LDR Capital Management LLC

Est. AUM

$74.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	RLJ LODGING TR	CUM CONV PFD A	$6.9M	287768	9.32%	SOLE
2	EQUINIX INC	COM	$6.1M	6192	8.16%	SOLE
3	EPR PPTYS	CONV PFD 9% SR E	$5.3M	173004	7.07%	SOLE
4	AMERICAN TOWER CORP	COM	$4.9M	28156	6.53%	SOLE
5	PEBBLEBROOK HOTEL TR	6.375 PFD SER E	$4.4M	228278	5.90%	SOLE
6	PROLOGIS INC.	COM	$3.1M	23448	4.17%	SOLE
7	EQUITY LIFESTYLE PROPERTIES	COM	$2.9M	45723	3.84%	SOLE
8	WELLTOWER INC	COM	$2.5M	12401	3.30%	SOLE
9	RITHM PPTY TR INC	9.875 FXD-FLT C	$2.4M	99012	3.28%	SOLE
10	GAMING & LEISURE P	COM	$2.4M	53519	3.19%	SOLE
11	PEBBLEBROOK HOTEL TR	6.3 CUM PFD SR F	$2.2M	112186	2.91%	SOLE
12	DIGITAL RLTY TR INC	COM	$2.0M	10853	2.63%	SOLE
13	PUBLIC STORAGE OPER CO	COM	$1.9M	6881	2.51%	SOLE
14	SIMON PPTY GROUP INC NEW	COM	$1.8M	9861	2.47%	SOLE
15	VERTIV HOLDINGS CO	COM CL A	$1.8M	7301	2.46%	SOLE
16	REALTY INCOME CORP	COM	$1.8M	29285	2.41%	SOLE
17	CROWN CASTLE INC	COM	$1.8M	21866	2.39%	SOLE
18	VICI PPTYS INC	COM	$1.6M	58909	2.16%	SOLE
19	LXP INDUSTRIAL TRUST	PFD CONV SER C	$1.4M	30778	1.90%	SOLE
20	ESSEX PPTY TR INC	COM	$1.4M	5852	1.90%	SOLE
21	VENTAS INC	COM	$1.3M	15962	1.75%	SOLE
22	IRON MTN INC DEL	COM	$1.3M	12344	1.70%	SOLE
23	SL GREEN RLTY CORP	COM	$1.1M	28869	1.43%	SOLE
24	OMEGA HEALTHCARE INVS INC	COM	$1.0M	23233	1.37%	SOLE
25	APOLLO COML REAL ESTATE FIN	COM	$1.0M	95131	1.35%	SOLE
26	COMMUNITY HEALTHCARE TR INC	COM	$925K	58236	1.24%	SOLE
27	MACERICH CO	COM	$925K	48942	1.24%	SOLE
28	FTAI AVIATION LTD	SHS	$881K	3596	1.18%	SOLE
29	PENNYMAC MTG INVT TR	COM	$775K	66483	1.04%	SOLE
30	DIVERSIFIED HEALTHCARE TR	COM SH BEN INT	$712K	107256	0.96%	SOLE
31	CBRE GROUP INC	CL A	$710K	5242	0.95%	SOLE
32	BRIXMOR PPTY GROUP INC	COM	$651K	22590	0.88%	SOLE
33	WEYERHAEUSER CO	COM NEW	$632K	25855	0.85%	SOLE
34	EPR PPTYS	PFD C CV 5.75%	$632K	27950	0.85%	SOLE
35	EASTGROUP PPTYS INC	COM	$560K	3026	0.75%	SOLE
36	EXPEDIA GROUP INC	COM NEW	$506K	2193	0.68%	SOLE
37	LINEAGE INC	COM	$493K	15054	0.66%	SOLE
38	UMH PPTYS INC	COM	$450K	31162	0.61%	SOLE
39	CTO RLTY GROWTH INC NEW	COM	$374K	20210	0.50%	SOLE
40	ALEXANDRIA REAL ESTATE EQ IN	COM	$248K	5336	0.33%	SOLE
41	CHIRON REAL ESTATE INC	COM NEW	$233K	7043	0.31%	SOLE
42	HOST HOTELS & RESORTS INC	COM	$221K	11555	0.30%	SOLE
43	KITE REALTY GROUP TRUST	COM NEW	$204K	8293	0.27%	SOLE
44	EXTRA SPACE STORAGE INC	COM	$203K	1549	0.27%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.