Filed: 5/15/2026ACC: 0001536520-26-000004
📋 What this filing means
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $591.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$591.37M
Total AUM (reported)
9.99M
Total Shares
Allocation by class
COM$449.09M75.9%
CL A$71.96M12.2%
COM SHS$47.68M8.1%
COM NEW$22.64M3.8%
Portfolio Concentration
Top 3$146.53M24.8%
4–10$252.90M42.8%
11–25$191.94M32.5%
Top 3 weight
24.8%
Top 10 weight
67.5%
Voting Authority Distribution
Total shares with voting rights: 9.99M
Sole
Full voting authority
9.99M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
FIRST INDL RLTY TR INC
SOLEShares863.92K
TypeSH
Market value$49.98M
8.45%
Sole
863.92K
Shared
0.00
None
0.00
INVITATION HOMES INC
SOLEShares1.97M
TypeSH
Market value$48.87M
8.26%
Sole
1.97M
Shared
0.00
None
0.00
AMERICAN HEALTHCARE REIT INC
SOLEShares1.01M
TypeSH
Market value$47.68M
8.06%
Sole
1.01M
Shared
0.00
None
0.00
NATIONAL HEALTH INVS INC
SOLEShares587.25K
TypeSH
Market value$47.48M
8.03%
Sole
587.25K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares47.26K
TypeSH
Market value$46.33M
7.83%
Sole
47.26K
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW
SOLEShares217.47K
TypeSH
Market value$40.56M
6.86%
Sole
217.47K
Shared
0.00
None
0.00
SUN CMNTYS INC
SOLEShares275.70K
TypeSH
Market value$34.73M
5.87%
Sole
275.70K
Shared
0.00
None
0.00
VENTAS INC
SOLEShares367.41K
TypeSH
Market value$30.05M
5.08%
Sole
367.41K
Shared
0.00
None
0.00
TANGER INC
SOLEShares798.91K
TypeSH
Market value$27.15M
4.59%
Sole
798.91K
Shared
0.00
None
0.00
RYMAN HOSPITALITY PPTYS INC
SOLEShares288.28K
TypeSH
Market value$26.60M
4.50%
Sole
288.28K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares185.22K
TypeSH
Market value$25.09M
4.24%
Sole
185.22K
Shared
0.00
None
0.00
CURBLINE PPTYS CORP
SOLEShares905.07K
TypeSH
Market value$23.34M
3.95%
Sole
905.07K
Shared
0.00
None
0.00
OUTFRONT MEDIA INC
SOLEShares854.19K
TypeSH
Market value$22.64M
3.83%
Sole
854.19K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares168.84K
TypeSH
Market value$22.32M
3.77%
Sole
168.84K
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
SOLEShares114.07K
TypeSH
Market value$20.56M
3.48%
Sole
114.07K
Shared
0.00
None
0.00
GAMING & LEISURE P
SOLEShares444.62K
TypeSH
Market value$19.73M
3.34%
Sole
444.62K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares59.77K
TypeSH
Market value$19.55M
3.31%
Sole
59.77K
Shared
0.00
None
0.00
LAMAR ADVERTISING CO
SOLEShares134.06K
TypeSH
Market value$16.98M
2.87%
Sole
134.06K
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares642.34K
TypeSH
Market value$11.40M
1.93%
Sole
642.34K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP
SOLEShares60.09K
TypeSH
Market value$10.34M
1.75%
Sole
60.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST INDL RLTY TR INCSOLE | COM | 863.92K | SH | $49.98M 8.45% | 863.92K | 0.00 | 0.00 |
INVITATION HOMES INCSOLE | COM | 1.97M | SH | $48.87M 8.26% | 1.97M | 0.00 | 0.00 |
AMERICAN HEALTHCARE REIT INCSOLE | COM SHS | 1.01M | SH | $47.68M 8.06% | 1.01M | 0.00 | 0.00 |
NATIONAL HEALTH INVS INCSOLE | COM | 587.25K | SH | $47.48M 8.03% | 587.25K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 47.26K | SH | $46.33M 7.83% | 47.26K | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEWSOLE | COM | 217.47K | SH | $40.56M 6.86% | 217.47K | 0.00 | 0.00 |
SUN CMNTYS INCSOLE | COM | 275.70K | SH | $34.73M 5.87% | 275.70K | 0.00 | 0.00 |
VENTAS INCSOLE | COM | 367.41K | SH | $30.05M 5.08% | 367.41K | 0.00 | 0.00 |
TANGER INCSOLE | COM | 798.91K | SH | $27.15M 4.59% | 798.91K | 0.00 | 0.00 |
RYMAN HOSPITALITY PPTYS INCSOLE | COM | 288.28K | SH | $26.60M 4.50% | 288.28K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 185.22K | SH | $25.09M 4.24% | 185.22K | 0.00 | 0.00 |
CURBLINE PPTYS CORPSOLE | COM | 905.07K | SH | $23.34M 3.95% | 905.07K | 0.00 | 0.00 |
OUTFRONT MEDIA INCSOLE | COM NEW | 854.19K | SH | $22.64M 3.83% | 854.19K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 168.84K | SH | $22.32M 3.77% | 168.84K | 0.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 114.07K | SH | $20.56M 3.48% | 114.07K | 0.00 | 0.00 |
GAMING & LEISURE PSOLE | COM | 444.62K | SH | $19.73M 3.34% | 444.62K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 59.77K | SH | $19.55M 3.31% | 59.77K | 0.00 | 0.00 |
LAMAR ADVERTISING COSOLE | CL A | 134.06K | SH | $16.98M 2.87% | 134.06K | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 642.34K | SH | $11.40M 1.93% | 642.34K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORPSOLE | CL A | 60.09K | SH | $10.34M 1.75% | 60.09K | 0.00 | 0.00 |