Land & Buildings Investment Management, LLC
Land & Buildings Investment Management, LLC is a hedge fund founded in 2008, headquartered in San Juan, Puerto Rico, with a business address in Stamford, Connecticut. The firm specializes in real estate and related investments, serving institutional and high net worth clients. Land & Buildings is known for its activist strategies, primarily targeting public real estate and REIT securities. The firm is led by Jonathan Litt and focuses on value investing and shareholder engagement. Employee count is estimated to be under 20.
Investment Strategy
Land & Buildings implements an activist, value-oriented investment strategy focusing on publicly traded real estate and REIT securities. The firm seeks to unlock value through deep fundamental research, operational improvements, and corporate governance activism, often engaging directly with management teams. Its approach combines traditional financial analysis with shareholder advocacy to influence positive change within portfolio companies.
Top Holdings
Equity Positions (21)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AHR | AMERICAN HEALTHCARE REIT INC | 7.91% | $39.6M | 1,079,153 | $14.84 | $36.74 | +$4.9M |
F FR | FIRST INDUSTRIAL REALTY TRUST, INC. | 7.36% | $36.9M | 765,911 | $48.48 | $48.13 | +$2.1M |
N NHI | NATIONAL HEALTH INVESTORS, INC. | 6.44% | $32.3M | 459,966 | $64.42 | $70.12 | -$11.1M |
V VTR | VENTAS, INC. | 6.17% | $30.9M | 489,415 | $55.96 | $63.15 | +$1.1M |
A AMH | AMERICAN HOMES 4 RENT LLC | 5.69% | $28.5M | 789,900 | $37.48 | $36.07 | -$4.8M |