LCM
LDR Capital Management Portfolio holdings
AUM
$77.3M
This Quarter Return
+6.51%
1 Year Return
+7.87%
3 Year Return
+7.33%
5 Year Return
+26.07%
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+21%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
9.72%
Top 10 Holdings %
Top 10 Hldgs %
82.26%
Holding
44
New
8
Increased
10
Reduced
4
Closed
8
Top Buys
| 1 |
Park Hotels & Resorts
PK
|
$8.14M |
| 2 |
RLJ Lodging Trust
RLJ
|
$8M |
| 3 |
Blackstone Mortgage Trust
BXMT
|
$5.14M |
| 4 |
Americold
COLD
|
$4.31M |
| 5 |
ACRE
Ares Commercial Real Estate
ACRE
|
$4.09M |
Top Sells
| 1 |
DiamondRock Hospitality
DRH
|
$6.97M |
| 2 |
APTS
Preferred Apartment Communities, Inc.
APTS
|
$3.57M |
| 3 |
Crown Castle
CCI
|
$1.88M |
| 4 |
PLYM
Plymouth Industrial REIT
PLYM
|
$1.87M |
| 5 |
PSTL
Postal Realty Trust
PSTL
|
$1.7M |
Sector Composition
| 1 | Real Estate | 86.35% |
| 2 | Consumer Discretionary | 5.6% |
