Land & Buildings Investment Management 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Land & Buildings Investment Management disclosed 21 US equity positions worth $501.1m in its Q2 2025 13F filing. The largest position was AHR at 7.9% of the reported book, followed by FR and NHI. Against the Q1 2025 filing, it opened 5 new positions, added to 9 and reduced 6 among the top 21 holdings.
What did Land & Buildings Investment Management own in Q2 2025? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AHR AMERICAN HEALTHCARE REIT INC | Real Estate | 7.9% | $39.6m | 1,079,153 | -6% | reduced |
| 2 | FR FIRST INDUSTRIAL REALTY TRUST, INC. | Real Estate | 7.4% | $36.9m | 765,911 | 19% | added |
| 3 | NHI NATIONAL HEALTH INVESTORS, INC. | Real Estate | 6.4% | $32.3m | 459,966 | -22% | reduced |
| 4 | VTR VENTAS, INC. | Real Estate | 6.2% | $30.9m | 489,415 | 13% | added |
| 5 | AMH AMERICAN HOMES 4 RENT LLC | Real Estate | 5.7% | $28.5m | 789,900 | -10% | reduced |
| 6 | EQIX EQUINIX, INC. REIT | Real Estate | 5.6% | $28.3m | 35,582 | 21% | added |
| 7 | MAR MARRIOTT INTERNATIONAL, INC CLASS A | Consumer Cyclical | 5.6% | $28.3m | 103,505 | 14% | added |
| 8 | EXR EXTRA SPACE STORAGE INC. | Real Estate | 5.3% | $26.6m | 180,402 | -13% | reduced |
| 9 | GLPI GAMING AND LEISURE PROP, INC. | Real Estate | 5.0% | $25.2m | 540,520 | – | new |
| 10 | SUI SUN COMMUNITIES, INC | Real Estate | 4.9% | $24.5m | 193,747 | 6% | added |
| 11 | OUT OUTFRONT MEDIA INC. | Real Estate | 4.7% | $23.4m | 1,434,776 | 38% | added |
| 12 | SPG SIMON PROPERTY GROUP INC | Real Estate | 4.6% | $23.2m | 144,045 | 14% | added |
| 13 | CBRE CBRE GROUP, INC. CLASS A | Real Estate | 4.6% | $23.1m | 164,947 | 29% | added |
| 14 | SKT TANGER INC | Real Estate | 4.5% | $22.5m | 736,441 | 21% | added |
| 15 | REXR REXFORD INDL RLTY INC | Real Estate | 4.0% | $20.0m | 561,113 | – | new |
| 16 | CSR CENTERSPACE | Real Estate | 3.7% | $18.4m | 305,166 | – | new |
| 17 | KRG KITE REALTY GROUP TRUST | Real Estate | 3.6% | $18.3m | 806,852 | 0% | held |
| 18 | DHI D.R. HORTON, INC. | Consumer Cyclical | 3.6% | $17.9m | 139,159 | – | new |
| 19 | AMT AMERICAN TOWER CORPORATION | Real Estate | 3.5% | $17.4m | 78,538 | -8% | reduced |
| 20 | RHP RYMAN HOSPITALITY PPTYS INC | Real Estate | 2.0% | $10.1m | 102,347 | – | new |
| 21 | EQR EQUITY RESIDENTIAL | Real Estate | 1.2% | $5.8m | 85,707 | -78% | reduced |
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.