James Ancey

Ldr Capital Management Llc

Assets Managed

$74.38M

Holdings

Last Quarter

2026 - Q1

Filed Date

5d ago

Growth Rate

3.09%(2Q avg: 4.53%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Ldr Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of Ldr Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 74.38M in assets, with a quarterly growth rate of 3.09% and a 2-quarter average growth rate of 4.53%. The portfolio is managed by James Ancey, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
RLJ Rlj Lodging Trust Recent Activity Decreased -1.07%	9.33%	$6.935M 287,768 shares@ $24.1 avg price	Decreased -1.07%
EQIX Equinix Inc Recent Activity Increased 86.23%	8.17%	$6.07M 6,192 shares@ $980.24 avg price	Increased 86.23%
EPR Epr Properties Recent Activity Decreased -37.11%	7.07%	$5.256M 173,004 shares@ $30.39 avg price	Decreased -37.11%
AMT American Tower Corp Recent Activity Increased 81.69%	6.54%	$4.859M 28,156 shares@ $172.58 avg price	Increased 81.69%
ur-2⤦ Pebblebrook Hotel Tr Recent Activity Decreased -2.25%	5.9%	$4.385M 228,278 shares@ $19.21 avg price	Decreased -2.25%
PLD Prologis Inc Recent Activity	4.17%	$3.099M 23,448 shares@ $132.19 avg price
ELS Equity Lifestyle Properties Recent Activity New Position	3.84%	$2.854M 45,723 shares@ $62.43 avg price	New Position
WELL Welltower Inc Recent Activity Increased 14.51%	3.3%	$2.452M 12,401 shares@ $197.72 avg price	Increased 14.51%
ur-7⤦ Rithm Ppty Tr Inc Recent Activity New Position	3.29%	$2.441M 99,012 shares@ $24.65 avg price	New Position
GLPI Gaming And Leisure Propertie Recent Activity	3.2%	$2.375M 53,519 shares@ $44.37 avg price

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