DOSSIER · 13F-HR · Q1 2026

Land & Buildings Investment Management, LLC

Land & Buildings Investment's pension fund based in Greenwich, CT $591M in tracked AUM across 20 positions as of Q1 2026.

L&
Land & Buildings Investment·Greenwich, CT·Pension Fund
CIK 0001536520 · last filed Mar 31, 2026
Total AUM
$591M
2.3%
vs prior
Holdings
20
positions
Whale Score
70
70
strong
Activity
no data
changes this Q
Top sector
Tech
19% weight
concentration
AI Analysis · Q1 2026 · Q1 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:...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FR
FIRST INDL RLTY TR INC
$50M864K8.5%
02
INVH
INVITATION HOMES INC
$49M2.0M8.3%
03
AHR
AMERICAN HEALTHCARE REIT INC
$48M1.0M8.1%
04
NHI
NATIONAL HEALTH INVS INC
$47M587K8.0%
05
EQIX
EQUINIX INC
$46M47K7.8%
06
SPG
SIMON PPTY GROUP INC NEW
$41M217K6.9%
07
SUI
SUN CMNTYS INC
$35M276K5.9%
08
VTR
VENTAS INC
$30M367K5.1%
09
SKT
TANGER INC
$27M799K4.6%
10
RHP
RYMAN HOSPITALITY PPTYS INC
$27M288K4.5%

Filing history

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