Jonathan Litt
Land & Buildings · SEC CIK 1536520
Activist in real estate and REITs.
This filing is 158 days old. Land & Buildings keeps roughly 81% of its positions in a typical quarter, so about 70% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 19 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| AMERICAN HEALTHCARE REIT INC | AHR | $57.40M | 9.8% | |
| SIMON PROPERTY GROUP INC | SPG | $48.39M | 8.3% | |
| FIRST INDUSTRIAL REALTY TRUST, INC. | FR | $47.89M | 8.2% | |
| BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC. | $47.41M | 8.1% | n/a | |
| VENTAS, INC. | VTR | $46.89M | 8.0% | |
| INVITATION HOMES INC. | INVH | $42.42M | 7.3% | |
| SUN COMMUNITIES, INC | SUI | $37.19M | 6.4% | |
| CURBLINE PROPERTIES CORP. | CURB | $33.27M | 5.7% | |
| EQUINIX, INC. REIT | EQIX | $32.57M | 5.6% | |
| TANGER INC | SKT | $31.38M | 5.4% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest add was AHR (shares up 9%), now $57.40M; the largest trim was FR (shares down 10%); NHI, PLD, GLPI no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Common questions
What are Jonathan Litt's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Land & Buildings are AHR (9.8% of the book), SPG (8.3% of the book), FR (8.2% of the book).
How big is Land & Buildings's portfolio?
The latest 13F reports $583.45M across 19 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Jonathan Litt still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Land & Buildings's own filing history, the fund keeps roughly 81% of positions in a typical quarter, so at 158 days since the period end roughly 70% of this book is likely intact. The snapshot half-life for this fund is about 307 days.
What did Jonathan Litt buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest add was AHR (shares up 9%), now $57.40M; the largest trim was FR (shares down 10%); NHI, PLD, GLPI no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Land & Buildings, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.