LDR Capital Management LLC — 13F holdings

LDR Capital Management LLC reported 44 holdings worth $81.0M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

1. RLJ LODGING TR — $7.14M (8.8%)
2. EQIX EQUINIX INC — $6.35M (7.8%)
3. EPR PPTYS — $5.41M (6.7%)
4. DLR DIGITAL RLTY TR INC — $5.11M (6.3%)
5. PEBBLEBROOK HOTEL TR — $4.67M (5.8%)
6. CCI CROWN CASTLE INC — $4.02M (5.0%)
7. SPG SIMON PPTY GROUP INC NEW — $3.83M (4.7%)
8. SLG SL GREEN RLTY CORP — $3.40M (4.2%)
9. VRT VERTIV HOLDINGS CO — $3.32M (4.1%)
10. MAC MACERICH CO — $3.17M (3.9%)