LAND & BUILDINGS INVESTMENT MANAGEMENT LLC
Q4 2022 Form 13-F
SAN JUAN, PUERTO RICO
CIK 0001536520
· CRD 149487
· SEC-registered investment adviser
$464.3M Reported Value Total
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC reports 8 total accounts under management (AUM). There are 8 discretionary accounts valued at $654,726,812, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
4 funds
· $323.3M gross asset value
Hedge Fund: $323.3M
Source: Form ADV filed 2026-03-30
Reported value
$464.3M
Quarter over quarter
+1.3%
Holdings
19
Top-10 concentration
78.8%
Key People
Form ADV owners & control persons
Jonathan I Litt
MANAGING PRINCIPAL
Jean Marcos Cora
CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER
Craig David Melcher
PRINCIPAL
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q4 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | February 14, 2023 |
| Form | 13F-HR |
| Reported value | $464.3M |
| Positions | 19 |
| Change in reported value | +2.2% |
| New positions | 1 |
| Exited positions | 3 |
| Position turnover | 18.2% |
| Top-10 concentration | 78.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
19 | $583.4M |
|
Q1 2026 13F
Filed May 15, 2026
|
20 | $591.4M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
19 | $601.6M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
22 | $544.9M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
21 | $501.1M |
|
Q1 2025 13F
Filed May 15, 2025
|
20 | $472.6M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
20 | $493.6M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
19 | $489.2M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
19 | $424.6M |
|
Q1 2024 13F
Filed May 15, 2024
|
18 | $456.7M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
16 | $435.1M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
18 | $455.2M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
18 | $475.0M |
|
Q1 2023 13F
Filed May 15, 2023
|
23 | $432.5M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
19 | $464.3M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
21 | $454.3M |
|
Q2 2022 13F
Filed Aug 12, 2022
|
18 | $437.7M |
|
Q1 2022 13F
Filed May 16, 2022
|
19 | $619.7M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
17 | $619.5M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
18 | $595.5M |
33 earlier quarters on file — choose one from the quarter menu above.
Top 19 holdings · Q4 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AIV APARTMENT INVT & MGMT CO | $62.6M | 13.49% |
| 2 | SIX SIX FLAGS ENTMT CORP NEW | $60.5M | 13.03% |
| 3 | AIRC APARTMENT INCOME REIT CORP | $37.1M | 8.0% |
| 4 | VTR VENTAS INC | $35.9M | 7.73% |
| 5 | REXR REXFORD INDL RLTY INC | $34.9M | 7.52% |
| 6 | SUI SUN CMNTYS INC | $28.6M | 6.17% |
| 7 | AMH AMERICAN HOMES 4 RENT | $28.5M | 6.13% |
| 8 | ARE ALEXANDRIA REAL ESTATE EQ IN | $28.1M | 6.05% |
| 9 | PSA PUBLIC STORAGE | $27.9M | 6.01% |
| 10 | HST HOST HOTELS & RESORTS INC | $21.7M | 4.68% |
| 11 | SBAC SBA COMMUNICATIONS CORP NEW | $18.7M | 4.04% |
| 12 | AVB AVALONBAY CMNTYS INC | $17.6M | 3.79% |
| 13 | ROIC RETAIL OPPORTUNITY INVTS COR | $16.6M | 3.58% |
| 14 | CZR CAESARS ENTERTAINMENT INC NE | $16.3M | 3.52% |
| 15 | DHI D R HORTON INC | $11.5M | 2.47% |
| 16 | SMRT SMARTRENT INC | $8.2M | 1.76% |
| 17 | IEI ISHARES TR | $3.7M | 0.8% |
| 18 | AGG ISHARES TR | $2.9M | 0.61% |
| 19 | EDV VANGUARD WORLD FD | $2.8M | 0.61% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.