LCM
LDR Capital Management Portfolio holdings
AUM
$77.3M
This Quarter Return
+2.54%
1 Year Return
+7.87%
3 Year Return
+7.33%
5 Year Return
+26.07%
10 Year Return
–
AUM
$167M
AUM Growth
+$35.4M
(+27%)
Cap. Flow
+$32.6M
Cap. Flow
% of AUM
19.54%
Top 10 Holdings %
Top 10 Hldgs %
73.93%
Holding
30
New
7
Increased
7
Reduced
4
Closed
11
Top Buys
| 1 |
SL Green Realty
SLG
|
$13.7M |
| 2 |
American Tower
AMT
|
$11.2M |
| 3 |
VER
VEREIT, Inc.
VER
|
$8.57M |
| 4 |
EPR Properties
EPR
|
$8.32M |
| 5 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$8.12M |
Top Sells
| 1 |
Sun Communities
SUI
|
$10.6M |
| 2 |
Alexandria Real Estate Equities
ARE
|
$6.97M |
| 3 |
Lamar Advertising Co
LAMR
|
$6.52M |
| 4 |
Arbor Realty Trust
ABR
|
$3.91M |
| 5 |
LXP Industrial Trust 6.5% Series C Cumulative Convertible Preferred Stock
LXP.PRC
|
$2.52M |
Sector Composition
| 1 | Real Estate | 73.8% |