Filed: 2/17/2026ACC: 0001536520-26-000002
📋 What this filing means
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $601.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$601.61M
Total AUM (reported)
11.75M
Total Shares
Allocation by class
COM$410.12M68.2%
CL A$74.91M12.5%
COM SHS$49.56M8.2%
COM SHS BEN IN$37.08M6.2%
COM NEW$29.93M5.0%
Portfolio Concentration
Top 3$157.09M26.1%
4–10$253.14M42.1%
11–25$191.37M31.8%
Top 3 weight
26.1%
Top 10 weight
68.2%
Voting Authority Distribution
Total shares with voting rights: 11.75M
Sole
Full voting authority
11.75M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
CENTERSPACE
SOLEShares828.40K
TypeSH
Market value$55.27M
9.19%
Sole
828.40K
Shared
0.00
None
0.00
FIRST INDL RLTY TR INC
SOLEShares912.52K
TypeSH
Market value$52.26M
8.69%
Sole
912.52K
Shared
0.00
None
0.00
AMERICAN HEALTHCARE REIT INC
SOLEShares1.05M
TypeSH
Market value$49.56M
8.24%
Sole
1.05M
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares57.91K
TypeSH
Market value$44.37M
7.38%
Sole
57.91K
Shared
0.00
None
0.00
VENTAS INC
SOLEShares505.23K
TypeSH
Market value$39.09M
6.50%
Sole
505.23K
Shared
0.00
None
0.00
NATIONAL STORAGE AFFILIATES
SOLEShares1.31M
TypeSH
Market value$37.08M
6.16%
Sole
1.31M
Shared
0.00
None
0.00
SUN CMNTYS INC
SOLEShares285.48K
TypeSH
Market value$35.37M
5.88%
Sole
285.48K
Shared
0.00
None
0.00
AMERICAN HOMES 4 RENT
SOLEShares1.08M
TypeSH
Market value$34.66M
5.76%
Sole
1.08M
Shared
0.00
None
0.00
NATIONAL HEALTH INVS INC
SOLEShares413.13K
TypeSH
Market value$31.55M
5.24%
Sole
413.13K
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW
SOLEShares167.52K
TypeSH
Market value$31.01M
5.15%
Sole
167.52K
Shared
0.00
None
0.00
OUTFRONT MEDIA INC
SOLEShares1.24M
TypeSH
Market value$29.93M
4.97%
Sole
1.24M
Shared
0.00
None
0.00
TANGER INC
SOLEShares826.82K
TypeSH
Market value$27.59M
4.59%
Sole
826.82K
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares1.74M
TypeSH
Market value$26.74M
4.44%
Sole
1.74M
Shared
0.00
None
0.00
GAMING & LEISURE PPTYS INC
SOLEShares570.10K
TypeSH
Market value$25.48M
4.23%
Sole
570.10K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares127.51K
TypeSH
Market value$20.50M
3.41%
Sole
127.51K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares63.66K
TypeSH
Market value$19.75M
3.28%
Sole
63.66K
Shared
0.00
None
0.00
RYMAN HOSPITALITY PPTYS INC
SOLEShares203.64K
TypeSH
Market value$19.27M
3.20%
Sole
203.64K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares133.71K
TypeSH
Market value$17.07M
2.84%
Sole
133.71K
Shared
0.00
None
0.00
CURBLINE PPTYS CORP
SOLEShares217.46K
TypeSH
Market value$5.05M
0.84%
Sole
217.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CENTERSPACESOLE | COM | 828.40K | SH | $55.27M 9.19% | 828.40K | 0.00 | 0.00 |
FIRST INDL RLTY TR INCSOLE | COM | 912.52K | SH | $52.26M 8.69% | 912.52K | 0.00 | 0.00 |
AMERICAN HEALTHCARE REIT INCSOLE | COM SHS | 1.05M | SH | $49.56M 8.24% | 1.05M | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 57.91K | SH | $44.37M 7.38% | 57.91K | 0.00 | 0.00 |
VENTAS INCSOLE | COM | 505.23K | SH | $39.09M 6.50% | 505.23K | 0.00 | 0.00 |
NATIONAL STORAGE AFFILIATESSOLE | COM SHS BEN IN | 1.31M | SH | $37.08M 6.16% | 1.31M | 0.00 | 0.00 |
SUN CMNTYS INCSOLE | COM | 285.48K | SH | $35.37M 5.88% | 285.48K | 0.00 | 0.00 |
AMERICAN HOMES 4 RENTSOLE | CL A | 1.08M | SH | $34.66M 5.76% | 1.08M | 0.00 | 0.00 |
NATIONAL HEALTH INVS INCSOLE | COM | 413.13K | SH | $31.55M 5.24% | 413.13K | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEWSOLE | COM | 167.52K | SH | $31.01M 5.15% | 167.52K | 0.00 | 0.00 |
OUTFRONT MEDIA INCSOLE | COM NEW | 1.24M | SH | $29.93M 4.97% | 1.24M | 0.00 | 0.00 |
TANGER INCSOLE | COM | 826.82K | SH | $27.59M 4.59% | 826.82K | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 1.74M | SH | $26.74M 4.44% | 1.74M | 0.00 | 0.00 |
GAMING & LEISURE PPTYS INCSOLE | COM | 570.10K | SH | $25.48M 4.23% | 570.10K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 127.51K | SH | $20.50M 3.41% | 127.51K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 63.66K | SH | $19.75M 3.28% | 63.66K | 0.00 | 0.00 |
RYMAN HOSPITALITY PPTYS INCSOLE | COM | 203.64K | SH | $19.27M 3.20% | 203.64K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 133.71K | SH | $17.07M 2.84% | 133.71K | 0.00 | 0.00 |
CURBLINE PPTYS CORPSOLE | COM | 217.46K | SH | $5.05M 0.84% | 217.46K | 0.00 | 0.00 |