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 Property Group Inc (SPG, 8.3%), First Indl Rlty Tr Inc (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 Property Group Inc | 8.3% | -0.5% | $48.4M |
| FRFirst Indl Rlty Tr Inc | 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 Inc | 5.4% | -0.5% | $31.4M |
| CBRECBRE Group, Inc. Class A | 4.3% | -0.0% | $24.9M |
| DLRDigital Realty Trust Inc | 4.2% | +18.6% | $24.3M |
| OUTOutfront Media Inc | 4.1% | -13.9% | $24.1M |
| MARMarriott Intl Inc New Cl A | 3.8% | -0.8% | $22.0M |
| LAMRLamar Advertising Co | 3.3% | -8.9% | $19.1M |
| RHPRyman Hospitality Pptys Inc | 3.2% | -50.0% | $18.5M |
| DHIDR Horton Inc | 3.2% | — | $18.4M |
| VICIVICI Properties 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 DR Horton Inc3.2% of 13F
- VICI VICI Properties 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 Realty Trust 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 Indl Rlty Tr Inc-9.6% shares
- LAMR Lamar Advertising Co-8.9% shares
Sold out
- NHI National Health Investorswas 8.0%
- PLD Prologis Incwas 3.8%
- GLPI Gaming and Leisure Properties Incwas 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 and rebuilt each quarter on the day the filing became public. 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 Property Group Inc (SPG) at 8.3%, First Indl Rlty Tr Inc (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 DR Horton Inc (DHI), a new position in VICI Properties 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 Realty Trust 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 Investors (NHI), sold all of Prologis Inc (PLD), sold all of Gaming and Leisure Properties Inc (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.