Land & Buildings Investment Management
Land & Buildings Investment Management reported 19 stocks worth $583M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AHR (9.8%), SPG (8.3%) and FR (8.2%). Compared with Q1 2026, the fund opened new positions in BXDC, DHI and VICI, added to AHR, VTR and SUI, trimmed SPG, FR and INVH and sold out of NHI, PLD and GLPI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AHR American Healthcare REIT Inc | $57.4M | 9.8% | 1.1M | +90K (+9%) | 8 of 8 | |
| 2 |  SPG Simon Ppty Group Inc New | $48.4M | 8.3% | 216K | −1,118 (−1%) | 8 of 8 | |
| 3 |  FR First Indl Rlty TR Inc | $47.9M | 8.2% | 781K | −83K (−10%) | 8 of 8 | |
| 4 |  BXDC Blackstone Digital Infrastru | $47.4M | 8.1% | 2.2M | New position | 1 of 8 | |
| 5 |  VTR Ventas Inc | $46.9M | 8.0% | 528K | +161K (+44%) | 8 of 8 | |
| 6 |  INVH Invitation Homes Inc | $42.4M | 7.3% | 1.4M | −562K (−29%) | 3 of 8 | |
| 7 |  SUI Sun Cmntys Inc | $37.2M | 6.4% | 310K | +34K (+13%) | 8 of 8 | |
| 8 |  CURB Curbline Pptys Corp | $33.3M | 5.7% | 1.1M | +189K (+21%) | 3 of 8 | |
| 9 |  EQIX Equinix Inc | $32.6M | 5.6% | 31K | −16K (−34%) | 8 of 8 | |
| 10 |  SKT Tanger Inc | $31.4M | 5.4% | 795K | −3,988 (−0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Land & Buildings Investment Management 13F FAQ
What does Land & Buildings Investment Management own?
Land & Buildings Investment Management reported 19 stocks worth $583M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AHR (9.8%), SPG (8.3%) and FR (8.2%). The table above lists every position in the filing (the top 10 without an account).
What did Land & Buildings Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 5 added to, 9 trimmed and 5 sold out. New positions include BXDC, DHI and VICI. It sold all of NHI, PLD and GLPI.
When will Land & Buildings Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Land & Buildings Investment Management's portfolio worth?
The Q2 2026 filing reports $583M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.