Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LDR Capital Management LLC (CIK 1566089) reported $74.4M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RLJ-PA ($6.9M, 9.32%), EQIX ($6.1M, 8.16%), EPR-PE ($5.3M, 7.07%), AMT ($4.9M, 6.53%), PEB-PE ($4.4M, 5.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RLJ-PA | RLJ LODGING TR | $6.9M | 9.32% | 287,768 | Trimmed |
| 2 | EQIX | EQUINIX INC | $6.1M | 8.16% | 6,192 | Added |
| 3 | EPR-PE | EPR PPTYS | $5.3M | 7.07% | 173,004 | Trimmed |
| 4 | AMT | AMERICAN TOWER CORP | $4.9M | 6.53% | 28,156 | Added |
| 5 | PEB-PE | PEBBLEBROOK HOTEL TR | $4.4M | 5.90% | 228,278 | Trimmed |
| 6 | PLD | PROLOGIS INC. | $3.1M | 4.17% | 23,448 | Hold |
| 7 | ELS | EQUITY LIFESTYLE PROPERTIES | $2.9M | 3.84% | 45,723 | New |
| 8 | WELL | WELLTOWER INC | $2.5M | 3.30% | 12,401 | Added |
| 9 | RPT-PC | RITHM PPTY TR INC | $2.4M | 3.28% | 99,012 | New |
| 10 | GLPI | GAMING & LEISURE P | $2.4M | 3.19% | 53,519 | Hold |
| 11 | PEB/PRF | PEBBLEBROOK HOTEL TR | $2.2M | 2.91% | 112,186 | Trimmed |
| 12 | DLR | DIGITAL RLTY TR INC | $2.0M | 2.63% | 10,853 | Trimmed |
| 13 | PSA | PUBLIC STORAGE OPER CO | $1.9M | 2.51% | 6,881 | Added |
| 14 | SPG | SIMON PPTY GROUP INC NEW | $1.8M | 2.47% | 9,861 | Hold |
| 15 | VRT | VERTIV HOLDINGS CO | $1.8M | 2.46% | 7,301 | Hold |
| 16 | O | REALTY INCOME CORP | $1.8M | 2.41% | 29,285 | Hold |
| 17 | CCI | CROWN CASTLE INC | $1.8M | 2.39% | 21,866 | Trimmed |
| 18 | VICI | VICI PPTYS INC | $1.6M | 2.16% | 58,909 | Trimmed |
| 19 | ESS | ESSEX PPTY TR INC | $1.4M | 1.90% | 5,852 | Hold |
| 20 | LXP/PRC | LXP INDUSTRIAL TRUST | $1.4M | 1.90% | 30,778 | Trimmed |
| 21 | VTR | VENTAS INC | $1.3M | 1.75% | 15,962 | Trimmed |
| 22 | IRM | IRON MTN INC DEL | $1.3M | 1.70% | 12,344 | Trimmed |
| 23 | SLG | SL GREEN RLTY CORP | $1.1M | 1.43% | 28,869 | Added |
| 24 | OHI | OMEGA HEALTHCARE INVS INC | $1.0M | 1.37% | 23,233 | New |
| 25 | ARI | APOLLO COML REAL ESTATE FIN | $1.0M | 1.35% | 95,131 | New |
Source: SEC Form 13F filings · as of 2026-03-31