# Land & Buildings Investment Management, LLC: Form 13F holdings

An institutional investment manager in STAMFORD, CT. SEC CIK 1536520.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $583.4m
- Positions: 19 (19 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1536520/000153652026000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AMERICAN HEALTHCARE REIT INC (AHR)](/companies/ahr.md) | COM SHS | $57.4m | 9.8% | 1,100,637 |  | Added +89,635 |
| [SIMON PROPERTY GROUP INC (SPG)](/companies/spg.md) | COM | $48.4m | 8.3% | 216,348 |  | Reduced −1,118 |
| [FIRST INDUSTRIAL REALTY TRUST, INC. (FR)](/companies/fr.md) | COM | $47.9m | 8.2% | 781,077 |  | Reduced −82,848 |
| [BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC. (BXDC)](/companies/bxdc.md) | COMMON STOCK | $47.4m | 8.1% | 2,191,636 |  | New +2,191,636 |
| [VENTAS, INC. (VTR)](/companies/vtr.md) | COM | $46.9m | 8.0% | 527,994 |  | Added +160,587 |
| [INVITATION HOMES INC. (INVH)](/companies/invh.md) | COM | $42.4m | 7.3% | 1,404,199 |  | Reduced −562,474 |
| [SUN COMMUNITIES, INC (SUI)](/companies/sui.md) | COM | $37.2m | 6.4% | 310,187 |  | Added +34,482 |
| [CURBLINE PROPERTIES CORP. (CURB)](/companies/curb.md) | COM | $33.3m | 5.7% | 1,094,291 |  | Added +189,219 |
| [EQUINIX, INC. REIT (EQIX)](/companies/eqix.md) | COM | $32.6m | 5.6% | 31,249 |  | Reduced −16,014 |
| [TANGER INC (SKT)](/companies/skt.md) | COM | $31.4m | 5.4% | 794,927 |  | Reduced −3,988 |
| [CBRE GROUP, INC.   CLASS A (CBRE)](/companies/cbre.md) | CL A | $24.9m | 4.3% | 185,199 |  | Reduced −26 |
| [DIGITAL REALTY TRUST, INC. (DLR)](/companies/dlr.md) | COM | $24.3m | 4.2% | 135,266 |  | Added +21,200 |
| [OUTFRONT MEDIA INC. (OUT)](/companies/out.md) | COM NEW | $24.1m | 4.1% | 735,386 |  | Reduced −118,808 |
| [MARRIOTT INTERNATIONAL, INC  CLASS A (MAR)](/companies/mar.md) | CL A | $22.0m | 3.8% | 59,308 |  | Reduced −458 |
| [LAMAR ADVERTISING COMPANY  CLASS A (LAMR)](/companies/lamr.md) | CL A | $19.1m | 3.3% | 122,160 |  | Reduced −11,896 |
| [RYMAN HOSPITALITY PPTYS INC (RHP)](/companies/rhp.md) | COM | $18.5m | 3.2% | 144,125 |  | Reduced −144,152 |
| [D.R. HORTON, INC. (DHI)](/companies/dhi.md) | COM | $18.4m | 3.2% | 113,257 |  | New +113,257 |
| [VICI PROPERTIES INC. (VICI)](/companies/vici.md) | COM | $5.5m | 0.9% | 207,555 |  | New +207,555 |
| [DOUGLAS EMMETT, INC. (DEI)](/companies/dei.md) | COM | $1.8m | 0.3% | 153,017 |  | New +153,017 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [GAMING & LEISURE P (GLPI)](/companies/glpi.md) | COM | $0 | 0.0% | 0 |  | Sold out −444,623 |
| [NATIONAL HEALTH INVS INC (NHI)](/companies/nhi.md) | COM | $0 | 0.0% | 0 |  | Sold out −587,247 |
| [PROLOGIS INC. (PLD)](/companies/pld.md) | COM | $0 | 0.0% | 0 |  | Sold out −168,836 |
| [SBA COMMUNICATIONS CORP (SBAC)](/companies/sbac.md) | CL A | $0 | 0.0% | 0 |  | Sold out −60,094 |
| [SIX FLAGS ENTERTAINMENT CORP (FUN)](/companies/fun.md) | COM | $0 | 0.0% | 0 |  | Sold out −642,336 |

Source: SEC EDGAR, Form 13F-HR, accession 0001536520-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.