Land & Buildings Investment Management 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Land & Buildings Investment Management disclosed 20 US equity positions worth $591.4m in its Q1 2026 13F filing. The largest position was FR at 8.5% of the reported book, followed by INVH and AHR. Against the Q4 2025 filing, it opened 4 new positions, added to 6 and reduced 10 among the top 20 holdings.
What did Land & Buildings Investment Management own in Q1 2026? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FR FIRST INDL RLTY TR INC | Real Estate | 8.5% | $50.0m | 863,925 | -5% | reduced |
| 2 | INVH INVITATION HOMES INC | Real Estate | 8.3% | $48.9m | 1,966,673 | – | new |
| 3 | AHR AMERICAN HEALTHCARE REIT INC | Real Estate | 8.1% | $47.7m | 1,011,002 | -4% | reduced |
| 4 | NHI NATIONAL HEALTH INVS INC | Real Estate | 8.0% | $47.5m | 587,247 | 42% | added |
| 5 | EQIX EQUINIX INC | Real Estate | 7.8% | $46.3m | 47,263 | -18% | reduced |
| 6 | SPG SIMON PPTY GROUP INC NEW | Real Estate | 6.9% | $40.6m | 217,466 | 30% | added |
| 7 | SUI SUN CMNTYS INC | Real Estate | 5.9% | $34.7m | 275,705 | -3% | reduced |
| 8 | VTR VENTAS INC | Real Estate | 5.1% | $30.0m | 367,407 | -27% | reduced |
| 9 | SKT TANGER INC | Real Estate | 4.6% | $27.1m | 798,915 | -3% | reduced |
| 10 | RHP RYMAN HOSPITALITY PPTYS INC | Real Estate | 4.5% | $26.6m | 288,277 | 42% | added |
| 11 | CBRE CBRE GROUP INC | Real Estate | 4.2% | $25.1m | 185,225 | 45% | added |
| 12 | CURBLINE PPTYS CORP | 3.9% | $23.3m | 905,072 | 316% | added | |
| 13 | OUT OUTFRONT MEDIA INC | Real Estate | 3.8% | $22.6m | 854,194 | -31% | reduced |
| 14 | PLD PROLOGIS INC. | Real Estate | 3.8% | $22.3m | 168,836 | 26% | added |
| 15 | DLR DIGITAL RLTY TR INC | Real Estate | 3.5% | $20.6m | 114,066 | – | new |
| 16 | GLPI GAMING & LEISURE P | Real Estate | 3.3% | $19.7m | 444,623 | -22% | reduced |
| 17 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 3.3% | $19.5m | 59,766 | -6% | reduced |
| 18 | LAMR LAMAR ADVERTISING CO | Real Estate | 2.9% | $17.0m | 134,056 | – | new |
| 19 | SIX FLAGS ENTERTAINMENT CORP | 1.9% | $11.4m | 642,336 | -63% | reduced | |
| 20 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 1.7% | $10.3m | 60,094 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.