Land & Buildings Investment Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Land & Buildings Investment Management, LLC reported 19 stock positions worth $583.4 million. Its top holding was American Healthcare REIT (AHR) at 9.8% of the portfolio, followed by Simon Property (SPG, 8.3%) and First Industrial Realty TR (FR, 8.2%). Compared with Q1 2026, it opened 4 new positions, sold out of 5, added to 5 and reduced 10. The biggest buy was a new position in Blackstone Digital Infrastru (BXDC) and the biggest sale an exit from Natl Health Investors (NHI).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001536520
- Portfolio Value
- $583.4M (Q2 2026)
- SEC Filing
- 0001536520-26-000005 ↗ filed Aug 14, 2026
Holdings Value
Holdings 19 stocks · $583.4M
| AHR American Healthcare REIT Inc. | 9.84% | 1,100,637 | $57.4M | Add +8.9% |
| SPG Simon Property Group Inc. | 8.29% | 216,348 | $48.4M | Reduce -0.5% |
| FR First Industrial Realty TR | 8.21% | 781,077 | $47.9M | Reduce -9.6% |
| BXDC Blackstone Digital Infrastru | 8.13% | 2,191,636 | $47.4M | New |
| VTR Ventas Inc. | 8.04% | 527,994 | $46.9M | Add +43.7% |
| INVH Invitation Homes Inc. | 7.27% | 1,404,199 | $42.4M | Reduce -28.6% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 6.38% | 310,187 | $37.2M | Add +12.5% |
| CURB Curbline Properties Corp. | 5.70% | 1,094,291 | $33.3M | Add +20.9% |
| EQIX Equinix Inc. | 5.58% | 31,249 | $32.6M | Reduce -33.9% |
| SKT Tanger Inc. | 5.38% | 794,927 | $31.4M | Reduce -0.5% |
| CBRE CBRE Group Inc. Class A | 4.28% | 185,199 | $24.9M | Reduce -0.0% |
| DLR Digital Realty Trust Inc. | 4.16% | 135,266 | $24.3M | Add +18.6% |
| OUT Outfront Media Inc. | 4.13% | 735,386 | $24.1M | Reduce -13.9% |
| MAR Marriott International Class A | 3.77% | 59,308 | $22.0M | Reduce -0.8% |
| LAMR Lamar Advertising Co. Class A | 3.27% | 122,160 | $19.1M | Reduce -8.9% |
| RHP Ryman Hospitality Properties | 3.18% | 144,125 | $18.5M | Reduce -50.0% |
| DHI D.R. Horton Inc. | 3.16% | 113,257 | $18.4M | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.94% | 207,555 | $5.5M | New |
| DEI Douglas Emmett Inc. | 0.31% | 153,017 | $1.8M | New |
Portfolio Sells Q1 2026 → Q2 2026
| NHI Natl Health Investors Inc. | Sold out | 0.00% | −8.03 |
| PLD Prologis Inc. | Sold out | 0.00% | −3.77 |
| GLPI Gaming and Leisure Propertie | Sold out | 0.00% | −3.34 |
| EQIX Equinix Inc. | Reduce -33.9% | 5.58% | −2.25 |
| FUN Six Flags Entertainment Corp. | Sold out | 0.00% | −1.93 |
| SBAC SBA Communications Corp. | Sold out | 0.00% | −1.75 |
| RHP Ryman Hospitality Properties | Reduce -50.0% | 3.18% | −1.32 |
| INVH Invitation Homes Inc. | Reduce -28.6% | 7.27% | −0.99 |
| FR First Industrial Realty TR | Reduce -9.6% | 8.21% | −0.24 |
| CBRE CBRE Group Inc. Class A | Reduce -0.0% | 4.28% | +0.03 |
| OUT Outfront Media Inc. | Reduce -13.9% | 4.13% | +0.30 |
| LAMR Lamar Advertising Co. Class A | Reduce -8.9% | 3.27% | +0.39 |
| MAR Marriott International Class A | Reduce -0.8% | 3.77% | +0.46 |
| SKT Tanger Inc. | Reduce -0.5% | 5.38% | +0.79 |
| SPG Simon Property Group Inc. | Reduce -0.5% | 8.29% | +1.43 |
Portfolio Buys Q1 2026 → Q2 2026
| BXDC Blackstone Digital Infrastru | New | 8.13% | +8.13 |
| DHI D.R. Horton Inc. | New | 3.16% | +3.16 |
| VTR Ventas Inc. | Add +43.7% | 8.04% | +2.96 |
| AHR American Healthcare REIT Inc. | Add +8.9% | 9.84% | +1.78 |
| CURB Curbline Properties Corp. | Add +20.9% | 5.70% | +1.75 |
| VICI Vici Properties Inc. | New | 0.94% | +0.94 |
| DLR Digital Realty Trust Inc. | Add +18.6% | 4.16% | +0.69 |
| SUI Sun Communities Inc. | Add +12.5% | 6.38% | +0.50 |
| DEI Douglas Emmett Inc. | New | 0.31% | +0.31 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 19 | $583.4M | AHR, SPG, FR, BXDC, VTR |
| Q1 2026 | 20 | $591.4M | FR, INVH, AHR, NHI, EQIX |
| Q4 2025 | 19 | $601.6M | CSR, FR, AHR, EQIX, VTR |
| Q3 2025 | 22 | $544.9M | AHR, SPG, FR, VTR, FUN |
| Q2 2025 | 21 | $501.1M | AHR, FR, NHI, VTR, AMH |
| Q1 2025 | 20 | $472.6M | NHI, FR, AHR, AMH, EXR |
| Q4 2024 | 20 | $493.6M | AHR, VTR, EQIX, FR, SKT |
| Q3 2024 | 19 | $489.2M | FR, AHR, EQIX, VTR, SKT |
| Q2 2024 | 19 | $424.6M | FR, INVH, SUI, EQIX, NHI |
| Q1 2024 | 18 | $456.7M | EQC, INVH, AIRC, EQIX, SUI |