LAND & BUILDINGS INVESTMENT MANAGEMENT LLC
Q4 2024 Form 13-F
SAN JUAN, PUERTO RICO
CIK 0001536520
· CRD 149487
· SEC-registered investment adviser
$493.6M Reported Value Total
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC reports 5 total accounts under management (AUM). There are 5 discretionary accounts valued at $693,891,189, 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
$493.6M
Quarter over quarter
-3.3%
Holdings
20
Top-10 concentration
68.7%
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 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | February 14, 2025 |
| Form | 13F-HR |
| Reported value | $493.6M |
| Positions | 20 |
| Change in reported value | +0.9% |
| New positions | 3 |
| Exited positions | 2 |
| Position turnover | 22.7% |
| Top-10 concentration | 68.7% |
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 20 holdings · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AHTR AMERICAN HEALTHCARE REIT INC | $44.3M | 8.98% |
| 2 | VTR VENTAS, INC. | $40.9M | 8.28% |
| 3 | EQIX EQUINIX, INC. REIT | $39.1M | 7.92% |
| 4 | FR FIRST INDUSTRIAL REALTY TRUST, INC. | $34.9M | 7.07% |
| 5 | SKT TANGER INC | $33.2M | 6.74% |
| 6 | KRG KITE REALTY GROUP TRUST | $32.4M | 6.57% |
| 7 | NHI NATIONAL HEALTH INVESTORS, INC. | $32.4M | 6.56% |
| 8 | AIV APARTMENT INVESTMENT AND MANAGEMENT COMPANY | $27.9M | 5.66% |
| 9 | AMH AMERICAN HOMES 4 RENT LLC | $27.6M | 5.59% |
| 10 | MAR MARRIOTT INTERNATIONAL, INC CLASS A | $26.5M | 5.36% |
| 11 | CBRE CBRE GROUP, INC. CLASS A | $25.0M | 5.07% |
| 12 | SPG SIMON PROPERTY GROUP INC | $23.1M | 4.69% |
| 13 | OUT OUTFRONT MEDIA INC. | $21.9M | 4.44% |
| 14 | SUI SUN COMMUNITIES, INC | $19.4M | 3.94% |
| 15 | XHR XENIA HOTELS & RESORTS, INC. | $16.0M | 3.25% |
| 16 | AMT AMERICAN TOWER CORPORATION | $11.5M | 2.33% |
| 17 | EQR EQUITY RESIDENTIAL | $11.4M | 2.31% |
| 18 | DLR DIGITAL REALTY TRUST, INC. | $9.7M | 1.97% |
| 19 | VICI VICI PROPERTIES INC. | $9.2M | 1.86% |
| 20 | SMRT SMARTRENT, INC. | $7.0M | 1.41% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.