Land & Buildings Investment Management 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Land & Buildings Investment Management disclosed 19 US equity positions worth $583.4m in its Q2 2026 13F filing. The largest position was AHR at 9.8% of the reported book, followed by SPG and FR. Against the Q1 2026 filing, it opened 4 new positions, added to 5 and reduced 8 among the top 19 holdings.
What did Land & Buildings Investment Management own in Q2 2026? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AHR AMERICAN HEALTHCARE REIT INC | Real Estate | 9.8% | $57.4m | 1,100,637 | 9% | added |
| 2 | SPG SIMON PROPERTY GROUP INC | Real Estate | 8.3% | $48.4m | 216,348 | -1% | reduced |
| 3 | FR FIRST INDUSTRIAL REALTY TRUST, INC. | Real Estate | 8.2% | $47.9m | 781,077 | -10% | reduced |
| 4 | BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC. | 8.1% | $47.4m | 2,191,636 | – | new | |
| 5 | VTR VENTAS, INC. | Real Estate | 8.0% | $46.9m | 527,994 | 44% | added |
| 6 | INVH INVITATION HOMES INC. | Real Estate | 7.3% | $42.4m | 1,404,199 | -29% | reduced |
| 7 | SUI SUN COMMUNITIES, INC | Real Estate | 6.4% | $37.2m | 310,187 | 13% | added |
| 8 | CURBLINE PROPERTIES CORP. | 5.7% | $33.3m | 1,094,291 | 21% | added | |
| 9 | EQIX EQUINIX, INC. REIT | Real Estate | 5.6% | $32.6m | 31,249 | -34% | reduced |
| 10 | SKT TANGER INC | Real Estate | 5.4% | $31.4m | 794,927 | -0% | held |
| 11 | CBRE CBRE GROUP, INC. CLASS A | Real Estate | 4.3% | $24.9m | 185,199 | -0% | held |
| 12 | DLR DIGITAL REALTY TRUST, INC. | Real Estate | 4.2% | $24.3m | 135,266 | 19% | added |
| 13 | OUT OUTFRONT MEDIA INC. | Real Estate | 4.1% | $24.1m | 735,386 | -14% | reduced |
| 14 | MAR MARRIOTT INTERNATIONAL, INC CLASS A | Consumer Cyclical | 3.8% | $22.0m | 59,308 | -1% | reduced |
| 15 | LAMR LAMAR ADVERTISING COMPANY CLASS A | Real Estate | 3.3% | $19.1m | 122,160 | -9% | reduced |
| 16 | RHP RYMAN HOSPITALITY PPTYS INC | Real Estate | 3.2% | $18.5m | 144,125 | -50% | reduced |
| 17 | DHI D.R. HORTON, INC. | Consumer Cyclical | 3.2% | $18.4m | 113,257 | – | new |
| 18 | VICI VICI PROPERTIES INC. | Real Estate | 0.9% | $5.5m | 207,555 | – | new |
| 19 | DEI DOUGLAS EMMETT, INC. | Real Estate | 0.3% | $1.8m | 153,017 | – | 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.