Funds › Land & Buildings Investment Management, LLC
Land & Buildings Investment Management, LLC
13F for Q2 2026, filed Aug 14, 2026. 19 positions worth $583.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AHR American Healthcare REIT, Inc. | 1.10M | $57.4M | 9.8% | +8.9% | 13F ↗ |
| 2 | SPG Simon Property Group, Inc. | 216,348 | $48.4M | 8.3% | -0.5% | 13F ↗ |
| 3 | FR First Industrial Realty Trust, Inc. | 781,077 | $47.9M | 8.2% | -9.6% | 13F ↗ |
| 4 | BXDC Blackstone Digital Infrastructure Trust Inc. | 2.19M | $47.4M | 8.1% | New | 13F ↗ |
| 5 | VTR Ventas, Inc. | 527,994 | $46.9M | 8.0% | +43.7% | 13F ↗ |
| 6 | INVH Invitation Homes Inc. | 1.40M | $42.4M | 7.3% | -28.6% | 13F ↗ |
| 7 | SUI Sun Communities, Inc. | 310,187 | $37.2M | 6.4% | +12.5% | 13F ↗ |
| 8 | CURB Curbline Properties Corp. · Reit | 1.09M | $33.3M | 5.7% | +20.9% | 13F ↗ |
| 9 | EQIX Equinix, Inc. | 31,249 | $32.6M | 5.6% | -33.9% | 13F ↗ |
| 10 | SKT Tanger Inc. | 794,927 | $31.4M | 5.4% | -0.5% | 13F ↗ |
| 11 | CBRE CBRE Group Inc | 185,199 | $24.9M | 4.3% | Unchanged | 13F ↗ |
| 12 | DLR Digital Realty Trust, Inc. | 135,266 | $24.3M | 4.2% | +18.6% | 13F ↗ |
| 13 | OUT OUTFRONT Media Inc. | 735,386 | $24.1M | 4.1% | -13.9% | 13F ↗ |
| 14 | MAR Marriott International | 59,308 | $22.0M | 3.8% | -0.8% | 13F ↗ |
| 15 | LAMR Lamar Advertising Company | 122,160 | $19.1M | 3.3% | -8.9% | 13F ↗ |
| 16 | RHP Ryman Hospitality Properties, Inc. | 144,125 | $18.5M | 3.2% | -50.0% | 13F ↗ |
| 17 | DHI D.R. Horton, Inc. | 113,257 | $18.4M | 3.2% | New | 13F ↗ |
| 18 | VICI VICI Properties Inc. | 207,555 | $5.5M | 0.9% | New | 13F ↗ |
| 19 | DEI Douglas Emmett, Inc. | 153,017 | $1.8M | 0.3% | New | 13F ↗ |
Changes since Q1 2026
4 new, 5 added to, 10 trimmed, 5 exited, 0 unchanged. By estimated dollars.
New positions (4)
Added to (5)
Trimmed (10)
| RHP Ryman Hospitality Properties, Inc. | 144,125 | -50.0% | -$18.5M |
| INVH Invitation Homes Inc. | 1.40M | -28.6% | -$17.0M |
| EQIX Equinix, Inc. | 31,249 | -33.9% | -$16.7M |
| FR First Industrial Realty Trust, Inc. | 781,077 | -9.6% | -$5.1M |
| OUT OUTFRONT Media Inc. | 735,386 | -13.9% | -$3.9M |
| LAMR Lamar Advertising Company | 122,160 | -8.9% | -$1.9M |
| SPG Simon Property Group, Inc. | 216,348 | -0.5% | -$250.0K |
| MAR Marriott International | 59,308 | -0.8% | -$169.7K |
| SKT Tanger Inc. | 794,927 | -0.5% | -$157.4K |
| CBRE CBRE Group Inc | 185,199 | Unchanged | -$3,502 |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer