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LDR Capital Management LLC

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13F filer, CIK 1566089, New York, NY

LDR Capital Management LLC reported $74,380,325 across 44 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 54.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001643

Period
2026-03-31
Reported value
$74.4M
Holdings
44
Top 10 weight
54.75%
New
9
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ELSnew+45,723$2.85M
EQIXadded+2,867$2.81M
RITHM PPTY TR INCnew+99,012$2.44M
AMTadded+12,659$2.18M
OHInew+23,233$1.02M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EPR PPTYSreduced-102,118-$3.1M
SUIexited-20,871-$2.59M
DLRreduced-13,065-$2.35M
CCIreduced-25,206-$2.05M
BRAEMAR HOTELS & RESORTS INCexited-134,177-$1.99M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001643, largest first. % of portfolio is the value over $74,380,325, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RLJ LODGING TRRLJ LODGING TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 287,182 shares; 2025Q1: 310,238 shares; 2025Q2: 309,137 shares; 2025Q3: 300,732 shares; 2025Q4: 290,909 shares; 2026Q1: 287,768 shares 287,768$6.94M9.32%-3,141
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,684 shares; 2025Q1: 4,849 shares; 2025Q2: 4,849 shares; 2025Q3: 4,945 shares; 2025Q4: 3,325 shares; 2026Q1: 6,192 shares 6,192$6.07M8.16%+2,867Timeline
EPR PPTYSEPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272,600 shares; 2025Q1: 279,693 shares; 2025Q2: 279,693 shares; 2025Q3: 279,569 shares; 2025Q4: 275,122 shares; 2026Q1: 173,004 shares 173,004$5.26M7.07%-102,118
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,015 shares; 2025Q1: 21,536 shares; 2025Q2: 14,960 shares; 2025Q3: 19,351 shares; 2025Q4: 15,497 shares; 2026Q1: 28,156 shares 28,156$4.86M6.53%+12,659Timeline
PEBBLEBROOK HOTEL TRPEBBLEBROOK HOTEL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 195,888 shares; 2025Q2: 195,888 shares; 2025Q3: 185,539 shares; 2025Q4: 233,541 shares; 2026Q1: 228,278 shares 228,278$4.39M5.9%-5,263
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,536 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,275 shares; 2025Q4: 23,448 shares; 2026Q1: 23,448 shares 23,448$3.1M4.17%0Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 45,779 shares; 2025Q2: 45,779 shares; 2025Q3: 45,755 shares; 2025Q4: not reported; 2026Q1: 45,723 shares 45,723$2.85M3.84%newTimeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,830 shares; 2026Q1: 12,401 shares 12,401$2.45M3.3%+1,571Timeline
RITHM PPTY TR INCRITHM PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 102,052 shares; 2025Q2: 102,052 shares; 2025Q3: 102,975 shares; 2025Q4: not reported; 2026Q1: 99,012 shares 99,012$2.44M3.28%new
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,519 shares; 2026Q1: 53,519 shares 53,519$2.37M3.19%0Timeline
PEBBLEBROOK HOTEL TRPEBBLEBROOK HOTEL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 190,424 shares; 2025Q2: 190,424 shares; 2025Q3: 179,745 shares; 2025Q4: 112,387 shares; 2026Q1: 112,186 shares 112,186$2.17M2.91%-201
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,592 shares; 2025Q1: 7,540 shares; 2025Q2: 6,639 shares; 2025Q3: 2,768 shares; 2025Q4: 23,918 shares; 2026Q1: 10,853 shares 10,853$1.96M2.63%-13,065Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,388 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,306 shares; 2026Q1: 6,881 shares 6,881$1.86M2.51%+2,575Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,419 shares; 2025Q4: 9,861 shares; 2026Q1: 9,861 shares 9,861$1.84M2.47%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,817 shares; 2025Q1: 13,510 shares; 2025Q2: 10,016 shares; 2025Q3: 9,369 shares; 2025Q4: 7,301 shares; 2026Q1: 7,301 shares 7,301$1.83M2.46%0Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,460 shares; 2025Q4: 29,285 shares; 2026Q1: 29,285 shares 29,285$1.79M2.41%0Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,661 shares; 2025Q1: not reported; 2025Q2: 17,274 shares; 2025Q3: 11,285 shares; 2025Q4: 47,072 shares; 2026Q1: 21,866 shares 21,866$1.78M2.39%-25,206Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,569 shares; 2025Q1: 103,381 shares; 2025Q2: 189,938 shares; 2025Q3: 157,704 shares; 2025Q4: 59,012 shares; 2026Q1: 58,909 shares 58,909$1.61M2.16%-103Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,651 shares; 2025Q4: 5,852 shares; 2026Q1: 5,852 shares 5,852$1.42M1.9%0Timeline
