LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC Information

1 LANDMARK SQUARE, STAMFORD, Connecticut, 06901, (203) 987-5830

Report Date: 03/31/2014

Position Statistics

Total Positions 39
New Positions 13
Increased Positions 16
Decreased Positions 23
Positions with Activity 39
Sold Out Positions 15
Total Mkt Value (in $ millions) 108

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 9%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare 0%
Services 86.43%
Technology
Transportation
Utilities

39 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MACK CALI RLTY CORP COM 10,250 10,250 New 477,400
SBA COMMUNICATIONS CORP COM 9,894 -427 (4.14) 90,805
DIAMONDROCK HOSPITALITY CO COM 8,301 72 .88 652,570
ESSEX PPTY TR INC COM 7,900 -4,572 (36.66) 40,871
MGM RESORTS INTERNATIONAL COM 7,635 7,635 New 279,145
CBRE GROUP INC CL A 6,982 1,497 27.30 220,610
SL GREEN RLTY CORP COM 6,446 1,907 42.02 58,940
STARWOOD HOTELS&RESORTS WRLDWD COM 5,884 5,884 New 74,790
KILROY RLTY CORP COM 5,606 -3,464 (38.19) 89,796
FIRST INDUSTRIAL REALTY TRUST COM 5,292 -541 (9.28) 285,130
AVALONBAY CMNTYS INC COM 5,218 -157 (2.92) 34,560
D R HORTON INC COM 5,096 5,096 New 244,300
AMERICAN HOMES 4 RENT CL A 4,953 4,953 New 268,300
JONES LANG LASALLE INC COM 4,861 -438 (8.26) 38,440
RYLAND GROUP INC COM 4,642 -764 (14.13) 133,270
LAS VEGAS SANDS CORP COM 4,116 -4,610 (52.83) 55,050
NORTHSTAR RLTY FIN CORP COM NEW 2,742 2,742 New 165,700
EQUITY RESIDENTIAL SH BEN INT 405 405 New 6,100
MID-AMER APT CMNTYS INC COM 390 390 New 5,200
PENNSYLVANIA RL ESTATE INVT TR SH BEN INT 380 380 New 19,500