LAND & BUILDINGS INVESTMENT MANAGEMENT LLC
Q3 2025 Form 13-F
SAN JUAN, PUERTO RICO
CIK 0001536520
· CRD 149487
· SEC-registered investment adviser
$544.9M 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
$544.9M
Quarter over quarter
+5.2%
Holdings
22
Top-10 concentration
66.0%
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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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | November 14, 2025 |
| Form | 13F-HR |
| Reported value | $544.9M |
| Positions | 22 |
| Change in reported value | +8.8% |
| New positions | 6 |
| Exited positions | 5 |
| Position turnover | 40.7% |
| Top-10 concentration | 66.0% |
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 · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AHTR AMERICAN HEALTHCARE REIT INC | $48.4M | 8.88% |
| 2 | SPG SIMON PPTY GROUP INC NEW | $38.7M | 7.1% |
| 3 | FR FIRST INDL RLTY TR INC | $36.6M | 6.71% |
| 4 | VTR VENTAS INC | $36.5M | 6.71% |
| 5 | SIX SIX FLAGS ENTERTAINMENT CORP | $36.0M | 6.61% |
| 6 | CSR CENTERSPACE | $35.3M | 6.48% |
| 7 | NHI NATIONAL HEALTH INVS INC | $34.7M | 6.36% |
| 8 | AMH AMERICAN HOMES 4 RENT | $32.6M | 5.99% |
| 9 | SKT TANGER INC | $30.5M | 5.6% |
| 10 | SUI SUN CMNTYS INC | $30.3M | 5.56% |
| 11 | EQIX EQUINIX INC | $25.0M | 4.58% |
| 12 | PLD PROLOGIS INC. | $24.0M | 4.41% |
| 13 | CBRE CBRE GROUP INC | $22.4M | 4.12% |
| 14 | GLPI GAMING & LEISURE PPTYS INC | $20.6M | 3.78% |
| 15 | EXR EXTRA SPACE STORAGE INC | $19.4M | 3.56% |
| 16 | MAR MARRIOTT INTL INC NEW | $19.3M | 3.54% |
| 17 | OUT OUTFRONT MEDIA INC | $17.4M | 3.2% |
| 18 | CCI CROWN CASTLE INC | $12.5M | 2.3% |
| 19 | RHP RYMAN HOSPITALITY PPTYS INC | $9.6M | 1.76% |
| 20 | ESRT EMPIRE ST RLTY TR INC | $7.8M | 1.43% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.