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Land & Buildings Investment Management, LLC Last Quarter Change: USA Stocks, New

Land & Buildings Investment Management, LLC quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Land & Buildings Investment Management, LLC opened 4 positions, added to 5, reduced 10, sold out of 5 and left 0 unchanged. The largest increase in value was BXDC (+$47,405,087); the largest decrease was NHI (-$47,484,792).

  • BXDC: Country of operation United States; Class COMMON STOCK; Shares 2026-03-31 0; Shares 2026-06-30 2,191,636.
  • DHI: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 113,257.
  • VICI: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 207,555.
  • DEI: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 153,017.

Two Form 13F-HR filings compared (SEC CIK 1536520): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
BXDC
BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC.
United StatesCOMMON STOCK02,191,636+2,191,636$0$47,405,087+$47,405,087
DHI
D.R. HORTON, INC.
United StatesCOM0113,257+113,257$0$18,447,300+$18,447,300
VICI
VICI PROPERTIES INC.
United StatesCOM0207,555+207,555$0$5,510,585+$5,510,585
DEI
DOUGLAS EMMETT, INC.
United StatesCOM0153,017+153,017$0$1,805,601+$1,805,601

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