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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 $544,909,821 across 22 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 66% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001536520-25-000007

Period
2025-09-30
Reported value
$545M
Holdings
22
Top 10 weight
66%
New
6
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FUNnew+1,585,580$36M
PLDnew+209,960$24M
CSRadded+294,086$17.3M
CCInew+129,800$12.5M
SPGadded+62,180$11.7M

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
REXRexited-561,113-$20M
KRGexited-806,852-$18.3M
DHIexited-139,159-$17.9M
AMTexited-78,538-$17.4M
OUTreduced-483,628-$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.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001536520-25-000007, largest first. % of portfolio is the value over $544,909,821, 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; 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; 2025Q3: 1,151,953 shares 1,151,953$48.4M8.88%+72,800Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 134,376 shares; 2025Q1: 126,135 shares; 2025Q2: 144,045 shares; 2025Q3: 206,225 shares 206,225$38.7M7.1%+62,180Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823,962 shares; 2024Q4: 696,441 shares; 2025Q1: 644,191 shares; 2025Q2: 765,911 shares; 2025Q3: 710,521 shares 710,521$36.6M6.71%-55,390Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,696 shares; 2024Q4: 694,376 shares; 2025Q1: 433,926 shares; 2025Q2: 489,415 shares; 2025Q3: 522,115 shares 522,115$36.5M6.71%+32,700Timeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,585,580 shares 1,585,580$36M6.61%newTimeline
CSRCENTERSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305,166 shares; 2025Q3: 599,252 shares 599,252$35.3M6.48%+294,086Timeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,057 shares; 2024Q4: 467,056 shares; 2025Q1: 586,946 shares; 2025Q2: 459,966 shares; 2025Q3: 435,866 shares 435,866$34.7M6.36%-24,100Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 737,850 shares; 2025Q1: 880,590 shares; 2025Q2: 789,900 shares; 2025Q3: 980,985 shares 980,985$32.6M5.99%+191,085Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051,064 shares; 2024Q4: 974,174 shares; 2025Q1: 608,381 shares; 2025Q2: 736,441 shares; 2025Q3: 902,401 shares 902,401$30.5M5.6%+165,960Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,942 shares; 2024Q4: 158,132 shares; 2025Q1: 183,252 shares; 2025Q2: 193,747 shares; 2025Q3: 234,797 shares 234,797$30.3M5.56%+41,050Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,922 shares; 2024Q4: 41,472 shares; 2025Q1: 29,292 shares; 2025Q2: 35,582 shares; 2025Q3: 31,865 shares 31,865$25M4.58%-3,717Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209,960 shares 209,960$24M4.41%newTimeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,023 shares; 2024Q4: 190,478 shares; 2025Q1: 127,529 shares; 2025Q2: 164,947 shares; 2025Q3: 142,339 shares 142,339$22.4M4.12%-22,608Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 540,520 shares; 2025Q3: 441,882 shares 441,882$20.6M3.78%-98,638Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206,892 shares; 2025Q2: 180,402 shares; 2025Q3: 137,562 shares 137,562$19.4M3.56%-42,840Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,860 shares; 2024Q4: 94,880 shares; 2025Q1: 91,180 shares; 2025Q2: 103,505 shares; 2025Q3: 74,077 shares 74,077$19.3M3.54%-29,428Timeline
OUTOUTFRONT MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,036,685 shares; 2025Q2: 1,434,776 shares; 2025Q3: 951,148 shares 951,148$17.4M3.2%-483,628Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,800 shares 129,800$12.5M2.3%newTimeline
RHPRYMAN HOSPITALITY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,347 shares; 2025Q3: 106,776 shares 106,776$9.57M1.76%+4,429Timeline
ESRTEMPIRE ST RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,014,676 shares 1,014,676$7.77M1.43%newTimeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,248 shares 19,248$3.72M0.68%newTimeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,225 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95,892 shares 95,892$3.57M0.66%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
REXRREXFORD INDL RLTY INC561,113$20Mshares
KRGKITE REALTY GROUP TRUST806,852$18.3Mshares
DHID R HORTON INC139,159$17.9Mshares
AMTAMERICAN TOWER CORP78,538$17.4Mshares
VMRKVIVMARK RESIDENTIAL85,707$5.78Mshares

How Q3 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 0001536520-25-000007 base2025-11-14acceptance time not in the bulk data set