Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Land & Buildings Investment Management, LLC (CIK 1536520) reported $591.4M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FR ($50.0M, 8.45%), INVH ($48.9M, 8.26%), AHR ($47.7M, 8.06%), NHI ($47.5M, 8.03%), EQIX ($46.3M, 7.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FR | FIRST INDL RLTY TR INC | $50.0M | 8.45% | 863,925 | Trimmed |
| 2 | INVH | INVITATION HOMES INC | $48.9M | 8.26% | 2.0M | New |
| 3 | AHR | AMERICAN HEALTHCARE REIT INC | $47.7M | 8.06% | 1.0M | Trimmed |
| 4 | NHI | NATIONAL HEALTH INVS INC | $47.5M | 8.03% | 587,247 | Added |
| 5 | EQIX | EQUINIX INC | $46.3M | 7.83% | 47,263 | Trimmed |
| 6 | SPG | SIMON PPTY GROUP INC NEW | $40.6M | 6.86% | 217,466 | Added |
| 7 | SUI | SUN CMNTYS INC | $34.7M | 5.87% | 275,705 | Trimmed |
| 8 | VTR | VENTAS INC | $30.0M | 5.08% | 367,407 | Trimmed |
| 9 | SKT | TANGER INC | $27.1M | 4.59% | 798,915 | Trimmed |
| 10 | RHP | RYMAN HOSPITALITY PPTYS INC | $26.6M | 4.50% | 288,277 | Added |
| 11 | CBRE | CBRE GROUP INC | $25.1M | 4.24% | 185,225 | Added |
| 12 | CURB | CURBLINE PPTYS CORP | $23.3M | 3.95% | 905,072 | Added |
| 13 | OUT | OUTFRONT MEDIA INC | $22.6M | 3.83% | 854,194 | Trimmed |
| 14 | PLD | PROLOGIS INC. | $22.3M | 3.77% | 168,836 | Added |
| 15 | DLR | DIGITAL RLTY TR INC | $20.6M | 3.48% | 114,066 | New |
| 16 | GLPI | GAMING & LEISURE P | $19.7M | 3.34% | 444,623 | Trimmed |
| 17 | MAR | MARRIOTT INTL INC NEW | $19.5M | 3.31% | 59,766 | Trimmed |
| 18 | LAMR | LAMAR ADVERTISING CO | $17.0M | 2.87% | 134,056 | New |
| 19 | FUN | SIX FLAGS ENTERTAINMENT CORP | $11.4M | 1.93% | 642,336 | Trimmed |
| 20 | SBAC | SBA COMMUNICATIONS CORP | $10.3M | 1.75% | 60,094 | New |
| 21 | AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | Exited |
| 22 | CSR | CENTERSPACE | $0 | 0.00% | 0 | Exited |
| 23 | NSA | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31