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The Analysis of Land & Buildings Investment Management, LLC's Holdings & P&L

Currently, Land & Buildings Investment Management, LLC holds 20 types of securities in its portfolio with a total value $591.4M. In the most recent quarter, they have increased their positions in INVH (+2.0M shares, valued at $48.9M), DLR (+114.1K shares, valued at $20.6M), CURB (+687.6K shares, valued at $17.7M); decreased their positions in N/A (-1.1M shares, valued at $19.5M), VTR (-137.8K shares, valued at $11.3M), EQIX (-10.6K shares, valued at $10.4M); initiated new positions in INVH (+2.0M shares, valued at $48.9M), DLR (+114.1K shares, valued at $20.6M), LAMR (+134.1K shares, valued at $17.0M).

1M P&L

+11.3M+1.89%

3M P&L

+8.0M+1.33%

HY P&L

+50.3M+9.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1REIT - Healthcare Facilities125.2M

22.5%

2REIT - Specialty113.9M

20.4%

3REIT - Retail91.1M

16.3%

Top Industries by Stock Count

1REIT - Specialty5 stocks

27.8%

2REIT - Healthcare Facilities3 stocks

16.7%

3REIT - Retail3 stocks

16.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FR FIRST INDL RLTY TR INC863.9K shares-5.33%2026-03-312026-05-15

INVH INVITATION HOMES INC2.0M sharesnew addition2026-03-312026-05-15

AHR AMERICAN HEALTHCARE REIT INC1.0M shares-4.01%2026-03-312026-05-15

NHI NATIONAL HEALTH INVS INC587.2K shares42.14%2026-03-312026-05-15

EQIX EQUINIX INC47.3K shares-18.39%2026-03-312026-05-15

SPG SIMON PPTY GROUP INC NEW217.5K shares29.82%2026-03-312026-05-15

SUI SUN CMNTYS INC275.7K shares-3.42%2026-03-312026-05-15

VTR VENTAS INC367.4K shares-27.28%2026-03-312026-05-15

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SKT TANGER INC798.9K shares-3.38%2026-03-312026-05-15

RHP RYMAN HOSPITALITY PPTYS INC288.3K shares41.56%2026-03-312026-05-15

CBRE CBRE GROUP INC185.2K shares45.26%2026-03-312026-05-15

CURB CURBLINE PPTYS CORP905.1K shares316.19%2026-03-312026-05-15

OUTFRONT MEDIA INC OUTFRONT MEDIA INC854.2K shares-31.22%2026-03-312026-05-15

PLD PROLOGIS INC.168.8K shares26.27%2026-03-312026-05-15

DLR DIGITAL RLTY TR INC114.1K sharesnew addition2026-03-312026-05-15

GLPI GAMING & LEISURE P444.6K shares-22.01%2026-03-312026-05-15

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MAR MARRIOTT INTL INC NEW59.8K shares-6.11%2026-03-312026-05-15

LAMR LAMAR ADVERTISING CO134.1K sharesnew addition2026-03-312026-05-15

SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP642.3K shares-63.15%2026-03-312026-05-15

SBAC SBA COMMUNICATIONS CORP60.1K sharesnew addition2026-03-312026-05-15

FIRST INDL RLTY TR INC

-5.33%

Shares863.9K

Event2026-03-31

Filed2026-05-15

INVH

INVITATION HOMES INC

New

Shares2.0M

Event2026-03-31

Filed2026-05-15

AHR

AMERICAN HEALTHCARE REIT INC

-4.01%

Shares1.0M

Event2026-03-31

Filed2026-05-15

NHI

NATIONAL HEALTH INVS INC

42.14%

Shares587.2K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

-18.39%

Shares47.3K

Event2026-03-31

Filed2026-05-15

SPG

SIMON PPTY GROUP INC NEW

29.82%

Shares217.5K

Event2026-03-31

Filed2026-05-15

SUI

SUN CMNTYS INC

-3.42%

Shares275.7K

Event2026-03-31

Filed2026-05-15

VTR

VENTAS INC

-27.28%

Shares367.4K

Event2026-03-31

Filed2026-05-15

SKT

TANGER INC

-3.38%

Shares798.9K

Event2026-03-31

Filed2026-05-15

RHP

RYMAN HOSPITALITY PPTYS INC

41.56%

Shares288.3K

Event2026-03-31

Filed2026-05-15

CBRE

CBRE GROUP INC

45.26%

Shares185.2K

Event2026-03-31

Filed2026-05-15

CURB

CURBLINE PPTYS CORP

316.19%

Shares905.1K

Event2026-03-31

Filed2026-05-15

OUTFRONT MEDIA INC

-31.22%

Shares854.2K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

26.27%

Shares168.8K

Event2026-03-31

Filed2026-05-15

DLR

DIGITAL RLTY TR INC

New

Shares114.1K

Event2026-03-31

Filed2026-05-15

GLPI

GAMING & LEISURE P

-22.01%

Shares444.6K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

-6.11%

Shares59.8K

Event2026-03-31

Filed2026-05-15

LAMR

LAMAR ADVERTISING CO

New

Shares134.1K

Event2026-03-31

Filed2026-05-15

SIX FLAGS ENTERTAINMENT CORP

-63.15%

Shares642.3K

Event2026-03-31

Filed2026-05-15

SBAC

SBA COMMUNICATIONS CORP

New

Shares60.1K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Land & Buildings Investment Management, LLC Institutional Holdings, Portfolio & P&L — TradeFomo