Land & Buildings discloses updated portfolio positions in 13F filing: New BXDC VICI DEI positions
Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):
- New: BXDC (2.19 mln), VICI (208K), DEI (153K), DHI (113K)
- Increased: CURB (1094K from 905K), VTR (528K from 367K), AHR (1101K from 1011K), SUI (310K from 276K), DLR (135K from 114K)
- Maintained: CBRE (185K), MAR (59K)
- Exited: FUN (642K), NHI (587K), GLPI (445K), PLD (169K), SBAC (60K)
- Decreased: INVH (1404K from 1967K), RHP (144K from 288K), OUT (735K from 854K), FR (781K from 864K), EQIX (31K from 47K), LAMR (122K from 134K), SKT (795K from 799K), SPG (216K from 217K)