Filed: 8/14/2026ACC: 0001536520-26-000005
📋 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 $583.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$583.45M
Total AUM (reported)
10.31M
Total Shares
Allocation by class
COM$388.57M66.6%
CL A$65.98M11.3%
COM SHS$57.40M9.8%
COMMON STOCK$47.41M8.1%
COM NEW$24.09M4.1%
Portfolio Concentration
Top 3$153.67M26.3%
4–10$271.12M46.5%
11–25$158.65M27.2%
Top 3 weight
26.3%
Top 10 weight
72.8%
Voting Authority Distribution
Total shares with voting rights: 10.31M
Sole
Full voting authority
10.31M
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:
AMERICAN HEALTHCARE REIT INC
SOLEShares1.10M
TypeSH
Market value$57.40M
9.84%
Sole
1.10M
Shared
0.00
None
0.00
SIMON PROPERTY GROUP INC
SOLEShares216.35K
TypeSH
Market value$48.39M
8.29%
Sole
216.35K
Shared
0.00
None
0.00
FIRST INDUSTRIAL REALTY TRUST, INC.
SOLEShares781.08K
TypeSH
Market value$47.89M
8.21%
Sole
781.08K
Shared
0.00
None
0.00
BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC.
SOLEShares2.19M
TypeSH
Market value$47.41M
8.13%
Sole
2.19M
Shared
0.00
None
0.00
VENTAS, INC.
SOLEShares527.99K
TypeSH
Market value$46.89M
8.04%
Sole
527.99K
Shared
0.00
None
0.00
INVITATION HOMES INC.
SOLEShares1.40M
TypeSH
Market value$42.42M
7.27%
Sole
1.40M
Shared
0.00
None
0.00
SUN COMMUNITIES, INC
SOLEShares310.19K
TypeSH
Market value$37.19M
6.37%
Sole
310.19K
Shared
0.00
None
0.00
CURBLINE PROPERTIES CORP.
SOLEShares1.09M
TypeSH
Market value$33.27M
5.70%
Sole
1.09M
Shared
0.00
None
0.00
EQUINIX, INC. REIT
SOLEShares31.25K
TypeSH
Market value$32.57M
5.58%
Sole
31.25K
Shared
0.00
None
0.00
TANGER INC
SOLEShares794.93K
TypeSH
Market value$31.38M
5.38%
Sole
794.93K
Shared
0.00
None
0.00
CBRE GROUP, INC. CLASS A
SOLEShares185.20K
TypeSH
Market value$24.94M
4.28%
Sole
185.20K
Shared
0.00
None
0.00
DIGITAL REALTY TRUST, INC.
SOLEShares135.27K
TypeSH
Market value$24.29M
4.16%
Sole
135.27K
Shared
0.00
None
0.00
OUTFRONT MEDIA INC.
SOLEShares735.39K
TypeSH
Market value$24.09M
4.13%
Sole
735.39K
Shared
0.00
None
0.00
MARRIOTT INTERNATIONAL, INC CLASS A
SOLEShares59.31K
TypeSH
Market value$21.98M
3.77%
Sole
59.31K
Shared
0.00
None
0.00
LAMAR ADVERTISING COMPANY CLASS A
SOLEShares122.16K
TypeSH
Market value$19.05M
3.27%
Sole
122.16K
Shared
0.00
None
0.00
RYMAN HOSPITALITY PPTYS INC
SOLEShares144.13K
TypeSH
Market value$18.53M
3.18%
Sole
144.13K
Shared
0.00
None
0.00
D.R. HORTON, INC.
SOLEShares113.26K
TypeSH
Market value$18.45M
3.16%
Sole
113.26K
Shared
0.00
None
0.00
VICI PROPERTIES INC.
SOLEShares207.56K
TypeSH
Market value$5.51M
0.94%
Sole
207.56K
Shared
0.00
None
0.00
DOUGLAS EMMETT, INC.
SOLEShares153.02K
TypeSH
Market value$1.81M
0.31%
Sole
153.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN HEALTHCARE REIT INCSOLE | COM SHS | 1.10M | SH | $57.40M 9.84% | 1.10M | 0.00 | 0.00 |
SIMON PROPERTY GROUP INCSOLE | COM | 216.35K | SH | $48.39M 8.29% | 216.35K | 0.00 | 0.00 |
FIRST INDUSTRIAL REALTY TRUST, INC.SOLE | COM | 781.08K | SH | $47.89M 8.21% | 781.08K | 0.00 | 0.00 |
BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC.SOLE | COMMON STOCK | 2.19M | SH | $47.41M 8.13% | 2.19M | 0.00 | 0.00 |
VENTAS, INC.SOLE | COM | 527.99K | SH | $46.89M 8.04% | 527.99K | 0.00 | 0.00 |
INVITATION HOMES INC.SOLE | COM | 1.40M | SH | $42.42M 7.27% | 1.40M | 0.00 | 0.00 |
SUN COMMUNITIES, INCSOLE | COM | 310.19K | SH | $37.19M 6.37% | 310.19K | 0.00 | 0.00 |
CURBLINE PROPERTIES CORP.SOLE | COM | 1.09M | SH | $33.27M 5.70% | 1.09M | 0.00 | 0.00 |
EQUINIX, INC. REITSOLE | COM | 31.25K | SH | $32.57M 5.58% | 31.25K | 0.00 | 0.00 |
TANGER INCSOLE | COM | 794.93K | SH | $31.38M 5.38% | 794.93K | 0.00 | 0.00 |
CBRE GROUP, INC. CLASS ASOLE | CL A | 185.20K | SH | $24.94M 4.28% | 185.20K | 0.00 | 0.00 |
DIGITAL REALTY TRUST, INC.SOLE | COM | 135.27K | SH | $24.29M 4.16% | 135.27K | 0.00 | 0.00 |
OUTFRONT MEDIA INC.SOLE | COM NEW | 735.39K | SH | $24.09M 4.13% | 735.39K | 0.00 | 0.00 |
MARRIOTT INTERNATIONAL, INC CLASS ASOLE | CL A | 59.31K | SH | $21.98M 3.77% | 59.31K | 0.00 | 0.00 |
LAMAR ADVERTISING COMPANY CLASS ASOLE | CL A | 122.16K | SH | $19.05M 3.27% | 122.16K | 0.00 | 0.00 |
RYMAN HOSPITALITY PPTYS INCSOLE | COM | 144.13K | SH | $18.53M 3.18% | 144.13K | 0.00 | 0.00 |
D.R. HORTON, INC.SOLE | COM | 113.26K | SH | $18.45M 3.16% | 113.26K | 0.00 | 0.00 |
VICI PROPERTIES INC.SOLE | COM | 207.56K | SH | $5.51M 0.94% | 207.56K | 0.00 | 0.00 |
DOUGLAS EMMETT, INC.SOLE | COM | 153.02K | SH | $1.81M 0.31% | 153.02K | 0.00 | 0.00 |