Jonathan Litt's portfolio
In the Q2 2026 13F, filed August 14, 2026, Land & Buildings Investment Management reported 19 US stock positions worth $583M. The largest was American Healthcare REIT (AHR) at 9.8% of the portfolio. New positions: Blackstone Digital Infrastructure Trust (BXDC), DR Horton (DHI) and VICI Properties (VICI). Added to: American Healthcare REIT (AHR) and Ventas (VTR). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- Blackstone Digital Infrastructure TrustBXDC$47M
- DR HortonDHI$18M
- VICI PropertiesVICI$6M
- Douglas EmmettDEI$2M
Added to
Trimmed
- Simon PropertySPG$48M
- First Industrial Realty TrustFR$48M
- Invitation HomesINVH$42M
- EquinixEQIX$33M
- TangerSKT$31M
- CBRECBRE$25M
- Outfront MediaOUT$24M
- Marriott InternationalMAR$22M
- Lamar AdvertisingLAMR$19M
- Ryman Hospitality PropertiesRHP$19M
Sold out
None this quarter.
Holdings
19 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| American Healthcare REITAHR | 9.84% | $57M | 1,100,637 | Added |
| Simon PropertySPG | 8.29% | $48M | 216,348 | Trimmed |
| First Industrial Realty TrustFR | 8.21% | $48M | 781,077 | Trimmed |
| Blackstone Digital Infrastructure TrustBXDC | 8.12% | $47M | 2,191,636 | New |
| VentasVTR | 8.04% | $47M | 527,994 | Added |
| Invitation HomesINVH | 7.27% | $42M | 1,404,199 | Trimmed |
| Sun CommunitiesSUI | 6.38% | $37M | 310,187 | Added |
| Curbline PropertiesCURB | 5.70% | $33M | 1,094,291 | Added |
| EquinixEQIX | 5.58% | $33M | 31,249 | Trimmed |
| TangerSKT | 5.38% | $31M | 794,927 | Trimmed |
| CBRECBRE | 4.28% | $25M | 185,199 | Trimmed |
| Digital Realty TrustDLR | 4.16% | $24M | 135,266 | Added |
| Outfront MediaOUT | 4.13% | $24M | 735,386 | Trimmed |
| Marriott InternationalMAR | 3.77% | $22M | 59,308 | Trimmed |
| Lamar AdvertisingLAMR | 3.27% | $19M | 122,160 | Trimmed |
| Ryman Hospitality PropertiesRHP | 3.17% | $19M | 144,125 | Trimmed |
| DR HortonDHI | 3.16% | $18M | 113,257 | New |
| VICI PropertiesVICI | 0.94% | $6M | 207,555 | New |
| Douglas EmmettDEI | 0.31% | $2M | 153,017 | New |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Jonathan Litt own?
In the Q2 2026 13F, Land & Buildings Investment Management reported 19 US stock positions worth $583M. The largest: American Healthcare REIT (AHR) 9.8%, Simon Property (SPG) 8.3%, First Industrial Realty Trust (FR) 8.2%, Blackstone Digital Infrastructure Trust (BXDC) 8.1%, Ventas (VTR) 8.0%.
What did Jonathan Litt buy last quarter?
In Q2 2026: new position in Blackstone Digital Infrastructure Trust (BXDC); new position in DR Horton (DHI); new position in VICI Properties (VICI); added to American Healthcare REIT (AHR); added to Ventas (VTR); added to Sun Communities (SUI).
What did Jonathan Litt sell last quarter?
In Q2 2026: cut Simon Property (SPG); cut First Industrial Realty Trust (FR); cut Invitation Homes (INVH).
When is Jonathan Litt's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.