2026 Q2 Portfolio Activity
In 2026 Q2, Land & Buildings Investment Management, LLC maintained a portfolio of 24 distinct positions. The most significant new addition was BLACKSTONE DIGITAL INFRASTRUCT, now representing 8.13% of the total fund value. They heavily accumulated shares in VENTAS, INC., increasing the position by 43.7%. Conversely, Land & Buildings Investment Management, LLC completely exited their position in NATIONAL HEALTH INVS INC.
Position History
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Total Positions
24
Quarter
2026 Q2
Top Holding
AHR (9.8%)
Top 10 Concentration
72.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-24 of 24
Land & Buildings Investment Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AHR
AMERICAN HEALTH...
|
Real Estate | 9.84% | 8.06% |
#1
2
Prev: #3
|
7.9 |
—
|
89,635 | 8.9% |
P
S
|
1,100,637 | $57,398,220 |
$16.71
+225.1%
|
2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
SPG
SIMON PROPERTY ...
|
Real Estate | 8.29% | 6.86% |
#2
4
Prev: #6
|
5.3 |
—
|
-1,118 | -0.5% |
P
S
|
216,348 | $48,386,230 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FR
FIRST INDUSTRIA...
|
Real Estate | 8.21% | 8.45% |
#3
2
Prev: #1
|
4.8 |
—
|
-82,848 | -9.6% |
P
S
|
781,077 | $47,887,831 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
BLACKSTONE DIGI...
|
|
Unknown | 8.13% | — |
#4
Prev: #—
|
7.3 |
—
|
2,191,636 | — |
NEW
|
2,191,636 | $47,405,087 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
VTR
VENTAS, INC.
|
Real Estate | 8.04% | 5.08% |
#5
3
Prev: #8
|
6.2 |
—
|
160,587 | 43.7% |
P
S
|
527,994 | $46,885,867 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INVH
INVITATION HOME...
|
Real Estate | 7.27% | 8.26% |
#6
4
Prev: #2
|
2.9 |
—
|
-562,474 | -28.6% |
P
S
|
1,404,199 | $42,420,852 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SUI
SUN COMMUNITIES...
|
Real Estate | 6.37% | 5.87% |
#7
Prev: #7
|
4.5 |
—
|
34,482 | 12.5% |
P
S
|
310,187 | $37,194,523 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CURB
CURBLINE PROPER...
|
Real Estate | 5.70% | 3.95% |
#8
4
Prev: #12
|
4.8 |
—
|
189,219 | 20.9% |
P
S
|
1,094,291 | $33,266,446 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EQIX
EQUINIX, INC. R...
|
Real Estate | 5.58% | 7.83% |
#9
4
Prev: #5
|
2.2 |
—
|
-16,014 | -33.9% |
P
S
|
31,249 | $32,573,645 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SKT
TANGER INC
|
Real Estate | 5.38% | 4.59% |
#10
1
Prev: #9
|
2.7 |
—
|
-3,988 | -0.5% |
P
S
|
794,927 | $31,375,769 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CBRE
CBRE GROUP, INC...
|
Real Estate | 4.28% | 4.24% |
#11
Prev: #11
|
2.2 |
—
|
-26 | -0.0% |
P
S
|
185,199 | $24,944,453 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DLR
DIGITAL REALTY ...
|
Real Estate | 4.16% | 3.48% |
#12
3
Prev: #15
|
3.7 |
—
|
21,200 | 18.6% |
P
S
|
135,266 | $24,291,068 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OUT
OUTFRONT MEDIA ...
|
Real Estate | 4.13% | 3.83% |
#13
Prev: #13
|
2.2 |
—
|
-118,808 | -13.9% |
P
S
|
735,386 | $24,091,245 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MAR
MARRIOTT INTERN...
|
Consumer Cyclical | 3.77% | 3.31% |
#14
3
Prev: #17
|
2.0 |
—
|
-458 | -0.8% |
P
S
|
59,308 | $21,978,952 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LAMR
LAMAR ADVERTISI...
|
Real Estate | 3.27% | 2.87% |
#15
3
Prev: #18
|
1.8 |
—
|
-11,896 | -8.9% |
P
S
|
122,160 | $19,054,517 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RHP
RYMAN HOSPITALI...
|
Real Estate | 3.18% | 4.50% |
#16
6
Prev: #10
|
1.3 |
—
|
-144,152 | -50.0% |
P
S
|
144,125 | $18,527,269 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DHI
D.R. HORTON, IN...
|
Consumer Cyclical | 3.16% | — |
#17
Prev: #—
|
4.8 |
—
|
113,257 | — |
NEW
|
113,257 | $18,447,300 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VICI
VICI PROPERTIES...
|
Real Estate | 0.94% | — |
#18
Prev: #—
|
3.9 |
—
|
207,555 | — |
NEW
|
207,555 | $5,510,585 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DEI
DOUGLAS EMMETT,...
|
Real Estate | 0.31% | — |
#19
Prev: #—
|
3.6 |
—
|
153,017 | — |
NEW
|
153,017 | $1,805,601 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SBAC
SBA COMMUNICATI...
|
Real Estate | 0.00% | 1.75% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-60,094 | -100.0% |
CLOSED
|
— | $— | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FUN
SIX FLAGS ENTER...
|
Consumer Cyclical | 0.00% | 1.93% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-642,336 | -100.0% |
CLOSED
|
— | $— | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLPI
GAMING & LEISUR...
|
Real Estate | 0.00% | 3.34% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-444,623 | -100.0% |
CLOSED
|
— | $— | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PLD
PROLOGIS INC.
|
Real Estate | 0.00% | 3.77% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-168,836 | -100.0% |
CLOSED
|
— | $— | 2012 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NHI
NATIONAL HEALTH...
|
Real Estate | 0.00% | 8.03% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-587,247 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-24 of 24 holdings