Land & Buildings Investment Management, LLC
STAMFORD CT · SEC CIK 0001536520
$5.83亿2026Q2 申报市值
19持仓数
72.8%前十大占比 · 第一大 9.8%
4 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BXDC 新建仓+$4,740.51万
DHI 新建仓+$1,844.73万
VTR 加仓+$1,426.01万
CURB 加仓+$575.23万
VICI 新建仓+$551.06万
2026Q2 卖出最多 按季末市值估算
NHI 清仓-$4,748.48万
PLD 清仓-$2,231.67万
GLPI 清仓-$1,972.79万
RHP 减仓-$1,853.07万
INVH 减仓-$1,699.23万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AHR | AMERICAN HEALTHCARE REIT INC | $5,739.82万 | 9.84% | 1,100,637 | 89,635 | 8.9% | $467.45万 | 加仓 |
| SPG | SIMON PROPERTY GROUP INC | $4,838.62万 | 8.29% | 216,348 | -1,118 | -0.5% | -$25.00万 | 减仓 |
| FR | FIRST INDUSTRIAL REALTY TRUST, INC. | $4,788.78万 | 8.21% | 781,077 | -82,848 | -9.6% | -$507.94万 | 减仓 |
| BXDC | BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC. | $4,740.51万 | 8.13% | 2,191,636 | 2,191,636 | — | $4,740.51万 | 新建仓 |
| VTR | VENTAS, INC. | $4,688.59万 | 8.04% | 527,994 | 160,587 | 43.7% | $1,426.01万 | 加仓 |
| INVH | INVITATION HOMES INC. | $4,242.09万 | 7.27% | 1,404,199 | -562,474 | -28.6% | -$1,699.23万 | 减仓 |
| SUI | SUN COMMUNITIES, INC | $3,719.45万 | 6.37% | 310,187 | 34,482 | 12.5% | $413.47万 | 加仓 |
| CURB | CURBLINE PROPERTIES CORP. | $3,326.64万 | 5.70% | 1,094,291 | 189,219 | 20.9% | $575.23万 | 加仓 |
| EQIX | EQUINIX, INC. REIT | $3,257.36万 | 5.58% | 31,249 | -16,014 | -33.9% | -$1,669.28万 | 减仓 |
| SKT | TANGER INC | $3,137.58万 | 5.38% | 794,927 | -3,988 | -0.5% | -$15.74万 | 减仓 |
| CBRE | CBRE GROUP, INC. CLASS A | $2,494.45万 | 4.28% | 185,199 | -26 | -0.0% | -$3,502 | 减仓 |
| DLR | DIGITAL REALTY TRUST, INC. | $2,429.11万 | 4.16% | 135,266 | 21,200 | 18.6% | $380.71万 | 加仓 |
| OUT | OUTFRONT MEDIA INC. | $2,409.12万 | 4.13% | 735,386 | -118,808 | -13.9% | -$389.22万 | 减仓 |
| MAR | MARRIOTT INTERNATIONAL, INC CLASS A | $2,197.90万 | 3.77% | 59,308 | -458 | -0.8% | -$16.97万 | 减仓 |
| LAMR | LAMAR ADVERTISING COMPANY CLASS A | $1,905.45万 | 3.27% | 122,160 | -11,896 | -8.9% | -$185.55万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $1,852.73万 | 3.18% | 144,125 | -144,152 | -50.0% | -$1,853.07万 | 减仓 |
| DHI | D.R. HORTON, INC. | $1,844.73万 | 3.16% | 113,257 | 113,257 | — | $1,844.73万 | 新建仓 |
| VICI | VICI PROPERTIES INC. | $551.06万 | 0.94% | 207,555 | 207,555 | — | $551.06万 | 新建仓 |
| DEI | DOUGLAS EMMETT, INC. | $180.56万 | 0.31% | 153,017 | 153,017 | — | $180.56万 | 新建仓 |
| NHI | NATIONAL HEALTH INVS INC | $0 | 0.00% | 0 | -587,247 | -100.0% | -$4,748.48万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -168,836 | -100.0% | -$2,231.67万 | 清仓 |
| GLPI | GAMING & LEISURE P | $0 | 0.00% | 0 | -444,623 | -100.0% | -$1,972.79万 | 清仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $0 | 0.00% | 0 | -642,336 | -100.0% | -$1,140.15万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP | $0 | 0.00% | 0 | -60,094 | -100.0% | -$1,034.28万 | 清仓 |