Land & Buildings Investment Management, LLC
Filing Date
Global Rank
#3,492
/ 8,794
▼ 495
· as of Jun 2026
Top Industry
REIT - Specialty
25.3%
Period ended 3 months ago
Filed Aug 14, 2026 · 51d
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.8%
+1.4 pts
Top 5
42.5%
+1.9 pts
Top 10
72.8%
+5.3 pts
HHI
648
Diversified+57
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 93.1% | $543,019,200 |
| Consumer Cyclical | 6.9% | $40,426,251 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CURB | Curbline Properties Corp. | +189,219 | 1,094,291 | $33,266,446 | |
| VTR | Ventas, Inc. | +160,587 | 527,994 | $46,885,867 | |
| AHR | American Healthcare REIT, Inc. | +89,635 | 1,100,637 | $57,398,219 | |
| SUI | Sun Communities Inc | +34,482 | 310,187 | $37,194,523 | |
| DLR | Digital Realty Trust, Inc. | +21,200 | 135,266 | $24,291,068 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INVH | Invitation Homes Inc. | −562,474 | 1,404,199 | $42,420,851 | |
| RHP | Ryman Hospitality Properties, Inc. | −144,152 | 144,125 | $18,527,268 | |
| OUT | OUTFRONT Media Inc. | −118,808 | 735,386 | $24,091,245 | |
| FR | First Industrial Realty Trust Inc | −82,848 | 781,077 | $47,887,830 | |
| EQIX | Equinix Inc | −16,014 | 31,249 | $32,573,645 | |
| LAMR | Lamar Advertising Co/New | −11,896 | 122,160 | $19,054,516 | |
| SKT | Tanger Inc. | −3,988 | 794,927 | $31,375,768 | |
| SPG | Simon Property Group Inc. | −1,118 | 216,348 | $48,386,230 | |
| MAR | Marriott International Inc /Md/ | −458 | 59,308 | $21,978,951 | |
| CBRE | Cbre Group, Inc. | −26 | 185,199 | $24,944,453 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
4 positions
Sold Out
Positions the filer fully exited
5 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NHI | National Health Investors Inc | 587,247 | $47,484,792 | |
| PLD | Prologis, Inc. | 168,836 | $22,316,742 | |
| GLPI | Gaming & Leisure Properties, Inc. | 444,623 | $19,727,922 | |
| FUN | Six Flags Entertainment Corporation/NEW | 642,336 | $11,401,464 | |
| SBAC | Sba Communications Corp | 60,094 | $10,342,778 | |
| No positions match the current search. | ||||
19 tracked positions ·
$583,445,451 total
· filing declares
19 positions · $583,445,460
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AHR |
American Healthcare REIT, Inc.
Real Estate
|
Added | 1,100,637 | $57,398,219 | 9.84% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Reduced | 216,348 | $48,386,230 | 8.29% | |
| FR |
First Industrial Realty Trust Inc
Real Estate
|
Reduced | 781,077 | $47,887,830 | 8.21% | |
| BXDC |
Blackstone Digital Infrastructure Trust Inc.
Real Estate
|
NEW | 2,191,636 | $47,405,086 | 8.13% | |
| VTR |
Ventas, Inc.
Real Estate
|
Added | 527,994 | $46,885,867 | 8.04% | |
| INVH |
Invitation Homes Inc.
Real Estate
|
Reduced | 1,404,199 | $42,420,851 | 7.27% | |
| SUI |
Sun Communities Inc
Real Estate
|
Added | 310,187 | $37,194,523 | 6.37% | |
| CURB |
Curbline Properties Corp.
Real Estate
|
Added | 1,094,291 | $33,266,446 | 5.70% | |
| EQIX |
Equinix Inc
Real Estate
|
Reduced | 31,249 | $32,573,645 | 5.58% | |
| SKT |
Tanger Inc.
Real Estate
|
Reduced | 794,927 | $31,375,768 | 5.38% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
Reduced | 185,199 | $24,944,453 | 4.28% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Added | 135,266 | $24,291,068 | 4.16% | |
| OUT |
OUTFRONT Media Inc.
Real Estate
|
Reduced | 735,386 | $24,091,245 | 4.13% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 59,308 | $21,978,951 | 3.77% | |
| LAMR |
Lamar Advertising Co/New
Real Estate
|
Reduced | 122,160 | $19,054,516 | 3.27% | |
| RHP |
Ryman Hospitality Properties, Inc.
Real Estate
|
Reduced | 144,125 | $18,527,268 | 3.18% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
NEW | 113,257 | $18,447,300 | 3.16% | |
| VICI |
Vici Properties Inc.
Real Estate
|
NEW | 207,555 | $5,510,585 | 0.94% | |
| DEI |
Douglas Emmett Inc
Real Estate
|
NEW | 153,017 | $1,805,600 | 0.31% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.