Q2 2026 13F · SEC CIK 1536520
Land & Buildings Investment Management, LLC
Institutional asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $583.4M
- Reported positions
- 19
- Top holdings a year, 3 yrs
- +13.9%
- Assets under management
- $790.1M
Land & Buildings Investment Management, LLC is an institutional asset manager that reported 19 positions worth $583.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were American Healthcare REIT Inc (AHR, 9.8%), Simon Ppty Group Inc New (SPG, 8.3%), First Industrial Realty Trus Co (FR, 8.2%). A portfolio copying its top holdings returned 13.9% a year over the last 3 years, against 20.4% for the S&P 500.
Land & Buildings Investment Management, LLC holdings all 19 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| AHRAmerican Healthcare REIT Inc | 9.8% | +8.9% | $57.4M |
| SPGSimon Ppty Group Inc New | 8.3% | -0.5% | $48.4M |
| FRFirst Industrial Realty Trus Co | 8.2% | -9.6% | $47.9M |
| BXDCBlackstone Digital Infrastru | 8.1% | — | $47.4M |
| VTRVentas Inc | 8.0% | +43.7% | $46.9M |
| INVHInvitation Homes Inc | 7.3% | -28.6% | $42.4M |
| SUISun Cmntys Inc | 6.4% | +12.5% | $37.2M |
| CURBCurbline Pptys Corp | 5.7% | +20.9% | $33.3M |
| EQIXEquinix Inc | 5.6% | -33.9% | $32.6M |
| SKTTanger Factory Outlet Centers, | 5.4% | -0.5% | $31.4M |
| CBRECbre Group Inc | 4.3% | -0.0% | $24.9M |
| DLRDigital Rlty Tr Inc | 4.2% | +18.6% | $24.3M |
| OUTOutfront Media Inc | 4.1% | -13.9% | $24.1M |
| MARMarriott Intl Inc New | 3.8% | -0.8% | $22.0M |
| LAMRLamar Advertising Co New Cl A | 3.3% | -8.9% | $19.1M |
| RHPRyman Hospitality Pptys Inc | 3.2% | -50.0% | $18.5M |
| DHID R Horton Inc | 3.2% | — | $18.4M |
| VICIVici Pptys Inc | 0.9% | — | $5.5M |
| DEIDouglas Emmett Inc | 0.3% | — | $1.8M |
What Land & Buildings Investment Management, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- BXDC Blackstone Digital Infrastru8.1% of 13F
- DHI D R Horton Inc3.2% of 13F
- VICI Vici Pptys Inc0.9% of 13F
- DEI Douglas Emmett Inc0.3% of 13F
Added to
- VTR Ventas Inc+43.7% shares
- CURB Curbline Pptys Corp+20.9% shares
- DLR Digital Rlty Tr Inc+18.6% shares
- SUI Sun Cmntys Inc+12.5% shares
- AHR American Healthcare REIT Inc+8.9% shares
Reduced
- RHP Ryman Hospitality Pptys Inc-50.0% shares
- EQIX Equinix Inc-33.9% shares
- INVH Invitation Homes Inc-28.6% shares
- OUT Outfront Media Inc-13.9% shares
- FR First Industrial Realty Trus Co-9.6% shares
- LAMR Lamar Advertising Co New Cl A-8.9% shares
Sold out
- NHI National Health Invs Incwas 8.0%
- PLD Prologis Incwas 3.8%
- GLPI Gaming & Leisure Pwas 3.3%
- FUN Six Flags Entertainment Corpwas 1.9%
- SBAC Sba Communications Corpwas 1.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +18.3% /yr
- S&P 500 +20.1%
- 3 years
- +13.9% /yr
- S&P 500 +20.4%
- 5 years
- +3.1% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $583.4M | 19 |
| Q1 2026 | $591.4M | 20 |
| Q4 2025 | $601.6M | 19 |
| Q3 2025 | $544.9M | 22 |
| Q2 2025 | $501.1M | 21 |
| Q1 2025 | $472.6M | 20 |
| Q4 2024 | $493.6M | 20 |
| Q3 2024 | $489.2M | 19 |
| Q2 2024 | $424.6M | 19 |
| Q1 2024 | $456.7M | 18 |
| Q4 2023 | $435.1M | 16 |
| Q3 2023 | $455.2M | 18 |
Questions about Land & Buildings Investment Management, LLC's portfolio
What stocks does Land & Buildings Investment Management, LLC own?
Land & Buildings Investment Management, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 19 positions worth $583.4M. The largest are American Healthcare REIT Inc (AHR) at 9.8%, Simon Ppty Group Inc New (SPG) at 8.3%, First Industrial Realty Trus Co (FR) at 8.2%, Blackstone Digital Infrastru (BXDC) at 8.1% and Ventas Inc (VTR) at 8.0%.
What did Land & Buildings Investment Management, LLC buy last quarter?
In Q2 2026, Land & Buildings Investment Management, LLC added a new position in Blackstone Digital Infrastru (BXDC), a new position in D R Horton Inc (DHI), a new position in Vici Pptys Inc (VICI), a new position in Douglas Emmett Inc (DEI), Ventas Inc (VTR) (+43.7% shares), Curbline Pptys Corp (CURB) (+20.9% shares) and Digital Rlty Tr Inc (DLR) (+18.6% shares), compared with its Q1 2026 filing.
What did Land & Buildings Investment Management, LLC sell last quarter?
In Q2 2026, Land & Buildings Investment Management, LLC sold all of National Health Invs Inc (NHI), sold all of Prologis Inc (PLD), sold all of Gaming & Leisure P (GLPI), sold all of Six Flags Entertainment Corp (FUN), sold all of Sba Communications Corp (SBAC), Ryman Hospitality Pptys Inc (RHP) (-50.0% shares), Equinix Inc (EQIX) (-33.9% shares) and Invitation Homes Inc (INVH) (-28.6% shares), compared with its Q1 2026 filing.
How has Land & Buildings Investment Management, LLC's portfolio performed?
A portfolio copying Land & Buildings Investment Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.3% against +20.1%. Over 5 years: +3.1% a year against +11.6%.
When is Land & Buildings Investment Management, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Land & Buildings Investment Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Land & Buildings Investment Management, LLC manage?
Land & Buildings Investment Management, LLC reported $790.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $583.4M.