Land & Buildings Investment Management, LLC
Net seller this quarter
$583M
19
-$69.6M
72.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AHR | $57.4M | 9.84% | 0.57% | +8.9% | Q1 2024 |
 SPG | $48.4M | 8.29% | 2704.35% | -0.5% | Q1 2016 |
 FR | $47.9M | 8.21% | 0.59% | -9.6% | Q4 2013 |
 BXDC | $47.4M | 8.13% | 2.18% | New | Q2 2026 |
 VTR | $46.9M | 8.04% | 0.10% | +43.7% | Q3 2020 |
 INVH | $42.4M | 7.27% | 0.24% | -28.6% | Q4 2017 |
 SUI | $37.2M | 6.37% | 0.25% | +12.5% | Q4 2021 |
 CURB | $33.3M | 5.70% | 0.96% | +20.9% | Q4 2025 |
 EQIX | $32.6M | 5.58% | 0.03% | -33.9% | Q3 2015 |
 SKT | $31.4M | 5.38% | 0.69% | -0.5% | Q2 2023 |
 CBRE | $24.9M | 4.28% | 0.06% | 0.0% | Q4 2013 |
 DLR | $24.3M | 4.16% | 0.04% | +18.6% | Q4 2024 |
 OUT | $24.1M | 4.13% | 0.42% | -13.9% | Q3 2019 |
 MAR | $22M | 3.77% | 0.02% | -0.8% | Q2 2016 |
 LAMR | $19.1M | 3.27% | Not reported | -8.9% | Q3 2016 |
 RHP | $18.5M | 3.18% | 0.23% | -50.0% | Q1 2022 |
 DHI | $18.4M | 3.16% | 0.04% | Not reported | Q1 2014 |
 VICI | $5.51M | 0.94% | 0.02% | Not reported | Q2 2020 |
 DEI | $1.81M | 0.31% | 0.09% | Not reported | Q3 2016 |
| Q1 2026 | |||||
| FR | $50M | 8.45% | 0.65% | -5.3% | Q4 2013 |
| INVH | $48.9M | 8.26% | 0.33% | Not reported | Q4 2017 |
| AHR | $47.7M | 8.06% | 0.53% | -4.0% | Q1 2024 |
 NHI | $47.5M | 8.03% | 1.22% | +42.1% | Q3 2023 |
| EQIX | $46.3M | 7.83% | 0.05% | -18.4% | Q3 2015 |
| SPG | $40.6M | 6.86% | 2718.33% | +29.8% | Q1 2016 |
| SUI | $34.7M | 5.87% | 0.22% | -3.4% | Q4 2021 |
| VTR | $30M | 5.08% | 0.08% | -27.3% | Q3 2020 |
| SKT | $27.1M | 4.59% | 0.70% | -3.4% | Q2 2023 |
| RHP | $26.6M | 4.50% | 0.46% | +41.6% | Q1 2022 |
| CBRE | $25.1M | 4.24% | 0.06% | +45.3% | Q4 2013 |
| CURB | $23.3M | 3.95% | 0.86% | +316.2% | Q4 2025 |
| OUT | $22.6M | 3.83% | 0.49% | -31.2% | Q3 2019 |
 PLD | $22.3M | 3.77% | 0.02% | +26.3% | Q2 2013 |
| DLR | $20.6M | 3.48% | 0.03% | Not reported | Q4 2024 |
 GLPI | $19.7M | 3.34% | 0.16% | -22.0% | Q1 2019 |
| MAR | $19.5M | 3.31% | 0.02% | -6.1% | Q2 2016 |
| LAMR | $17M | 2.87% | Not reported | Not reported | Q3 2016 |
 FUN | $11.4M | 1.93% | 0.63% | -63.2% | Q3 2025 |
 SBAC | $10.3M | 1.75% | 0.06% | Not reported | Q2 2013 |
