Holders — by stockHoldings — by fund
Land & Buildings Investment Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001536520
$583.4M
disclosed book value
19
positions
9.8%
largest position share
Positions, as of 2026-06-30
top 19 of 19 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AHRAMERICAN HEALTHCARE REIT INC | 1.1M | $57.4M | 9.8% |
| 2 | SPGSIMON PROPERTY GROUP INC | 216,348 | $48.4M | 8.3% |
| 3 | FRFIRST INDUSTRIAL REALTY TRUST, INC. | 781,077 | $47.9M | 8.2% |
| 4 | BXDCBLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC. | 2.2M | $47.4M | 8.1% |
| 5 | VTRVENTAS, INC. | 527,994 | $46.9M | 8% |
| 6 | INVHINVITATION HOMES INC. | 1.4M | $42.4M | 7.3% |
| 7 | SUISUN COMMUNITIES, INC | 310,187 | $37.2M | 6.4% |
| 8 | CURBCURBLINE PROPERTIES CORP. | 1.1M | $33.3M | 5.7% |
| 9 | EQIXEQUINIX, INC. REIT | 31,249 | $32.6M | 5.6% |
| 10 | SKTTANGER INC | 794,927 | $31.4M | 5.4% |
| 11 | CBRECBRE GROUP, INC. CLASS A | 185,199 | $24.9M | 4.3% |
| 12 | DLRDIGITAL REALTY TRUST, INC. | 135,266 | $24.3M | 4.2% |
| 13 | OUTOUTFRONT MEDIA INC. | 735,386 | $24.1M | 4.1% |
| 14 | MARMARRIOTT INTERNATIONAL, INC CLASS A | 59,308 | $22.0M | 3.8% |
| 15 | LAMRLAMAR ADVERTISING COMPANY CLASS A | 122,160 | $19.1M | 3.3% |
| 16 | RHPRYMAN HOSPITALITY PPTYS INC | 144,125 | $18.5M | 3.2% |
| 17 | DHID.R. HORTON, INC. | 113,257 | $18.4M | 3.2% |
| 18 | VICIVICI PROPERTIES INC. | 207,555 | $5.5M | 0.9% |
| 19 | DEIDOUGLAS EMMETT, INC. | 153,017 | $1.8M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.