Land & Buildings Investment Management, LLC
An institutional investment manager in STAMFORD, CT. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1536520.
- Reported value$583.4m
- Positions19
Holdings: 19 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| American Healthcare REIT IncAHR | COM SHS | 398182303 | 57.4 | 9.8% | 1,100,637 | Added+89,635 | |
| Simon Property Group IncSPG | COM | 828806109 | 48.4 | 8.3% | 216,348 | Reduced−1,118 | |
| First Industrial Realty Trust, Inc.FR | COM | 32054K103 | 47.9 | 8.2% | 781,077 | Reduced−82,848 | |
| Blackstone Digital Infrastructure Trust Inc.BXDC | COMMON STOCK | 09264B107 | 47.4 | 8.1% | 2,191,636 | New+2,191,636 | |
| Ventas, Inc.VTR | COM | 92276F100 | 46.9 | 8.0% | 527,994 | Added+160,587 | |
| Invitation Homes Inc.INVH | COM | 46187W107 | 42.4 | 7.3% | 1,404,199 | Reduced−562,474 | |
| Sun Communities, IncSUI | COM | 866674104 | 37.2 | 6.4% | 310,187 | Added+34,482 | |
| Curbline Properties Corp.CURB | COM | 23128Q101 | 33.3 | 5.7% | 1,094,291 | Added+189,219 | |
| Equinix, Inc. REITEQIX | COM | 29444U700 | 32.6 | 5.6% | 31,249 | Reduced−16,014 | |
| Tanger IncSKT | COM | 875465106 | 31.4 | 5.4% | 794,927 | Reduced−3,988 | |
| Cbre Group, Inc. Class aCBRE | CL A | 12504L109 | 24.9 | 4.3% | 185,199 | Reduced−26 | |
| Digital Realty Trust, Inc.DLR | COM | 253868103 | 24.3 | 4.2% | 135,266 | Added+21,200 | |
| Outfront Media Inc.OUT | COM NEW | 69007J304 | 24.1 | 4.1% | 735,386 | Reduced−118,808 | |
| Marriott International, Inc Class aMAR | CL A | 571903202 | 22.0 | 3.8% | 59,308 | Reduced−458 | |
| Lamar Advertising Company Class aLAMR | CL A | 512816109 | 19.1 | 3.3% | 122,160 | Reduced−11,896 | |
| Ryman Hospitality Pptys IncRHP | COM | 78377T107 | 18.5 | 3.2% | 144,125 | Reduced−144,152 | |
| D.R. Horton, Inc.DHI | COM | 23331A109 | 18.4 | 3.2% | 113,257 | New+113,257 | |
| Vici Properties Inc.VICI | COM | 925652109 | 5.5 | 0.9% | 207,555 | New+207,555 | |
| Douglas Emmett, Inc.DEI | COM | 25960P109 | 1.8 | 0.3% | 153,017 | New+153,017 |
Sold out: 5 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Gaming & Leisure PGLPI | COM | 36467J108 | 0.0 | 0.0% | 0 | Sold out−444,623 | |
| National Health Invs IncNHI | COM | 63633D104 | 0.0 | 0.0% | 0 | Sold out−587,247 | |
| Prologis Inc.PLD | COM | 74340W103 | 0.0 | 0.0% | 0 | Sold out−168,836 | |
| SBA Communications CorpSBAC | CL A | 78410G104 | 0.0 | 0.0% | 0 | Sold out−60,094 | |
| SIX Flags Entertainment CorpFUN | COM | 83001C108 | 0.0 | 0.0% | 0 | Sold out−642,336 |
Source: SEC EDGAR, Form 13F-HR, accession 0001536520-26-000005 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.