LAND & BUILDINGS INVESTMENT MANAGEMENT LLC
Q4 2023 Form 13-F
SAN JUAN, PUERTO RICO
CIK 0001536520
· CRD 149487
· SEC-registered investment adviser
$435.1M Reported Value Total
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC reports 5 total accounts under management (AUM). There are 5 discretionary accounts valued at $650,763,002, 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
$435.1M
Quarter over quarter
+17.8%
Holdings
16
Top-10 concentration
81.7%
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 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | February 14, 2024 |
| Form | 13F-HR |
| Reported value | $435.1M |
| Positions | 16 |
| Change in reported value | -4.4% |
| New positions | 2 |
| Exited positions | 4 |
| Position turnover | 30.0% |
| Top-10 concentration | 81.7% |
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 16 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TCN TRICON RESIDENTIAL INC | $52.8M | 12.13% |
| 2 | VTR VENTAS, INC. | $47.0M | 10.8% |
| 3 | AIRC APARTMENT INCOME REIT CORP | $40.9M | 9.41% |
| 4 | SUI SUN COMMUNITIES, INC | $39.1M | 8.99% |
| 5 | SBAC SBA COMMUNICATIONS CORPORATION | $38.4M | 8.83% |
| 6 | PLD PROLOGIS INC | $34.3M | 7.87% |
| 7 | VICI VICI PROPERTIES INC. | $30.8M | 7.07% |
| 8 | ADC AGREE REALTY CORPORATION | $25.5M | 5.86% |
| 9 | EQIX EQUINIX, INC. REIT | $23.9M | 5.48% |
| 10 | NHI NATIONAL HEALTH INVESTORS, INC. | $23.0M | 5.29% |
| 11 | SKT TANGER INC | $18.1M | 4.15% |
| 12 | HLT HILTON WORLDWIDE HOLDINGS INC. | $17.7M | 4.06% |
| 13 | RHP RYMAN HOSPITALITY PPTYS INC | $17.7M | 4.06% |
| 14 | AMH AMERICAN HOMES 4 RENT LLC | $13.6M | 3.13% |
| 15 | SMRT SMARTRENT, INC. | $9.8M | 2.26% |
| 16 | CBRE CBRE GROUP, INC. CLASS A | $2.6M | 0.59% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.