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Asset Manager ← All Institutions

LDR Capital Management LLC

Q1 2026 · Filed 2026-01-22
Market Value
$0
-100.0%
Holdings
40
-7
New Purchases
0
Added To
0
Closed
40
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 23 $0 0%
Mid Cap 9 $0 0%
Small Cap 7 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$30.8B
Median Market Cap
$15.5B
Avg P/E
42.8
Median P/E
32.0
Avg Dividend Yield
0.05%
Avg Beta
1.10
# Stocks
40
# ETFs / Funds
0

Top Holdings (40 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AVB —% -$209K -1,155 -100.0% SOLD
2 EXR —% -$892K -6,847 -100.0% SOLD
3 WY —% -$214K -9,044 -100.0% SOLD
4 EGP —% -$539K -3,026 -100.0% SOLD
5 BRX —% -$592K -22,590 -100.0% SOLD
6 AMT —% -$3M -15,497 -100.0% SOLD
7 DLR —% -$4M -23,918 -100.0% SOLD
8 VICI —% -$2M -59,012 -100.0% SOLD
9 SPG —% -$2M -9,861 -100.0% SOLD
10 PMT —% -$237K -18,887 -100.0% SOLD
11 STWD —% -$412K -22,851 -100.0% SOLD
12 XRN —% -$238K -7,043 -100.0% SOLD
13 IRM —% -$1M -15,160 -100.0% SOLD
14 CCI —% -$4M -47,072 -100.0% SOLD
15 CHCT —% -$1M -75,825 -100.0% SOLD
16 VRT —% -$1M -7,301 -100.0% SOLD
17 PLD —% -$3M -23,448 -100.0% SOLD
18 ESS —% -$2M -5,852 -100.0% SOLD
19 CTO —% -$1M -60,631 -100.0% SOLD
20 SLG —% -$328K -7,142 -100.0% SOLD
21 O —% -$2M -29,285 -100.0% SOLD
22 INVH —% -$752K -27,047 -100.0% SOLD
23 SUI —% -$3M -20,871 -100.0% SOLD
24 PSA —% -$1M -4,306 -100.0% SOLD
25 UMH —% -$1M -70,859 -100.0% SOLD
26 MAC —% -$208K -11,276 -100.0% SOLD
27 HST —% -$205K -11,555 -100.0% SOLD
28 GLPI —% -$2M -53,519 -100.0% SOLD
29 EQIX —% -$3M -3,325 -100.0% SOLD
30 DHC —% -$1M -269,794 -100.0% SOLD
31 SBAC —% -$388K -2,005 -100.0% SOLD
32 WELL —% -$2M -10,830 -100.0% SOLD
33 VTR —% -$2M -22,562 -100.0% SOLD
34 PEB-PE —% -$4M -233,541 -100.0% SOLD
35 PEB-PF —% -$2M -112,387 -100.0% SOLD
36 BHR-PB —% -$2M -134,177 -100.0% SOLD
37 RLJ-PA —% -$7M -290,909 -100.0% SOLD
38 EPR-PE —% -$8M -275,122 -100.0% SOLD
39 EPR-PC —% -$614K -27,661 -100.0% SOLD
40 LXP-PC —% -$1M -30,788 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
AVB —%
EXR —%
WY —%
EGP —%
BRX —%
AMT —%
DLR —%
VICI —%
SPG —%
PMT —%
STWD —%
XRN —%
IRM —%
CCI —%
CHCT —%
View SEC EDGAR Filings for LDR Capital Management LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms