Land & Buildings Investment Management, LLC
Land & Buildings Investment Management, LLC reported 19 US-listed holdings worth $583.4 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: American Healthcare REIT, Inc. (9.8%), Simon Property Group Inc. (8.3%) and First Industrial Realty Trust Inc. (8.2%). Against the quarter before, it opened 4 positions, added to 5, trimmed 9 and sold out of 5.
The 14 largest of its 19 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +16.9% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 4
- Blackstone Digital Infrastru BXDC$47.4 million
- D.R. Horton, Inc. DHI$18.4 million
- Vici Properties Inc. VICI$5.5 million
- Douglas Emmett Inc. DEI$1.8 million
Added to 5
- Ventas, Inc. VTR+160,587 shares · +44%
- Curbline Properties Corp. CURB+189,219 shares · +21%
- American Healthcare REIT, Inc. AHR+89,635 shares · +9%
- Sun Communities Inc. SUI+34,482 shares · +13%
- Digital Realty Trust, Inc. DLR+21,200 shares · +19%
Trimmed 9
- Ryman Hospitality Properties, Inc. RHP-144,152 shares · -50%
- Invitation Homes Inc. INVH-562,474 shares · -29%
- Equinix Inc. EQIX-16,014 shares · -34%
- First Industrial Realty Trust Inc. FR-82,848 shares · -10%
- Outfront Media Inc. OUT-118,808 shares · -14%
- Lamar Advertising Co. LAMR-11,896 shares · -9%
- Simon Property Group Inc. SPG-1,118 shares · -1%
- Marriott International Inc. MAR-458 shares · -1%
and 1 more in the table below
Sold out of 5
- National Health Investors Inc. NHI$47.5 million last quarter
- Prologis, Inc. PLD$22.3 million last quarter
- Gaming & Leisure Properties, Inc. GLPI$19.7 million last quarter
- Six Flags Entertainment Corporation FUN$11.4 million last quarter
- SBA Communications Corp. SBAC$10.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| American Healthcare REIT, Inc. AHR | 1.1M | $57.4 million | 9.84% | +89.6K |
| Simon Property Group Inc. SPG | 216.3K | $48.4 million | 8.29% | -1.1K |
| First Industrial Realty Trust Inc. FR | 781.1K | $47.9 million | 8.21% | -82.8K |
| Blackstone Digital Infrastru BXDC | 2.2M | $47.4 million | 8.13% | new |
| Ventas, Inc. VTR | 528.0K | $46.9 million | 8.04% | +160.6K |
| Invitation Homes Inc. INVH | 1.4M | $42.4 million | 7.27% | -562.5K |
| Sun Communities Inc. SUI | 310.2K | $37.2 million | 6.37% | +34.5K |
| Curbline Properties Corp. CURB | 1.1M | $33.3 million | 5.70% | +189.2K |
| Equinix Inc. EQIX | 31.2K | $32.6 million | 5.58% | -16.0K |
| Tanger Inc. SKT | 794.9K | $31.4 million | 5.38% | -4.0K |
| CBRE Group, Inc. CBRE | 185.2K | $24.9 million | 4.28% | -26 |
| Digital Realty Trust, Inc. DLR | 135.3K | $24.3 million | 4.16% | +21.2K |
| Outfront Media Inc. OUT | 735.4K | $24.1 million | 4.13% | -118.8K |
| Marriott International Inc. MAR | 59.3K | $22.0 million | 3.77% | -458 |
| Lamar Advertising Co. LAMR | 122.2K | $19.1 million | 3.27% | -11.9K |
| Ryman Hospitality Properties, Inc. RHP | 144.1K | $18.5 million | 3.18% | -144.2K |
| D.R. Horton, Inc. DHI | 113.3K | $18.4 million | 3.16% | new |
| Vici Properties Inc. VICI | 207.6K | $5.5 million | 0.94% | new |
| Douglas Emmett Inc. DEI | 153.0K | $1.8 million | 0.31% | new |