Arkolith/Funds/Land & Buildings Investment Management, LLC

Land & Buildings Investment Management, LLC

CIK 1536520Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

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.

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holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
6
existing
Trimmed
10
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
68%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Real Estate
95%
Consumer Discretionary
5%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

20 positions
#SecurityValueShares% PortLast moveHistory
1First Indl Rlty TR Inc
COM
$50.0M863.9K
8.5%
−5.3%
Reduced · −49K sh
2Invitation Homes Inc
COM
$48.9M1.97M
8.3%
New
New position
3American Healthcare REIT Inc
COM SHS
$47.7M1.01M
8.1%
−4.0%
Reduced · −42K sh
4National Health Invs Inc
COM
$47.5M587.2K
8.0%
+42%
Added · +174K sh
5Equinix Inc
COM
$46.3M47.3K
7.8%
−18%
Reduced · −11K sh
6Simon Ppty Group Inc New
COM
$40.6M217.5K
6.9%
+30%
Added · +50K sh
7Sun Cmntys Inc
COM
$34.7M275.7K
5.9%
−3.4%
Reduced · −10K sh
8Ventas Inc
COM
$30.0M367.4K
5.1%
−27%
Reduced · −138K sh
9Tanger Inc
COM
$27.1M798.9K
4.6%
−3.4%
Reduced · −28K sh
10Ryman Hospitality Pptys Inc
COM
$26.6M288.3K
4.5%
+42%
Added · +85K sh
11Cbre Group Inc
CL A
$25.1M185.2K
4.2%
+45%
Added · +58K sh
12Curbline Pptys Corp
COM
$23.3M905.1K
3.9%
+316%
Added · +688K sh
13Outfront Media Inc
COM NEW
$22.6M854.2K
3.8%
−31%
Reduced · −388K sh
14Prologis Inc.
COM
$22.3M168.8K
3.8%
+26%
Added · +35K sh
15Digital Rlty TR Inc
COM
$20.6M114.1K
3.5%
New
New position
16Gaming & Leisure P
COM
$19.7M444.6K
3.3%
−22%
Reduced · −125K sh
17Marriott Intl Inc New
CL A
$19.5M59.8K
3.3%
−6.1%
Reduced · −4K sh
18Lamar Advertising Co
CL A
$17.0M134.1K
2.9%
New
New position
19Six Flags Entertainment Corp
COM
$11.4M642.3K
1.9%
−63%
Reduced · −1.1M sh
20Sba Communications Corp
CL A
$10.3M60.1K
1.7%
New
New position
Showing all 20 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202620$591.4M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202619$601.6M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202522$544.9M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202521$501.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.