SEC 13F Intelligence

Managers / Q4 2019 · view latest →

LDR Capital Management LLC

CIK 0001566089 · 300 PARK AVENUE, SUITE 520, NEW YORK, NY, 10022 · 646-927-5800

Reported Value
$167M
Q4 2019
Positions
19
Filings on Record
29
2019–present window
Filed
Feb 5, 2020
original filing

Summary

Ldr Capital Management LLC reported $167M in U.S.-listed holdings across 19 positions for Q4 2019.

The portfolio is heavily concentrated: Sl Green Rlty alone accounts for 21.6% of reported value.

Compared with Q3 2019, the fund opened 7 new positions and exited 11.

Portfolio Metrics

Turnover
+27.1%
vs prior filed quarter
Top-10 Concentration
+78.8%
share of reported value
Largest Position
+21.6%
Sl Green Rlty
New / Exited
7 / 11
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $123MQ1 ’19Q2 ’19: $146MQ3 ’19: $131MQ4 ’19: $167MQ1 ’20: $58MQ1 ’20Q2 ’20: $86MQ3 ’20: $101MQ4 ’20: $130MQ1 ’21: $132MQ1 ’21Q2 ’21: $159MQ3 ’21: $177MQ4 ’21: $219MQ1 ’22: $318MQ1 ’22Q2 ’22: $239MQ3 ’22: $198MQ4 ’22: $183MQ1 ’23: $152MQ1 ’23Q2 ’23: $161MQ3 ’23: $165MQ4 ’23: $179MQ1 ’24: $149MQ1 ’24Q2 ’24: $110MQ3 ’24: $90MQ4 ’24: $74MQ1 ’25: $83MQ1 ’25Q2 ’25: $77MQ3 ’25: $68MQ4 ’25: $72MQ1 ’26: $74MQ1 ’26filingsflow.com

Portfolio Composition

By security type
REIT: 76.7%PUBLIC: 18.5%PRIVATE: 2.6%Common Stock: 2.2%
  • REIT · 76.7% · $128M
  • PUBLIC · 18.5% · $31M
  • PRIVATE · 2.6% · $4M
  • Common Stock · 2.2% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AMTAMERICAN TOWER CORPNEW+48.7K48.7K+$11M$11M
VEREIT INCNEW+927.0K927.0K+$9M$9M
EPREPR PPTYSNEW+117.8K117.8K+$8M$8M
SPIRIT RLTY CAP INCNEW+165.0K165.0K+$8M$8M
VNOVORNADO RLTY TRNEW+121.2K121.2K+$8M$8M
COLDAMERICOLD RLTY TRNEW+227.0K227.0K+$8M$8M
PMTPENNYMAC MTG INVT TRNEW+75.0K75.0K+$2M$2M
SUISUN CMNTYS INCSOLD OUT71.7K0$11M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2019

18 positions (from 19 filing rows — )
#IssuerClass% PortfolioValueShares
1SL GREEN RLTY CORPCOM21.64%$36M392.6K
2EPREPR PPTYSPFD C CNV 5.75% · COM SH BEN INT12.73%$21M529.1K
3AMTAMERICAN TOWER CORPhistory →COM6.71%$11M48.7K
4MGPMGM GROWTH PPTYS LLChistory →CL A COM6.49%$11M349.3K
5QTS RLTY TR INC6.50% CON PFD B5.91%$10M76.3K
6PLYMPLYMOUTH INDL REIT Ihistory →COM5.61%$9M508.6K
7VEREIT INCCOM5.14%$9M927.0K
8SPIRIT RLTY CAP INCCOM NEW4.87%$8M165.0K
9CROWN CASTLE INTL CO6.875% CON PFD A4.84%$8M6.3K
10VNOVORNADO RLTY TRhistory →SH BEN INT4.83%$8M121.2K
11COLDAMERICOLD RLTY TRhistory →COM4.77%$8M227.0K
12TRTXTPG RE FIN TR INChistory →COM4.48%$7M368.7K
13GNLGLOBAL NET LEASE INChistory →COM NEW4.05%$7M332.7K
14BRAEMAR HOTELS & RES5.5 CUM CV PFD B2.58%$4M226.7K
15PREFERRED APT CMNTYSCOM2.19%$4M273.5K
16BXMTBLACKSTONE MTG TR INhistory →COM CL A1.73%$3M77.5K
17PMTPENNYMAC MTG INVT TRhistory →COM1.00%$2M75.0K
18ABRARBOR RLTY TR INCCOM0.43%$718,00050.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$74M44May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$72M41Jan 22, 202613F-HRchanges · EDGAR ↗
Q3 2025$68M34Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$77M29Jul 22, 202513F-HRchanges · EDGAR ↗
Q1 2025$83M29Apr 21, 202513F-HRchanges · EDGAR ↗
Q4 2024$74M32Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$90M33Oct 21, 202413F-HRchanges · EDGAR ↗
Q2 2024$110M40Jul 26, 202413F-HRchanges · EDGAR ↗
Q1 2024$149M39May 1, 202413F-HRchanges · EDGAR ↗
Q4 2023$179M42Jan 24, 202413F-HRchanges · EDGAR ↗
Q3 2023$165M43Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$161M34Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$152M36May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$183M39Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$198M50Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$239M68Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$318M67May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$219M43Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$177M37Oct 26, 202113F-HRchanges · EDGAR ↗
Q2 2021$159M36Aug 3, 202113F-HRchanges · EDGAR ↗
Q1 2021$132M36May 5, 202113F-HRchanges · EDGAR ↗
Q4 2020$130M17Feb 3, 202113F-HRchanges · EDGAR ↗
Q3 2020$101M15Nov 5, 202013F-HRchanges · EDGAR ↗
Q2 2020$86M14Jul 22, 202013F-HRchanges · EDGAR ↗
Q1 2020$58M11Apr 28, 202013F-HRchanges · EDGAR ↗
Q4 2019$167M19Feb 5, 202013F-HRchanges · EDGAR ↗
Q3 2019$131M23Nov 6, 201913F-HRchanges · EDGAR ↗
Q2 2019$146M33Jul 31, 201913F-HRchanges · EDGAR ↗
Q1 2019$123M26Apr 26, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.