StockDriftsStockDriftsTop 18 Land & Buildings Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AHR | AMERICAN HEALTHCARE REIT INC | 9.84% | 1.10M | $57.4M | +8.87%(+89.64K) | $19.24(+182.29%) | 2026-06-30 | |
| SPG | SIMON PROPERTY GROUP INC | 8.29% | 216.3K | $48.4M | -0.51%(-1.12K) | $172.71(+27.14%) | 2026-06-30 | |
| FR | FIRST INDUSTRIAL REALTY TRUST, INC. | 8.21% | 781.1K | $47.9M | -9.59%(-82.85K) | $51.58(+21.89%) | 2026-06-30 | |
| VTR | VENTAS, INC. | 8.04% | 528.0K | $46.9M | +43.71%(+160.59K) | $64.87(+41.07%) | 2026-06-30 | |
| INVH | INVITATION HOMES INC. | 7.27% | 1.40M | $42.4M | -28.60%(-562.47K) | $28.37(+6.79%) | 2026-06-30 | |
| SUI | SUN COMMUNITIES, INC | 6.37% | 310.2K | $37.2M | +12.51%(+34.48K) | $137.47(-10.31%) | 2026-06-30 | |
| CURB | CURBLINE PROPERTIES CORP. | 5.7% | 1.09M | $33.3M | +20.91%(+189.22K) | $24.76(+22.13%) | 2026-06-30 | |
| EQIX | EQUINIX, INC. REIT | 5.58% | 31.2K | $32.6M | -33.88%(-16.01K) | $779.07(+41.46%) | 2026-06-30 | |
| SKT | TANGER INC | 5.38% | 794.9K | $31.4M | -0.50%(-3.99K) | $26.23(+46.58%) | 2026-06-30 | |
| CBRE | CBRE GROUP, INC. CLASS A | 4.28% | 185.2K | $24.9M | -0.01%(-26) | $116.91(+30.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.32% | +37.95% | +4.01% | +21.73% |
| Top 20 Holdings Unweighted | +12.27% | +41.50% | +2.63% | +13.88% |
Land & Buildings Investment Management LLC reports $583.45M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are AHR (9.8%), SPG (8.3%) and FR (8.2%). The top 20 holdings account for 91.88% of reported assets. Its disclosed equity book has returned +37.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Land & Buildings Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1536520). View Land & Buildings Investment Management LLC’s 13F filings on SEC