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Land & Buildings Investment Management, LLC
hedge fundUpdated 27 days agoManaged by Land & Buildings Investment Management, Llc • Latest filing Q2 2026
Portfolio value
$583.4M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
11.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $432.5M |
| Q2 2023 | $475M |
| Q3 2023 | $455.2M |
| Q4 2023 | $435.1M |
| Q1 2024 | $456.7M |
| Q2 2024 | $424.6M |
| Q3 2024 | $489.2M |
| Q4 2024 | $493.6M |
| Q1 2025 | $472.6M |
| Q2 2025 | $501.1M |
| Q3 2025 | $544.9M |
| Q4 2025 | $601.6M |
| Q1 2026 | $591.4M |
| Q2 2026 | $583.4M |
Top holdings
19 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AHR AMERICAN HEALTHCARE REIT INC | $57.4M | 1.10M | 9.84% | — |
| 2 | S SPG-PJ SIMON PROPERTY GROUP INC | $48.4M | 216.3K | 8.29% | — |
| 3 | F FR FIRST INDUSTRIAL REALTY TRUST, INC. | $47.9M | 781.1K | 8.21% | — |
| 4 | B BXDC BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC. | $47.4M | 2.19M | 8.13% | — |
| 5 | V VTR VENTAS, INC. | $46.9M | 528.0K | 8.04% | — |
| 6 | I INVH INVITATION HOMES INC. | $42.4M | 1.40M | 7.27% | — |
| 7 | S SUI SUN COMMUNITIES, INC | $37.2M | 310.2K | 6.38% | — |
| 8 | C CURB CURBLINE PROPERTIES CORP. | $33.3M | 1.09M | 5.70% | — |
| 9 | E EQIX EQUINIX, INC. REIT | $32.6M | 31.2K | 5.58% | — |
| 10 | S SKT TANGER INC | $31.4M | 794.9K | 5.38% | — |
| 11 | C CBRE CBRE GROUP, INC. CLASS A | $24.9M | 185.2K | 4.28% | — |
| 12 | D DLR-PJ DIGITAL REALTY TRUST, INC. | $24.3M | 135.3K | 4.16% | — |
| 13 | O OUT OUTFRONT MEDIA INC. | $24.1M | 735.4K | 4.13% | — |
| 14 | M MAR MARRIOTT INTERNATIONAL, INC CLASS A | $22M | 59.3K | 3.77% | — |
| 15 | L LAMR LAMAR ADVERTISING COMPANY CLASS A | $19.1M | 122.2K | 3.27% | — |
| 16 | R RHP RYMAN HOSPITALITY PPTYS INC | $18.5M | 144.1K | 3.18% | — |
| 17 | D DNP D.R. HORTON, INC. | $18.4M | 113.3K | 3.16% | — |
| 18 | V VICI VICI PROPERTIES INC. | $5.5M | 207.6K | 0.94% | — |
| 19 | D DEI DOUGLAS EMMETT, INC. | $1.8M | 153.0K | 0.31% | — |