Land & Buildings Investment Management, LLC — 13F Holdings & Portfolio
CIK 1536520 · latest 13F-HR filed 2026-05-15
Land & Buildings Investment Management, LLC manages $591.4M in 13F-reported U.S. long-equity assets across 20 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are FR (8.45%), INVH (8.26%), AHR (8.06%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 3, added to 6, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$591.4M
Long-equity book
20
Distinct positions
2026-03-31
Filed 2026-05-15
+4 / −3 / ↑6 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CURBLINE PPTYS CORP$18.3M +362.5%
- NATIONAL HEALTH INVS INC$15.9M +50.5%
- SIMON PPTY GROUP INC NEW$9.6M +30.8%
- RYMAN HOSPITALITY PPTYS INC$7.3M +38.0%
- PROLOGIS INC.$5.2M +30.7%
Top Trims
- SIX FLAGS ENTERTAINMENT CORP-$15.3M -57.4%
- VENTAS INC-$9.0M -23.1%
- OUTFRONT MEDIA INC-$7.3M -24.4%
- GAMING & LEISURE P-$5.7M -22.6%
New Positions
- INVITATION HOMES INC$48.9M
- DIGITAL RLTY TR INC$20.6M
- LAMAR ADVERTISING CO$17.0M
- SBA COMMUNICATIONS CORP$10.3M
Exited Positions
- CENTERSPACE$55.3M
- NATIONAL STORAGE AFFILIATES$37.1M
- AMERICAN HOMES 4 RENT$34.7M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | FIRST INDL RLTY TR INC | FR | 32054K103 | $50.0M | 8.45% | 863,925 | SH |
| 2 | INVITATION HOMES INC | INVH | 46187W107 | $48.9M | 8.26% | 1,966,673 | SH |
| 3 | AMERICAN HEALTHCARE REIT INC | AHR | 398182303 | $47.7M | 8.06% | 1,011,002 | SH |
| 4 | NATIONAL HEALTH INVS INC | NHI | 63633D104 | $47.5M | 8.03% | 587,247 | SH |
| 5 | EQUINIX INC | EQIX | 29444U700 | $46.3M | 7.83% | 47,263 | SH |
| 6 | SIMON PPTY GROUP INC NEW | SPG | 828806109 | $40.6M | 6.86% | 217,466 | SH |
| 7 | SUN CMNTYS INC | SUI | 866674104 | $34.7M | 5.87% | 275,705 | SH |
| 8 | VENTAS INC | VTR | 92276F100 | $30.0M | 5.08% | 367,407 | SH |
| 9 | TANGER INC | SKT | 875465106 | $27.1M | 4.59% | 798,915 | SH |
| 10 | RYMAN HOSPITALITY PPTYS INC | RHP | 78377T107 | $26.6M | 4.50% | 288,277 | SH |
| 11 | CBRE GROUP INC | CBRE | 12504L109 | $25.1M | 4.24% | 185,225 | SH |
| 12 | CURBLINE PPTYS CORP | CURB | 23128Q101 | $23.3M | 3.95% | 905,072 | SH |
| 13 | OUTFRONT MEDIA INC | OUT | 69007J304 | $22.6M | 3.83% | 854,194 | SH |
| 14 | PROLOGIS INC. | PLD | 74340W103 | $22.3M | 3.77% | 168,836 | SH |
| 15 | DIGITAL RLTY TR INC | DLR | 253868103 | $20.6M | 3.48% | 114,066 | SH |
| 16 | GAMING & LEISURE P | GLPI | 36467J108 | $19.7M | 3.34% | 444,623 | SH |
| 17 | MARRIOTT INTL INC NEW | MAR | 571903202 | $19.5M | 3.31% | 59,766 | SH |
| 18 | LAMAR ADVERTISING CO | LAMR | 512816109 | $17.0M | 2.87% | 134,056 | SH |
| 19 | SIX FLAGS ENTERTAINMENT CORP | FUN | 83001C108 | $11.4M | 1.93% | 642,336 | SH |
| 20 | SBA COMMUNICATIONS CORP | SBAC | 78410G104 | $10.3M | 1.75% | 60,094 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $591.4M | 20 | 0001536520-26-000004 |
| 2025-12-31 | 2026-02-17 | $601.6M | 19 | 0001536520-26-000002 |
| 2025-09-30 | 2025-11-14 | $544.9M | 22 | 0001536520-25-000007 |