LDR Capital Management LLC — 13F Holdings & Portfolio

CIK 1566089 · latest 13F-HR filed 2026-01-22

LDR Capital Management LLC manages $72.2M in 13F-reported U.S. long-equity assets across 41 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are EPRPE (11.41%), RLJPA (10.04%), PEBPE (6.18%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 15 new positions, exited 8, added to 8, and trimmed 16.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$72.2M

Long-equity book

Holdings

41

Distinct positions

Period

2025-12-31

Filed 2026-01-22

Q/Q Activity

+15 / −8 / ↑8 / ↓16

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIGITAL RLTY TR INC$3.2M +673.3%
  • CROWN CASTLE INC$3.1M +284.2%
  • PROLOGIS INC.$2.2M +259.3%
  • SIMON PPTY GROUP INC NEW$996.1K +120.1%
  • REALTY INCOME CORP$832.6K +101.8%
Show all 8

Top Trims

  • VICI PPTYS INC-$3.5M -67.7%
  • PEBBLEBROOK HOTEL TR-$1.5M -41.0%
  • EQUINIX INC-$1.3M -34.2%
  • BRIXMOR PPTY GROUP INC-$1.1M -65.4%
  • AMERICAN TOWER CORP NEW-$1.0M -26.9%
Show all 16

New Positions

  • SUN CMNTYS INC$2.6M
  • GAMING & LEISURE PPTYS INC$2.4M
  • WELLTOWER INC$2.0M
  • VENTAS INC$1.7M
  • PUBLIC STORAGE OPER CO$1.1M
Show all 15

Exited Positions

  • EQUITY LIFESTYLE PPTYS INC$2.8M
  • RITHM PPTY TR INC$2.6M
  • CAESARS ENTERTAINMENT INC NE$1.2M
  • ARMOUR RESIDENTIAL REIT INC$887.5K
  • FTAI INFRASTRUCTURE INC$646.2K
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EPR PPTYS EPRPE 26884U307 $8.2M 11.41% 275,122 SH
2 RLJ LODGING TR RLJPA 74965L200 $7.2M 10.04% 290,909 SH
3 PEBBLEBROOK HOTEL TR PEBPE 70509V605 $4.5M 6.18% 233,541 SH
4 CROWN CASTLE INC CCI 22822V101 $4.2M 5.80% 47,072 SH
5 DIGITAL RLTY TR INC DLR 253868103 $3.7M 5.13% 23,918 SH
6 PROLOGIS INC. PLD 74340W103 $3.0M 4.15% 23,448 SH
7 AMERICAN TOWER CORP NEW AMT 03027X100 $2.7M 3.77% 15,497 SH
8 SUN CMNTYS INC SUI 866674104 $2.6M 3.58% 20,871 SH
9 EQUINIX INC EQIX 29444U700 $2.5M 3.53% 3,325 SH
10 GAMING & LEISURE PPTYS INC GLPI 36467J108 $2.4M 3.31% 53,519 SH
11 PEBBLEBROOK HOTEL TR PEBPF 70509V704 $2.1M 2.97% 112,387 SH
12 WELLTOWER INC WELL 95040Q104 $2.0M 2.79% 10,830 SH
13 BRAEMAR HOTELS & RESORTS INC BHRPB 10482B200 $2.0M 2.75% 134,177 SH
14 SIMON PPTY GROUP INC NEW SPG 828806109 $1.8M 2.53% 9,861 SH
15 VENTAS INC VTR 92276F100 $1.7M 2.42% 22,562 SH
16 VICI PPTYS INC VICI 925652109 $1.7M 2.30% 59,012 SH
17 REALTY INCOME CORP O 756109104 $1.7M 2.29% 29,285 SH
18 ESSEX PPTY TR INC ESS 297178105 $1.5M 2.12% 5,852 SH
19 LXP INDUSTRIAL TRUST LXPPC 529043309 $1.5M 2.01% 30,788 SH
20 DIVERSIFIED HEALTHCARE TR DHC 25525P107 $1.3M 1.81% 269,794 SH
21 IRON MTN INC DEL IRM 46284V101 $1.3M 1.74% 15,160 SH
22 COMMUNITY HEALTHCARE TR INC CHCT 20369C106 $1.2M 1.73% 75,825 SH
23 VERTIV HOLDINGS CO VRT 92537N108 $1.2M 1.64% 7,301 SH
24 UMH PPTYS INC UMH 903002103 $1.1M 1.56% 70,859 SH
25 PUBLIC STORAGE OPER CO PSA 74460D109 $1.1M 1.55% 4,306 SH
26 CTO RLTY GROWTH INC NEW CTO 22948Q101 $1.1M 1.55% 60,631 SH
27 FTAI AVIATION LTD FTAI G3730V105 $918.1K 1.27% 4,664 SH
28 EXTRA SPACE STORAGE INC EXR 30225T102 $891.6K 1.24% 6,847 SH
29 INVITATION HOMES INC INVH 46187W107 $751.6K 1.04% 27,047 SH
30 EPR PPTYS EPRPC 26884U208 $613.5K 0.85% 27,661 SH
31 BRIXMOR PPTY GROUP INC BRX 11120U105 $592.3K 0.82% 22,590 SH
32 EASTGROUP PPTYS INC EGP 277276101 $539.1K 0.75% 3,026 SH
33 STARWOOD PPTY TR INC STWD 85571B105 $411.5K 0.57% 22,851 SH
34 SBA COMMUNICATIONS CORP NEW SBAC 78410G104 $387.8K 0.54% 2,005 SH
35 SL GREEN RLTY CORP SLG 78440X887 $327.6K 0.45% 7,142 SH
36 GLOBAL MED REIT INC XRN 37954A303 $237.6K 0.33% 7,043 SH
37 PENNYMAC MTG INVT TR PMT 70931T103 $237.0K 0.33% 18,887 SH
38 WEYERHAEUSER CO MTN BE WY 962166104 $214.3K 0.30% 9,044 SH
39 AVALONBAY CMNTYS INC AVB 053484101 $209.4K 0.29% 1,155 SH
40 MACERICH CO MAC 554382101 $208.2K 0.29% 11,276 SH
41 HOST HOTELS & RESORTS INC HST 44107P104 $204.9K 0.28% 11,555 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-01-22 $72.2M 41 0001172661-26-000264
2025-09-30 2025-10-29 $68.1M 34 0001172661-25-004486