Equal-WT
WhaleScore 2.0
?
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC
1
follower
ยท
Follow
STAMFORD CT
Investment Advisor
Hedge Fund
Land & Buildings Investment Management is based out of Stamford. Land & Buildings Investment Management is a hedge fund with 5 clients and discretionary assets under management (AUM) of $654,726,812 (Form ADV from 2023-03-31). Their last reported 13F filing for Q4 2023 included $435,079,955 in managed 13F securities
and a top 10 holdings concentration of 81.73%. Land & Buildings Investment Management's largest holding is Tricon Residential Inc with shares held of 5,800,314. Whalewisdom has at least 55 13F filings, and 6 13D filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
ADC Agree Realty Corp. | 5.86% |
HLT Hilton Worldwide Hol | 4.06% |
VICI VICI Properties Inc | 3.41% |
SUI Sun Communities, Inc | 3.12% |
NHI National Health Inve | 2.73% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
AIV Apartment Investment | 10.83% |
SIX Six Flags Entertainm | 7.15% |
REXR Rexford Industrial R | 3.85% |
CZR Eldorado Resorts Inc | 3.81% |
EQIX Equinix Inc | 2.21% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
TCN Tricon Residential I | 12.13% |
VTR Ventas, Inc. | 10.8% |
AIRC Apartment Income REI | 9.41% |
SUI Sun Communities, Inc | 8.99% |
SBAC SBA Communications C | 8.83% |
2023-12-31
13F Activity
Market Value | $435m, Prior: $455m |
New Purchases | 2 stocks |
Added To | 5 stocks |
Sold out of | 4 stocks |
Reduced holdings in | 9 stocks |
Top 10 Holdings % | 81.73% |
Turnover %[1] | 37.5% |
Turnover Alt %[2] | 18% |
Time Held Top 20 | 5.875 quarters |
Time Held Top 10 | 3.1 quarters |
Time Held All | 6.31 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.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31