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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 $583,445,460 across 19 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 72.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001536520-26-000005

Period
2026-06-30
Reported value
$583M
Holdings
19
Top 10 weight
72.81%
New
4
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BXDCnew+2,191,636$47.4M
DHInew+113,257$18.4M
VTRadded+160,587$14.3M
CURBadded+189,219$5.75M
VICInew+207,555$5.51M

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
NHIexited-587,247-$47.5M
PLDexited-168,836-$22.3M
GLPIexited-444,623-$19.7M
RHPreduced-144,152-$18.5M
INVHreduced-562,474-$17M

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, Q2 2026

Share positions as resolved from 13F-HR 0001536520-26-000005, largest first. % of portfolio is the value over $583,445,460, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,100,637 shares 1,100,637$57.4M9.84%+89,635Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 216,348 shares 216,348$48.4M8.29%-1,118Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 781,077 shares 781,077$47.9M8.21%-82,848Timeline
BXDCBLACKSTONE DIGITAL INFRASTRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,191,636 shares 2,191,636$47.4M8.13%newTimeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 527,994 shares 527,994$46.9M8.04%+160,587Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470,972 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,966,673 shares; 2026Q2: 1,404,199 shares 1,404,199$42.4M7.27%-562,474Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 310,187 shares 310,187$37.2M6.37%+34,482Timeline
CURBCURBLINE PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217,464 shares; 2026Q1: 905,072 shares; 2026Q2: 1,094,291 shares 1,094,291$33.3M5.7%+189,219Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 31,249 shares 31,249$32.6M5.58%-16,014Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 794,927 shares 794,927$31.4M5.38%-3,988Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 185,199 shares 185,199$24.9M4.28%-26Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 54,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,066 shares; 2026Q2: 135,266 shares 135,266$24.3M4.16%+21,200Timeline
OUTOUTFRONT MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 735,386 shares 735,386$24.1M4.13%-118,808Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 59,308 shares 59,308$22M3.77%-458Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134,056 shares; 2026Q2: 122,160 shares 122,160$19.1M3.27%-11,896Timeline
RHPRYMAN HOSPITALITY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 144,125 shares 144,125$18.5M3.18%-144,152Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,159 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113,257 shares 113,257$18.4M3.16%newTimeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982,302 shares; 2024Q4: 314,561 shares; 2025Q1: 465,831 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 207,555 shares 207,555$5.51M0.94%newTimeline
DEIDOUGLAS EMMETT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 153,017 shares 153,017$1.81M0.31%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
NHINATIONAL HEALTH INVS INC587,247$47.5Mshares
PLDPROLOGIS INC.168,836$22.3Mshares
GLPIGAMING & LEISURE P444,623$19.7Mshares
FUNSIX FLAGS ENTERTAINMENT CORP642,336$11.4Mshares
SBACSBA COMMUNICATIONS CORP60,094$10.3Mshares

How Q2 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 0001536520-26-000005 base2026-08-14acceptance time not in the bulk data set