Land & Buildings Investment Management, LLC reported 19 positions worth $583.45M for the quarter ended Jun 30, 2026, down 1.3% on the prior quarter. It opened 4 new positions, added to 5, trimmed 10 and exited 5. Its largest holding is American Healthcare REIT, Inc. at 9.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BXDC Blackstone Digital Infrastructure Trust Inc. | +2.19M | – | $47.41M | 8.13% |
| DHI Horton D R Inc | +113.3K | – | $18.45M | 3.16% |
| VTR Ventas, Inc. | +160.6K | +43.7% | $14.26M | 8.04% |
| CURB Curbline Properties Corp. | +189.2K | +20.9% | $5.75M | 5.7% |
| VICI Vici Properties Inc. | +207.6K | – | $5.51M | 0.944% |
| AHR American Healthcare REIT, Inc. | +89.6K | +8.9% | $4.67M | 9.84% |
| SUI Sun Communities Inc | +34.5K | +12.5% | $4.13M | 6.37% |
| DLR Digital Realty Trust, Inc. | +21.2K | +18.6% | $3.81M | 4.16% |
| DEI Douglas Emmett Inc | +153.0K | – | $1.81M | 0.309% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NHI National Health Investors Inc | -587.2K | -100.0% | $47.48M | Exited |
| PLD Prologis, Inc. | -168.8K | -100.0% | $22.32M | Exited |
| GLPI Gaming & Leisure Properties, Inc. | -444.6K | -100.0% | $19.73M | Exited |
| RHP Ryman Hospitality Properties, Inc. | -144.2K | -50.0% | $18.53M | 3.18% |
| INVH Invitation Homes Inc. | -562.5K | -28.6% | $16.99M | 7.27% |
| EQIX Equinix Inc | -16.0K | -33.9% | $16.69M | 5.58% |
| FUN Six Flags Entertainment Corporation | -642.3K | -100.0% | $11.40M | Exited |
| SBAC Sba Communications Corp | -60.1K | -100.0% | $10.34M | Exited |
| FR First Industrial Realty Trust Inc | -82.8K | -9.6% | $5.08M | 8.21% |
| OUT OUTFRONT Media Inc. | -118.8K | -13.9% | $3.89M | 4.13% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NHI National Health Investors Inc | -587.2K | $47.48M | 8.03% |
| PLD Prologis, Inc. | -168.8K | $22.32M | 3.77% |
| GLPI Gaming & Leisure Properties, Inc. | -444.6K | $19.73M | 3.34% |
| FUN Six Flags Entertainment Corporation | -642.3K | $11.40M | 1.93% |
| SBAC Sba Communications Corp | -60.1K | $10.34M | 1.75% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AHR American Healthcare REIT, Inc. | Real Estate | 1.10M | $57.40M | 9.84% | +89.6K | +8.9% | Added | 0.57% |
| 2 | SPG Simon Property Group Inc. | Real Estate | 216.3K | $48.39M | 8.29% | -1,118 | -0.5% | Reduced | 0.07% |
| 3 | FR First Industrial Realty Trust Inc | Real Estate | 781.1K | $47.89M | 8.21% | -82.8K | -9.6% | Reduced | 0.59% |
| 4 | BXDC Blackstone Digital Infrastructure Trust Inc. | Real Estate | 2.19M | $47.41M | 8.13% | +2.19M | – | New | 2.18% |
| 5 | VTR Ventas, Inc. | Real Estate | 528.0K | $46.89M | 8.04% | +160.6K | +43.7% | Added | 0.1% |
| 6 | INVH Invitation Homes Inc. | Real Estate | 1.40M | $42.42M | 7.27% | -562.5K | -28.6% | Reduced | 0.24% |
| 7 | SUI Sun Communities Inc | Real Estate | 310.2K | $37.19M | 6.37% | +34.5K | +12.5% | Added | 0.25% |
| 8 | CURB Curbline Properties Corp. | Real Estate | 1.09M | $33.27M | 5.7% | +189.2K | +20.9% | Added | 0.96% |
| 9 | EQIX Equinix Inc | Technology | 31.2K | $32.57M | 5.58% | -16.0K | -33.9% | Reduced | 0.03% |
| 10 | SKT Tanger Inc. | Real Estate | 794.9K | $31.38M | 5.38% | -3,988 | -0.5% | Reduced | 0.69% |
| 11 | CBRE Cbre Group, Inc. | Real Estate | 185.2K | $24.94M | 4.28% | -26 | 0.0% | Reduced | 0.06% |
| 12 | DLR Digital Realty Trust, Inc. | Real Estate | 135.3K | $24.29M | 4.16% | +21.2K | +18.6% | Added | 0.04% |
| 13 | OUT OUTFRONT Media Inc. | Real Estate | 735.4K | $24.09M | 4.13% | -118.8K | -13.9% | Reduced | 0.42% |
| 14 | MAR Marriott International Inc | Consumer Discretionary | 59.3K | $21.98M | 3.77% | -458 | -0.8% | Reduced | 0.02% |
| 15 | LAMR Lamar Advertising Co | Real Estate | 122.2K | $19.05M | 3.27% | -11.9K | -8.9% | Reduced | 0.14% |
Tip. Select a row to see that position’s full history at Land & Buildings Investment Management.
As of its Q2 2026 13F filing, Land & Buildings Investment Management, LLC’s five largest positions were American Healthcare REIT, Inc. (AHR) at 9.8%, Simon Property Group Inc. (SPG) at 8.3%, First Industrial Realty Trust Inc (FR) at 8.2%, Blackstone Digital Infrastructure Trust Inc. (BXDC) at 8.1%, Ventas, Inc. (VTR) at 8.0% of the reported portfolio.
Land & Buildings Investment Management, LLC reported a 13F portfolio worth $583.45M across 19 positions for Q2 2026. That is down 1.3% from the previous quarter.
Its largest purchases by value were Blackstone Digital Infrastructure Trust Inc. ($47.41M), Horton D R Inc ($18.45M), Ventas, Inc. ($14.26M). It opened 4 new positions.
Its largest sales by value were National Health Investors Inc ($47.48M), Prologis, Inc. ($22.32M), Gaming & Leisure Properties, Inc. ($19.73M). It exited 5 positions entirely.
From the Form 13F-HR reports Land & Buildings Investment Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.