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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 $501,071,138 across 21 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 60.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001536520-25-000005

Period
2025-06-30
Reported value
$501M
Holdings
21
Top 10 weight
60.09%
New
5
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GLPInew+540,520$25.2M
REXRnew+561,113$20M
CSRnew+305,166$18.4M
DHInew+139,159$17.9M
RHPnew+102,347$10.1M

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
AIVexited-3,142,232-$27.7M
VMRKreduced-303,642-$20.5M
VICIexited-465,831-$15.2M
ELMEexited-546,653-$9.51M
NHIreduced-126,980-$8.9M

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, Q2 2025

Share positions as resolved from 13F-HR 0001536520-25-000005, largest first. % of portfolio is the value over $501,071,138, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525,015 shares; 2024Q4: 1,559,204 shares; 2025Q1: 1,147,003 shares; 2025Q2: 1,079,153 shares 1,079,153$39.6M7.91%-67,850Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823,962 shares; 2024Q4: 696,441 shares; 2025Q1: 644,191 shares; 2025Q2: 765,911 shares 765,911$36.9M7.36%+121,720Timeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,057 shares; 2024Q4: 467,056 shares; 2025Q1: 586,946 shares; 2025Q2: 459,966 shares 459,966$32.3M6.44%-126,980Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,696 shares; 2024Q4: 694,376 shares; 2025Q1: 433,926 shares; 2025Q2: 489,415 shares 489,415$30.9M6.17%+55,489Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 737,850 shares; 2025Q1: 880,590 shares; 2025Q2: 789,900 shares 789,900$28.5M5.69%-90,690Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,922 shares; 2024Q4: 41,472 shares; 2025Q1: 29,292 shares; 2025Q2: 35,582 shares 35,582$28.3M5.65%+6,290Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,860 shares; 2024Q4: 94,880 shares; 2025Q1: 91,180 shares; 2025Q2: 103,505 shares 103,505$28.3M5.64%+12,325Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206,892 shares; 2025Q2: 180,402 shares 180,402$26.6M5.31%-26,490Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 540,520 shares 540,520$25.2M5.04%newTimeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,942 shares; 2024Q4: 158,132 shares; 2025Q1: 183,252 shares; 2025Q2: 193,747 shares 193,747$24.5M4.89%+10,495Timeline
OUTOUTFRONT MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,036,685 shares; 2025Q2: 1,434,776 shares 1,434,776$23.4M4.67%+398,091Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 134,376 shares; 2025Q1: 126,135 shares; 2025Q2: 144,045 shares 144,045$23.2M4.62%+17,910Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,023 shares; 2024Q4: 190,478 shares; 2025Q1: 127,529 shares; 2025Q2: 164,947 shares 164,947$23.1M4.61%+37,418Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051,064 shares; 2024Q4: 974,174 shares; 2025Q1: 608,381 shares; 2025Q2: 736,441 shares 736,441$22.5M4.49%+128,060Timeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 561,113 shares 561,113$20M3.98%newTimeline
CSRCENTERSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305,166 shares 305,166$18.4M3.67%newTimeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283,832 shares; 2024Q4: 1,284,162 shares; 2025Q1: 806,852 shares; 2025Q2: 806,852 shares 806,852$18.3M3.65%0Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,159 shares 139,159$17.9M3.58%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,937 shares; 2024Q4: 62,807 shares; 2025Q1: 85,397 shares; 2025Q2: 78,538 shares 78,538$17.4M3.46%-6,859Timeline
RHPRYMAN HOSPITALITY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,347 shares 102,347$10.1M2.02%newTimeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 158,729 shares; 2025Q1: 389,349 shares; 2025Q2: 85,707 shares 85,707$5.78M1.15%-303,642Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
AIVAPARTMENT INVT & MGMT CO3,142,232$27.7Mshares
VICIVICI PPTYS INC465,831$15.2Mshares
ELMEELME COMMUNITIES546,653$9.51Mshares
SMRTSMARTRENT INC4,076,738$4.93Mshares

How Q2 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 0001536520-25-000005 base2025-08-14acceptance time not in the bulk data set