§ 13F · FUND PROFILE
Land & Buildings Investment Management, LLC.
AUM · $545M (13F)Positions · 22Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$73M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AHR | AMERICAN HEALTHCARE REIT INC | 1.10M | $57M | 9.8% | +9% |
| 2 | SPG | SIMON PROPERTY GROUP INC | 216K | $48M | 8.3% | −1% |
| 3 | FR | FIRST INDUSTRIAL REALTY TRUST, INC. | 781K | $48M | 8.2% | −10% |
| 4 | BXDC | BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC. | 2.19M | $47M | 8.1% | NEW |
| 5 | VTR | VENTAS, INC. | 528K | $47M | 8.0% | +44% |
| 6 | INVH | INVITATION HOMES INC. | 1.40M | $42M | 7.3% | −29% |
| 7 | SUI | SUN COMMUNITIES, INC | 310K | $37M | 6.4% | +13% |
| 8 | CURB | CURBLINE PROPERTIES CORP. | 1.09M | $33M | 5.7% | +21% |
| 9 | EQIX | EQUINIX, INC. REIT | 31K | $33M | 5.6% | −34% |
| 10 | SKT | TANGER INC | 795K | $31M | 5.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAND SIGNAL
AC read
Land & Buildings Investment Management, LLC is a Other fund managing $545 million in assets. The fund runs a focused portfolio of just 22 positions.
Read the full dossier →