Land & Buildings Investment Management, LLC
13F Reported Value
ⓘ$591.4M
Holdings
20
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Land & Buildings Investment Management, LLC disclosed 20 positions worth $591.4M in its Form 13F-HR for Q1 2026, led by $FR (FIRST INDUSTRIAL REALTY TRUST INC) at 8.4% of the equity portfolio, followed by $INVH and $AHR. During the quarter the fund opened 4 new positions and exited 3 — including a new stake in $INVH and a full exit from $CSR. The portfolio is most concentrated in Real Estate (94.8% of disclosed assets). All figures are sourced directly from Land & Buildings Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1536520.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 67.5#459
Quality
$50.0M863,925 sh - 59.7#908
Quality
$48.9M1,966,673 sh - 63.7#674
Quality
$47.7M1,011,002 sh - 68.3
Quality
$47.5M587,247 sh - 61.4
Quality
$46.3M47,263 sh - 76.9
Quality
$40.6M217,466 sh - 44.4
Quality
$34.7M275,705 sh - 70.3
Quality
$30.0M367,407 sh - —
Quality
$27.1M798,915 sh - 64.8
Quality
$26.6M288,277 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 FIRST INDUSTRIAL REALTY TRUST INC$FR | 67.5#459 | $50.0M | 863,925 |
 Invitation Homes Inc.$INVH | 59.7#908 | $48.9M | 1,966,673 |
 American Healthcare REIT, Inc.$AHR | 63.7#674 | $47.7M | 1,011,002 |
 NATIONAL HEALTH INVESTORS INC$NHI | 68.3 | $47.5M | 587,247 |
 EQUINIX INC$EQIX | 61.4 | $46.3M | 47,263 |
 SIMON PROPERTY GROUP INC.$SPG | 76.9 | $40.6M | 217,466 |
 SUN COMMUNITIES INC$SUI | 44.4 | $34.7M | 275,705 |
 Ventas, Inc.$VTR | 70.3 | $30.0M | 367,407 |
 TANGER INC.$SKT | — | $27.1M | 798,915 |
 Ryman Hospitality Properties, Inc.$RHP | 64.8 | $26.6M | 288,277 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Land & Buildings Investment Management, LLC's 20 positions.
Showing top 10 of 20 holdings.
Sector Allocation
Real Estate
$560.4M
Consumer Discretionary
$19.5M
Communication Services
$11.4M
Full Holdings — Land & Buildings Investment Management, LLC (Q1 2026)
All 20 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $FR | FIRST INDUSTRIAL REALTY TRUST INC | $50.0M | 8.4% | -5% | 67.5 |
| 2 | $INVH | Invitation Homes Inc. | $48.9M | 8.3% | NEW | 59.7 |
| 3 | $AHR | American Healthcare REIT, Inc. | $47.7M | 8.1% | -4% | 63.7 |
| 4 | $NHI | NATIONAL HEALTH INVESTORS INC | $47.5M | 8.0% | +42% | 68.3 |
| 5 | $EQIX | EQUINIX INC | $46.3M | 7.8% | -18% | 61.4 |
| 6 | $SPG | SIMON PROPERTY GROUP INC. | $40.6M | 6.9% | +30% | 76.9 |
| 7 | $SUI | SUN COMMUNITIES INC | $34.7M | 5.9% | -3% | 44.4 |
| 8 | $VTR | Ventas, Inc. | $30.0M | 5.1% | -27% | 70.3 |
| 9 | $SKT | TANGER INC. | $27.1M | 4.6% | -3% | — |
| 10 | $RHP | Ryman Hospitality Properties, Inc. | $26.6M | 4.5% | +42% | 64.8 |
| 11 |  $CBRE | CBRE GROUP, INC. | $25.1M | 4.2% | +45% | 62.9 |
| 12 |  $CURB | Curbline Properties Corp. | $23.3M | 4.0% | +316% | 61.5 |
| 13 |  $OUT | OUTFRONT Media Inc. | $22.6M | 3.8% | -31% | 43.7 |
| 14 |  $PLD | Prologis, Inc. | $22.3M | 3.8% | +26% | 67.5 |
| 15 |  $DLR | DIGITAL REALTY TRUST, INC. | $20.6M | 3.5% | NEW | 70.2 |
| 16 |  $GLPI | Gaming & Leisure Properties, Inc. | $19.7M | 3.3% | -22% | 72.4 |
| 17 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $19.5M | 3.3% | -6% | 65.9 |
| 18 |  $LAMR | LAMAR ADVERTISING CO/NEW | $17.0M | 2.9% | NEW | 67.8 |
| 19 |  $FUN | Six Flags Entertainment Corporation/NEW | $11.4M | 1.9% | -63% | 23.5 |
| 20 |  $SBAC | SBA COMMUNICATIONS CORP | $10.3M | 1.8% | NEW | 71.3 |
New Positions (4)
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