LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC

HTTP://WWW.LANDANDBUILDINGS.COM/ STAMFORD, CT Investment Advisor Hedge Fund How do I update this listing?

Land & Buildings Investment Management is based out of Stamford. Land & Buildings Investment Management is a large advisory firm with 6 clients and discretionary assets under management (AUM) of $577,255,747 (Form ADV from 2019-03-29). Their last reported 13F filing for Q1 2019 included $408,105,000 in managed 13F securities and a top 10 holdings concentration of 84.34%. Land & Buildings Investment Management's largest holding is Taubman Centers, Inc. with shares held of 1,114,847. Land & Buildings Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 34 13F filings, and 3 13D filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $408.105 Million
  • Prior Market Value $360.847 Million
  • New Purchases6 stocks
  • Additional Purchases4 stocks
  • Sold out of6 stocks
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 84.34 %
  • Turnover % [1]:80.00%
  • Turnover Alt % [2]: 39.79 %
  • Time Held Top20:4.20 quarters
  • Time Held Top10:4.70 quarters
  • Time Held All:4.80 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 6.8%
Performance Last 4 Quarters: 6.99%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR/A (Subscription required)
  • 2018-09-30 - 13F-HR/A (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR/A (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC
Classified as Hedge Fund
1 LANDMARK SQUARE 7TH FLOOR
STAMFORD CT    06901
Country: United States

Business Phone: 203-987-5840
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 9
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 231,695,000
Total Number of Clients: 6
Amount of client funds and securities by related persons: 220,365,000
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

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LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
LITT, JONATHAN, I MANAGING PRINCIPAL 07/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC MANAGING PRINCIPAL direct 2008-07-01
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2008-07-01
MELCHER, CRAIG, DAVID PRINCIPAL 07/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC PARTNER, CHIEF COMPLIANCE OFFICER direct 2008-07-01
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC PRINCIPAL direct 2008-07-01
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC PARTNER direct 2008-07-01
TEDAWES, SAMUEL CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ELM RIDGE CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-11-01
ELM RIDGE MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
L&B REAL ESTATE OPPORTUNITY FUND, LP United States 805-7382579568 Hedge Fund 105,608,673 1,000,000
LAND & BUILDINGS CAPITAL GROWTH FUND LP United States 805-6414616702 Hedge Fund 126,086,342 1,000,000 Master Fund

LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
LITT, JONATHAN, I MANAGING PRINCIPAL 07/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC MANAGING PRINCIPAL direct 2008-07-01
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2008-07-01
MELCHER, CRAIG, DAVID PRINCIPAL 07/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC PARTNER, CHIEF COMPLIANCE OFFICER direct 2008-07-01
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC PRINCIPAL direct 2008-07-01
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC PARTNER direct 2008-07-01
KATCHUR, STEPHEN, GEORGE COO, CFO, CCO 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC COO, CFO, CCO direct 2014-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
LAND & BUILDINGS CAPITAL GROWTH FUND LP United States 805-6414616702 Hedge Fund 199,075,668 1,000,000 Master Fund
LAND & BUILDINGS REAL ESTATE OPPORTUNITY FUND, LP United States 805-7382579568 Hedge Fund 68,055,822 1,000,000

WhaleScore history for LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC

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