Land & Buildings portfolio — 13F holdings Q2 2026

Land & Buildings (Jonathan Litt) reported 19 long positions worth $583.4 million as of 2026-06-30. Top holdings: American Healthcare REIT, Inc., SIMON PROPERTY GROUP INC., FIRST INDUSTRIAL REALTY TRUST INC, Blackstone Digital Infrastructure Trust Inc., Ventas, Inc.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.

Reported share positions (up to 20)

Reported share positions (up to 20)
CompanyReport periodValuePortfolio weightChangeSource
American Healthcare REIT, Inc.2026-06-3057398220.00 USD9.84%addOriginal filing
SIMON PROPERTY GROUP INC.2026-06-3048386230.00 USD8.29%reduceOriginal filing
FIRST INDUSTRIAL REALTY TRUST INC2026-06-3047887831.00 USD8.21%reduceOriginal filing
Blackstone Digital Infrastructure Trust Inc.2026-06-3047405087.00 USD8.13%buyOriginal filing
Ventas, Inc.2026-06-3046885867.00 USD8.04%addOriginal filing
Invitation Homes Inc.2026-06-3042420852.00 USD7.27%reduceOriginal filing
SUN COMMUNITIES INC2026-06-3037194523.00 USD6.37%addOriginal filing
Curbline Properties Corp.2026-06-3033266446.00 USD5.70%addOriginal filing
EQUINIX INC2026-06-3032573645.00 USD5.58%reduceOriginal filing
TANGER INC.2026-06-3031375769.00 USD5.38%reduceOriginal filing
CBRE GROUP, INC.2026-06-3024944453.00 USD4.28%reduceOriginal filing
DIGITAL REALTY TRUST, INC.2026-06-3024291068.00 USD4.16%addOriginal filing
OUTFRONT Media Inc.2026-06-3024091245.00 USD4.13%reduceOriginal filing
MARRIOTT INTERNATIONAL INC /MD/2026-06-3021978952.00 USD3.77%reduceOriginal filing
LAMAR ADVERTISING CO/NEW2026-06-3019054517.00 USD3.27%reduceOriginal filing
RYMAN HOSPITALITY PROPERTIES, INC.2026-06-3018527269.00 USD3.18%reduceOriginal filing
HORTON D R INC /DE/2026-06-3018447300.00 USD3.16%buyOriginal filing
VICI PROPERTIES INC.2026-06-305510585.00 USD0.94%buyOriginal filing
Douglas Emmett Inc2026-06-301805601.00 USD0.31%buyOriginal filing
Gaming & Leisure Properties, Inc.2026-03-31——exitedOriginal filing

Recent source filings (up to 20)

Recent source filings (up to 20)
Report periodFiledFormSource
2026-06-302026-08-14 00:00:0013F-HROriginal filing
2026-03-312026-05-15 00:00:0013F-HROriginal filing
2025-12-312026-02-17 00:00:0013F-HROriginal filing
2025-09-302025-11-14 00:00:0013F-HROriginal filing
2025-06-302025-08-14 00:00:0013F-HROriginal filing
2025-03-312025-05-15 00:00:0013F-HROriginal filing
2024-12-312025-02-14 00:00:0013F-HROriginal filing
2024-09-302024-11-14 00:00:0013F-HROriginal filing
2024-06-302024-08-14 00:00:0013F-HROriginal filing
2024-03-312024-05-15 00:00:0013F-HROriginal filing
2023-12-312024-02-14 00:00:0013F-HROriginal filing
2023-09-302023-11-14 00:00:0013F-HROriginal filing
2023-06-302023-08-14 00:00:0013F-HROriginal filing
2023-03-312023-05-15 00:00:0013F-HROriginal filing
2022-12-312023-02-14 00:00:0013F-HROriginal filing
2022-09-302022-11-14 00:00:0013F-HROriginal filing
2022-06-302022-08-12 00:00:0013F-HROriginal filing
2022-03-312022-05-16 00:00:0013F-HROriginal filing
2021-12-312022-02-14 00:00:0013F-HROriginal filing
2021-09-302021-11-15 00:00:0013F-HROriginal filing

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

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