Land & Buildings Investment Management, LLC
STAMFORD CT · SEC CIK 0001536520
$5.91亿2026Q1 申报市值
20持仓数
67.5%前十大占比 · 第一大 8.5%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INVH 新建仓+$4,887.18万
DLR 新建仓+$2,055.58万
CURB 加仓+$1,773.34万
LAMR 新建仓+$1,697.95万
NHI 加仓+$1,407.89万
2026Q1 卖出最多 按季末市值估算
CSR 清仓-$5,527.07万
NATIONAL STORAGE 清仓-$3,708.10万
AMH 清仓-$3,466.09万
FUN 减仓-$1,953.82万
VTR 减仓-$1,127.08万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FR | FIRST INDL RLTY TR INC | $4,997.81万 | 8.45% | 863,925 | -48,592 | -5.3% | -$281.10万 | 减仓 |
| INVH | INVITATION HOMES INC | $4,887.18万 | 8.26% | 1,966,673 | 1,966,673 | — | $4,887.18万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $4,767.89万 | 8.06% | 1,011,002 | -42,204 | -4.0% | -$199.03万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $4,748.48万 | 8.03% | 587,247 | 174,114 | 42.1% | $1,407.89万 | 加仓 |
| EQIX | EQUINIX INC | $4,632.91万 | 7.83% | 47,263 | -10,649 | -18.4% | -$1,043.86万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $4,056.39万 | 6.86% | 217,466 | 49,949 | 29.8% | $931.70万 | 加仓 |
| SUI | SUN CMNTYS INC | $3,472.78万 | 5.87% | 275,705 | -9,776 | -3.4% | -$123.14万 | 减仓 |
| VTR | VENTAS INC | $3,004.65万 | 5.08% | 367,407 | -137,818 | -27.3% | -$1,127.08万 | 减仓 |
| SKT | TANGER INC | $2,714.71万 | 4.59% | 798,915 | -27,907 | -3.4% | -$94.83万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $2,659.93万 | 4.50% | 288,277 | 84,634 | 41.6% | $780.92万 | 加仓 |
| CBRE | CBRE GROUP INC | $2,509.06万 | 4.24% | 185,225 | 57,713 | 45.3% | $781.78万 | 加仓 |
| CURB | CURBLINE PPTYS CORP | $2,334.18万 | 3.95% | 905,072 | 687,608 | 316.2% | $1,773.34万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $2,263.61万 | 3.83% | 854,194 | -387,643 | -31.2% | -$1,027.25万 | 减仓 |
| PLD | PROLOGIS INC. | $2,231.67万 | 3.77% | 168,836 | 35,123 | 26.3% | $464.26万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2,055.58万 | 3.48% | 114,066 | 114,066 | — | $2,055.58万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $1,972.79万 | 3.34% | 444,623 | -125,476 | -22.0% | -$556.74万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $1,954.77万 | 3.31% | 59,766 | -3,889 | -6.1% | -$127.20万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $1,697.95万 | 2.87% | 134,056 | 134,056 | — | $1,697.95万 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1,140.15万 | 1.93% | 642,336 | -1,100,741 | -63.1% | -$1,953.82万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1,034.28万 | 1.75% | 60,094 | 60,094 | — | $1,034.28万 | 新建仓 |
| CSR | CENTERSPACE | $0 | 0.00% | 0 | -828,398 | -100.0% | -$5,527.07万 | 清仓 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | -1,314,463 | -100.0% | -$3,708.10万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -1,079,778 | -100.0% | -$3,466.09万 | 清仓 |