LCM
LDR Capital Management Portfolio holdings
AUM
$77.3M
This Quarter Return
+14.37%
1 Year Return
+7.87%
3 Year Return
+7.33%
5 Year Return
+26.07%
10 Year Return
–
AUM
$89.8M
AUM Growth
+$89.8M
(-18%)
Cap. Flow
-$32.9M
Cap. Flow
% of AUM
-36.66%
Top 10 Holdings %
Top 10 Hldgs %
52.5%
Holding
41
New
1
Increased
2
Reduced
27
Closed
8
Top Buys
| 1 |
VICI Properties
VICI
|
$1.31M |
| 2 |
CHCT
Community Healthcare Trust
CHCT
|
$630K |
| 3 |
Howard Hughes
HHH
|
$176K |
Top Sells
| 1 |
SL Green Realty
SLG
|
$11.3M |
| 2 |
Sabra Healthcare REIT
SBRA
|
$6.99M |
| 3 |
Urban Edge Properties
UE
|
$1.97M |
| 4 |
Healthpeak Properties
DOC
|
$1.84M |
| 5 |
Brookfield Infrastructure
BIPC
|
$1.59M |
Sector Composition
| 1 | Real Estate | 62.28% |
| 2 | Utilities | 2.19% |
| 3 | Consumer Staples | 0% |
