Land & Buildings Investment Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Land & Buildings Investment Management, Llc disclosed 19 stock positions valued at approximately $583.45M as of quarter-end June 30, 2026. The largest holdings include AMERICAN HEALTHCARE REIT INC, SIMON PROPERTY GROUP INC, and FIRST INDUSTRIAL REALTY TRUST, INC..
- Report Period
- June 30, 2026
- No. of Stocks
- 19
- Portfolio Value
- $583.45M
Holdings by Sector
Land & Buildings Investment Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN HEALTHCARE REIT INC | AHR | Real Estate | 9.84% | 1,100,637 | +89,635 | +8.87% | $57,398,220 |
| SIMON PROPERTY GROUP INC | SPG | Real Estate | 8.29% | 216,348 | -1,118 | -0.51% | $48,386,230 |
| FIRST INDUSTRIAL REALTY TRUST, INC. | FR | Real Estate | 8.21% | 781,077 | -82,848 | -9.59% | $47,887,831 |
| BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC. | BXDC | Other | 8.13% | 2,191,636 | +2,191,636 | +100.00% | $47,405,087 |
| VENTAS, INC. | VTR | Real Estate | 8.04% | 527,994 | +160,587 | +43.71% | $46,885,867 |
| INVITATION HOMES INC. | INVH | Real Estate | 7.27% | 1,404,199 | -562,474 | -28.60% | $42,420,852 |
| SUN COMMUNITIES, INC | SUI | Real Estate | 6.37% | 310,187 | +34,482 | +12.51% | $37,194,523 |
| CURBLINE PROPERTIES CORP. | CURB | Other | 5.70% | 1,094,291 | +189,219 | +20.91% | $33,266,446 |
| EQUINIX, INC. REIT | EQIX | Real Estate | 5.58% | 31,249 | -16,014 | -33.88% | $32,573,645 |
| TANGER INC | SKT | Real Estate | 5.38% | 794,927 | -3,988 | -0.50% | $31,375,769 |
| CBRE GROUP, INC. CLASS A | CBRE | Real Estate | 4.28% | 185,199 | -26 | -0.01% | $24,944,453 |
| DIGITAL REALTY TRUST, INC. | DLR | Real Estate | 4.16% | 135,266 | +21,200 | +18.59% | $24,291,068 |
| OUTFRONT MEDIA INC. | OUT | Other | 4.13% | 735,386 | -118,808 | -13.91% | $24,091,245 |
| MARRIOTT INTERNATIONAL, INC CLASS A | MAR | Consumer Cyclical | 3.77% | 59,308 | -458 | -0.77% | $21,978,952 |
| LAMAR ADVERTISING COMPANY CLASS A | LAMR | Real Estate | 3.27% | 122,160 | -11,896 | -8.87% | $19,054,517 |
| RYMAN HOSPITALITY PPTYS INC | RHP | Real Estate | 3.18% | 144,125 | -144,152 | -50.00% | $18,527,269 |
| D.R. HORTON, INC. | DHI | Consumer Cyclical | 3.16% | 113,257 | +113,257 | +100.00% | $18,447,300 |
| VICI PROPERTIES INC. | VICI | Real Estate | 0.94% | 207,555 | +207,555 | +100.00% | $5,510,585 |
| DOUGLAS EMMETT, INC. | DEI | Real Estate | 0.31% | 153,017 | +153,017 | +100.00% | $1,805,601 |
Showing 19 of 19 holdings in the latest reporting period.