Land & Buildings Investment Management, LLC holds a focused book of 20 stocks worth $591.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Invitation Homes Inc and trimmed First Industrial Realty TR. Their largest long position is First Industrial Realty TR at 8% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Land & Buildings Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 23 / 20 | $66.9B |
| Vanguard Portfolio Management LLC | 23 / 20 | $41.7B |
| Vanguard Capital Management LLC | 23 / 20 | $37.8B |
| State Street Corp | 23 / 20 | $37.1B |
| Geode Capital Management, LLC | 23 / 20 | $18.2B |
| FMR LLC | 23 / 20 | $15.3B |
| JPMorgan Chase & Co | 23 / 20 | $12.5B |
| Principal Financial Group Inc | 23 / 20 | $9.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Land & Buildings Investment Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | First Indl Rlty TR Inc COM | $50.0M | 863.9K | 8.5% | ▼−5.3% Reduced · −49K sh | |
| 2 | Invitation Homes Inc COM | $48.9M | 1.97M | 8.3% | ▲New New position | |
| 3 | American Healthcare REIT Inc COM SHS | $47.7M | 1.01M | 8.1% | ▼−4.0% Reduced · −42K sh | |
| 4 | National Health Invs Inc COM | $47.5M | 587.2K | 8.0% | ▲+42% Added · +174K sh | |
| 5 | Equinix Inc COM | $46.3M | 47.3K | 7.8% | ▼−18% Reduced · −11K sh | |
| 6 | Simon Ppty Group Inc New COM | $40.6M | 217.5K | 6.9% | ▲+30% Added · +50K sh | |
| 7 | Sun Cmntys Inc COM | $34.7M | 275.7K | 5.9% | ▼−3.4% Reduced · −10K sh | |
| 8 | Ventas Inc COM | $30.0M | 367.4K | 5.1% | ▼−27% Reduced · −138K sh | |
| 9 | Tanger Inc COM | $27.1M | 798.9K | 4.6% | ▼−3.4% Reduced · −28K sh | |
| 10 | Ryman Hospitality Pptys Inc COM | $26.6M | 288.3K | 4.5% | ▲+42% Added · +85K sh | |
| 11 | Cbre Group Inc CL A | $25.1M | 185.2K | 4.2% | ▲+45% Added · +58K sh | |
| 12 | Curbline Pptys Corp COM | $23.3M | 905.1K | 3.9% | ▲+316% Added · +688K sh | |
| 13 | Outfront Media Inc COM NEW | $22.6M | 854.2K | 3.8% | ▼−31% Reduced · −388K sh | |
| 14 | Prologis Inc. COM | $22.3M | 168.8K | 3.8% | ▲+26% Added · +35K sh | |
| 15 | Digital Rlty TR Inc COM | $20.6M | 114.1K | 3.5% | ▲New New position | |
| 16 | Gaming & Leisure P COM | $19.7M | 444.6K | 3.3% | ▼−22% Reduced · −125K sh | |
| 17 | Marriott Intl Inc New CL A | $19.5M | 59.8K | 3.3% | ▼−6.1% Reduced · −4K sh | |
| 18 | Lamar Advertising Co CL A | $17.0M | 134.1K | 2.9% | ▲New New position | |
| 19 | Six Flags Entertainment Corp COM | $11.4M | 642.3K | 1.9% | ▼−63% Reduced · −1.1M sh | |
| 20 | Sba Communications Corp CL A | $10.3M | 60.1K | 1.7% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1536520/holdings"
Use Arkolith to show Land & Buildings Investment Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.