2026 Q1 Portfolio Activity
In 2026 Q1, Land & Buildings Investment Management, LLC maintained a portfolio of 23 distinct positions. The most significant new addition was INVITATION HOMES INC, now representing 8.26% of the total fund value. They heavily accumulated shares in CURBLINE PPTYS CORP, increasing the position by 316.2%. Conversely, Land & Buildings Investment Management, LLC completely exited their position in CENTERSPACE.
Position History
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Total Positions
23
Quarter
2026 Q1
Top Holding
FR (8.5%)
Top 10 Concentration
67.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-23 of 23
Land & Buildings Investment Management, LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FR
FIRST INDL RLTY...
|
Real Estate | 8.45% | 8.69% |
#1
1
Prev: #2
|
5.9 |
—
|
-48,592 | -5.3% |
P
S
|
863,925 | $49,978,061 |
$38.65
+70.7%
|
2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
INVH
INVITATION HOME...
|
Real Estate | 8.26% | — |
#2
Prev: #—
|
8.3 |
—
|
1,966,673 | — |
NEW
|
1,966,673 | $48,871,824 |
$22.46
+32.3%
|
2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
AHR
AMERICAN HEALTH...
|
Real Estate | 8.06% | 8.24% |
#3
Prev: #3
|
4.7 |
—
|
-42,204 | -4.0% |
P
S
|
1,011,002 | $47,678,854 |
$15.04
+269.7%
|
2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
NHI
NATIONAL HEALTH...
|
Real Estate | 8.03% | 5.24% |
#4
5
Prev: #9
|
6.2 |
—
|
174,114 | 42.1% |
P
S
|
587,247 | $47,484,792 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EQIX
EQUINIX INC
|
Real Estate | 7.83% | 7.38% |
#5
1
Prev: #4
|
4.1 |
—
|
-10,649 | -18.4% |
P
S
|
47,263 | $46,329,083 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPG
SIMON PPTY GROU...
|
Real Estate | 6.86% | 5.15% |
#6
4
Prev: #10
|
5.2 |
—
|
49,949 | 29.8% |
P
S
|
217,466 | $40,563,933 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SUI
SUN CMNTYS INC
|
Real Estate | 5.87% | 5.88% |
#7
Prev: #7
|
2.8 |
—
|
-9,776 | -3.4% |
P
S
|
275,705 | $34,727,802 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTR
VENTAS INC
|
Real Estate | 5.08% | 6.50% |
#8
3
Prev: #5
|
2.0 |
—
|
-137,818 | -27.3% |
P
S
|
367,407 | $30,046,544 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SKT
TANGER INC
|
Real Estate | 4.59% | 4.59% |
#9
3
Prev: #12
|
2.3 |
—
|
-27,907 | -3.4% |
P
S
|
798,915 | $27,147,132 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RHP
RYMAN HOSPITALI...
|
Real Estate | 4.50% | 3.20% |
#10
7
Prev: #17
|
4.3 |
—
|
84,634 | 41.6% |
P
S
|
288,277 | $26,599,319 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CBRE
CBRE GROUP INC
|
Real Estate | 4.24% | 3.41% |
#11
4
Prev: #15
|
4.2 |
—
|
57,713 | 45.3% |
P
S
|
185,225 | $25,090,579 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CURB
CURBLINE PPTYS ...
|
Real Estate | 3.95% | 0.84% |
#12
7
Prev: #19
|
4.6 |
—
|
687,608 | 316.2% |
P
S
|
905,072 | $23,341,807 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OUT
OUTFRONT MEDIA ...
|
Real Estate | 3.83% | 4.97% |
#13
2
Prev: #11
|
1.5 |
—
|
-387,643 | -31.2% |
P
S
|
854,194 | $22,636,141 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PLD
PROLOGIS INC.
|
Real Estate | 3.77% | 2.84% |
#14
4
Prev: #18
|
4.0 |
—
|
35,123 | 26.3% |
P
S
|
168,836 | $22,316,742 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DLR
DIGITAL RLTY TR...
|
Real Estate | 3.48% | — |
#15
Prev: #—
|
4.9 |
—
|
114,066 | — |
NEW
|
114,066 | $20,555,834 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLPI
GAMING & LEISUR...
|
Real Estate | 3.34% | 4.23% |
#16
2
Prev: #14
|
1.3 |
—
|
-125,476 | -22.0% |
P
S
|
444,623 | $19,727,923 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MAR
MARRIOTT INTL I...
|
Consumer Cyclical | 3.31% | 3.28% |
#17
1
Prev: #16
|
1.8 |
—
|
-3,889 | -6.1% |
P
S
|
59,766 | $19,547,666 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LAMR
LAMAR ADVERTISI...
|
Real Estate | 2.87% | — |
#18
Prev: #—
|
4.6 |
—
|
134,056 | — |
NEW
|
134,056 | $16,979,533 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FUN
SIX FLAGS ENTER...
|
Consumer Cyclical | 1.93% | 4.44% |
#19
6
Prev: #13
|
0.8 |
—
|
-1,100,741 | -63.1% |
P
S
|
642,336 | $11,401,464 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SBAC
SBA COMMUNICATI...
|
Real Estate | 1.75% | — |
#20
Prev: #—
|
4.2 |
—
|
60,094 | — |
NEW
|
60,094 | $10,342,778 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMH
AMERICAN HOMES ...
|
Real Estate | 0.00% | 5.76% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-1,079,778 | -100.0% |
CLOSED
|
— | $— | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NSA
NATIONAL STORAG...
|
Real Estate | 0.00% | 6.16% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-1,314,463 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CSR
CENTERSPACE
|
Real Estate | 0.00% | 9.19% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-828,398 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-23 of 23 holdings