Land & Buildings discloses updated portfolio positions in 13F filing: New INVH LAMR DLR positions, Exited NSA AMH CSR
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
- New: INVH (1.97 mln), LAMR (134K), DLR (114K), SBAC (60K)
- Increased: CURB (905K from 217K), NHI (587K from 413K), RHP (288K from 204K), CBRE (185K from 128K), SPG (217K from 168K), PLD (169K from 134K)
- Exited: NSA (1.31 mln), AMH (1.08 mln), CSR (828K)
- Decreased: FUN (642K from 1743K), OUT (854K from 1242K), VTR (367K from 505K), GLPI (445K from 570K), FR (864K from 913K), AHR (1011K from 1053K), SKT (799K from 827K), EQIX (47K from 58K), SUI (276K from 285K), MAR (60K from 64K)