LCM

LDR Capital Management Portfolio holdings

AUM $68.1M
1-Year Est. Return 2.11%
This Quarter Est. Return
1 Year Est. Return
-2.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.4M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.1M
3
+$1.8M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$1.5M
5
RPT.PRD
RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest
RPT.PRD
+$1.41M

Top Sells

1
+$4.61M
2
+$4.58M
3
+$4.34M
4
LPT
Liberty Property Trust
LPT
+$3.87M
5
WSR
Whitestone REIT
WSR
+$3.84M

Sector Composition

1 Real Estate 41.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-90,049
1
2