Land & Buildings Investment Management, LLC — Q2 2014 13F Holdings

Name: Land & Buildings Investment Management, LLC — 13F Holdings, Q2 2014
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	ASB	Associated Banc-Corp	Stock-Financials	9.56%	—	—
2	VRSK	Verisk Analytics, Inc.	Stock-Industrials	8.12%	—	—
3	✓	Pennsylvania Real Estate Invt Tr Sbi	Stock-Other	8.07%	—	+2656.17%
4	MGM	Mgm Resorts International	Stock-Consumer Disc	7.88%	—	+34.03%
5	ESS	Essex Property Trust INC	Stock-Real Estate	6.62%	—	—
6	DHI	Dr Horton INC	Stock-Consumer Disc	6.58%	—	+37.70%
7	SBAC	SBA Communications Corporation	Stock-Real Estate	6.51%	—	-12.22%
8	DRH	Diamondrock Hospitality Co	Stock-Other	5.59%	—	-16.28%
9	MLCO	Melco Resorts & Entert-adr	Stock-Other	5.33%	—	—
10	✓	Hff INC Cl A	Stock-Other	5.22%	—	—
11	✓	Education Rlty Tr INC	Stock-Other	5.13%	—	—
12	✓	Strategic Hotels & Resorts I	Stock-Other	5.11%	—	—
13	FR	First Industrial Realty Tr	Stock-Real Estate	4.81%	-0.24%	+12.16%
14	KRC	Kilroy Realty CORP	Stock-Real Estate	4.12%	—	-7.57%
15	SLG2EUR	Sl Green Realty CORP	Stock-Other	4.04%	—	-21.55%
16	LEN	Lennar Corp-a	Stock-Consumer Disc	3.92%	—	—
17	JLL	Jones Lang Lasalle INC	Stock-Real Estate	3.40%	—	-12.17%

Position changes disclosed by Land & Buildings Investment Management, LLC for the quarter ending Q2 2014, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Pennsylvania Real Estate Invt Tr Sbi	+7.7%	+2656.17%	Add
2	DHI	Dr Horton INC	+1.5%	+37.70%	Add
3	MGM	Mgm Resorts International	+0.9%	+34.03%	Add
4	FR	First Industrial Realty Tr	-0.5%	+12.16%	Add
5	KRC	Kilroy Realty CORP	-1%	-7.57%	Trim
6	JLL	Jones Lang Lasalle INC	-1%	-12.17%	Trim
7	VRSK	Verisk Analytics, Inc.	-1.4%	—	Unchanged
8	SBAC	SBA Communications Corporation	-1.5%	-12.22%	Trim
9	SLG2EUR	Sl Green Realty CORP	-1.7%	-21.55%	Trim
10	DRH	Diamondrock Hospitality Co	-1.9%	-16.28%	Trim
11	ASB	Associated Banc-Corp	—	NEW	New buy
12	ESS	Essex Property Trust INC	—	NEW	New buy
13	BFH	Bread Financial Holdings, Inc.	—	EXIT	Sold out
14	MLCO	Melco Resorts & Entert-adr	—	NEW	New buy
15	✓	Hff INC Cl A	—	NEW	New buy
16	✓	Education Rlty Tr INC	—	NEW	New buy
17	✓	Strategic Hotels & Resorts I	—	NEW	New buy
18	CBRE	Cbre Group INC - A	—	EXIT	Sold out
19	STWD	Starwood Property Trust, Inc.	—	EXIT	Sold out
20	✓	Ryland Group INC	—	EXIT	Sold out
21	LEN	Lennar Corp-a	—	NEW	New buy
22	AVB	Avalonbay Communities INC	—	EXIT	Sold out
23	AMH	American Homes 4 Rent- A	—	EXIT	Sold out
24	LVS	Las Vegas Sands CORP	—	EXIT	Sold out
25	✓	Northstar Rlty Fin	—	EXIT	Sold out
26	EQR	Equity Residential	—	EXIT	Sold out
27	MAA	Mid-america Apartment Comm	—	EXIT	Sold out
28	OKE	ONEOK, Inc.	—	EXIT	Sold out
29	CDP	Copt Defense Properties	—	EXIT	Sold out
30	✓	Biomed Realty Trust INC	—	EXIT	Sold out
31	STAYUSD	Extended Stay America INC	—	EXIT	Sold out