M
OUT icon
13
Outfront Media
OUT
$5.29B
$21.9M 4.44%
1,206,223
-343,185
-22% -$6.36M
SUI icon
14
Sun Communities
SUI
$14.4B
$19.4M 3.94%
158,132
-69,810
-31% -$8.94M
XHR
15
Xenia Hotels & Resorts
XHR
$1.74B
$16M 3.25%
1,078,910
+52,500
+5% +$794K
AMT icon
16
American Tower
AMT
$78.8B
$11.5M 2.33%
62,807
-34,130
-35% -$7.07M
EQR icon
17
Equity Residential
EQR
$24.7B
$11.4M 2.31%
+158,729
New +$11.7M
DLR icon
18
Digital Realty Trust
DLR
$70.8B
$9.73M 1.97%
+54,870
New +$9.73M
VICI icon
19
VICI Properties
VICI
$28.7B
$9.19M 1.86%
314,561
-667,741
-68% -$21.1M
SMRT icon
20
SmartRent
SMRT
$261M
$6.98M 1.41%
3,990,266
+167,828
+4% +$281K
INVH icon
21
Invitation Homes
INVH
$17.8B
– –
-470,972
Closed -$16.6M
UDR icon
22
UDR
UDR
$12.1B
– –
-634,225
Closed -$28.8M

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Land & Buildings Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Land & Buildings Investment Management held 22 positions worth $494M, up 0.91% from $489M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Land & Buildings Investment Management deployed $16.9M of net new capital in Q4 2024, opening 3 new positions and adding to 9 existing holdings. Its largest new stake was American Homes 4 Rent: 737,850 shares worth $27.6M.

By sector, the portfolio is most concentrated in Real Estate at 93% of assets, down from 96% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was VICI Properties, an estimated $21.1M trimmed.

  • Land & Buildings Investment Management's largest Q4 2024 buy was American Homes 4 Rent: 737,850 shares worth $27.6M.
  • Land & Buildings Investment Management added most to National Health Investors in Q4 2024, an estimated $18.6M increase.
  • Land & Buildings Investment Management's biggest Q4 2024 reduction was VICI Properties, cutting an estimated $21.1M.
  • Land & Buildings Investment Management fully exited UDR in Q4 2024, selling an estimated $28.8M.
  • Land & Buildings Investment Management's ten largest holdings make up 69% of its $494M portfolio in Q4 2024.
  • Land & Buildings Investment Management opened 3 new positions and closed 2 in Q4 2024.
  • Land & Buildings Investment Management's portfolio value rose 0.91% quarter-over-quarter to $494M.

Based on Land & Buildings Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.