Land & Buildings Investment Management, LLC
13F filer · CIK 1536520 · Stamford, CT
Summary
Land & Buildings Investment Management, LLC reported $583.45M across 19 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are AHR (9.8%), SPG (8.3%), FR (8.2%). Versus 2026 Q1, leaving options aside, it opened 4 new positions, added to 5, trimmed 10 and sold out of 5.
Reported value$583.45M
Positions19
Report period2026 Q2
FiledAug 14, 2026
New positions4
Added5
Trimmed10
Sold out5
Top 19 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 9.8%Value $57.40MPrice $52.08Shares 1.10M +8.87%Since Jun 30 -0.13%
Weight 8.3%Value $48.39MPrice $204.53Shares 216K -0.51%Since Jun 30 -8.55%
Weight 8.2%Value $47.89MPrice $61.26Shares 781K -9.59%Since Jun 30 -0.08%
Weight 8.1%Value $47.41MPrice $17.66Shares 2.19MSince Jun 30 -18.35%
Weight 8.0%Value $46.89MPrice $87.04Shares 528K +43.71%Since Jun 30 -1.98%
Weight 7.3%Value $42.42MPrice $26.54Shares 1.40M -28.60%Since Jun 30 -12.15%
Weight 6.4%Value $37.19MPrice $112.28Shares 310K +12.51%Since Jun 30 -6.36%
Weight 5.7%Value $33.27MPrice $28.35Shares 1.09M +20.91%Since Jun 30 -6.74%
Weight 5.6%Value $32.57MPrice $1011Shares 31K -33.88%Since Jun 30 -3.00%
Weight 5.4%Value $31.38MPrice $34.77Shares 795K -0.50%Since Jun 30 -11.91%
Weight 4.3%Value $24.94MPrice $130.84Shares 185K -0.01%Since Jun 30 -2.86%
Weight 4.2%Value $24.29MPrice $177.18Shares 135K +18.59%Since Jun 30 -1.34%
Weight 4.1%Value $24.09MPrice $27.91Shares 735K -13.91%Since Jun 30 -14.80%
Weight 3.8%Value $21.98MPrice $358.57Shares 59K -0.77%Since Jun 30 -3.24%
Weight 3.3%Value $19.05MPrice $145.03Shares 122K -8.87%Since Jun 30 -7.02%
Weight 3.2%Value $18.53MPrice $122.09Shares 144K -50.00%Since Jun 30 -5.03%
Weight 3.2%Value $18.45MPrice $139.42Shares 113KSince Jun 30 -14.40%
Weight 0.9%Value $5.51MPrice $23.19Shares 208KSince Jun 30 -12.66%
Weight 0.3%Value $1.81MPrice $9.67Shares 153KSince Jun 30 -18.05%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 9.8% | $57.40M | -0.13% | +8.87% | Add | |
| 8.3% | $48.39M | -8.55% | -0.51% | Trim | |
| 8.2% | $47.89M | -0.08% | -9.59% | Trim | |
| 8.1% | $47.41M | -18.35% | — | New | |
| 8.0% | $46.89M | -1.98% | +43.71% | Add | |
| 7.3% | $42.42M | -12.15% | -28.60% | Trim | |
| 6.4% | $37.19M | -6.36% | +12.51% | Add | |
| 5.7% | $33.27M | -6.74% | +20.91% | Add | |
| 5.6% | $32.57M | -3.00% | -33.88% | Trim | |
| 5.4% | $31.38M | -11.91% | -0.50% | Trim | |
| 4.3% | $24.94M | -2.86% | -0.01% | Trim | |
| 4.2% | $24.29M | -1.34% | +18.59% | Add | |
| 4.1% | $24.09M | -14.80% | -13.91% | Trim | |
| 3.8% | $21.98M | -3.24% | -0.77% | Trim | |
| 3.3% | $19.05M | -7.02% | -8.87% | Trim | |
| 3.2% | $18.53M | -5.03% | -50.00% | Trim | |
| 3.2% | $18.45M | -14.40% | — | New | |
| 0.9% | $5.51M | -12.66% | — | New | |
| 0.3% | $1.81M | -18.05% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.