LDR Capital Management LLC
Net buyer this quarter
$86.7M
38
+$6.6M
44.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 EQIX | $6.55M | 7.56% | 0.01% | +1.5% | Q3 2023 |
 DLR | $5.23M | 6.04% | 0.01% | +168.4% | Q2 2018 |
 CCI | $4.57M | 5.28% | 0.01% | +176.1% | Q4 2017 |
 SPG | $3.96M | 4.57% | 221.33% | +79.6% | Q3 2025 |
 SLG | $3.59M | 4.15% | 0.10% | +140.5% | Q3 2019 |
 PLD | $3.51M | 4.05% | 0.00% | +10.5% | Q3 2023 |
 MAC | $3.28M | 3.79% | 0.05% | +166.1% | Q4 2017 |
 WELL | $2.79M | 3.22% | 0.00% | -1.0% | Q3 2023 |
 AMT | $2.67M | 3.08% | 0.00% | -42.0% | Q4 2019 |
 PSA | $2.18M | 2.51% | 0.00% | -0.6% | Q3 2023 |
 VRT | $2.18M | 2.51% | 0.00% | -11.0% | Q4 2024 |
 BXP | $1.91M | 2.21% | 0.02% | Not reported | Q1 2021 |
 ESS | $1.78M | 2.06% | 0.01% | +4.4% | Q3 2025 |
 VTR | $1.53M | 1.77% | 0.00% | +8.0% | Q4 2021 |
 SBRA | $1.46M | 1.69% | 0.03% | Not reported | Q3 2023 |
 IRM | $1.33M | 1.53% | 0.00% | -14.9% | Q3 2025 |
 OUT | $1.26M | 1.45% | 0.02% | Not reported | Q1 2021 |
 VMRK | $1.13M | 1.31% | 0.00% | New | Q2 2026 |
 H | $1.02M | 1.18% | Not reported | New | Q2 2026 |
 FTAI | $973K | 1.12% | 0.00% | Not reported | Q3 2025 |
 VICI | $902K | 1.04% | 0.00% | -42.3% | Q3 2023 |
 MRP | $787K | 0.91% | Not reported | New | Q2 2026 |
 EGP | $762K | 0.88% | 0.01% | +24.4% | Q4 2025 |
 CBRE | $706K | 0.81% | 0.00% | Not reported | Q4 2023 |
 WY | $673K | 0.78% | 0.00% | +8.7% | Q1 2018 |
 LINE | $651K | 0.75% | 0.01% | Not reported | Q1 2026 |
 AVBC | $643K | 0.74% | 0.02% | Not reported | Q3 2023 |
 BRX | $613K | 0.71% | 0.01% | -14.0% | Q1 2022 |
 EXPE | $561K | 0.65% | 0.00% | Not reported | Q4 2021 |
 O | $539K | 0.62% | 0.00% | -70.3% | Q3 2025 |
 CTO | $493K | 0.57% | 0.06% | +13.4% | Q4 2021 |
 DHC | $486K | 0.56% | 0.02% | -51.3% | Q2 2025 |
 ELS | $443K | 0.51% | 0.00% | -85.0% | Q1 2020 |
 UMH | $397K | 0.46% | 0.03% | -15.9% | Q1 2022 |
 HST | $341K | 0.39% | 0.00% | +24.4% | Q4 2025 |
 ARE | $282K | 0.33% | 0.00% | Not reported | Q4 2017 |
 EXR | $280K | 0.32% | 0.00% | +24.5% | Q4 2025 |
 AMH | $278K | 0.32% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| EQIX | $6.07M | 8.16% | 0.01% | +86.2% | Q3 2023 |
| AMT | $4.86M | 6.53% | 0.01% | +81.7% | Q4 2019 |
| PLD | $3.1M | 4.17% | 0.00% | Not reported | Q3 2023 |
| ELS | $2.85M | 3.84% | 0.02% | Not reported | Q1 2020 |
| WELL | $2.45M | 3.30% | 0.00% | +14.5% | Q3 2023 |
 GLPI | $2.37M | 3.19% | 0.02% | Not reported | Q1 2022 |
