LDR Capital Management LLC

Institutional manager (13F) · CIK 1566089

13F holdings · as of 2026-03-31 · top 44 · reported portfolio $74M

#	Issuer	Value	Shares
1	RLJ LODGING TR	$7M	287,768
2	EQUINIX INC	$6M	6,192
3	EPR PPTYS	$5M	173,004
4	AMERICAN TOWER CORP	$5M	28,156
5	PEBBLEBROOK HOTEL TR	$4M	228,278
6	PROLOGIS INC.	$3M	23,448
7	EQUITY LIFESTYLE PROPERTIES	$3M	45,723
8	WELLTOWER INC	$2M	12,401
9	RITHM PPTY TR INC	$2M	99,012
10	GAMING & LEISURE P	$2M	53,519
11	PEBBLEBROOK HOTEL TR	$2M	112,186
12	DIGITAL RLTY TR INC	$2M	10,853
13	PUBLIC STORAGE OPER CO	$2M	6,881
14	SIMON PPTY GROUP INC NEW	$2M	9,861
15	VERTIV HOLDINGS CO	$2M	7,301
16	REALTY INCOME CORP	$2M	29,285
17	CROWN CASTLE INC	$2M	21,866
18	VICI PPTYS INC	$2M	58,909
19	ESSEX PPTY TR INC	$1M	5,852
20	LXP INDUSTRIAL TRUST	$1M	30,778
21	VENTAS INC	$1M	15,962
22	IRON MTN INC DEL	$1M	12,344
23	SL GREEN RLTY CORP	$1M	28,869
24	OMEGA HEALTHCARE INVS INC	$1M	23,233
25	APOLLO COML REAL ESTATE FIN	$1M	95,131
26	COMMUNITY HEALTHCARE TR INC	$925k	58,236
27	MACERICH CO	$925k	48,942
28	FTAI AVIATION LTD	$881k	3,596
29	PENNYMAC MTG INVT TR	$775k	66,483
30	DIVERSIFIED HEALTHCARE TR	$712k	107,256
31	CBRE GROUP INC	$710k	5,242
32	BRIXMOR PPTY GROUP INC	$651k	22,590
33	EPR PPTYS	$632k	27,950
34	WEYERHAEUSER CO	$632k	25,855
35	EASTGROUP PPTYS INC	$560k	3,026
36	EXPEDIA GROUP INC	$506k	2,193
37	LINEAGE INC	$493k	15,054
38	UMH PPTYS INC	$450k	31,162
39	CTO RLTY GROWTH INC NEW	$374k	20,210
40	ALEXANDRIA REAL ESTATE EQ IN	$248k	5,336
41	CHIRON REAL ESTATE INC	$233k	7,043
42	HOST HOTELS & RESORTS INC	$221k	11,555
43	KITE REALTY GROUP TRUST	$204k	8,293
44	EXTRA SPACE STORAGE INC	$203k	1,549

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.