Land & Buildings Investment Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$591.4M
Q ending 2026-03-31
Prior quarter
$601.6M
Q ending 2025-12-31
Change
-1.7% QoQ · +25.1% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| First Indl Rlty Tr Inc | FR | Shares | $50.0M | 864K |
| Invitation Homes Inc | INVH | Shares | $48.9M | 2.0M |
| American Healthcare Reit Inc | AHR | Shares | $47.7M | 1.0M |
| National Health Invs Inc | NHI | Shares | $47.5M | 587K |
| Equinix Inc | EQIX | Shares | $46.3M | 47K |
| Simon Ppty Group Inc New | SPG | Shares | $40.6M | 217K |
| Sun Cmntys Inc | SUI | Shares | $34.7M | 276K |
| Ventas Inc | VTR | Shares | $30.0M | 367K |
| Tanger Inc | SKT | Shares | $27.1M | 799K |
| Ryman Hospitality Pptys Inc | RHP | Shares | $26.6M | 288K |
| Cbre Group Inc | CBRE | Shares | $25.1M | 185K |
| Curbline Pptys Corp | CURB | Shares | $23.3M | 905K |
| Outfront Media Inc | OUT | Shares | $22.6M | 854K |
| Prologis Inc. | PLD | Shares | $22.3M | 169K |
| Digital Rlty Tr Inc | DLR | Shares | $20.6M | 114K |
| Gaming & Leisure P | GLPI | Shares | $19.7M | 445K |
| Marriott Intl Inc New | MAR | Shares | $19.5M | 60K |
| Lamar Advertising Co | LAMR | Shares | $17.0M | 134K |
| Six Flags Entertainment Corp | FUN | Shares | $11.4M | 642K |
| Sba Communications Corp | SBAC | Shares | $10.3M | 60K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.