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Portfolio (Quarterly) Guide ↗

LDR Capital Management LLC

· CIK 0001566089
13F Portfolio $74M AUM 44 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 9 Added 13 Reduced 6 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XRN CHIRON REAL ESTATE INC Financial Services 7,043.0 $233K 0.31% $33.08 +6.1%
42 HST HOST HOTELS & RESORTS INC Real Estate 11,555.0 $221K 0.30% $19.16 +31.2%
43 KRG KITE REALTY GROUP TRUST Real Estate 8,293.0 $204K 0.27% NEW $24.55 +13.8%
44 EXR EXTRA SPACE STORAGE INC Real Estate 1,549.0 $203K 0.27% -5K -77.4% $131.13 +11.4%
Page 3 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 94.9%
Industrials 3.6%
Consumer Cyclical 1.0%
Financial Services 0.5%