Fund HoldingsLDR Capital Management LLC

Total Portfolio Value
$72.16M
Total Bought
$25.78M
Total Sold
$21.53M
Net Transaction
+$4.26M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
DIGITAL RLTY TR INC(DLR)2,76823,918+21,1504793,7005.13%+3,222
CROWN CASTLE INC(CCI)11,28547,072+35,7871,0894,1835.80%+3,094
SUN CMNTYS INC(SUI)020,871+20,87102,5863.58%+2,586
GAMING & LEISURE PPTYS INC(GLPI)053,519+53,51902,3923.31%+2,392
PROLOGIS INC.(PLD)7,27523,448+16,1738332,9934.15%+2,160
WELLTOWER INC(WELL)010,830+10,83002,0102.79%+2,010
VENTAS INC(VTR)022,562+22,56201,7462.42%+1,746
PUBLIC STORAGE OPER CO(PSA)04,306+4,30601,1171.55%+1,117
SIMON PPTY GROUP INC NEW(SPG)4,4199,861+5,4428291,8252.53%+996
EXTRA SPACE STORAGE INC(EXR)06,847+6,84708921.24%+892
REALTY INCOME CORP(O)13,46029,285+15,8258181,6512.29%+833
ESSEX PPTY TR INC(ESS)2,6515,852+3,2017101,5312.12%+822
INVITATION HOMES INC(INVH)027,047+27,04707521.04%+752
PEBBLEBROOK HOTEL TR(PEB)185,539233,541+48,0023,7504,4566.18%+706
EASTGROUP PPTYS INC(EGP)03,026+3,02605390.75%+539
SBA COMMUNICATIONS CORP NEW(SBAC)02,005+2,00503880.54%+388
SL GREEN RLTY CORP(SLG)07,142+7,14203280.45%+328
PENNYMAC MTG INVT TR(PMT)018,887+18,88702370.33%+237
WEYERHAEUSER CO MTN BE(WY)09,044+9,04402140.30%+214
AVALONBAY CMNTYS INC01,155+1,15502090.29%+209
MACERICH CO(MAC)011,276+11,27602080.29%+208
HOST HOTELS & RESORTS INC(HST)011,555+11,55502050.28%+205
IRON MTN INC DEL(IRM)11,07315,160+4,0871,1291,2581.74%+129
CTO RLTY GROWTH INC NEW(CTO)69,76660,631-9,1351,1371,1161.55%-21
CADIZ INC15,1130-15,113710-71
STARWOOD PPTY TR INC(STWD)25,66722,851-2,8164974120.57%-86
FTAI AVIATION LTD(FTAI)6,6064,664-1,9421,1029181.27%-184
BRAEMAR HOTELS & RESORTS INC134,177134,17702,1791,9872.75%-192
VERTIV HOLDINGS CO(VRT)9,3697,301-2,0681,4131,1831.64%-231
GLOBAL MED REIT INC14,8467,043-7,8035002380.33%-263
EPR PPTYS(EPR)36,39727,661-8,7369266140.85%-312
RLJ LODGING TR(RLJ)300,732290,909-9,8237,5877,24410.04%-344
COMMUNITY HEALTHCARE TR INC104,88275,825-29,0571,6051,2451.73%-360
UMH PPTYS INC(UMH)100,69770,859-29,8381,4951,1271.56%-368
LXP INDUSTRIAL TRUST(LXP)39,46930,788-8,6811,8951,4502.01%-445
HEALTHPEAK PROPERTIES INC(DOC)24,9870-24,9874790-479
KITE RLTY GROUP TR(KRG)23,0470-23,0475140-514
EPR PPTYS(EPR)279,569275,122-4,4478,8238,23211.41%-592
FTAI INFRASTRUCTURE INC148,2160-148,2166460-646
DIVERSIFIED HEALTHCARE TR(DHC)468,214269,794-198,4202,0651,3091.81%-756
ARMOUR RESIDENTIAL REIT INC59,4070-59,4078880-888
AMERICAN TOWER CORP NEW(AMT)19,35115,497-3,8543,7222,7213.77%-1,001
BRIXMOR PPTY GROUP INC(BRX)61,77122,590-39,1811,7105920.82%-1,118
CAESARS ENTERTAINMENT INC NE(CZR)43,3710-43,3711,1720-1,172
EQUINIX INC(EQIX)4,9453,325-1,6203,8732,5473.53%-1,326
PEBBLEBROOK HOTEL TR(PEB)179,745112,387-67,3583,6312,1412.97%-1,490
RITHM PPTY TR INC102,9750-102,9752,6020-2,602
EQUITY LIFESTYLE PPTYS INC(ELS)45,7550-45,7552,7770-2,777
VICI PPTYS INC(VICI)157,70459,012-98,6925,1431,6592.30%-3,483
Page 1 of 1