Land & Buildings Investment Management, LLC — Q3 2013 13F Holdings

Name: Land & Buildings Investment Management, LLC — 13F Holdings, Q3 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001536520

Total reported value

$591.4M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BFH	Bread Financial Holdings, Inc.	Stock-Financials	9.53%	—	+23.13%
2	LVS	Las Vegas Sands CORP	Stock-Consumer Disc	7.82%	—	-13.74%
3	SBAC	SBA Communications Corporation	Stock-Real Estate	7.19%	—	-1.91%
4	✓	General Growth Pptys INC New	Stock-Other	7.10%	—	+7.57%
5	KRC	Kilroy Realty CORP	Stock-Real Estate	6.46%	—	+62.12%
6	CBL	CBL & Associates Properties, Inc.	Stock-Other	6.38%	—	+41.50%
7	DRH	Diamondrock Hospitality Co	Stock-Other	6.01%	—	—
8	AVB	Avalonbay Communities INC	Stock-Real Estate	5.31%	—	+12.79%
9	HST	Host Hotels & Resorts INC	Stock-Real Estate	5.06%	—	-26.87%
10	✓		Stock-Other	4.62%	—	+114.82%
11	PEB	Pebblebrook Hotel Trust	Stock-Other	4.22%	—	—
12	PLD	Prologis INC	Stock-Real Estate	4.12%	+0.93%	-4.87%
13	MTH	Meritage Homes CORP	Stock-Consumer Disc	4.09%	—	+121.20%
14	EXR	Extra Space Storage INC	Stock-Real Estate	4.08%	—	—
15	COR1EUR	Coresite Realty CORP	Stock-Other	3.73%	—	-33.45%
16	KIM	Kimco Realty CORP	Stock-Real Estate	3.54%	—	-12.74%
17	EQR	Equity Residential	Stock-Real Estate	2.84%	—	—
18	BKD	Brookdale Senior Living INC	Stock-Other	2.52%	—	-42.81%
19	CCI	Crown Castle Inc.	Stock-Real Estate	1.02%	—	—
20	HPTUSD	Hospitality Properties Trust	Stock-Other	0.85%	—	+0.65%
21	STWD	Starwood Property Trust, Inc.	Stock-Real Estate	0.83%	—	-85.14%
22	CPT	Camden Property Trust	Stock-Real Estate	0.82%	—	-83.86%
23	ACCUSD	American Campus Communities	Stock-Other	0.81%	—	+9.33%
24	VRSK	Verisk Analytics, Inc.	Stock-Industrials	0.63%	—	—
25	SNH1EUR	Senior Housing Prop Trust	Stock-Other	0.41%	—	—

Position changes disclosed by Land & Buildings Investment Management, LLC for the quarter ending Q3 2013, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	KRC	Kilroy Realty CORP	+2.4%	+62.12%	Add
2	✓		+2.3%	+114.82%	Add
3	MTH	Meritage Homes CORP	+2.3%	+121.20%	Add
4	BFH	Bread Financial Holdings, Inc.	+2.1%	+23.13%	Add
5	CBL	CBL & Associates Properties, Inc.	+1.5%	+41.50%	Add
6	LVS	Las Vegas Sands CORP	+0.8%	-13.74%	Trim
7	SBAC	SBA Communications Corporation	+0.6%	-1.91%	Trim
8	✓	General Growth Pptys INC New	+0.5%	+7.57%	Add
9	AVB	Avalonbay Communities INC	+0.5%	+12.79%	Add
10	HPTUSD	Hospitality Properties Trust	+0.1%	+0.65%	Add
11	ACCUSD	American Campus Communities	-0.1%	+9.33%	Add
12	PLD	Prologis INC	-0.1%	-4.87%	Trim
13	KIM	Kimco Realty CORP	-0.7%	-12.74%	Trim
14	HST	Host Hotels & Resorts INC	-1.4%	-26.87%	Trim
15	COR1EUR	Coresite Realty CORP	-1.4%	-33.45%	Trim
16	BKD	Brookdale Senior Living INC	-1.8%	-42.81%	Trim
17	STWD	Starwood Property Trust, Inc.	-4.3%	-85.14%	Trim
18	CPT	Camden Property Trust	-4.7%	-83.86%	Trim
19	DRH	Diamondrock Hospitality Co	—	NEW	New buy
20	✓	Ryland Group INC	—	EXIT	Sold out
21	MLCO	Melco Resorts & Entert-adr	—	EXIT	Sold out
22	MAC	Macerich Co/the	—	EXIT	Sold out
23	PEB	Pebblebrook Hotel Trust	—	NEW	New buy
24	EXR	Extra Space Storage INC	—	NEW	New buy
25	EQR	Equity Residential	—	NEW	New buy
26	CCI	Crown Castle Inc.	—	NEW	New buy
27	AMT	American Tower CORP	—	EXIT	Sold out
28	MAA	Mid-america Apartment Comm	—	EXIT	Sold out
29	DREUSD	Duke Realty CORP	—	EXIT	Sold out
30	VRSK	Verisk Analytics, Inc.	—	NEW	New buy
31	DOC	Healthpeak Properties, Inc.	—	EXIT	Sold out
32	SNH1EUR	Senior Housing Prop Trust	—	NEW	New buy
33	JLL	Jones Lang Lasalle INC	—	EXIT	Sold out
34	PSA	Public Storage	—	EXIT	Sold out