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
$167M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$11.2M
3
+$8.56M
4
EPR icon
EPR Properties
EPR
+$8.32M
5
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
+$8.12M

Top Sells

1
+$10.6M
2
+$6.96M
3
+$6.51M
4
ABR icon
Arbor Realty Trust
ABR
+$3.91M
5
LXP.PRC icon
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
+$2.52M

Sector Composition

1 Real Estate 73.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-16,040
27
– –
-609
28
– –
-31,953
29
– –
-3,804
30
– –
-19,227
1
2