| DLR | $1.96M | 2.63% | 0.00% | -54.6% | Q2 2018 |
| PSA | $1.86M | 2.51% | 0.00% | +59.8% | Q3 2023 |
| SPG | $1.84M | 2.47% | 123.26% | Not reported | Q3 2025 |
| VRT | $1.83M | 2.46% | 0.00% | Not reported | Q4 2024 |
| O | $1.79M | 2.41% | 0.00% | Not reported | Q3 2025 |
| CCI | $1.78M | 2.39% | 0.01% | -53.6% | Q4 2017 |
| VICI | $1.61M | 2.16% | 0.01% | -0.2% | Q3 2023 |
| ESS | $1.42M | 1.90% | 0.01% | Not reported | Q3 2025 |
| VTR | $1.31M | 1.75% | 0.00% | -29.3% | Q4 2021 |
| IRM | $1.26M | 1.70% | 0.00% | -18.6% | Q3 2025 |
| SLG | $1.07M | 1.43% | 0.04% | +304.2% | Q3 2019 |
 OHI | $1.02M | 1.37% | 0.01% | Not reported | Q1 2021 |
 ARI | $1M | 1.35% | 0.07% | New | Q1 2026 |
 CHCT | $925K | 1.24% | 0.20% | -23.2% | Q3 2024 |
| MAC | $925K | 1.24% | 0.02% | +334.0% | Q4 2017 |
| FTAI | $881K | 1.18% | 0.00% | -22.9% | Q3 2025 |
 PMT | $775K | 1.04% | 0.08% | +252.0% | Q4 2019 |
| DHC | $712K | 0.96% | 0.04% | -60.3% | Q2 2025 |
| CBRE | $710K | 0.95% | 0.00% | Not reported | Q4 2023 |
| BRX | $651K | 0.87% | 0.01% | Not reported | Q1 2022 |
| WY | $632K | 0.85% | 0.00% | +185.9% | Q1 2018 |
| EGP | $560K | 0.75% | 0.01% | Not reported | Q4 2025 |
| EXPE | $506K | 0.68% | 0.00% | Not reported | Q4 2021 |
| LINE | $493K | 0.66% | 0.01% | New | Q1 2026 |
| UMH | $450K | 0.60% | 0.04% | -56.0% | Q1 2022 |
| CTO | $374K | 0.50% | 0.06% | -66.7% | Q4 2021 |
| ARE | $248K | 0.33% | 0.00% | Not reported | Q4 2017 |
 XRN | $233K | 0.31% | 0.05% | Not reported | Q3 2025 |
| HST | $221K | 0.30% | 0.00% | Not reported | Q4 2025 |
 KRG | $204K | 0.27% | 0.00% | Not reported | Q1 2022 |
| EXR | $203K | 0.27% | 0.00% | -77.4% | Q4 2025 |
| Q4 2025 | |||||
| CCI | $4.18M | 5.80% | 0.01% | +317.1% | Q4 2017 |
| DLR | $3.7M | 5.13% | 0.01% | +764.1% | Q2 2018 |
| PLD | $2.99M | 4.15% | 0.00% | +222.3% | Q3 2023 |
| AMT | $2.72M | 3.77% | 0.00% | -19.9% | Q4 2019 |
 SUI | $2.59M | 3.58% | 0.02% | Not reported | Q4 2017 |
| EQIX | $2.55M | 3.53% | 0.00% | -32.8% | Q3 2023 |
| GLPI | $2.39M | 3.31% | 0.02% | Not reported | Q1 2022 |
| WELL | $2.01M | 2.79% | 0.00% | Not reported | Q3 2023 |
| SPG | $1.83M | 2.53% | 123.26% | +123.2% | Q3 2025 |
| VTR | $1.75M | 2.42% | 0.00% | Not reported | Q4 2021 |
| VICI | $1.66M | 2.30% | 0.01% | -62.6% | Q3 2023 |
| O | $1.65M | 2.29% | 0.00% | +117.6% | Q3 2025 |
| ESS | $1.53M | 2.12% | 0.01% | +120.8% | Q3 2025 |
