Land & Buildings Investment Management, LLC

STAMFORD, CT · CIK 1536520 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2009 · limited liability company

Assets managed$790.1m
Staff8 · 4 in investment roles
Main clients (by assets)State and local governments 82%, Private funds 18%
Private funds2 (2 hedge) · $138.4m gross assets
Websitelandandbuildings.com
Form ADV · 2026-03-30SEC adviser record

Legal entityLand & Buildings Investment Management LLC (US)

Kindhedge funds, institutions, futures
Others nearbyStamford, CT

As an employer

Offices in1 country
Private fundshedge 2

$583.4m reported value -1.3% vs Q1 2026

19positions

72.8%in top 10

4 new 5 added 10 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMERICAN HEALTHCARE REIT INC COM SHS AHR	AHR	1,100,637	$57.4m9.84%	9.84%	Added +89.6k	+89,635 8.9%
2	SIMON PPTY GROUP INC NEW COM SPG	SPG	216,348	$48.4m8.29%	8.29%	Reduced -1.1k	-1,118 -0.5%
3	FIRST INDL RLTY TR INC COM FR	FR	781,077	$47.9m8.21%	8.21%	Reduced -82.8k	-82,848 -9.6%
4	BLACKSTONE DIGITAL INFRASTRU COMMON STOCK BXDC	BXDC	2,191,636	$47.4m8.13%	8.13%	New
5	VENTAS INC COM VTR	VTR	527,994	$46.9m8.04%	8.04%	Added +160.6k	+160,587 43.7%
6	INVITATION HOMES INC COM INVH	INVH	1,404,199	$42.4m7.27%	7.27%	Reduced -562.5k	-562,474 -28.6%
7	SUN CMNTYS INC COM SUI	SUI	310,187	$37.2m6.37%	6.37%	Added +34.5k	+34,482 12.5%
8	CURBLINE PPTYS CORP COM CURB	CURB	1,094,291	$33.3m5.70%	5.70%	Added +189.2k	+189,219 20.9%
9	EQUINIX INC COM EQIX	EQIX	31,249	$32.6m5.58%	5.58%	Reduced -16.0k	-16,014 -33.9%
10	TANGER INC COM SKT	SKT	794,927	$31.4m5.38%	5.38%	Reduced -4.0k	-3,988 -0.5%
11	CBRE GROUP INC CL A CBRE	CBRE	185,199	$24.9m4.28%	4.28%	Reduced -26	-26 -0.0%
12	DIGITAL RLTY TR INC COM DLR	DLR	135,266	$24.3m4.16%	4.16%	Added +21.2k	+21,200 18.6%
13	OUTFRONT MEDIA INC COM NEW OUT	OUT	735,386	$24.1m4.13%	4.13%	Reduced -118.8k	-118,808 -13.9%
14	MARRIOTT INTL INC NEW CL A MAR	MAR	59,308	$22.0m3.77%	3.77%	Reduced -458	-458 -0.8%
15	LAMAR ADVERTISING CO NEW CL A LAMR	LAMR	122,160	$19.1m3.27%	3.27%	Reduced -11.9k	-11,896 -8.9%
16	RYMAN HOSPITALITY PPTYS INC COM RHP	RHP	144,125	$18.5m3.18%	3.18%	Reduced -144.2k	-144,152 -50.0%
17	D R HORTON INC COM DHI	DHI	113,257	$18.4m3.16%	3.16%	New
18	VICI PPTYS INC COM VICI	VICI	207,555	$5.5m0.94%	0.94%	New
19	DOUGLAS EMMETT INC COM DEI	DEI	153,017	$1.8m0.31%	0.31%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NATIONAL HEALTH INVS INC NHI	NHI	587,247	$47.5m587.2k shares
PROLOGIS INC. PLD	PLD	168,836	$22.3m168.8k shares
GAMING & LEISURE PPTYS INC GLPI	GLPI	444,623	$19.7m444.6k shares
SIX FLAGS ENTERTAINMENT CORP FUN	FUN	642,336	$11.4m642.3k shares
SBA COMMUNICATIONS CORP NEW SBAC	SBAC	60,094	$10.3m60.1k shares