| Q4 2025 | |||||
 CSR | $55.3M | 9.19% | 4.94% | +38.2% | Q2 2025 |
| FR | $52.3M | 8.69% | 0.69% | +28.4% | Q4 2013 |
| AHR | $49.6M | 8.24% | 0.57% | -8.6% | Q1 2024 |
| EQIX | $44.4M | 7.38% | 0.06% | +81.7% | Q3 2015 |
| VTR | $39.1M | 6.50% | 0.11% | -3.2% | Q3 2020 |
| NSA | $37.1M | 6.16% | 1.71% | New | Q4 2025 |
| SUI | $35.4M | 5.88% | 0.23% | +21.6% | Q4 2021 |
 AMH | $34.7M | 5.76% | Not reported | +10.1% | Q1 2014 |
| NHI | $31.6M | 5.24% | 0.86% | -5.2% | Q3 2023 |
| SPG | $31M | 5.15% | 2093.96% | -18.8% | Q1 2016 |
| OUT | $29.9M | 4.97% | 0.71% | +30.6% | Q3 2019 |
| SKT | $27.6M | 4.59% | 0.72% | -8.4% | Q2 2023 |
| FUN | $26.7M | 4.44% | 1.71% | +9.9% | Q3 2025 |
| GLPI | $25.5M | 4.23% | 0.20% | +29.0% | Q1 2019 |
| CBRE | $20.5M | 3.41% | 0.04% | -10.4% | Q4 2013 |
| MAR | $19.7M | 3.28% | 0.02% | -14.1% | Q2 2016 |
| RHP | $19.3M | 3.20% | 0.32% | +90.7% | Q1 2022 |
| PLD | $17.1M | 2.84% | 0.01% | -36.3% | Q2 2013 |
| CURB | $5.05M | 0.84% | 0.21% | New | Q4 2025 |
| Q3 2025 | |||||
| AHR | $48.4M | 8.88% | 0.68% | +6.8% | Q1 2024 |
| SPG | $38.7M | 7.10% | 2577.81% | +43.2% | Q1 2016 |
| FR | $36.6M | 6.71% | 0.54% | -7.2% | Q4 2013 |
| VTR | $36.5M | 6.71% | 0.11% | +6.7% | Q3 2020 |
| FUN | $36M | 6.61% | 1.57% | New | Q3 2025 |
| CSR | $35.3M | 6.48% | 3.59% | +96.4% | Q2 2025 |
| NHI | $34.7M | 6.36% | 0.95% | -5.2% | Q3 2023 |
| AMH | $32.6M | 5.99% | Not reported | +24.2% | Q1 2014 |
| SKT | $30.5M | 5.60% | 0.78% | +22.5% | Q2 2023 |
| SUI | $30.3M | 5.56% | 0.19% | +21.2% | Q4 2021 |
| EQIX | $25M | 4.58% | 0.03% | -10.5% | Q3 2015 |
| PLD | $24M | 4.41% | 0.02% | Not reported | Q2 2013 |
| CBRE | $22.4M | 4.12% | 0.05% | -13.7% | Q4 2013 |
| GLPI | $20.6M | 3.78% | 0.16% | -18.3% | Q1 2019 |
 EXR | $19.4M | 3.56% | 0.06% | -23.8% | Q3 2013 |
| MAR | $19.3M | 3.54% | 0.03% | -28.4% | Q2 2016 |
| OUT | $17.4M | 3.20% | 0.57% | -33.7% | Q3 2019 |
 CCI | $12.5M | 2.30% | 0.03% | Not reported | Q3 2013 |
| RHP | $9.57M | 1.76% | 0.17% | +4.3% | Q1 2022 |
 ESRT | $7.77M | 1.43% | Not reported | New | Q3 2025 |
 AVBC | $3.72M | 0.68% | 0.10% | Not reported | Q2 2013 |
 UDR | $3.57M | 0.66% | 0.03% | Not reported | Q3 2024 |