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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
+1.43%
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
$473M
AUM Growth
-$21M
Cap. Flow
-$22.2M
Cap. Flow %
-4.7%
Top 10 Hldgs %
65.53%
Holding
22
New
2
Increased
8
Reduced
10
Closed
2

Top Buys

Rank Stock Value
1
EXR icon
Extra Space Storage
EXR
+$31.4M
2
EQR icon
Equity Residential
EQR
+$16.3M
3
ELME
Elme Communities
ELME
+$8.82M
4
NHI icon
National Health Investors
NHI
+$8.46M
5
AMH icon
American Homes 4 Rent
AMH
+$5.1M

Top Sells

Rank Stock Value
1
VTR icon
Ventas
VTR
+$16.6M
2
XHR
Xenia Hotels & Resorts
XHR
+$16M
3
SKT icon
Tanger
SKT
+$12.3M
4
AHR icon
American Healthcare REIT
AHR
+$11.9M
5
EQIX icon
Equinix
EQIX
+$10.9M

Sector Composition

Rank Sector Weight
1 Real Estate 94.36%
2 Consumer Discretionary 4.6%
3 Technology 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NHI icon
1
National Health Investors
NHI
$3.4B
$43.4M 9.17%
586,946
+119,890
+26% +$8.46M
FR icon
2
First Industrial Realty Trust
FR
$8.37B
$34.8M 7.36%
644,191
-52,250
-8% -$2.83M
AHR icon
3
American Healthcare REIT
AHR
$10.1B
$34.8M 7.35%
1,147,003
-412,201
-26% -$11.9M
AMH icon
4
American Homes 4 Rent
AMH
$12.3B
$33.3M 7.05%
880,590
+142,740
+19% +$5.1M
EXR icon
5
Extra Space Storage
EXR
$31B
$30.7M 6.5%
+206,892
New +$31.4M
VTR icon
6
Ventas
VTR
$45.4B
$29.8M 6.31%
433,926
-260,450
-38% -$16.6M
EQR icon
7
Equity Residential
EQR
$24.6B
$27.9M 5.9%
389,349
+230,620
+145% +$16.3M
AIV
8
Aimco
AIV
$382M
$27.7M 5.85%
3,142,232
+68,072
+2% +$605K
EQIX icon
9
Equinix
EQIX
$103B
$23.9M 5.05%
29,292
-12,180
-29% -$10.9M
SUI icon
10
Sun Communities
SUI
$14.6B
$23.6M 4.99%
183,252
+25,120
+16% +$3.21M
MAR icon
11
Marriott International
MAR
$91B
$21.7M 4.6%
91,180
-3,700
-4% -$1.01M
SPG icon
12
Simon Property Group
SPG
$72B
$20.9M 4.43%
126,135
-8,241
-6% -$1.44M
SKT icon
13
Tanger
SKT
$4.47B
$20.6M 4.35%
608,381
-365,793
-38% -$12.3M
AMT icon
14
American Tower
AMT
$79.3B
$18.6M 3.93%
85,397
+22,590
+36% +$4.43M
KRG icon
15
Kite Realty
KRG
$5.26B
$18M 3.82%
806,852
-477,310
-37% -$10.9M
OUT icon
16
Outfront Media
OUT
$5.31B
$16.7M 3.54%
1,036,685
-169,538
-14% -$3.03M
CBRE icon
17
CBRE Group
CBRE
$42.8B
$16.7M 3.53%
127,529
-62,949
-33% -$8.55M
VICI icon
18
VICI Properties
VICI
$28.7B
$15.2M 3.22%
465,831
+151,270
+48% +$4.66M
ELME
19
Elme Communities
ELME
$143M
$9.51M 2.01%
+546,653
New +$8.82M
SMRT icon
20
SmartRent
SMRT
$274M
$4.93M 1.04%
4,076,738
+86,472
+2% +$121K
DLR icon
21
Digital Realty Trust
DLR
$70.8B
– –
-54,870
Closed -$9.73M
XHR
22
Xenia Hotels & Resorts
XHR
$1.73B
– –
-1,078,910
Closed -$16M

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Land & Buildings Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Land & Buildings Investment Management held 22 positions worth $473M, down 4.3% from $494M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Land & Buildings Investment Management withdrew a net $22.2M in Q1 2025, closing 2 positions and reducing 10 holdings. Its most notable exit was Xenia Hotels & Resorts, an estimated $16M position sold in full.

By sector, the portfolio is most concentrated in Real Estate at 94% of assets, up from 93% a quarter earlier, followed by Consumer Discretionary and Technology.

Against the trend, Land & Buildings Investment Management opened a new position in Extra Space Storage worth $30.7M.

  • Land & Buildings Investment Management's largest Q1 2025 buy was Extra Space Storage: 206,892 shares worth $30.7M.
  • Land & Buildings Investment Management added most to Equity Residential in Q1 2025, an estimated $16.3M increase.
  • Land & Buildings Investment Management's biggest Q1 2025 reduction was Ventas, cutting an estimated $16.6M.
  • Land & Buildings Investment Management fully exited Xenia Hotels & Resorts in Q1 2025, selling an estimated $16M.
  • Land & Buildings Investment Management's ten largest holdings make up 66% of its $473M portfolio in Q1 2025.
  • Land & Buildings Investment Management opened 2 new positions and closed 2 in Q1 2025.
  • Land & Buildings Investment Management's portfolio value fell 4.3% quarter-over-quarter to $473M.

Based on Land & Buildings Investment Management's 13F filing for Q1 2025, filed 15 May 2025.