Land & Buildings Investment Management 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Land & Buildings Investment Management disclosed 22 US equity positions worth $544.9m in its Q3 2025 13F filing. The largest position was AHR at 8.9% of the reported book, followed by SPG and FR. Against the Q2 2025 filing, it opened 6 new positions, added to 8 and reduced 8 among the top 22 holdings.
What did Land & Buildings Investment Management own in Q3 2025? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AHR AMERICAN HEALTHCARE REIT INC | Real Estate | 8.9% | $48.4m | 1,151,953 | 7% | added |
| 2 | SPG SIMON PPTY GROUP INC NEW | Real Estate | 7.1% | $38.7m | 206,225 | 43% | added |
| 3 | FR FIRST INDL RLTY TR INC | Real Estate | 6.7% | $36.6m | 710,521 | -7% | reduced |
| 4 | VTR VENTAS INC | Real Estate | 6.7% | $36.5m | 522,115 | 7% | added |
| 5 | SIX FLAGS ENTERTAINMENT CORP | 6.6% | $36.0m | 1,585,580 | – | new | |
| 6 | CSR CENTERSPACE | Real Estate | 6.5% | $35.3m | 599,252 | 96% | added |
| 7 | NHI NATIONAL HEALTH INVS INC | Real Estate | 6.4% | $34.7m | 435,866 | -5% | reduced |
| 8 | AMH AMERICAN HOMES 4 RENT | Real Estate | 6.0% | $32.6m | 980,985 | 24% | added |
| 9 | SKT TANGER INC | Real Estate | 5.6% | $30.5m | 902,401 | 23% | added |
| 10 | SUI SUN CMNTYS INC | Real Estate | 5.6% | $30.3m | 234,797 | 21% | added |
| 11 | EQIX EQUINIX INC | Real Estate | 4.6% | $25.0m | 31,865 | -10% | reduced |
| 12 | PLD PROLOGIS INC. | Real Estate | 4.4% | $24.0m | 209,960 | – | new |
| 13 | CBRE CBRE GROUP INC | Real Estate | 4.1% | $22.4m | 142,339 | -14% | reduced |
| 14 | GLPI GAMING & LEISURE PPTYS INC | Real Estate | 3.8% | $20.6m | 441,882 | -18% | reduced |
| 15 | EXR EXTRA SPACE STORAGE INC | Real Estate | 3.6% | $19.4m | 137,562 | -24% | reduced |
| 16 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 3.5% | $19.3m | 74,077 | -28% | reduced |
| 17 | OUT OUTFRONT MEDIA INC | Real Estate | 3.2% | $17.4m | 951,148 | -34% | reduced |
| 18 | CCI CROWN CASTLE INC | Real Estate | 2.3% | $12.5m | 129,800 | – | new |
| 19 | RHP RYMAN HOSPITALITY PPTYS INC | Real Estate | 1.8% | $9.6m | 106,776 | 4% | added |
| 20 | ESRT EMPIRE ST RLTY TR INC | Real Estate | 1.4% | $7.8m | 1,014,676 | – | new |
| 21 | AVBC AVALONBAY CMNTYS INC | Financial Services | 0.7% | $3.7m | 19,248 | – | new |
| 22 | UDR UDR INC | Real Estate | 0.7% | $3.6m | 95,892 | – | new |
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.