Managers / Q3 2019 · view latest →
Land & Buildings Investment Management, LLC
CIK 0001536520 · SOUNDVIEW PLAZA, 1266 E MAIN ST STE 700R, STAMFORD, CT, 06902 · 203-987-5827
Summary
Land & Buildings Investment Management, LLC reported $453M in U.S.-listed holdings across 17 positions for Q3 2019.
Its largest position, Taubman Ctrs, represents 12.5% of the portfolio.
Compared with Q2 2019, the fund opened 4 new positions and exited 3.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- REIT · 50.1% · $227M
- Common Stock · 29.9% · $135M
- Other · 20.1% · $91M
Quarter-over-Quarter Changes full breakdown →
vs Q2 2019 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| OUTFRONT MEDIA INC | NEW | +1.00M | 1.00M | +$28M | $28M |
| ERIEURELDORADO RESORTS INC | NEW | +523.9K | 523.9K | +$21M | $21M |
| EQIXEQUINIX INC | NEW | +22.3K | 22.3K | +$13M | $13M |
| COLDEURAMERICOLD RLTY TR | NEW | +174.4K | 174.4K | +$6M | $6M |
| MARMARRIOTT INTL INC NEW | SOLD OUT | −131.1K | 0 | −$18M | $0 |
| MGM GROWTH PPTYS LLC | SOLD OUT | −566.0K | 0 | −$17M | $0 |
| AMHAMERICAN HOMES 4 RENT | SOLD OUT | −465.9K | 0 | −$11M | $0 |
| SBACSBA COMMUNICATIONS CORP NEW | ADDED | +22.3K | 51.0K | +$6M | $12M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q3 2019
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | TAUBMAN CTRS INC | COM | 12.47% | $57M | 1.38M |
| 2 | B7SBROOKDALE SR LIVING INChistory → | COM | 11.48% | $52M | 6.86M |
| 3 | MGMMGM RESORTS INTERNATIONALhistory → | COM | 9.19% | $42M | 1.50M |
| 4 | LIBERTY PPTY TR | SH BEN INT | 8.52% | $39M | 752.4K |
| 5 | QTSQTS RLTY TR INChistory → | COM CL A | 8.32% | $38M | 733.5K |
| 6 | GLPIGAMING & LEISURE PPTYS INChistory → | COM | 6.22% | $28M | 736.7K |
| 7 | CUSHMAN WAKEFIELD PLC | SHS | 6.20% | $28M | 1.52M |
| 8 | OUTFRONT MEDIA INC | COM | 6.14% | $28M | 1.00M |
| 9 | INVHINVITATION HOMES INChistory → | COM | 5.97% | $27M | 913.8K |
| 10 | HCP INC | COM | 5.37% | $24M | 683.6K |
| 11 | ERIEURELDORADO RESORTS INChistory → | COM | 4.61% | $21M | 523.9K |
| 12 | MTNVAIL RESORTS INChistory → | COM | 3.14% | $14M | 62.6K |
| 13 | EQREQUITY RESIDENTIALhistory → | SH BEN INT | 3.01% | $14M | 157.9K |
| 14 | EQIXEQUINIX INChistory → | COM | 2.83% | $13M | 22.3K |
| 15 | SBACSBA COMMUNICATIONS CORP NEWhistory → | CL A | 2.71% | $12M | 51.0K |
| 16 | MACK CALI RLTY CORP | COM | 2.38% | $11M | 497.0K |
| 17 | COLDEURAMERICOLD RLTY TRhistory → | COM | 1.43% | $6M | 174.4K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $591M | 20 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $602M | 19 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $545M | 22 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $501M | 21 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $473M | 20 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $494M | 20 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $489M | 19 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $425M | 19 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $457M | 18 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $435M | 16 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $455M | 18 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $475M | 18 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $432M | 23 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $464M | 19 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $454M | 21 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $438M | 18 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $620M | 19 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $619M | 17 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $596M | 18 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $534M | 20 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $471M | 20 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $456M | 21 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020REVEALED | $577M | 22 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $408M | 22 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $248M | 15 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $543M | 19 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $453M | 17 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $404M | 16 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $408M | 15 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $361M | 15 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.