Land & Buildings Investment Management 13F holdings, Q4 2011
Holdings as of December 31, 2011 · filings on SEC EDGAR · latest filing →
Land & Buildings Investment Management disclosed 28 US equity positions worth $55.8m in its Q4 2011 13F filing. The largest position was AMERICAN TOWER CORP at 8.2% of the reported book, followed by PSA and ESS.
What did Land & Buildings Investment Management own in Q4 2011? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN TOWER CORP | 8.2% | $4.6m | 75,900 | – | ||
| 2 | PSA PUBLIC STORAGE | Real Estate | 7.1% | $4.0m | 29,400 | – | |
| 3 | ESS ESSEX PPTY TR INC | Real Estate | 7.0% | $3.9m | 27,600 | – | |
| 4 | SKT TANGER FACTORY OUTLET CTRS I | Real Estate | 6.9% | $3.8m | 130,700 | – | |
| 5 | HCP INC | 6.8% | $3.8m | 92,000 | – | ||
| 6 | TCO TAUBMAN CTRS INC | 6.6% | $3.7m | 59,700 | – | ||
| 7 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 6.6% | $3.7m | 86,100 | – | |
| 8 | SPG SIMON PPTY GROUP INC NEW | Real Estate | 6.1% | $3.4m | 26,600 | – | |
| 9 | DLR DIGITAL RLTY TR INC | Real Estate | 5.9% | $3.3m | 49,300 | – | |
| 10 | CPT CAMDEN PPTY TR SH BEN INT | Real Estate | 5.7% | $3.2m | 50,800 | – | |
| 11 | KRC KILROY RLTY CORP | Real Estate | 5.6% | $3.1m | 82,494 | – | |
| 12 | FEDERAL REALTY INVT TR SH BEN INT NEW | 5.5% | $3.1m | 34,100 | – | ||
| 13 | EQIX EQUINIX INC | 4.9% | $2.7m | 27,100 | – | ||
| 14 | NNN NATIONAL RETAIL PROPERTIES I | Real Estate | 4.7% | $2.6m | 99,200 | – | |
| 15 | EXR EXTRA SPACE STORAGE INC | Real Estate | 4.4% | $2.5m | 101,600 | – | |
| 16 | RYN RAYONIER INC | Real Estate | 4.3% | $2.4m | 54,092 | – | |
| 17 | CROWN CASTLE INTL CORP | 0.4% | $246.0k | 5,500 | – | ||
| 18 | SL GREEN RLTY CORP | 0.4% | $199.0k | 3,000 | – | ||
| 19 | LIBERTY PPTY TR SH BEN INT | 0.4% | $197.0k | 6,400 | – | ||
| 20 | EQR EQUITY RESIDENTIAL SH BEN INT | Real Estate | 0.3% | $193.0k | 3,400 | – | |
| 21 | VNO VORNADO RLTY TR SH BEN INT | Real Estate | 0.3% | $192.0k | 2,500 | – | |
| 22 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 0.3% | $180.0k | 6,200 | – | |
| 23 | STARWOOD HOTELS&RESORTS WRLD | 0.3% | $177.0k | 3,700 | – | ||
| 24 | REG REGENCY CTRS CORP | Real Estate | 0.3% | $176.0k | 4,700 | – | |
| 25 | MAC MACERICH CO | Real Estate | 0.3% | $166.0k | 3,300 | – | |
| 26 | ELME WASHINGTON REAL ESTATE INVT SH BEN INT | Real Estate | 0.2% | $98.0k | 3,600 | – | |
| 27 | PLUM CREEK TIMBER CO INC | 0.2% | $98.0k | 2,700 | – | ||
| 28 | SOVRAN SELF STORAGE INC | 0.2% | $93.0k | 2,200 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.