Land & Buildings Investment Management 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Land & Buildings Investment Management disclosed 19 US equity positions worth $601.6m in its Q4 2025 13F filing. The largest position was CSR at 9.2% of the reported book, followed by FR and AHR. Against the Q3 2025 filing, it opened 2 new positions, added to 9 and reduced 8 among the top 19 holdings.
What did Land & Buildings Investment Management own in Q4 2025? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CSR CENTERSPACE | Real Estate | 9.2% | $55.3m | 828,398 | 38% | added |
| 2 | FR FIRST INDL RLTY TR INC | Real Estate | 8.7% | $52.3m | 912,517 | 28% | added |
| 3 | AHR AMERICAN HEALTHCARE REIT INC | Real Estate | 8.2% | $49.6m | 1,053,206 | -9% | reduced |
| 4 | EQIX EQUINIX INC | Real Estate | 7.4% | $44.4m | 57,912 | 82% | added |
| 5 | VTR VENTAS INC | Real Estate | 6.5% | $39.1m | 505,225 | -3% | reduced |
| 6 | NSA* NATIONAL STORAGE AFFILIATES | 6.2% | $37.1m | 1,314,463 | – | new | |
| 7 | SUI SUN CMNTYS INC | Real Estate | 5.9% | $35.4m | 285,481 | 22% | added |
| 8 | AMH AMERICAN HOMES 4 RENT | Real Estate | 5.8% | $34.7m | 1,079,778 | 10% | added |
| 9 | NHI NATIONAL HEALTH INVS INC | Real Estate | 5.2% | $31.6m | 413,133 | -5% | reduced |
| 10 | SPG SIMON PPTY GROUP INC NEW | Real Estate | 5.2% | $31.0m | 167,517 | -19% | reduced |
| 11 | OUT OUTFRONT MEDIA INC | Real Estate | 5.0% | $29.9m | 1,241,837 | 31% | added |
| 12 | SKT TANGER INC | Real Estate | 4.6% | $27.6m | 826,822 | -8% | reduced |
| 13 | SIX FLAGS ENTERTAINMENT CORP | 4.4% | $26.7m | 1,743,077 | 10% | added | |
| 14 | GLPI GAMING & LEISURE PPTYS INC | Real Estate | 4.2% | $25.5m | 570,099 | 29% | added |
| 15 | CBRE CBRE GROUP INC | Real Estate | 3.4% | $20.5m | 127,512 | -10% | reduced |
| 16 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 3.3% | $19.7m | 63,655 | -14% | reduced |
| 17 | RHP RYMAN HOSPITALITY PPTYS INC | Real Estate | 3.2% | $19.3m | 203,643 | 91% | added |
| 18 | PLD PROLOGIS INC. | Real Estate | 2.8% | $17.1m | 133,713 | -36% | reduced |
| 19 | CURBLINE PPTYS CORP | 0.8% | $5.0m | 217,464 | – | 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.