Fund Holdings — Land & Buildings Investment Management, LLC

Total Portfolio Value
$591.37M
Total Bought
$157.70M
Total Sold
$171.86M
Net Transaction
-$14.16M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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INVITATION HOMES INC(INVH)01,966,673+1,966,673048,8728.26%+48,872
DIGITAL RLTY TR INC(DLR)0114,066+114,066020,5563.48%+20,556
CURBLINE PPTYS CORP(CURB)217,464905,072+687,6085,04723,3423.95%+18,294
LAMAR ADVERTISING CO(LAMR)0134,056+134,056016,9802.87%+16,980
NATIONAL HEALTH INVS INC(NHI)413,133587,247+174,11431,55147,4858.03%+15,934
SBA COMMUNICATIONS CORP(SBAC)060,094+60,094010,3431.75%+10,343
SIMON PPTY GROUP INC NEW(SPG)167,517217,466+49,94931,00940,5646.86%+9,555
RYMAN HOSPITALITY PPTYS INC(RHP)203,643288,277+84,63419,26926,5994.50%+7,331
PROLOGIS INC.(PLD)133,713168,836+35,12317,07022,3173.77%+5,247
CBRE GROUP INC(CBRE)127,512185,225+57,71320,50325,0914.24%+4,588
EQUINIX INC(EQIX)57,91247,263-10,64944,37046,3297.83%+1,959
MARRIOTT INTL INC NEW(MAR)63,65559,766-3,88919,74819,5483.31%-201
TANGER INC(SKT)826,822798,915-27,90727,59127,1474.59%-444
SUN CMNTYS INC(SUI)285,481275,705-9,77635,37434,7285.87%-646
AMERICAN HEALTHCARE REIT INC(AHR)1,053,2061,011,002-42,20449,56447,6798.06%-1,885
FIRST INDL RLTY TR INC(FR)912,517863,925-48,59252,26049,9788.45%-2,282
GAMING & LEISURE P(GLPI)570,099444,623-125,47625,47819,7283.34%-5,750
OUTFRONT MEDIA INC(OUT)1,241,837854,194-387,64329,92822,6363.83%-7,292
VENTAS INC(VTR)505,225367,407-137,81839,09430,0475.08%-9,048
SIX FLAGS ENTERTAINMENT CORP(FUN)1,743,077642,336-1,100,74126,73911,4011.93%-15,337
AMERICAN HOMES 4 RENT(AMH)1,079,7780-1,079,77834,6610—-34,661
NATIONAL STORAGE AFFILIATES1,314,4630-1,314,46337,0810—-37,081
CENTERSPACE(CSR)828,3980-828,39855,2710—-55,271
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