Land & Buildings Investment Management, LLC — 13F Holdings & Portfolio
CIK 1536520 · latest 13F-HR filed 2026-08-14
Land & Buildings Investment Management, LLC manages $583.4M in 13F-reported U.S. long-equity assets across 19 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AHR (9.84%), SPG (8.29%), FR (8.21%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 5, added to 10, and trimmed 3.
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.
1266 E MAIN ST STE 700R
STAMFORD, CT 06902
$583.4M
Long-equity book
19
Distinct positions
2026-06-30
Filed 2026-08-14
+4 / −5 / ↑10 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VENTAS, INC.$16.8M +56.0%
- CURBLINE PROPERTIES CORP.$9.9M +42.5%
- AMERICAN HEALTHCARE REIT INC$9.7M +20.4%
- SIMON PROPERTY GROUP INC$7.8M +19.3%
- TANGER INC$4.2M +15.6%
Top Trims
- EQUINIX, INC. REIT-$13.8M -29.7%
- RYMAN HOSPITALITY PPTYS INC-$8.1M -30.3%
- INVITATION HOMES INC.-$6.5M -13.2%
New Positions
- BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC.$47.4M
- D.R. HORTON, INC.$18.4M
- VICI PROPERTIES INC.$5.5M
- DOUGLAS EMMETT, INC.$1.8M
Exited Positions
- NATIONAL HEALTH INVS INC$47.5M
- PROLOGIS INC.$22.3M
- GAMING & LEISURE P$19.7M
- SIX FLAGS ENTERTAINMENT CORP$11.4M
- SBA COMMUNICATIONS CORP$10.3M
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 | AMERICAN HEALTHCARE REIT INC | AHR | 398182303 | $57.4M | 9.84% | 1,100,637 | SH |
| 2 | SIMON PROPERTY GROUP INC | SPG | 828806109 | $48.4M | 8.29% | 216,348 | SH |
| 3 | FIRST INDUSTRIAL REALTY TRUST, INC. | FR | 32054K103 | $47.9M | 8.21% | 781,077 | SH |
| 4 | BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC. | BXDC | 09264B107 | $47.4M | 8.13% | 2,191,636 | SH |
| 5 | VENTAS, INC. | VTR | 92276F100 | $46.9M | 8.04% | 527,994 | SH |
| 6 | INVITATION HOMES INC. | INVH | 46187W107 | $42.4M | 7.27% | 1,404,199 | SH |
| 7 | SUN COMMUNITIES, INC | SUI | 866674104 | $37.2M | 6.37% | 310,187 | SH |
| 8 | CURBLINE PROPERTIES CORP. | CURB | 23128Q101 | $33.3M | 5.70% | 1,094,291 | SH |
| 9 | EQUINIX, INC. REIT | EQIX | 29444U700 | $32.6M | 5.58% | 31,249 | SH |
| 10 | TANGER INC | SKT | 875465106 | $31.4M | 5.38% | 794,927 | SH |
| 11 | CBRE GROUP, INC. CLASS A | CBRE | 12504L109 | $24.9M | 4.28% | 185,199 | SH |
| 12 | DIGITAL REALTY TRUST, INC. | DLR | 253868103 | $24.3M | 4.16% | 135,266 | SH |
| 13 | OUTFRONT MEDIA INC. | OUT | 69007J304 | $24.1M | 4.13% | 735,386 | SH |
| 14 | MARRIOTT INTERNATIONAL, INC CLASS A | MAR | 571903202 | $22.0M | 3.77% | 59,308 | SH |
| 15 | LAMAR ADVERTISING COMPANY CLASS A | LAMR | 512816109 | $19.1M | 3.27% | 122,160 | SH |
| 16 | RYMAN HOSPITALITY PPTYS INC | RHP | 78377T107 | $18.5M | 3.18% | 144,125 | SH |
| 17 | D.R. HORTON, INC. | DHI | 23331A109 | $18.4M | 3.16% | 113,257 | SH |
| 18 | VICI PROPERTIES INC. | VICI | 925652109 | $5.5M | 0.94% | 207,555 | SH |
| 19 | DOUGLAS EMMETT, INC. | DEI | 25960P109 | $1.8M | 0.31% | 153,017 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $583.4M | 19 | 0001536520-26-000005 |
| 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 |