Land & Buildings Investment Management, LLC
13F Reported Value
ⓘ$583.4M
Holdings
19
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Land & Buildings Investment Management, LLC disclosed 19 positions worth $583.4M in its Form 13F-HR for Q2 2026, led by $AHR (American Healthcare REIT, Inc.) at 9.8% of the equity portfolio, followed by $SPG and $FR. During the quarter the fund opened 4 new positions and exited 5 — including a new stake in $BXDC and a full exit from $NHI. The portfolio is most concentrated in Real Estate (93.1% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 54.0#1,355
Quality
$57.4M1,100,637 sh - 76.7#65
Quality
$48.4M216,348 sh - 64.8#507
Quality
$47.9M781,077 sh - $47.4M2,191,636 sh
- 62.5
Quality
$46.9M527,994 sh - 68.9
Quality
$42.4M1,404,199 sh - 62.8
Quality
$37.2M310,187 sh - 67.3
Quality
$33.3M1,094,291 sh - 59.0
Quality
$32.6M31,249 sh - 67.5
Quality
$31.4M794,927 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 American Healthcare REIT, Inc.$AHR | 54.0#1,355 | $57.4M | 1,100,637 |
 SIMON PROPERTY GROUP INC.$SPG | 76.7#65 | $48.4M | 216,348 |
 FIRST INDUSTRIAL REALTY TRUST INC$FR | 64.8#507 | $47.9M | 781,077 |
 Blackstone Digital Infrastructure Trust Inc.$BXDC | — | $47.4M | 2,191,636 |
 Ventas, Inc.$VTR | 62.5 | $46.9M | 527,994 |
 Invitation Homes Inc.$INVH | 68.9 | $42.4M | 1,404,199 |
 SUN COMMUNITIES INC$SUI | 62.8 | $37.2M | 310,187 |
 Curbline Properties Corp.$CURB | 67.3 | $33.3M | 1,094,291 |
 EQUINIX INC$EQIX | 59.0 | $32.6M | 31,249 |
 TANGER INC.$SKT | 67.5 | $31.4M | 794,927 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Land & Buildings Investment Management, LLC's 19 positions.
Showing top 10 of 19 holdings.
Sector Allocation
Real Estate
$543.0M
Consumer Discretionary
$22.0M
Industrials
$18.4M
Full Holdings — Land & Buildings Investment Management, LLC (Q2 2026)
All 19 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 | $AHR | American Healthcare REIT, Inc. | $57.4M | 9.8% | +9% | 54 |
| 2 | $SPG | SIMON PROPERTY GROUP INC. | $48.4M | 8.3% | -1% | 76.7 |
| 3 | $FR | FIRST INDUSTRIAL REALTY TRUST INC | $47.9M | 8.2% | -10% | 64.8 |
| 4 | $BXDC | Blackstone Digital Infrastructure Trust Inc. | $47.4M | 8.1% | NEW | — |
| 5 | $VTR | Ventas, Inc. | $46.9M | 8.0% | +44% | 62.5 |
| 6 | $INVH | Invitation Homes Inc. | $42.4M | 7.3% | -29% | 68.9 |
| 7 | $SUI | SUN COMMUNITIES INC | $37.2M | 6.4% | +13% | 62.8 |
| 8 | $CURB | Curbline Properties Corp. | $33.3M | 5.7% | +21% | 67.3 |
| 9 | $EQIX | EQUINIX INC | $32.6M | 5.6% | -34% | 59 |
| 10 | $SKT | TANGER INC. | $31.4M | 5.4% | -0% | 67.5 |
| 11 |  $CBRE | CBRE GROUP, INC. | $24.9M | 4.3% | -0% | 62.3 |
| 12 |  $DLR | DIGITAL REALTY TRUST, INC. | $24.3M | 4.2% | +19% | 72.8 |
| 13 |  $OUT | OUTFRONT Media Inc. | $24.1M | 4.1% | -14% | 54.8 |
| 14 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $22.0M | 3.8% | -1% | 61.7 |
| 15 |  $LAMR | LAMAR ADVERTISING CO/NEW | $19.1M | 3.3% | -9% | 65.4 |
| 16 |  $RHP | Ryman Hospitality Properties, Inc. | $18.5M | 3.2% | -50% | 65.1 |
| 17 |  $DHI | HORTON D R INC /DE/ | $18.4M | 3.2% | NEW | 53.6 |
| 18 |  $VICI | VICI PROPERTIES INC. | $5.5M | 0.9% | NEW | 65.8 |
| 19 |  $DEI | Douglas Emmett Inc | $1.8M | 0.3% | NEW | 49.9 |
New Positions (4)
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