Fund Holdings — LDR Capital Management LLC

Total Portfolio Value
$68.09M
Total Bought
$9.24M
Total Sold
$21.35M
Net Transaction
-$12.12M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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CAESARS ENTERTAINMENT INC NE(CZR)043,371+43,37101,1721.72%+1,172
IRON MTN INC DEL(IRM)011,073+11,07301,1291.66%+1,129
FTAI AVIATION LTD(FTAI)06,606+6,60601,1021.62%+1,102
ARMOUR RESIDENTIAL REIT INC059,407+59,40708881.30%+888
PROLOGIS INC.(PLD)07,275+7,27508331.22%+833
SIMON PPTY GROUP INC NEW(SPG)04,419+4,41908291.22%+829
REALTY INCOME CORP(O)013,460+13,46008181.20%+818
ESSEX PPTY TR INC(ESS)02,651+2,65107101.04%+710
FTAI INFRASTRUCTURE INC(FIP)0148,216+148,21606460.95%+646
GLOBAL MED REIT INC(XRN)014,846+14,84605000.73%+500
AMERICAN TOWER CORP NEW(AMT)14,96019,351+4,3913,3063,7225.47%+415
BRAEMAR HOTELS & RESORTS INC(BHR)134,222134,177-451,7692,1793.20%+410
PEBBLEBROOK HOTEL TR(PEB)195,888185,539-10,3493,4403,7505.51%+310
PEBBLEBROOK HOTEL TR(PEB)190,424179,745-10,6793,3423,6315.33%+289
RLJ LODGING TR(RLJ)309,137300,732-8,4057,3147,58711.14%+273
VERTIV HOLDINGS CO(VRT)10,0169,369-6471,2861,4132.08%+127
EPR PPTYS(EPR)279,693279,569-1248,7218,82312.96%+102
CADIZ INC(CDZI)015,113+15,1130710.10%+71
RITHM PPTY TR INC(RPT)102,052102,975+9232,5422,6023.82%+60
EQUINIX INC(EQIX)4,8494,945+963,8573,8735.69%+16
EQUITY LIFESTYLE PPTYS INC(ELS)45,77945,755-242,8232,7774.08%-46
CTO RLTY GROWTH INC NEW(CTO)68,60069,766+1,1661,1841,1371.67%-47
LXP INDUSTRIAL TRUST(LXP)46,54139,469-7,0722,1551,8952.78%-260
ARMADA HOFFLER PPTYS INC(AHRT)50,0000-50,0003440—-343
PHILLIPS EDISON & CO INC(PECO)13,6750-13,6754790—-479
DIVERSIFIED HEALTHCARE TR(DHC)715,076468,214-246,8622,5602,0653.03%-495
BRIXMOR PPTY GROUP INC(BRX)89,65161,771-27,8802,3351,7102.51%-625
DIGITAL RLTY TR INC(DLR)6,6392,768-3,8711,1574790.70%-679
CROWN CASTLE INC(CCI)17,27411,285-5,9891,7751,0891.60%-686
COMMUNITY HEALTHCARE TR INC(CHCT)144,129104,882-39,2472,3971,6052.36%-792
UMH PPTYS INC(UMH)138,168100,697-37,4712,3201,4952.20%-824
ALEXANDRIA REAL ESTATE EQ IN12,9180-12,9189380—-938
VICI PPTYS INC(VICI)189,938157,704-32,2346,1925,1437.55%-1,049
AMERICOLD REALTY TRUST INC(COLD)66,4910-66,4911,1060—-1,106
GLOBAL MED REIT INC(XRN)175,1060-175,1061,2130—-1,213
ELME COMMUNITIES(ELME)80,2070-80,2071,2750—-1,275
HEALTHPEAK PROPERTIES INC(DOC)127,86824,987-102,8812,2394790.70%-1,760
KITE RLTY GROUP TR(KRG)110,41023,047-87,3632,5015140.75%-1,987
STARWOOD PPTY TR INC(STWD)125,88325,667-100,2162,5264970.73%-2,029
EPR PPTYS(EPR)166,84436,397-130,4474,1799261.36%-3,254
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LDR Capital Management LLC — 13F Holdings — Q3 2025 | TickerTrail