Land & Buildings Investment Management, LLC Quant / Systematic

Name: Land & Buildings Investment Management, LLC Q1 2026 13F Filing | 13F Explorer
Creator: Land & Buildings Investment Management, LLC
Published: 2026-05-15

Location: STAMFORD, CT

CIK: 0001536520 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $591M (100.0% shares, 0.0% debt)

Holdings (20)

New Positions (4)

INVH INVITATION HOMES INC 8.3%

Value $48.87M Shares 1,966,673 Est. Cost $27.72 Unrealized 0.0%

DLR DIGITAL RLTY TR INC 3.5%

Value $20.56M Shares 114,066 Est. Cost $155.03 Unrealized 0.0%

LAMR LAMAR ADVERTISING CO 2.9%

Value $16.98M Shares 134,056 Est. Cost $126.66 Unrealized —

SBAC SBA COMMUNICATIONS CORP 1.7%

Value $10.34M Shares 60,094 Est. Cost $192.48 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
INVH	INVITATION HOMES INC	1,966,673	$48.87M	8.3%	$27.72	0.0%	COM	46187W107
DLR	DIGITAL RLTY TR INC	114,066	$20.56M	3.5%	$155.03	0.0%	COM	253868103
LAMR	LAMAR ADVERTISING CO	134,056	$16.98M	2.9%	$126.66	—	CL A	512816109
SBAC	SBA COMMUNICATIONS CORP	60,094	$10.34M	1.7%	$192.48	0.0%	CL A	78410G104

Increased Positions (6)

CURB CURBLINE PPTYS CORP 3.9%

Value $23.34M (+362.5%) Shares 905,072 (+316.2%) Est. Cost $25.17 Unrealized —

NHI NATIONAL HEALTH INVS INC 8.0%

Value $47.48M (+50.5%) Shares 587,247 (+42.1%) Est. Cost $69.29 Unrealized —

SPG SIMON PPTY GROUP INC NEW 6.9%

Value $40.56M (+30.8%) Shares 217,466 (+29.8%) Est. Cost $166.67 Unrealized +10.4%

RHP RYMAN HOSPITALITY PPTYS INC 4.5%

Value $26.6M (+38.0%) Shares 288,277 (+41.6%) Est. Cost $95.29 Unrealized —

PLD PROLOGIS INC. 3.8%

Value $22.32M (+30.7%) Shares 168,836 (+26.3%) Est. Cost $112.61 Unrealized +14.6%

CBRE CBRE GROUP INC 4.2%

Value $25.09M (+22.4%) Shares 185,225 (+45.3%) Est. Cost $117.11 Unrealized +37.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CURB	CURBLINE PPTYS CORP	905,072 (+316.2%)	$23.34M (+362.5%)	3.9%	$25.17	—	COM	23128Q101
NHI	NATIONAL HEALTH INVS INC	587,247 (+42.1%)	$47.48M (+50.5%)	8.0%	$69.29	—	COM	63633D104
SPG	SIMON PPTY GROUP INC NEW	217,466 (+29.8%)	$40.56M (+30.8%)	6.9%	$166.67	+10.4%	COM	828806109
RHP	RYMAN HOSPITALITY PPTYS INC	288,277 (+41.6%)	$26.6M (+38.0%)	4.5%	$95.29	—	COM	78377T107
PLD	PROLOGIS INC.	168,836 (+26.3%)	$22.32M (+30.7%)	3.8%	$112.61	+14.6%	COM	74340W103
CBRE	CBRE GROUP INC	185,225 (+45.3%)	$25.09M (+22.4%)	4.2%	$117.11	+37.8%	CL A	12504L109

Exited Positions (3)