| DHC | $1.31M | 1.81% | 0.11% | -42.4% | Q2 2025 |
| IRM | $1.26M | 1.74% | 0.01% | +36.9% | Q3 2025 |
| CHCT | $1.25M | 1.73% | 0.27% | -27.7% | Q3 2024 |
| VRT | $1.18M | 1.64% | 0.00% | -22.1% | Q4 2024 |
| UMH | $1.13M | 1.56% | 0.08% | -29.6% | Q1 2022 |
| PSA | $1.12M | 1.55% | 0.00% | Not reported | Q3 2023 |
| CTO | $1.12M | 1.55% | 0.19% | -13.1% | Q4 2021 |
| FTAI | $918K | 1.27% | 0.00% | -29.4% | Q3 2025 |
| EXR | $892K | 1.24% | 0.00% | New | Q4 2025 |
 INVH | $752K | 1.04% | 0.00% | Not reported | Q3 2023 |
| BRX | $592K | 0.82% | 0.01% | -63.4% | Q1 2022 |
| EGP | $539K | 0.75% | 0.01% | New | Q4 2025 |
 STWD | $412K | 0.57% | 0.01% | -11.0% | Q1 2022 |
 SBAC | $388K | 0.54% | 0.00% | New | Q4 2025 |
| SLG | $328K | 0.45% | 0.01% | Not reported | Q3 2019 |
| XRN | $238K | 0.33% | 0.05% | -52.6% | Q3 2025 |
| PMT | $237K | 0.33% | 0.02% | Not reported | Q4 2019 |
| WY | $214K | 0.30% | 0.00% | Not reported | Q1 2018 |
| AVBC | $209K | 0.29% | 0.01% | Not reported | Q3 2023 |
| MAC | $208K | 0.29% | 0.00% | Not reported | Q4 2017 |
| HST | $205K | 0.28% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| VICI | $5.14M | 7.55% | 0.01% | -17.0% | Q3 2023 |
| EQIX | $3.87M | 5.69% | 0.01% | +2.0% | Q3 2023 |
| AMT | $3.72M | 5.47% | 0.00% | +29.4% | Q4 2019 |
| ELS | $2.78M | 4.08% | 0.02% | -0.1% | Q1 2020 |
| DHC | $2.06M | 3.03% | 0.19% | -34.5% | Q2 2025 |
| BRX | $1.71M | 2.51% | 0.02% | -31.1% | Q1 2022 |
| CHCT | $1.6M | 2.36% | 0.37% | -27.2% | Q3 2024 |
| UMH | $1.5M | 2.20% | 0.12% | -27.1% | Q1 2022 |
| VRT | $1.41M | 2.08% | 0.00% | -6.5% | Q4 2024 |
 CZR | $1.17M | 1.72% | 0.02% | New | Q3 2025 |
| CTO | $1.14M | 1.67% | 0.21% | +1.7% | Q4 2021 |
| IRM | $1.13M | 1.66% | 0.00% | New | Q3 2025 |
| FTAI | $1.1M | 1.62% | 0.01% | New | Q3 2025 |
| CCI | $1.09M | 1.60% | 0.00% | -34.7% | Q4 2017 |
 ARR | $888K | 1.30% | 0.05% | New | Q3 2025 |
| PLD | $833K | 1.22% | 0.00% | Not reported | Q3 2023 |
| SPG | $829K | 1.22% | 55.24% | New | Q3 2025 |
| O | $818K | 1.20% | 0.00% | New | Q3 2025 |
| ESS | $710K | 1.04% | 0.00% | New | Q3 2025 |
 FIP | $646K | 0.95% | 0.13% | New | Q3 2025 |
| KRG | $514K | 0.75% | 0.01% | -79.1% | Q1 2022 |
| XRN | $500K | 0.73% | 0.11% | New | Q3 2025 |
| STWD | $497K | 0.73% | 0.01% | -79.6% | Q1 2022 |
| DLR | $479K | 0.70% | 0.00% | -58.3% | Q2 2018 |
 DOC | $479K | 0.70% | 0.00% | -80.5% | Q1 2022 |
 CDZI | $71.3K | 0.10% | 0.02% | New | Q3 2025 |