Canonical: https://ownershiptrace.com/13f/investors/102

# 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)

| Company | Report period | Value | Portfolio weight | Change | Source |
|  --- | --- | --- | --- | --- | --- |
| [American Healthcare REIT, Inc.](https://ownershiptrace.com/13f/companies/5256) | 2026-06-30 | 57398220.00 USD | 9.84% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [SIMON PROPERTY GROUP INC.](https://ownershiptrace.com/13f/companies/1331) | 2026-06-30 | 48386230.00 USD | 8.29% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [FIRST INDUSTRIAL REALTY TRUST INC](https://ownershiptrace.com/13f/companies/1916) | 2026-06-30 | 47887831.00 USD | 8.21% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [Blackstone Digital Infrastructure Trust Inc.](https://ownershiptrace.com/13f/companies/49617) | 2026-06-30 | 47405087.00 USD | 8.13% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [Ventas, Inc.](https://ownershiptrace.com/13f/companies/695) | 2026-06-30 | 46885867.00 USD | 8.04% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [Invitation Homes Inc.](https://ownershiptrace.com/13f/companies/1133) | 2026-06-30 | 42420852.00 USD | 7.27% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [SUN COMMUNITIES INC](https://ownershiptrace.com/13f/companies/1903) | 2026-06-30 | 37194523.00 USD | 6.37% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [Curbline Properties Corp.](https://ownershiptrace.com/13f/companies/4588) | 2026-06-30 | 33266446.00 USD | 5.70% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [EQUINIX INC](https://ownershiptrace.com/13f/companies/1013) | 2026-06-30 | 32573645.00 USD | 5.58% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [TANGER INC.](https://ownershiptrace.com/13f/companies/1925) | 2026-06-30 | 31375769.00 USD | 5.38% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [CBRE GROUP, INC.](https://ownershiptrace.com/13f/companies/1481) | 2026-06-30 | 24944453.00 USD | 4.28% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [DIGITAL REALTY TRUST, INC.](https://ownershiptrace.com/13f/companies/988) | 2026-06-30 | 24291068.00 USD | 4.16% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [OUTFRONT Media Inc.](https://ownershiptrace.com/13f/companies/2545) | 2026-06-30 | 24091245.00 USD | 4.13% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [MARRIOTT INTERNATIONAL INC /MD/](https://ownershiptrace.com/13f/companies/118) | 2026-06-30 | 21978952.00 USD | 3.77% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [LAMAR ADVERTISING CO/NEW](https://ownershiptrace.com/13f/companies/176) | 2026-06-30 | 19054517.00 USD | 3.27% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [RYMAN HOSPITALITY PROPERTIES, INC.](https://ownershiptrace.com/13f/companies/224697) | 2026-06-30 | 18527269.00 USD | 3.18% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [HORTON D R INC /DE/](https://ownershiptrace.com/13f/companies/354) | 2026-06-30 | 18447300.00 USD | 3.16% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [VICI PROPERTIES INC.](https://ownershiptrace.com/13f/companies/1418) | 2026-06-30 | 5510585.00 USD | 0.94% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [Douglas Emmett Inc](https://ownershiptrace.com/13f/companies/1499) | 2026-06-30 | 1805601.00 USD | 0.31% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| [Gaming & Leisure Properties, Inc.](https://ownershiptrace.com/13f/companies/1518) | 2026-03-31 | — | — | exited | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000004-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000005-index.html) |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000004-index.html) |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-26-000002-index.html) |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-25-000007-index.html) |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-25-000005-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-25-000003-index.html) |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-25-000002-index.html) |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0002023551-24-000004-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001880562-24-000004-index.html) |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001578621-24-000006-index.html) |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-24-000005-index.html) |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-23-000005-index.html) |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-23-000004-index.html) |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001536520-23-000003-index.html) |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001172661-23-001365-index.html) |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001172661-22-002498-index.html) |
| 2022-06-30 | 2022-08-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001172661-22-001797-index.html) |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001172661-22-001462-index.html) |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001172661-22-000826-index.html) |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1536520/0001172661-21-002393-index.html) |

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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