SEC 13F Intelligence

Ldr Capital Management LLC / HR

Ldr Capital Management LLC’s Healthcare Rlty Tr Position

Does Ldr Capital Management LLC own Healthcare Rlty Tr (HR)? Not currently — the last reported position was 141.8K shares worth $2M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2024
Shares
141.8K
% of Portfolio
+3.26%
Quarters Held
10
position exited

Position History HR

Reported value by quarter
Q3 ’22: $3MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ3 ’23Q4 ’23: $5MQ1 ’24: $4MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ3 ’24Q4 ’24: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024141.8K$2M+3.26%
Q3 2024287.1K$5M+5.80%
Q2 2024302.1K$5M+4.53%
Q1 2024310.6K$4M+2.96%
Q4 2023296.5K$5M+2.85%
Q3 2023299.1K$5M+2.77%
Q2 2023240.8K$5M+2.83%
Q1 2023224.7K$4M+2.86%
Q4 2022205.9K$4M+2.17%
Q3 2022151.4K$3M+1.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ldr Capital Management LLC’s full portfolio or all institutional holders of HR.