StockDriftsStockDriftsTop 38 LDR Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC | 8.16% | 6.2K | $6.1M | +86.23%(+2.87K) | $852.30(+17.57%) | 2026-03-31 | |
| AMT | AMERICAN TOWER CORP | 6.53% | 28.2K | $4.9M | +81.69%(+12.66K) | $191.27(-13.20%) | 2026-03-31 | |
| PLD | PROLOGIS INC. | 4.17% | 23.4K | $3.1M | +0.00%(+0) | $120.63(+15.58%) | 2026-03-31 | |
| ELS | EQUITY LIFESTYLE PROPERTIES | 3.84% | 45.7K | $2.9M | new | $66.65(-0.60%) | 2026-03-31 | |
| WELL | WELLTOWER INC | 3.3% | 12.4K | $2.5M | +14.51%(+1.57K) | $183.11(+28.91%) | 2026-03-31 | |
| RPTPRC | RITHM PPTY TR INC | 3.28% | 99.0K | $2.4M | new | $25.24(-1.34%) | 2026-03-31 | |
| GLPI | GAMING & LEISURE P | 3.19% | 53.5K | $2.4M | +0.00%(+0) | $45.65(-3.72%) | 2026-03-31 | |
| DLR | DIGITAL RLTY TR INC | 2.63% | 10.9K | $2.0M | -54.62%(-13.06K) | $164.46(+5.37%) | 2026-03-31 | |
| PSA | PUBLIC STORAGE OPER CO | 2.51% | 6.9K | $1.9M | +59.80%(+2.58K) | $277.56(+18.76%) | 2026-03-31 | |
| SPG | SIMON PPTY GROUP INC NEW | 2.47% | 9.9K | $1.8M | +0.00%(+0) | $180.93(+24.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.42% | +27.43% |
| Top 20 Holdings Unweighted | +4.27% | +13.38% |
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