account_balance
Investment manager · 13F filer · SEC CIK 1566089
LDR Capital Management LLC
Reported value$81Mas of Sep 30, 2026
Positions44 4 new, 5 sold out
Top 10 weight57.3%RLJPRA alone is 9%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
RLJPRARLJ Lodging Tr
8.8%
EQIXEquinix Inc
7.8%
EPRPREEpr Pptys
6.7%
DLRDigital Realty Trust, Inc.
6.3%
PEBPREPebblebrook Hotel Tr
5.8%Added +6%
CCICrown Castle Inc.
5.0%
SPGSimon Property Group Inc.
4.7%Added +8%
SLGSl Green Realty Corp
4.2%
VRTVertiv Holdings Co
4.1%Added +111%
MACMacerich Co
3.9%Added +9%
WELLWelltower Inc.
3.8%Added +10%
AMTAmerican Tower Corp
3.3%
RLJPRARLJ Lodging Tr
8.8%
EQIXEquinix Inc
7.8%
EPRPREEpr Pptys
6.7%
DLRDigital Realty Trust, Inc.
6.3%
PEBPREPebblebrook Hotel Tr
5.8%+6%
CCICrown Castle Inc.
5.0%
SPGSimon Property Group Inc.
4.7%
SLGSl Green Realty Corp
4.2%
VRTVertiv Holdings Co
4.1%
MAC3.9%WELL3.8%AMT3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RLJPRA RLJ Lodging Tr 8.8% Held
EQIX Equinix Inc 7.8% HeldEPRPRE Epr Pptys 6.7% Held
DLR Digital Realty Trust, Inc. 6.3% HeldPEBPRE Pebblebrook Hotel Tr 5.8% Added +6%
CCI Crown Castle Inc. 5.0% HeldSPG Simon Property Group Inc. 4.7% Added +8%SLG Sl Green Realty Corp 4.2% HeldVRT Vertiv Holdings Co 4.1% Added +111%MAC Macerich Co 3.9% Added +9%WELL Welltower Inc. 3.8% Added +10%AMT American Tower Corp 3.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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