Land & Buildings Investment Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INVITATION HOMES INC(INVH) | 0 | 1,966,673 | +1,966,673 | 0 | 48,871,824 | 8.26% | +48,871,824 |
| DIGITAL RLTY TR INC(DLR) | 0 | 114,066 | +114,066 | 0 | 20,555,834 | 3.48% | +20,555,834 |
| CURBLINE PPTYS CORP(CURB) | 217,464 | 905,072 | +687,608 | 5,047,339 | 23,341,807 | 3.95% | +18,294,468 |
| LAMAR ADVERTISING CO(LAMR) | 0 | 134,056 | +134,056 | 0 | 16,979,533 | 2.87% | +16,979,533 |
| NATIONAL HEALTH INVS INC(NHI) | 413,133 | 587,247 | +174,114 | 31,550,967 | 47,484,792 | 8.03% | +15,933,825 |
| SBA COMMUNICATIONS CORP(SBAC) | 0 | 60,094 | +60,094 | 0 | 10,342,778 | 1.75% | +10,342,778 |
| SIMON PPTY GROUP INC NEW(SPG) | 167,517 | 217,466 | +49,949 | 31,009,072 | 40,563,933 | 6.86% | +9,554,861 |
| RYMAN HOSPITALITY PPTYS INC(RHP) | 203,643 | 288,277 | +84,634 | 19,268,701 | 26,599,319 | 4.50% | +7,330,618 |
| PROLOGIS INC.(PLD) | 133,713 | 168,836 | +35,123 | 17,069,802 | 22,316,742 | 3.77% | +5,246,940 |
| CBRE GROUP INC(CBRE) | 127,512 | 185,225 | +57,713 | 20,502,654 | 25,090,579 | 4.24% | +4,587,925 |
| EQUINIX INC(EQIX) | 57,912 | 47,263 | -10,649 | 44,369,858 | 46,329,083 | 7.83% | +1,959,225 |
| MARRIOTT INTL INC NEW(MAR) | 63,655 | 59,766 | -3,889 | 19,748,327 | 19,547,666 | 3.31% | -200,661 |
| TANGER INC(SKT) | 826,822 | 798,915 | -27,907 | 27,591,050 | 27,147,132 | 4.59% | -443,918 |
| SUN CMNTYS INC(SUI) | 285,481 | 275,705 | -9,776 | 35,373,951 | 34,727,802 | 5.87% | -646,149 |
| AMERICAN HEALTHCARE REIT INC(AHR) | 1,053,206 | 1,011,002 | -42,204 | 49,563,874 | 47,678,854 | 8.06% | -1,885,020 |
| FIRST INDL RLTY TR INC(FR) | 912,517 | 863,925 | -48,592 | 52,259,849 | 49,978,061 | 8.45% | -2,281,788 |
| GAMING & LEISURE P(GLPI) | 570,099 | 444,623 | -125,476 | 25,477,724 | 19,727,923 | 3.34% | -5,749,801 |
| OUTFRONT MEDIA INC(OUT) | 1,241,837 | 854,194 | -387,643 | 29,928,272 | 22,636,141 | 3.83% | -7,292,131 |
| VENTAS INC(VTR) | 505,225 | 367,407 | -137,818 | 39,094,311 | 30,046,544 | 5.08% | -9,047,767 |
| SIX FLAGS ENTERTAINMENT CORP(FUN) | 1,743,077 | 642,336 | -1,100,741 | 26,738,801 | 11,401,464 | 1.93% | -15,337,337 |
| AMERICAN HOMES 4 RENT(AMH) | 1,079,778 | 0 | -1,079,778 | 34,660,874 | 0 | — | -34,660,874 |
| NATIONAL STORAGE AFFILIATES(NSA) | 1,314,463 | 0 | -1,314,463 | 37,081,001 | 0 | — | -37,081,001 |
| CENTERSPACE(CSR) | 828,398 | 0 | -828,398 | 55,270,715 | 0 | — | -55,270,715 |