Land & Buildings Investment Management, LLC 13F Holdings · Q2 2026
Land & Buildings Investment Management, LLC reported 19 securities worth $583.45M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AHR (9.84%), SPG (8.29%), FR (8.21%). Among its top 25 positions this quarter: 4 new, 5 added, 10 trimmed, 5 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AHR | AMERICAN HEALTHCARE REIT INC | $57.4M | 9.84% | 1.1M | Added |
| 2 | SPG | SIMON PROPERTY GROUP INC | $48.4M | 8.29% | 216,348 | Trimmed |
| 3 | FR | FIRST INDUSTRIAL REALTY TRUST, INC. | $47.9M | 8.21% | 781,077 | Trimmed |
| 4 | BXDC | BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC. | $47.4M | 8.13% | 2.2M | New |
| 5 | VTR | VENTAS, INC. | $46.9M | 8.04% | 527,994 | Added |
| 6 | INVH | INVITATION HOMES INC. | $42.4M | 7.27% | 1.4M | Trimmed |
| 7 | SUI | SUN COMMUNITIES, INC | $37.2M | 6.37% | 310,187 | Added |
| 8 | CURB | CURBLINE PROPERTIES CORP. | $33.3M | 5.70% | 1.1M | Added |
| 9 | EQIX | EQUINIX, INC. REIT | $32.6M | 5.58% | 31,249 | Trimmed |
| 10 | SKT | TANGER INC | $31.4M | 5.38% | 794,927 | Trimmed |
| 11 | CBRE | CBRE GROUP, INC. CLASS A | $24.9M | 4.28% | 185,199 | Trimmed |
| 12 | DLR | DIGITAL REALTY TRUST, INC. | $24.3M | 4.16% | 135,266 | Added |
| 13 | OUT | OUTFRONT MEDIA INC. | $24.1M | 4.13% | 735,386 | Trimmed |
| 14 | MAR | MARRIOTT INTERNATIONAL, INC CLASS A | $22.0M | 3.77% | 59,308 | Trimmed |
| 15 | LAMR | LAMAR ADVERTISING COMPANY CLASS A | $19.1M | 3.27% | 122,160 | Trimmed |
| 16 | RHP | RYMAN HOSPITALITY PPTYS INC | $18.5M | 3.18% | 144,125 | Trimmed |
| 17 | DHI | D.R. HORTON, INC. | $18.4M | 3.16% | 113,257 | New |
| 18 | VICI | VICI PROPERTIES INC. | $5.5M | 0.94% | 207,555 | New |
| 19 | DEI | DOUGLAS EMMETT, INC. | $1.8M | 0.31% | 153,017 | New |
| 20 | FUN | SIX FLAGS ENTERTAINMENT CORP | $0 | 0.00% | 0 | Exited |
| 21 | GLPI | GAMING & LEISURE P | $0 | 0.00% | 0 | Exited |
| 22 | NHI | NATIONAL HEALTH INVS INC | $0 | 0.00% | 0 | Exited |
| 23 | PLD | PROLOGIS INC. | $0 | 0.00% | 0 | Exited |
| 24 | SBAC | SBA COMMUNICATIONS CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR