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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%

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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.