LDR CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RLJ-PA | 288K | $6.94M |
 | PEB-PE | 228K | $4.39M |
 | EPR-PE | 173K | $5.26M |
 | PEB-PF | 112K | $2.17M |
 | DHC | 107K | $712.18K |
 | ARI | 95K | $1.00M |
 | PMT | 66K | $775.19K |
 | VICI | 59K | $1.61M |
 | CHCT | 58K | $925.37K |
 | GLPI | 54K | $2.37M |
 | MAC | 49K | $925.00K |
 | ELS | 46K | $2.85M |
 | UMH | 31K | $449.67K |
 | LXP-PC | 31K | $1.42M |
 | O | 29K | $1.79M |
 | SLG | 29K | $1.07M |
 | AMT | 28K | $4.86M |
 | EPR-PC | 28K | $631.95K |
 | WY | 26K | $631.64K |
 | PLD | 23K | $3.10M |
RLJ Lodging Trust
RLJ-PA
Shares Held
288K
Value
$6.94M
Pebblebrook Hotel Trust
PEB-PE
Shares Held
228K
Value
$4.39M
EPR Properties
EPR-PE
Shares Held
173K
Value
$5.26M
Pebblebrook Hotel Trust
PEB-PF
Shares Held
112K
Value
$2.17M
Diversified Healthcare Trust
DHC
Shares Held
107K
Value
$712.18K
Apollo Commercial Real Estate Finance, Inc.
ARI
Shares Held
95K
Value
$1.00M
PennyMac Mortgage Investment Trust
PMT
Shares Held
66K
Value
$775.19K
VICI Properties Inc.
VICI
Shares Held
59K
Value
$1.61M
Community Healthcare Trust Incorporated
CHCT
Shares Held
58K
Value
$925.37K
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
54K
Value
$2.37M
The Macerich Company
MAC
Shares Held
49K
Value
$925.00K
Equity LifeStyle Properties, Inc.
ELS
Shares Held
46K
Value
$2.85M
UMH Properties, Inc.
UMH
Shares Held
31K
Value
$449.67K
LXP Industrial Trust
LXP-PC
Shares Held
31K
Value
$1.42M
Realty Income Corporation
O
Shares Held
29K
Value
$1.79M
SL Green Realty Corp.
SLG
Shares Held
29K
Value
$1.07M
American Tower Corporation
AMT
Shares Held
28K
Value
$4.86M
EPR Properties
EPR-PC
Shares Held
28K
Value
$631.95K
Weyerhaeuser Company
WY
Shares Held
26K
Value
$631.64K
Prologis, Inc.
PLD
Shares Held
23K
Value
$3.10M