LXP INDUSTRIAL TRUSTLXP INDUSTRIAL TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,188 shares; 2025Q1: 33,513 shares; 2025Q2: 46,541 shares; 2025Q3: 39,469 shares; 2025Q4: 30,788 shares; 2026Q1: 30,778 shares 30,778$1.42M1.9%-10
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,562 shares; 2026Q1: 15,962 shares 15,962$1.31M1.75%-6,600Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,073 shares; 2025Q4: 15,160 shares; 2026Q1: 12,344 shares 12,344$1.26M1.7%-2,816Timeline
SLGSL GREEN RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,142 shares; 2026Q1: 28,869 shares 28,869$1.07M1.43%+21,727Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,233 shares 23,233$1.02M1.37%newTimeline
ARIAPOLLO COML REAL ESTATE FINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,131 shares 95,131$1M1.35%newTimeline
CHCTCOMMUNITY HEALTHCARE TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,808 shares; 2025Q1: 142,027 shares; 2025Q2: 144,129 shares; 2025Q3: 104,882 shares; 2025Q4: 75,825 shares; 2026Q1: 58,236 shares 58,236$925K1.24%-17,589Timeline
MACMACERICH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,276 shares; 2026Q1: 48,942 shares 48,942$925K1.24%+37,666Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,606 shares; 2025Q4: 4,664 shares; 2026Q1: 3,596 shares 3,596$881K1.18%-1,068Timeline
PMTPENNYMAC MTG INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,887 shares; 2026Q1: 66,483 shares 66,483$775K1.04%+47,596Timeline
DHCDIVERSIFIED HEALTHCARE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 715,076 shares; 2025Q3: 468,214 shares; 2025Q4: 269,794 shares; 2026Q1: 107,256 shares 107,256$712K0.96%-162,538Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,242 shares 5,242$710K0.95%newTimeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,386 shares; 2025Q1: 93,412 shares; 2025Q2: 89,651 shares; 2025Q3: 61,771 shares; 2025Q4: 22,590 shares; 2026Q1: 22,590 shares 22,590$651K0.87%0Timeline
EPR PPTYSEPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161,760 shares; 2025Q1: 166,884 shares; 2025Q2: 166,844 shares; 2025Q3: 36,397 shares; 2025Q4: 27,661 shares; 2026Q1: 27,950 shares 27,950$632K0.85%+289
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,044 shares; 2026Q1: 25,855 shares 25,855$632K0.85%+16,811Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,026 shares; 2026Q1: 3,026 shares 3,026$560K0.75%0Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,193 shares 2,193$506K0.68%newTimeline
LINELINEAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,054 shares 15,054$493K0.66%newTimeline
UMHUMH PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,466 shares; 2025Q1: 136,477 shares; 2025Q2: 138,168 shares; 2025Q3: 100,697 shares; 2025Q4: 70,859 shares; 2026Q1: 31,162 shares 31,162$450K0.6%-39,697Timeline
CTOCTO RLTY GROWTH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,412 shares; 2025Q1: 65,116 shares; 2025Q2: 68,600 shares; 2025Q3: 69,766 shares; 2025Q4: 60,631 shares; 2026Q1: 20,210 shares 20,210$374K0.5%-40,421Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,430 shares; 2025Q1: 12,918 shares; 2025Q2: 12,918 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,336 shares 5,336$248K0.33%newTimeline
XRNCHIRON REAL ESTATE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,846 shares; 2025Q4: 7,043 shares; 2026Q1: 7,043 shares 7,043$233K0.31%0Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,555 shares; 2026Q1: 11,555 shares 11,555$221K0.3%0Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,284 shares; 2025Q1: 110,410 shares; 2025Q2: 110,410 shares; 2025Q3: 23,047 shares; 2025Q4: not reported; 2026Q1: 8,293 shares 8,293$204K0.27%newTimeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,847 shares; 2026Q1: 1,549 shares 1,549$203K0.27%-5,298Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SUISUN CMNTYS INC20,871$2.59Mshares
BRAEMAR HOTELS & RESORTS INCBRAEMAR HOTELS & RESORTS INC134,177$1.99Mshares
INVHINVITATION HOMES INC27,047$752Kshares
STWDSTARWOOD PPTY TR INC22,851$412Kshares
SBACSBA COMMUNICATIONS CORP2,005$388Kshares
AVBAVALONBAY CMNTYS INC1,155$209Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-001643 base2026-05-11acceptance time not in the bulk data set