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CIK: 0001536520
Total reported value
$583.4M
$583.4M
20 檔
41.2%
During the Q1 2026 filing period, Land & Buildings Investment Management, LLC (CIK: 0001536520) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $583.4M across 20 reported positions.
Land & Buildings Investment Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 3 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FR | First Industrial Realty Tr | Stock-Real Estate | 8.45% | -0.24% | -5.33% | |
| 2 | INVH | Invitation Homes Inc | Stock-Real Estate | 8.26% | -0.99% | — | |
| 3 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 8.06% | +1.78% | -4.01% | |
| 4 | NHI | Natl Health Investors Inc | Stock-Other | 8.03% | -8.03% | EXIT | |
| 5 | EQIX | Equinix Inc | Stock-Real Estate | 7.83% | -2.25% | -18.39% | |
| 6 | SPG | Simon Property Group Inc | Stock-Real Estate | 6.86% | +1.43% | +29.82% | |
| 7 | SUI | Sun Communities Inc | Stock-Real Estate | 5.87% | +0.51% | -3.42% | |
| 8 | VTR | Ventas Inc | Stock-Real Estate | 5.08% | +2.96% | -27.28% | |
| 9 | SKT | Tanger Inc | Stock-Real Estate | 4.59% | +0.79% | -3.38% | |
| 10 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 4.50% | -1.32% | +41.56% | |
| 11 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 4.24% | +0.04% | +45.26% | |
| 12 | CURB | Curbline Properties CORP | Stock-Other | 3.95% | +1.75% | +316.19% | |
| 13 | OUT | Outfront Media Inc | Stock-Other | 3.83% | +0.30% | -31.22% | |
| 14 | PLD | Prologis Inc | Stock-Real Estate | 3.77% | -3.77% | EXIT | |
| 15 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 3.48% | +0.68% | — | |
| 16 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 3.34% | -3.34% | EXIT | |
| 17 | MAR | Marriott International -cl A | Stock-Consumer Disc | 3.31% | +0.46% | -6.11% | |
| 18 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 2.87% | +0.40% | — | |
| 19 | FUN | Six Flags Entertainment CORP | Stock-Other | 1.93% | -1.93% | EXIT | |
| 20 | SBAC | Sba Communications CORP | Stock-Real Estate | 1.75% | -1.75% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CURB | Curbline Properties CORP | +3.1% | +316.19% | Add |
| 2 | NHI | Natl Health Investors Inc | +2.8% | +42.14% | Add |
| 3 | SPG | Simon Property Group Inc | +1.7% | +29.82% | Add |
| 4 | RHP | Ryman Hospitality Properties | +1.3% | +41.56% | Add |
| 5 | PLD | Prologis Inc | +0.9% | +26.27% | Add |
| 6 | CBRE | Cbre Group Inc - A | +0.8% | +45.26% | Add |
| 7 | EQIX | Equinix Inc | +0.5% | -18.39% | Trim |
| 8 | MAR | Marriott International -cl A | 0% | -6.11% | Trim |
| 9 | SKT | Tanger Inc | — | -3.38% | Trim |
| 10 | SUI | Sun Communities Inc | 0% | -3.42% | Trim |
| 11 | AHR | American Healthcare Reit Inc | -0.2% | -4.01% | Trim |
| 12 | FR | First Industrial Realty Tr | -0.2% | -5.33% | Trim |
| 13 | GLPI | Gaming And Leisure Propertie | -0.9% | -22.01% | Trim |
| 14 | OUT | Outfront Media Inc | -1.1% | -31.22% | Trim |
| 15 | VTR | Ventas Inc | -1.4% | -27.28% | Trim |
| 16 | FUN | Six Flags Entertainment CORP | -2.5% | -63.15% | Trim |
| 17 | CSR | Centerspace | — | EXIT | Sold out |
| 18 | INVH | Invitation Homes Inc | — | NEW | New buy |
| 19 | NSA | National Storage Affiliates | — | EXIT | Sold out |
| 20 | AMH | American Homes 4 Rent- A | — | EXIT | Sold out |
| 21 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 22 | LAMR | Lamar Advertising Co-a | — | NEW | New buy |
| 23 | SBAC | Sba Communications CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Land & Buildings Investment Management, LLC reported a total U.S. public equity portfolio value of $583.4M across 20 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including FR, INVH, AHR) accounted for 41.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
INVH
市值: $48.9M
Top Position Liquidated / Trimmed
CSR
前期市值: $55.3M
During Q1 2026, Land & Buildings Investment Management, LLC's top holdings by market value included FR (8.4%)、INVH (8.3%)、AHR (8.1%). The largest single position, FR, represented 8.4% of total portfolio value.
In Q1 2026, Land & Buildings Investment Management, LLC made 23 total portfolio adjustments, initiating 4 new buys, adding to 6 positions, trimming 10 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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