CSR CENTERSPACE 9.3%

Value $55.27M Shares 828,398 Est. Cost $61.54 Unrealized —

NSA NATIONAL STORAGE AFFILIATES 6.3%

Value $37.08M Shares 1,314,463 Est. Cost $28.21 Unrealized —

AMH AMERICAN HOMES 4 RENT 5.9%

Value $34.66M Shares 1,079,778 Est. Cost $36.24 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CSR	CENTERSPACE	828,398	$55.27M	9.3%	$61.54	—	—	15202L107
NSA	NATIONAL STORAGE AFFILIATES	1,314,463	$37.08M	6.3%	$28.21	—	—	637870106
AMH	AMERICAN HOMES 4 RENT	1,079,778	$34.66M	5.9%	$36.24	—	—	02665T306

Decreased Positions (10)

FUN SIX FLAGS ENTERTAINMENT CORP 1.9%

Value $11.4M (-57.4%) Shares 642,336 (-63.1%) Est. Cost $25.79 Unrealized -34.4%

VTR VENTAS INC 5.1%

Value $30.05M (-23.1%) Shares 367,407 (-27.3%) Est. Cost $52.31 Unrealized +47.8%

OUT OUTFRONT MEDIA INC 3.8%

Value $22.64M (-24.4%) Shares 854,194 (-31.2%) Est. Cost $18.04 Unrealized —

GLPI GAMING & LEISURE P 3.3%

Value $19.73M (-22.6%) Shares 444,623 (-22.0%) Est. Cost $46.23 Unrealized —

FR FIRST INDL RLTY TR INC 8.5%

Value $49.98M (-4.4%) Shares 863,925 (-5.3%) Est. Cost $50.76 Unrealized —

EQIX EQUINIX INC 7.8%

Value $46.33M (+4.4%) Shares 47,263 (-18.4%) Est. Cost $778.37 Unrealized -1.8%

AHR AMERICAN HEALTHCARE REIT INC 8.1%

Value $47.68M (-3.8%) Shares 1,011,002 (-4.0%) Est. Cost $16.73 Unrealized —

SUI SUN CMNTYS INC 5.9%

Value $34.73M (-1.8%) Shares 275,705 (-3.4%) Est. Cost $138.22 Unrealized —

SKT TANGER INC 4.6%

Value $27.15M (-1.6%) Shares 798,915 (-3.4%) Est. Cost $26.77 Unrealized —

MAR MARRIOTT INTL INC NEW 3.3%

Value $19.55M (-1.0%) Shares 59,766 (-6.1%) Est. Cost $245.29 Unrealized +34.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FUN	SIX FLAGS ENTERTAINMENT CORP	642,336 (-63.1%)	$11.4M (-57.4%)	1.9%	$25.79	-34.4%	COM	83001C108
VTR	VENTAS INC	367,407 (-27.3%)	$30.05M (-23.1%)	5.1%	$52.31	+47.8%	COM	92276F100
OUT	OUTFRONT MEDIA INC	854,194 (-31.2%)	$22.64M (-24.4%)	3.8%	$18.04	—	COM NEW	69007J304
GLPI	GAMING & LEISURE P	444,623 (-22.0%)	$19.73M (-22.6%)	3.3%	$46.23	—	COM	36467J108
FR	FIRST INDL RLTY TR INC	863,925 (-5.3%)	$49.98M (-4.4%)	8.5%	$50.76	—	COM	32054K103
EQIX	EQUINIX INC	47,263 (-18.4%)	$46.33M (+4.4%)	7.8%	$778.37	-1.8%	COM	29444U700
AHR	AMERICAN HEALTHCARE REIT INC	1,011,002 (-4.0%)	$47.68M (-3.8%)	8.1%	$16.73	—	COM SHS	398182303
SUI	SUN CMNTYS INC	275,705 (-3.4%)	$34.73M (-1.8%)	5.9%	$138.22	—	COM	866674104
SKT	TANGER INC	798,915 (-3.4%)	$27.15M (-1.6%)	4.6%	$26.77	—	COM	875465106
MAR	MARRIOTT INTL INC NEW	59,766 (-6.1%)	$19.55M (-1.0%)	3.3%	$245.29	+34.9%	CL A	571903202