Land & Buildings 13F, Q1 2026
Jonathan Litt · quarter ending 31 March 2026 · filed 15 May 2026 · SEC CIK 1536520
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| FIRST INDL RLTY TR INC | FR | $49.98M | 8.4% | -5% shares |
| INVITATION HOMES INC | INVH | $48.87M | 8.3% | new |
| AMERICAN HEALTHCARE REIT INC | AHR | $47.68M | 8.1% | -4% shares |
| NATIONAL HEALTH INVS INC | NHI | $47.48M | 8.0% | +42% shares |
| EQUINIX INC | EQIX | $46.33M | 7.8% | -18% shares |
| SIMON PPTY GROUP INC NEW | SPG | $40.56M | 6.9% | +30% shares |
| SUN CMNTYS INC | SUI | $34.73M | 5.9% | -3% shares |
| VENTAS INC | VTR | $30.05M | 5.1% | -27% shares |
| TANGER INC | SKT | $27.15M | 4.6% | -3% shares |
| RYMAN HOSPITALITY PPTYS INC | RHP | $26.60M | 4.5% | +42% shares |
| CBRE GROUP INC | CBRE | $25.09M | 4.2% | +45% shares |
| CURBLINE PPTYS CORP | CURB | $23.34M | 4.0% | +316% shares |
| OUTFRONT MEDIA INC | OUT | $22.64M | 3.8% | -31% shares |
| PROLOGIS INC. | PLD | $22.32M | 3.8% | +26% shares |
| DIGITAL RLTY TR INC | DLR | $20.56M | 3.5% | new |
| GAMING & LEISURE P | GLPI | $19.73M | 3.3% | -22% shares |
| MARRIOTT INTL INC NEW | MAR | $19.55M | 3.3% | -6% shares |
| LAMAR ADVERTISING CO | LAMR | $16.98M | 2.9% | new |
| SIX FLAGS ENTERTAINMENT CORP | FUN | $11.40M | 1.9% | -63% shares |
| SBA COMMUNICATIONS CORP | SBAC | $10.34M | 1.8% | new |
What changed since Q4 2025
Against the Q4 2025 filing, Land & Buildings opened 4 new positions, added to 6, trimmed 10, left 0 unchanged and exited 3. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001536520-26-000004, filed by Land & Buildings Investment Management, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.