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Land & Buildings Investment Management, LLC

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13F filer, CIK 1536520, STAMFORD, CT

Land & Buildings Investment Management, LLC reported $472,604,632 across 20 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 65.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001536520-25-000003

Period
2025-03-31
Reported value
$473M
Holdings
20
Top 10 weight
65.53%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EXRnew+206,892$30.7M
OUTnew+1,036,685$16.7M
VMRKadded+230,620$16.5M
ELMEnew+546,653$9.51M
NHIadded+119,890$8.86M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
OUTFRONT MEDIA INCexited-1,235,835-$21.9M
VTRreduced-260,450-$17.9M
XHRexited-1,078,910-$16M
AHRreduced-412,201-$12.5M
SKTreduced-365,793-$12.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001536520-25-000003, largest first. % of portfolio is the value over $472,604,632, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,057 shares; 2024Q4: 467,056 shares; 2025Q1: 586,946 shares 586,946$43.4M9.17%+119,890Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823,962 shares; 2024Q4: 696,441 shares; 2025Q1: 644,191 shares 644,191$34.8M7.36%-52,250Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525,015 shares; 2024Q4: 1,559,204 shares; 2025Q1: 1,147,003 shares 1,147,003$34.8M7.35%-412,201Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 737,850 shares; 2025Q1: 880,590 shares 880,590$33.3M7.05%+142,740Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206,892 shares 206,892$30.7M6.5%newTimeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,696 shares; 2024Q4: 694,376 shares; 2025Q1: 433,926 shares 433,926$29.8M6.31%-260,450Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 158,729 shares; 2025Q1: 389,349 shares 389,349$27.9M5.9%+230,620Timeline
AIVAPARTMENT INVT & MGMT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735,239 shares; 2024Q4: 3,074,160 shares; 2025Q1: 3,142,232 shares 3,142,232$27.7M5.85%+68,072Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,922 shares; 2024Q4: 41,472 shares; 2025Q1: 29,292 shares 29,292$23.9M5.05%-12,180Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,942 shares; 2024Q4: 158,132 shares; 2025Q1: 183,252 shares 183,252$23.6M4.99%+25,120Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,860 shares; 2024Q4: 94,880 shares; 2025Q1: 91,180 shares 91,180$21.7M4.6%-3,700Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 134,376 shares; 2025Q1: 126,135 shares 126,135$20.9M4.43%-8,241Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051,064 shares; 2024Q4: 974,174 shares; 2025Q1: 608,381 shares 608,381$20.6M4.35%-365,793Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,937 shares; 2024Q4: 62,807 shares; 2025Q1: 85,397 shares 85,397$18.6M3.93%+22,590Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283,832 shares; 2024Q4: 1,284,162 shares; 2025Q1: 806,852 shares 806,852$18M3.82%-477,310Timeline
OUTOUTFRONT MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,036,685 shares 1,036,685$16.7M3.54%newTimeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,023 shares; 2024Q4: 190,478 shares; 2025Q1: 127,529 shares 127,529$16.7M3.53%-62,949Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982,302 shares; 2024Q4: 314,561 shares; 2025Q1: 465,831 shares 465,831$15.2M3.22%+151,270Timeline
ELMEELME COMMUNITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 546,653 shares 546,653$9.51M2.01%newTimeline
SMRTSMARTRENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,822,438 shares; 2024Q4: 3,990,266 shares; 2025Q1: 4,076,738 shares 4,076,738$4.93M1.04%+86,472Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
OUTFRONT MEDIA INCOUTFRONT MEDIA INC1,235,835$21.9Mshares
XHRXENIA HOTELS & RESORTS INC1,078,910$16Mshares
DLRDIGITAL RLTY TR INC54,870$9.73Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001536520-25-000003 base2025-05-15acceptance time not in the bulk data set