Land & Buildings Investment Management, LLC Quant / Systematic

Name: Land & Buildings Investment Management, LLC Q2 2026 13F Filing | 13F Explorer
Creator: Land & Buildings Investment Management, LLC
Published: 2026-08-14

Location: Stamford, CT

CIK: 0001536520 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $583M (100.0% shares, 0.0% debt)

Holdings (19)

New Positions (4)

BXDC BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC. 8.1%

Value $47.41M Shares 2,191,636 Est. Cost — Unrealized —

DHI D.R. HORTON, INC. 3.2%

Value $18.45M Shares 113,257 Est. Cost — Unrealized —

VICI VICI PROPERTIES INC. 0.9%

Value $5.511M Shares 207,555 Est. Cost — Unrealized —

DEI DOUGLAS EMMETT, INC. 0.3%

Value $1.806M Shares 153,017 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BXDC	BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC.	2,191,636	$47.41M	8.1%	—	—	COMMON STOCK	09264B107
DHI	D.R. HORTON, INC.	113,257	$18.45M	3.2%	—	—	COM	23331A109
VICI	VICI PROPERTIES INC.	207,555	$5.511M	0.9%	—	—	COM	925652109
DEI	DOUGLAS EMMETT, INC.	153,017	$1.806M	0.3%	—	—	COM	25960P109

Increased Positions (5)

VTR VENTAS, INC. 8.0%

Value $46.89M (+56.0%) Shares 527,994 (+43.7%) Est. Cost — Unrealized —

CURB CURBLINE PROPERTIES CORP. 5.7%

Value $33.27M (+42.5%) Shares 1,094,291 (+20.9%) Est. Cost — Unrealized —

AHR AMERICAN HEALTHCARE REIT INC 9.8%

Value $57.4M (+20.4%) Shares 1,100,637 (+8.9%) Est. Cost — Unrealized —

DLR DIGITAL REALTY TRUST, INC. 4.2%

Value $24.29M (+18.2%) Shares 135,266 (+18.6%) Est. Cost — Unrealized —

SUI SUN COMMUNITIES, INC 6.4%

Value $37.19M (+7.1%) Shares 310,187 (+12.5%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTR	VENTAS, INC.	527,994 (+43.7%)	$46.89M (+56.0%)	8.0%	—	—	COM	92276F100
CURB	CURBLINE PROPERTIES CORP.	1,094,291 (+20.9%)	$33.27M (+42.5%)	5.7%	—	—	COM	23128Q101
AHR	AMERICAN HEALTHCARE REIT INC	1,100,637 (+8.9%)	$57.4M (+20.4%)	9.8%	—	—	COM SHS	398182303
DLR	DIGITAL REALTY TRUST, INC.	135,266 (+18.6%)	$24.29M (+18.2%)	4.2%	—	—	COM	253868103
SUI	SUN COMMUNITIES, INC	310,187 (+12.5%)	$37.19M (+7.1%)	6.4%	—	—	COM	866674104

Exited Positions (5)

NHI NATIONAL HEALTH INVS INC 8.1%

Value $47.48M Shares 587,247 Est. Cost — Unrealized —

PLD PROLOGIS INC. 3.8%

Value $22.32M Shares 168,836 Est. Cost — Unrealized —

GLPI GAMING & LEISURE P 3.4%

Value $19.73M Shares 444,623 Est. Cost — Unrealized —

FUN SIX FLAGS ENTERTAINMENT CORP 2.0%

Value $11.4M Shares 642,336 Est. Cost — Unrealized —

SBAC SBA COMMUNICATIONS CORP 1.8%

Value $10.34M Shares 60,094 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NHI	NATIONAL HEALTH INVS INC	587,247	$47.48M	8.1%	—	—	—	63633D104
PLD	PROLOGIS INC.	168,836	$22.32M	3.8%	—	—	—	74340W103
GLPI	GAMING & LEISURE P	444,623	$19.73M	3.4%	—	—	—	36467J108
FUN	SIX FLAGS ENTERTAINMENT CORP	642,336	$11.4M	2.0%	—	—	—	83001C108
SBAC	SBA COMMUNICATIONS CORP	60,094	$10.34M	1.8%	—	—	—	78410G104

Decreased Positions (6)

EQIX EQUINIX, INC. REIT 5.6%

Value $32.57M (-29.7%) Shares 31,249 (-33.9%) Est. Cost — Unrealized —

RHP RYMAN HOSPITALITY PPTYS INC 3.2%

Value $18.53M (-30.3%) Shares 144,125 (-50.0%) Est. Cost — Unrealized —

INVH INVITATION HOMES INC. 7.3%

Value $42.42M (-13.2%) Shares 1,404,199 (-28.6%) Est. Cost — Unrealized —

FR FIRST INDUSTRIAL REALTY TRUST, INC. 8.2%

Value $47.89M (-4.2%) Shares 781,077 (-9.6%) Est. Cost — Unrealized —

LAMR LAMAR ADVERTISING COMPANY CLASS A 3.3%

Value $19.05M (+12.2%) Shares 122,160 (-8.9%) Est. Cost — Unrealized —

OUT OUTFRONT MEDIA INC. 4.1%

Value $24.09M (+6.4%) Shares 735,386 (-13.9%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
EQIX	EQUINIX, INC. REIT	31,249 (-33.9%)	$32.57M (-29.7%)	5.6%	—	—	COM	29444U700
RHP	RYMAN HOSPITALITY PPTYS INC	144,125 (-50.0%)	$18.53M (-30.3%)	3.2%	—	—	COM	78377T107
INVH	INVITATION HOMES INC.	1,404,199 (-28.6%)	$42.42M (-13.2%)	7.3%	—	—	COM	46187W107
FR	FIRST INDUSTRIAL REALTY TRUST, INC.	781,077 (-9.6%)	$47.89M (-4.2%)	8.2%	—	—	COM	32054K103
LAMR	LAMAR ADVERTISING COMPANY CLASS A	122,160 (-8.9%)	$19.05M (+12.2%)	3.3%	—	—	CL A	512816109
OUT	OUTFRONT MEDIA INC.	735,386 (-13.9%)	$24.09M (+6.4%)	4.1%	—	—	COM NEW	69007J304

Unchanged Positions (4)

SPG SIMON PROPERTY GROUP INC 8.3%

Value $48.39M Shares 216,348 Est. Cost — Unrealized —

SKT TANGER INC 5.4%

Value $31.38M Shares 794,927 Est. Cost — Unrealized —

MAR MARRIOTT INTERNATIONAL, INC CLASS A 3.8%

Value $21.98M Shares 59,308 Est. Cost — Unrealized —

CBRE CBRE GROUP, INC. CLASS A 4.3%

Value $24.94M Shares 185,199 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPG	SIMON PROPERTY GROUP INC	216,348	$48.39M	8.3%	—	—	COM	828806109
SKT	TANGER INC	794,927	$31.38M	5.4%	—	—	COM	875465106
MAR	MARRIOTT INTERNATIONAL, INC CLASS A	59,308	$21.98M	3.8%	—	—	CL A	571903202
CBRE	CBRE GROUP, INC. CLASS A	185,199	$24.94M	4.3%	—	—	CL A	12504L109