DOSSIER · 13F-HR · Q2 2026

Land & Buildings Investment Management, LLC

$583M in tracked AUM across 19 positions as of Q2 2026.

L&
CIK 0001536520 · last filed Jun 30, 2026
Total AUM
$583M
as of Q2 2026
Holdings
19
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Land & Buildings Investment Management, LLC (L&B) manages a concentrated portfolio valued at approximately $362.63 million as of the reporting period ended September 30, 2025. This represents a growth of 11.1% from the previous quarter's value of $326.34 million. The portfolio is highly focused, comprising only 14 holdings, which suggests a high-conviction investment strategy. The firm employs an active management style, evidenced by the significant turnover this quarter:...

Key Holdings

The portfolio is characterized by its remarkable equal-weighting among the top tier. The three largest positions—First Industrial Realty Trust (FR), Ventas Inc. (VTR), and Six Flags Entertainment Corp (FUN)—are clustered tightly between 9.93% and 10.08% of the total portfolio value.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AHR
AMERICAN HEALTHCARE REIT INC
$57M1.1M9.8%
02
SPG
SIMON PROPERTY GROUP INC
$48M216K8.3%
03
FR
FIRST INDUSTRIAL REALTY TRUST, INC.
$48M781K8.2%
04
BXDC
BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC.
$47M2.2M8.1%
05
VTR
VENTAS, INC.
$47M528K8.0%
06
INVH
INVITATION HOMES INC.
$42M1.4M7.3%
07
SUI
SUN COMMUNITIES, INC
$37M310K6.4%
08
CURB
CURBLINE PROPERTIES CORP.
$33M1.1M5.7%
09
EQIX
EQUINIX, INC. REIT
$33M31K5.6%
10
SKT
TANGER INC
$31M795K5.4%

Filing history

2026Q2Jun 30
$583M▼ 1.3%
19 positionsView →
2026Q1Mar 31
$591M▼ 1.7%
20 positionsView →
2025Q4Dec 31
$602M▲ 65.9%
19 positionsView →
2025Q3Sep 30
$363M▼ 27.6%
14 positionsLocked
2025Q2Jun 30
$501M▲ 53.5%
21 positionsLocked
2025Q1Mar 31
$326M▼ 33.9%
13 positionsLocked
2024Q4Dec 31
$494M▲ 0.9%
20 positionsLocked
2024Q3Sep 30
$489M▲ 15.2%
19 positionsLocked
2024Q2Jun 30
$425M▼ 7.0%
19 positionsLocked
2024Q1Mar 31
$457M▲ 5.0%
18 positionsLocked
2023Q4Dec 31
$435M▼ 4.4%
16 positionsLocked
2023Q3Sep 30
$455M▼ 4.2%
18 positionsLocked
Showing 12 of 57