Land & Buildings Investment Management, LLC
โขCIK: 1536520โขFiling: Q4 2025
**Land & Buildings Investment Management, LLC** manages $602M across a concentrated portfolio of 19 positions. The fund exhibits significant overweighting in technology and infrastructure, with top holdings including CSR ($55.3M) and FR ($52.3M). Notable allocations also feature AHR ($49.6M), EQIX ($44.4M), and VEN ($39.1M). This structure suggests a focused, high-conviction approach targeting established sector leaders.
Total AUM
$601.6M
QoQ Performance
+10.4%
Positions
19
Top 10 Concentration
68.2%
Latest Filing
Q4 2025
Top Holdings Allocation
CSR
FR
AHR
EQIX
VTR
NSA
SUI
AMH
CSR9.2%
FR8.7%
AHR8.2%
EQIX7.4%
VTR6.5%
NSA6.2%
SUI5.9%
AMH5.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other81.4%
Real Estate15.4%
Consumer3.3%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
โ9 increased
โ8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022