LDR Capital Management LLC

data from 30/09/2025

Capitalization

$ 68.089 M -11.89 %

Average holding period

6 ans

Performance

$ -65.465 M 10.86 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in LDR Capital Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 EPR-PE EPR PPTYS 12.96% 8.823 M $ 279569 2021/12/31 106.283 K $ 1.22 %
2025/09/30 RLJ-PA RLJ LODGING TR 11.14% 7.587 M $ 300732 2021/12/31 485.345 K $ 6.64 %
2025/09/30 VICI VICI PPTYS INC 7.55% 5.143 M $ 157704 2023/09/30 1.899 K $ 0.03 %
2025/09/30 EQIX EQUINIX INC 5.69% 3.873 M $ 4945 2023/09/30 -59.303 K $ -1.54 %
2025/09/30 PEB-PE PEBBLEBROOK HOTEL TR 5.51% 3.750 M $ 185539 2025/03/31 519.103 K $ 15.09 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 5.47% 3.722 M $ 19351 2023/09/30 -429.352 K $ -12.99 %
2025/09/30 PEB-PF PEBBLEBROOK HOTEL TR 5.33% 3.631 M $ 179745 2025/03/31 504.623 K $ 15.10 %
2025/09/30 ELS EQUITY LIFESTYLE PPTYS INC 4.08% 2.777 M $ 45755 2025/03/31 -44.405 K $ -1.57 %
2025/09/30 RITHM PPTY TR INC 3.82% 2.602 M $ 102975 2025/03/31 36.738 K $ 1.45 %
2025/09/30 BHR-PB BRAEMAR HOTELS & RESORTS INC 3.20% 2.179 M $ 134177 2021/12/31 410.719 K $ 23.22 %
2025/09/30 DHC DIVERSIFIED HEALTHCARE TR 3.03% 2.065 M $ 468214 2025/06/30 593.513 K $ 23.18 %
2025/09/30 LXP-PC LXP INDUSTRIAL TRUST 2.78% 1.895 M $ 39469 2022/03/31 79.119 K $ 3.67 %
2025/09/30 BRX BRIXMOR PPTY GROUP INC 2.51% 1.710 M $ 61771 2022/03/31 147.027 K $ 6.30 %
2025/09/30 CHCT COMMUNITY HEALTHCARE TR INC 2.36% 1.605 M $ 104882 2024/09/30 -191.691 K $ -8.00 %
2025/09/30 UMH UMH PPTYS INC 2.20% 1.495 M $ 100697 2022/03/31 -268.045 K $ -11.55 %
2025/09/30 VRT VERTIV HOLDINGS CO 2.08% 1.413 M $ 9369 2024/12/31 224.859 K $ 17.48 %
2025/09/30 CZR CAESARS ENTERTAINMENT INC NE 1.72% 1.172 M $ 43371 2025/09/30 0.000 $ 0.00 %
2025/09/30 CTO CTO RLTY GROWTH INC NEW 1.67% 1.137 M $ 69766 2024/06/30 -65.856 K $ -5.56 %
2025/09/30 IRM IRON MTN INC DEL 1.66% 1.129 M $ 11073 2025/09/30 0.000 $ 0.00 %
2025/09/30 FTAI FTAI AVIATION LTD 1.62% 1.102 M $ 6606 2025/09/30 0.000 $ 0.00 %
2025/09/30 CCI CROWN CASTLE INC 1.60% 1.089 M $ 11285 2023/09/30 -107.789 K $ -6.07 %
2025/09/30 EPR-PC EPR PPTYS 1.36% 925.576 K $ 36397 2021/12/31 63.400 K $ 1.52 %
2025/09/30 ARR ARMOUR RESIDENTIAL REIT INC 1.30% 887.541 K $ 59407 2025/09/30 0.000 $ 0.00 %
2025/09/30 PLD PROLOGIS INC. 1.22% 833.133 K $ 7275 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 1.22% 829.314 K $ 4419 2025/09/30 0.000 $ 0.00 %
2025/09/30 O REALTY INCOME CORP 1.20% 818.233 K $ 13460 2025/09/30 0.000 $ 0.00 %
2025/09/30 ESS ESSEX PPTY TR INC 1.04% 709.567 K $ 2651 2025/09/30 0.000 $ 0.00 %
2025/09/30 FIP FTAI INFRASTRUCTURE INC 0.95% 646.222 K $ 148216 2025/09/30 0.000 $ 0.00 %
2025/09/30 KRG KITE RLTY GROUP TR 0.75% 513.948 K $ 23047 2022/03/31 -38.643 K $ -1.55 %
2025/09/30 GMRE GLOBAL MED REIT INC 0.74% 500.452 K $ 14846 2025/09/30 0.000 $ 0.00 %
2025/09/30 STWD STARWOOD PPTY TR INC 0.73% 497.170 K $ 25667 2022/03/31 -88.118 K $ -3.49 %
2025/09/30 DLR DIGITAL RLTY TR INC 0.70% 478.532 K $ 2768 2024/12/31 -9.626 K $ -0.83 %
2025/09/30 DOC HEALTHPEAK PROPERTIES INC 0.70% 478.501 K $ 24987 2022/03/31 209.703 K $ 9.37 %
2025/09/30 CDZI CADIZ INC 0.10% 71.333 K $ 15113 2025/09/30 0.000 $ 0.00 %
2025/09/30 AHH ARMADA HOFFLER PPTYS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ARE ALEXANDRIA REAL ESTATE EQ IN 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 COLD AMERICOLD REALTY TRUST INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 GMRE GLOBAL MED REIT INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ELME ELME COMMUNITIES 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 PECO PHILLIPS EDISON & CO INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %