Land & Buildings Investment Management, LLC Quant / Systematic

Name: Land & Buildings Investment Management, LLC Q4 2025 13F Filing | 13F Explorer
Creator: Land & Buildings Investment Management, LLC
Published: 2026-02-17

Location: Stamford, CT

CIK: 0001536520 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $602M (100.0% shares, 0.0% debt)

Holdings (19)

CSR CENTERSPACE 9.2%

Value $55.27M Shares 828,398 Share Price $66.72 Est. Cost/Share $61.54 Unrealized @ Report Date —

FR FIRST INDL RLTY TR INC 8.7%

Value $52.26M Shares 912,517 Share Price $57.27 Est. Cost/Share $50.76 Unrealized @ Report Date —

AHR AMERICAN HEALTHCARE REIT INC 8.2%

Value $49.56M Shares 1,053,206 Share Price $47.06 Est. Cost/Share $16.73 Unrealized @ Report Date —

EQIX EQUINIX INC 7.4%

Value $44.37M Shares 57,912 Share Price $766.16 Est. Cost/Share $778.37 Unrealized @ Report Date +0.4%

VTR VENTAS INC 6.5%

Value $39.09M Shares 505,225 Share Price $77.38 * Est. Cost/Share $52.31 Unrealized @ Report Date +43.3%

NSA NATIONAL STORAGE AFFILIATES 6.2%

Value $37.08M Shares 1,314,463 Share Price $28.21 Est. Cost/Share $28.21 Unrealized @ Report Date —

SUI SUN CMNTYS INC 5.9%

Value $35.37M Shares 285,481 Share Price $123.91 Est. Cost/Share $138.22 Unrealized @ Report Date —

AMH AMERICAN HOMES 4 RENT 5.8%

Value $34.66M Shares 1,079,778 Share Price $32.10 Est. Cost/Share $36.24 Unrealized @ Report Date —

NHI NATIONAL HEALTH INVS INC 5.2%

Value $31.55M Shares 413,133 Share Price $76.37 Est. Cost/Share $64.42 Unrealized @ Report Date —

SPG SIMON PPTY GROUP INC NEW 5.2%

Value $31.01M Shares 167,517 Share Price $185.11 * Est. Cost/Share $161.51 Unrealized @ Report Date +11.4%

OUT OUTFRONT MEDIA INC 5.0%

Value $29.93M Shares 1,241,837 Share Price $24.10 Est. Cost/Share $18.04 Unrealized @ Report Date —

SKT TANGER INC 4.6%

Value $27.59M Shares 826,822 Share Price $33.37 Est. Cost/Share $26.77 Unrealized @ Report Date —

FUN SIX FLAGS ENTERTAINMENT CORP 4.4%

Value $26.74M Shares 1,743,077 Share Price $15.34 * Est. Cost/Share $25.79 Unrealized @ Report Date -29.9%

GLPI GAMING & LEISURE PPTYS INC 4.2%

Value $25.48M Shares 570,099 Share Price $44.69 Est. Cost/Share $46.23 Unrealized @ Report Date —

CBRE CBRE GROUP INC 3.4%

Value $20.5M Shares 127,512 Share Price $160.79 * Est. Cost/Share $97.06 Unrealized @ Report Date +62.0%

MAR MARRIOTT INTL INC NEW 3.3%

Value $19.75M Shares 63,655 Share Price $310.24 * Est. Cost/Share $245.29 Unrealized @ Report Date +16.3%

RHP RYMAN HOSPITALITY PPTYS INC 3.2%

Value $19.27M Shares 203,643 Share Price $94.62 Est. Cost/Share $96.55 Unrealized @ Report Date —

PLD PROLOGIS INC. 2.8%

Value $17.07M Shares 133,713 Share Price $127.66 * Est. Cost/Share $108.29 Unrealized @ Report Date +14.4%

CURB CURBLINE PPTYS CORP 0.8%

Value $5.047M Shares 217,464 Share Price $23.21 Est. Cost/Share $23.21 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
CSR	CENTERSPACE	828,398	$55.27M	9.2%	$66.72	$61.54	—	COM	15202L107
FR	FIRST INDL RLTY TR INC	912,517	$52.26M	8.7%	$57.27	$50.76	—	COM	32054K103
AHR	AMERICAN HEALTHCARE REIT INC	1,053,206	$49.56M	8.2%	$47.06	$16.73	—	COM SHS	398182303
EQIX	EQUINIX INC	57,912	$44.37M	7.4%	$766.16	$778.37	+0.4%	COM	29444U700
VTR	VENTAS INC	505,225	$39.09M	6.5%	$77.38 *	$52.31	+43.3%	COM	92276F100
NSA	NATIONAL STORAGE AFFILIATES	1,314,463	$37.08M	6.2%	$28.21	$28.21	—	COM SHS BEN IN	637870106
SUI	SUN CMNTYS INC	285,481	$35.37M	5.9%	$123.91	$138.22	—	COM	866674104
AMH	AMERICAN HOMES 4 RENT	1,079,778	$34.66M	5.8%	$32.10	$36.24	—	CL A	02665T306
NHI	NATIONAL HEALTH INVS INC	413,133	$31.55M	5.2%	$76.37	$64.42	—	COM	63633D104
SPG	SIMON PPTY GROUP INC NEW	167,517	$31.01M	5.2%	$185.11 *	$161.51	+11.4%	COM	828806109
OUT	OUTFRONT MEDIA INC	1,241,837	$29.93M	5.0%	$24.10	$18.04	—	COM NEW	69007J304
SKT	TANGER INC	826,822	$27.59M	4.6%	$33.37	$26.77	—	COM	875465106
FUN	SIX FLAGS ENTERTAINMENT CORP	1,743,077	$26.74M	4.4%	$15.34 *	$25.79	-29.9%	COM	83001C108
GLPI	GAMING & LEISURE PPTYS INC	570,099	$25.48M	4.2%	$44.69	$46.23	—	COM	36467J108
CBRE	CBRE GROUP INC	127,512	$20.5M	3.4%	$160.79 *	$97.06	+62.0%	CL A	12504L109
MAR	MARRIOTT INTL INC NEW	63,655	$19.75M	3.3%	$310.24 *	$245.29	+16.3%	CL A	571903202
RHP	RYMAN HOSPITALITY PPTYS INC	203,643	$19.27M	3.2%	$94.62	$96.55	—	COM	78377T107
PLD	PROLOGIS INC.	133,713	$17.07M	2.8%	$127.66 *	$108.29	+14.4%	COM	74340W103
CURB	CURBLINE PPTYS CORP	217,464	$5.047M	0.8%	$23.21	$23.21	—	COM	23128Q101