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
VEN
NSA
SUI
AMH
CSR9.2%
FR8.7%
AHR8.2%
EQIX7.4%
VEN6.5%
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 2023