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) (Next →)

Filing Date: May 15, 2026

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

Holdings (20)

FR FIRST INDL RLTY TR INC 8.5%

Value $49.98M Shares 863,925 Share Price $57.85 Est. Cost/Share $50.76 Unrealized @ Report Date —

INVH INVITATION HOMES INC 8.3%

Value $48.87M Shares 1,966,673 Share Price $24.85 * Est. Cost/Share $27.72 Unrealized @ Report Date 0.0%

AHR AMERICAN HEALTHCARE REIT INC 8.1%

Value $47.68M Shares 1,011,002 Share Price $47.16 Est. Cost/Share $16.73 Unrealized @ Report Date —

NHI NATIONAL HEALTH INVS INC 8.0%

Value $47.48M Shares 587,247 Share Price $80.86 Est. Cost/Share $69.29 Unrealized @ Report Date —

EQIX EQUINIX INC 7.8%

Value $46.33M Shares 47,263 Share Price $980.24 * Est. Cost/Share $778.37 Unrealized @ Report Date -1.8%

SPG SIMON PPTY GROUP INC NEW 6.9%

Value $40.56M Shares 217,466 Share Price $186.53 Est. Cost/Share $166.67 Unrealized @ Report Date +10.4%

SUI SUN CMNTYS INC 5.9%

Value $34.73M Shares 275,705 Share Price $125.96 Est. Cost/Share $138.22 Unrealized @ Report Date —

VTR VENTAS INC 5.1%

Value $30.05M Shares 367,407 Share Price $81.78 * Est. Cost/Share $52.31 Unrealized @ Report Date +47.8%

SKT TANGER INC 4.6%

Value $27.15M Shares 798,915 Share Price $33.98 Est. Cost/Share $26.77 Unrealized @ Report Date —

RHP RYMAN HOSPITALITY PPTYS INC 4.5%

Value $26.6M Shares 288,277 Share Price $92.27 Est. Cost/Share $95.29 Unrealized @ Report Date —

CBRE CBRE GROUP INC 4.2%

Value $25.09M Shares 185,225 Share Price $135.46 * Est. Cost/Share $117.11 Unrealized @ Report Date +37.8%

CURB CURBLINE PPTYS CORP 3.9%

Value $23.34M Shares 905,072 Share Price $25.79 Est. Cost/Share $25.17 Unrealized @ Report Date —

OUT OUTFRONT MEDIA INC 3.8%

Value $22.64M Shares 854,194 Share Price $26.50 Est. Cost/Share $18.04 Unrealized @ Report Date —

PLD PROLOGIS INC. 3.8%

Value $22.32M Shares 168,836 Share Price $132.18 * Est. Cost/Share $112.61 Unrealized @ Report Date +14.6%

DLR DIGITAL RLTY TR INC 3.5%

Value $20.56M Shares 114,066 Share Price $180.21 * Est. Cost/Share $155.03 Unrealized @ Report Date 0.0%

GLPI GAMING & LEISURE P 3.3%

Value $19.73M Shares 444,623 Share Price $44.37 Est. Cost/Share $46.23 Unrealized @ Report Date —

MAR MARRIOTT INTL INC NEW 3.3%

Value $19.55M Shares 59,766 Share Price $327.07 Est. Cost/Share $245.29 Unrealized @ Report Date +34.9%

LAMR LAMAR ADVERTISING CO 2.9%

Value $16.98M Shares 134,056 Share Price $126.66 Est. Cost/Share $126.66 Unrealized @ Report Date —

FUN SIX FLAGS ENTERTAINMENT CORP 1.9%

Value $11.4M Shares 642,336 Share Price $17.75 * Est. Cost/Share $25.79 Unrealized @ Report Date -34.4%

SBAC SBA COMMUNICATIONS CORP 1.7%

Value $10.34M Shares 60,094 Share Price $172.11 * Est. Cost/Share $192.48 Unrealized @ Report Date 0.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
FR	FIRST INDL RLTY TR INC	863,925	$49.98M	8.5%	$57.85	$50.76	—	COM	32054K103
INVH	INVITATION HOMES INC	1,966,673	$48.87M	8.3%	$24.85 *	$27.72	0.0%	COM	46187W107
AHR	AMERICAN HEALTHCARE REIT INC	1,011,002	$47.68M	8.1%	$47.16	$16.73	—	COM SHS	398182303
NHI	NATIONAL HEALTH INVS INC	587,247	$47.48M	8.0%	$80.86	$69.29	—	COM	63633D104
EQIX	EQUINIX INC	47,263	$46.33M	7.8%	$980.24 *	$778.37	-1.8%	COM	29444U700
SPG	SIMON PPTY GROUP INC NEW	217,466	$40.56M	6.9%	$186.53	$166.67	+10.4%	COM	828806109
SUI	SUN CMNTYS INC	275,705	$34.73M	5.9%	$125.96	$138.22	—	COM	866674104
VTR	VENTAS INC	367,407	$30.05M	5.1%	$81.78 *	$52.31	+47.8%	COM	92276F100
SKT	TANGER INC	798,915	$27.15M	4.6%	$33.98	$26.77	—	COM	875465106
RHP	RYMAN HOSPITALITY PPTYS INC	288,277	$26.6M	4.5%	$92.27	$95.29	—	COM	78377T107
CBRE	CBRE GROUP INC	185,225	$25.09M	4.2%	$135.46 *	$117.11	+37.8%	CL A	12504L109
CURB	CURBLINE PPTYS CORP	905,072	$23.34M	3.9%	$25.79	$25.17	—	COM	23128Q101
OUT	OUTFRONT MEDIA INC	854,194	$22.64M	3.8%	$26.50	$18.04	—	COM NEW	69007J304
PLD	PROLOGIS INC.	168,836	$22.32M	3.8%	$132.18 *	$112.61	+14.6%	COM	74340W103
DLR	DIGITAL RLTY TR INC	114,066	$20.56M	3.5%	$180.21 *	$155.03	0.0%	COM	253868103
GLPI	GAMING & LEISURE P	444,623	$19.73M	3.3%	$44.37	$46.23	—	COM	36467J108
MAR	MARRIOTT INTL INC NEW	59,766	$19.55M	3.3%	$327.07	$245.29	+34.9%	CL A	571903202
LAMR	LAMAR ADVERTISING CO	134,056	$16.98M	2.9%	$126.66	$126.66	—	CL A	512816109
FUN	SIX FLAGS ENTERTAINMENT CORP	642,336	$11.4M	1.9%	$17.75 *	$25.79	-34.4%	COM	83001C108
SBAC	SBA COMMUNICATIONS CORP	60,094	$10.34M	1.7%	$172.11 *	$192.48	0.0%	CL A	78410G104