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LBIM

Land & Buildings Investment Management Portfolio holdings

AUM $591M
1-Year Est. Return 10.19%
This Fund
S&P 500
This Quarter Est. Return
+3.43%
1 Year Est. Return
+10.19%
3 Year Est. Return
+42.74%
5 Year Est. Return
+59.01%
10 Year Est. Return
+203.53%
AUM
$591M
AUM Growth
-$10.2M
Cap. Flow
-$27.7M
Cap. Flow %
-4.68%
Top 10 Hldgs %
67.54%
Holding
23
New
4
Increased
6
Reduced
10
Closed
3

Top Buys

Rank Stock Value
1
INVH icon
Invitation Homes
INVH
+$51.5M
2
DLR icon
Digital Realty Trust
DLR
+$19.5M
3
CURB
Curbline Properties
CURB
+$17.6M
4
LAMR icon
Lamar Advertising Co
LAMR
+$17.6M
5
NHI icon
National Health Investors
NHI
+$14.5M

Top Sells

Rank Stock Value
1
CSR
Centerspace
CSR
+$55.3M
2
NSA
National Storage Affiliates Trust
NSA
+$37.1M
3
AMH icon
American Homes 4 Rent
AMH
+$34.7M
4
FUN icon
Cedar Fair
FUN
+$18.6M
5
VTR icon
Ventas
VTR
+$11.3M

Sector Composition

Rank Sector Weight
1 Real Estate 94.77%
2 Consumer Discretionary 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FR icon
1
First Industrial Realty Trust
FR
$8.71B
$50M 8.45%
863,925
-48,592
-5% -$2.89M
INVH icon
2
Invitation Homes
INVH
$17.7B
$48.9M 8.26%
+1,966,673
New +$51.5M
AHR icon
3
American Healthcare REIT
AHR
$10.7B
$47.7M 8.06%
1,011,002
-42,204
-4% -$2.09M
NHI icon
4
National Health Investors
NHI
$3.69B
$47.5M 8.03%
587,247
+174,114
+42% +$14.5M
EQIX icon
5
Equinix
EQIX
$102B
$46.3M 7.83%
47,263
-10,649
-18% -$9.47M
SPG icon
6
Simon Property Group
SPG
$74.9B
$40.6M 6.86%
217,466
+49,949
+30% +$9.53M
SUI icon
7
Sun Communities
SUI
$15.3B
$34.7M 5.87%
275,705
-9,776
-3% -$1.26M
VTR icon
8
Ventas
VTR
$48B
$30M 5.08%
367,407
-137,818
-27% -$11.3M
SKT icon
9
Tanger
SKT
$4.69B
$27.1M 4.59%
798,915
-27,907
-3% -$960K
RHP icon
10
Ryman Hospitality Properties
RHP
$8.42B
$26.6M 4.5%
288,277
+84,634
+42% +$8.12M
CBRE icon
11
CBRE Group
CBRE
$42B
$25.1M 4.24%
185,225
+57,713
+45% +$8.77M
CURB
12
Curbline Properties
CURB
$3.52B
$23.3M 3.95%
905,072
+687,608
+316% +$17.6M
OUT icon
13
Outfront Media
OUT
$5.61B
$22.6M 3.83%
854,194
-387,643
-31% -$10.1M
PLD icon
14
Prologis
PLD
$135B
$22.3M 3.77%
168,836
+35,123
+26% +$4.69M
DLR icon
15
Digital Realty Trust
DLR
$70.4B
$20.6M 3.48%
+114,066
New +$19.5M
GLPI icon
16
Gaming and Leisure Properties
GLPI
$12.6B
$19.7M 3.34%
444,623
-125,476
-22% -$5.82M
MAR icon
17
Marriott International
MAR
$98.9B
$19.5M 3.31%
59,766
-3,889
-6% -$1.28M
LAMR icon
18
Lamar Advertising Co
LAMR
$16.2B
$17M 2.87%
+134,056
New +$17.6M
FUN icon
19
Cedar Fair
FUN
$1.78B
$11.4M 1.93%
642,336
-1,100,741
-63% -$18.6M
SBAC icon
20
SBA Communications
SBAC
$19.1B
$10.3M 1.75%
+60,094
New +$11.3M
AMH icon
21
American Homes 4 Rent
AMH
$12B
– –
-1,079,778
Closed -$34.7M
CSR
22
Centerspace
CSR
$930M
– –
-828,398
Closed -$55.3M
NSA
23
DELISTED
National Storage Affiliates Trust
NSA
– –
-1,314,463
Closed -$37.1M

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Land & Buildings Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Land & Buildings Investment Management held 23 positions worth $591M, down 1.7% from $602M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Land & Buildings Investment Management withdrew a net $27.7M in Q1 2026, closing 3 positions and reducing 10 holdings. Its most notable exit was Centerspace, an estimated $55.3M position sold in full.

By sector, the portfolio is most concentrated in Real Estate at 95% of assets, up from 92% a quarter earlier, followed by Consumer Discretionary.

Against the trend, Land & Buildings Investment Management opened a new position in Invitation Homes worth $48.9M.

  • Land & Buildings Investment Management's largest Q1 2026 buy was Invitation Homes: 1,966,673 shares worth $48.9M.
  • Land & Buildings Investment Management added most to Curbline Properties in Q1 2026, an estimated $17.6M increase.
  • Land & Buildings Investment Management's biggest Q1 2026 reduction was Cedar Fair, cutting an estimated $18.6M.
  • Land & Buildings Investment Management fully exited Centerspace in Q1 2026, selling an estimated $55.3M.
  • Land & Buildings Investment Management's ten largest holdings make up 68% of its $591M portfolio in Q1 2026.
  • Land & Buildings Investment Management opened 4 new positions and closed 3 in Q1 2026.
  • Land & Buildings Investment Management's portfolio value fell 1.7% quarter-over-quarter to $591M.

Based on Land & Buildings Investment Management's 13F filing for Q1 2026, filed 15 May 2026.