LDR Capital Management LLC: 13F holdings
CIK 15660892026Q2
| Positions | 45 |
|---|
| Reported value | $86.7m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 45 (+1 vs prior quarter) |
|---|
| Reported value | $86.7m (+16.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RLJ LODGING TR | 297,161 | $7.3m | 8.4% |
| EQIX EQUINIX INC | 6,282 | $6.5m | 7.6% |
| EPR PPTYS | 173,004 | $5.5m | 6.3% |
| DLR DIGITAL RLTY TR INC | 29,132 | $5.2m | 6.0% |
| CCI CROWN CASTLE INC | 60,369 | $4.6m | 5.3% |
| PEBBLEBROOK HOTEL TR | 224,553 | $4.4m | 5.0% |
| SPG SIMON PPTY GROUP INC NEW | 17,706 | $4.0m | 4.6% |
| SLG SL GREEN RLTY CORP | 69,418 | $3.6m | 4.1% |
| PLD PROLOGIS INC. | 25,912 | $3.5m | 4.1% |
| MAC MACERICH CO | 130,249 | $3.3m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1566089")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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