Land & Buildings discloses updated portfolio positions in 13F filing: New FUN ESRT PLD positions
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
- New: FUN (1.6 mln), ESRT (1.0 mln), PLD (210K), CCI (130K), UDR (96K), AVB (19K)
- Increased: CSR (599K from 305K), AMH (981K from 790K), SKT (902K from 736K), AHR (1152K from 1079K), SPG (206K from 144K), SUI (235K from 194K), VTR (522K from 489K), RHP (107K from 102K)
- Exited: KRG (807K), REXR (561K), DHI (139K), EQR (86K), AMT (79K)
- Decreased: OUT (951K from 1.4 mln), GLPI (442K from 541K), FR (711K from 766K), EXR (138K from 180K), MAR (74K from 104K), NHI (436K from 460K), CBRE (142K from 165K), EQIX (32K from 36K)