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| LDR Capital Management LLC
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|---|---|
| CRD # | 162329 |
| SEC # | 801-75986 |
| CIK # | 0001566089 |
| AUM | $397.2 M (2026-03-31) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 646-927-5800 |
| Address | 300 Park Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001566089 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Equinix Inc | 6.1 | ||
| American Tower Corp /MA/ | 4.9 | ||
| AMB Property Corp | 3.1 | ||
| Equity Lifestyle Properties Inc | 2.9 | ||
| Health Care REIT Inc /DE/ | 2.5 | ||
| Gaming & Leisure Properties Inc | 2.4 | ||
| Digital Realty Trust Inc | 2.0 | ||
| Public Storage | 1.9 | ||
| Simon Property Group Inc /DE/ | 1.8 | ||
| GS Acquisition Holdings Corp | 1.8 | ||
| Realty Income Corp | 1.8 | ||
| Crown Castle International Corp | 1.8 | ||
| VICI Properties Inc | 1.6 | ||
| Essex Property Trust Inc | 1.4 | ||
| Ventas Inc | 1.3 | ||
| Iron Mountain Inc | 1.3 | ||
| SL Green Realty Corp | 1.1 | ||
| Omega Healthcare Investors Inc | 1.0 | ||
| Apollo Commercial Real Estate Finance Inc | 1.0 | ||
| Community Healthcare Trust Inc | 0.9 | ||
| Macerich Co | 0.9 | ||
| Fortress Transportation & Infrastructure Investors LLC | 0.9 | ||
| Pennymac Mortgage Investment Trust | 0.8 | ||
| Senior Housing Properties Trust | 0.7 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | LDR Real Estate Opportunity Fund LLC | [2022-03-11] | 11.3 | 11.7 |
| HF | LDR Preferred Income Fund LLC | [2012-03-30] | 513.5 | 181.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 62.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 29.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 181.4 |
| (g) Pension and profit sharing plans | 1 | 10.1 |
| (h) Charitable organizations | 4 | 8.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 105.1 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 397.2 |
| By Discretionary | ||
| Discretionary | 28 | 397.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 28 | 397.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.2 | |
| United States Persons | 390.0 | |
| Total | 28 | 397.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ivy Dodes | 44 | 7 | ||
| Kenneth Lohsen | 40 | 7 | ||
| Nicole Arnaboldi | 16 | 6 | ||
| Lawrence Raiman | 2 | 1 | ||
| Bo Brownstein | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001566089] | |
| SC 13G | [0001566089] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| LDR Capital Management LLC | Community Healthcare Trust Inc | [2016-02-12] |
| LDR Capital Management LLC | Wheeler Real Estate Investment Trust Inc | [2016-02-12] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goodhaven Capital Management LLC
✚
|
NJ | 0.4 |
|
Kanen Wealth Management LLC
✚
|
FL | 0.4 |
|
Goldberg Advisers LLC
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|
CA | 0.4 |
|
Diastole Wealth Management Inc
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CT | 0.4 |
|
Value Partners Limited
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|
0.4 | |
|
Knuff & Company LLC
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CA | 0.4 |
|
Moon Capital Management LLC
✚
|
TN | 0.4 |
|
16th Amendment Advisors LLC
✚
|
NY | 0.4 |
|
Bluestone Capital Management LLC
✚
|
PA | 0.4 |
|
Nixon Capital LLC
✚
|
TX | 0.4 |