Land & Buildings 13F, Q2 2026
Jonathan Litt · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 1536520
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| AMERICAN HEALTHCARE REIT INC | AHR | $57.40M | 9.8% | +9% shares |
| SIMON PROPERTY GROUP INC | SPG | $48.39M | 8.3% | unchanged |
| FIRST INDUSTRIAL REALTY TRUST, INC. | FR | $47.89M | 8.2% | -10% shares |
| BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC. | $47.41M | 8.1% | new | |
| VENTAS, INC. | VTR | $46.89M | 8.0% | +44% shares |
| INVITATION HOMES INC. | INVH | $42.42M | 7.3% | -29% shares |
| SUN COMMUNITIES, INC | SUI | $37.19M | 6.4% | +13% shares |
| CURBLINE PROPERTIES CORP. | CURB | $33.27M | 5.7% | +21% shares |
| EQUINIX, INC. REIT | EQIX | $32.57M | 5.6% | -34% shares |
| TANGER INC | SKT | $31.38M | 5.4% | unchanged |
| CBRE GROUP, INC. CLASS A | CBRE | $24.94M | 4.3% | unchanged |
| DIGITAL REALTY TRUST, INC. | DLR | $24.29M | 4.2% | +19% shares |
| OUTFRONT MEDIA INC. | OUT | $24.09M | 4.1% | -14% shares |
| MARRIOTT INTERNATIONAL, INC CLASS A | MAR | $21.98M | 3.8% | unchanged |
| LAMAR ADVERTISING COMPANY CLASS A | LAMR | $19.05M | 3.3% | -9% shares |
| RYMAN HOSPITALITY PPTYS INC | RHP | $18.53M | 3.2% | -50% shares |
| D.R. HORTON, INC. | DHI | $18.45M | 3.2% | new |
| VICI PROPERTIES INC. | VICI | $5.51M | 0.9% | new |
| DOUGLAS EMMETT, INC. | DEI | $1.81M | 0.3% | new |
What changed since Q1 2026
Against the Q1 2026 filing, Land & Buildings opened 4 new positions, added to 5, trimmed 6, left 4 unchanged and exited 5. 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 0001536520-26-000005, 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.