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Land & Buildings Investment Management, LLC

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13F filer, CIK 1536520, STAMFORD, CT

Land & Buildings Investment Management, LLC reported $591,367,811 across 20 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 67.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001536520-26-000004

Period
2026-03-31
Reported value
$591M
Holdings
20
Top 10 weight
67.54%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INVHnew+1,966,673$48.9M
DLRnew+114,066$20.6M
CURBadded+687,608$17.7M
LAMRnew+134,056$17M
NHIadded+174,114$14.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CSRexited-828,398-$55.3M
NSAexited-1,314,463-$37.1M
AMHexited-1,079,778-$34.7M
FUNreduced-1,100,741-$19.5M
VTRreduced-137,818-$11.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001536520-26-000004, largest first. % of portfolio is the value over $591,367,811, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823,962 shares; 2024Q4: 696,441 shares; 2025Q1: 644,191 shares; 2025Q2: 765,911 shares; 2025Q3: 710,521 shares; 2025Q4: 912,517 shares; 2026Q1: 863,925 shares 863,925$50M8.45%-48,592Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470,972 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,966,673 shares 1,966,673$48.9M8.26%newTimeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525,015 shares; 2024Q4: 1,559,204 shares; 2025Q1: 1,147,003 shares; 2025Q2: 1,079,153 shares; 2025Q3: 1,151,953 shares; 2025Q4: 1,053,206 shares; 2026Q1: 1,011,002 shares 1,011,002$47.7M8.06%-42,204Timeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,057 shares; 2024Q4: 467,056 shares; 2025Q1: 586,946 shares; 2025Q2: 459,966 shares; 2025Q3: 435,866 shares; 2025Q4: 413,133 shares; 2026Q1: 587,247 shares 587,247$47.5M8.03%+174,114Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,922 shares; 2024Q4: 41,472 shares; 2025Q1: 29,292 shares; 2025Q2: 35,582 shares; 2025Q3: 31,865 shares; 2025Q4: 57,912 shares; 2026Q1: 47,263 shares 47,263$46.3M7.83%-10,649Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 134,376 shares; 2025Q1: 126,135 shares; 2025Q2: 144,045 shares; 2025Q3: 206,225 shares; 2025Q4: 167,517 shares; 2026Q1: 217,466 shares 217,466$40.6M6.86%+49,949Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,942 shares; 2024Q4: 158,132 shares; 2025Q1: 183,252 shares; 2025Q2: 193,747 shares; 2025Q3: 234,797 shares; 2025Q4: 285,481 shares; 2026Q1: 275,705 shares 275,705$34.7M5.87%-9,776Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551,696 shares; 2024Q4: 694,376 shares; 2025Q1: 433,926 shares; 2025Q2: 489,415 shares; 2025Q3: 522,115 shares; 2025Q4: 505,225 shares; 2026Q1: 367,407 shares 367,407$30M5.08%-137,818Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,051,064 shares; 2024Q4: 974,174 shares; 2025Q1: 608,381 shares; 2025Q2: 736,441 shares; 2025Q3: 902,401 shares; 2025Q4: 826,822 shares; 2026Q1: 798,915 shares 798,915$27.1M4.59%-27,907Timeline
RHPRYMAN HOSPITALITY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,347 shares; 2025Q3: 106,776 shares; 2025Q4: 203,643 shares; 2026Q1: 288,277 shares 288,277$26.6M4.5%+84,634Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,023 shares; 2024Q4: 190,478 shares; 2025Q1: 127,529 shares; 2025Q2: 164,947 shares; 2025Q3: 142,339 shares; 2025Q4: 127,512 shares; 2026Q1: 185,225 shares 185,225$25.1M4.24%+57,713Timeline
CURBCURBLINE PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217,464 shares; 2026Q1: 905,072 shares 905,072$23.3M3.95%+687,608Timeline
OUTOUTFRONT MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,036,685 shares; 2025Q2: 1,434,776 shares; 2025Q3: 951,148 shares; 2025Q4: 1,241,837 shares; 2026Q1: 854,194 shares 854,194$22.6M3.83%-387,643Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209,960 shares; 2025Q4: 133,713 shares; 2026Q1: 168,836 shares 168,836$22.3M3.77%+35,123Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,066 shares 114,066$20.6M3.48%newTimeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 540,520 shares; 2025Q3: 441,882 shares; 2025Q4: 570,099 shares; 2026Q1: 444,623 shares 444,623$19.7M3.34%-125,476Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,860 shares; 2024Q4: 94,880 shares; 2025Q1: 91,180 shares; 2025Q2: 103,505 shares; 2025Q3: 74,077 shares; 2025Q4: 63,655 shares; 2026Q1: 59,766 shares 59,766$19.5M3.31%-3,889Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134,056 shares 134,056$17M2.87%newTimeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,585,580 shares; 2025Q4: 1,743,077 shares; 2026Q1: 642,336 shares 642,336$11.4M1.93%-1,100,741Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,094 shares 60,094$10.3M1.75%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CSRCENTERSPACE828,398$55.3Mshares
NSANATIONAL STORAGE AFFILIATES1,314,463$37.1Mshares
AMHAMERICAN HOMES 4 RENT1,079,778$34.7Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001536520-26-000004 base2026-05-15acceptance time not in the bulk data set