LDR Capital Management LLC Buys MGM Growth Properties LLC, The RMR Group Inc, Blackstone Mortgage Trust Inc, Sells Hersha Hospitality Trust, UDR Inc, American Campus Communities Inc

Investment company LDR Capital Management LLC (Current Portfolio) buys MGM Growth Properties LLC, The RMR Group Inc, Blackstone Mortgage Trust Inc, CorEnergy Infrastructure Trust Inc, Cedar Realty Trust Inc, sells Hersha Hospitality Trust, UDR Inc, American Campus Communities Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, LDR Capital Management LLC. As of 2021Q3, LDR Capital Management LLC owns 35 stocks with a total value of $166 million. These are the details of the buys and sells.

For the details of LDR Capital Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/ldr+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of LDR Capital Management LLC
  1. SL Green Realty Corp (SLG) - 598,758 shares, 25.56% of the total portfolio. Shares added by 1.27%
  2. Blackstone Mortgage Trust Inc (BXMT) - 867,325 shares, 15.84% of the total portfolio. Shares added by 45.40%
  3. MGM Growth Properties LLC (MGP) - 277,528 shares, 6.40% of the total portfolio. New Position
  4. Playa Hotels & Resorts NV (PLYA) - 1,199,883 shares, 5.99% of the total portfolio.
  5. Global Net Lease Inc (GNL) - 542,419 shares, 5.24% of the total portfolio. Shares added by 1.60%
New Purchase: MGM Growth Properties LLC (MGP)

LDR Capital Management LLC initiated holding in MGM Growth Properties LLC. The purchase prices were between $35.88 and $43.1, with an estimated average price of $39.21. The stock is now traded at around $40.640000. The impact to a portfolio due to this purchase was 6.4%. The holding were 277,528 shares as of 2021-09-30.

New Purchase: The RMR Group Inc (RMR)

LDR Capital Management LLC initiated holding in The RMR Group Inc. The purchase prices were between $33.2 and $46.34, with an estimated average price of $38.07. The stock is now traded at around $35.370000. The impact to a portfolio due to this purchase was 5%. The holding were 248,099 shares as of 2021-09-30.

New Purchase: CorEnergy Infrastructure Trust Inc (CORR)

LDR Capital Management LLC initiated holding in CorEnergy Infrastructure Trust Inc. The purchase prices were between $4.12 and $6.62, with an estimated average price of $5.09. The stock is now traded at around $5.140000. The impact to a portfolio due to this purchase was 1.14%. The holding were 2,025,000 shares as of 2021-09-30.

New Purchase: Cedar Realty Trust Inc (CDR)

LDR Capital Management LLC initiated holding in Cedar Realty Trust Inc. The purchase prices were between $15.75 and $23.5, with an estimated average price of $18.05. The stock is now traded at around $21.705000. The impact to a portfolio due to this purchase was 0.32%. The holding were 24,562 shares as of 2021-09-30.

Added: Blackstone Mortgage Trust Inc (BXMT)

LDR Capital Management LLC added to a holding in Blackstone Mortgage Trust Inc by 45.40%. The purchase prices were between $30.01 and $33.05, with an estimated average price of $31.75. The stock is now traded at around $32.535000. The impact to a portfolio due to this purchase was 4.95%. The holding were 867,325 shares as of 2021-09-30.

Added: RPT Realty (RPT)

LDR Capital Management LLC added to a holding in RPT Realty by 47.74%. The purchase prices were between $11.98 and $13.32, with an estimated average price of $12.75. The stock is now traded at around $13.690000. The impact to a portfolio due to this purchase was 0.09%. The holding were 35,900 shares as of 2021-09-30.

Added: Chatham Lodging Trust (CLDT)

LDR Capital Management LLC added to a holding in Chatham Lodging Trust by 43.64%. The purchase prices were between $11.12 and $13.05, with an estimated average price of $12.02. The stock is now traded at around $12.700000. The impact to a portfolio due to this purchase was 0.07%. The holding were 31,600 shares as of 2021-09-30.

Added: Urstadt Biddle Properties Inc (UBA)

LDR Capital Management LLC added to a holding in Urstadt Biddle Properties Inc by 36.78%. The purchase prices were between $18.36 and $19.61, with an estimated average price of $19.1. The stock is now traded at around $20.100000. The impact to a portfolio due to this purchase was 0.07%. The holding were 23,800 shares as of 2021-09-30.

Added: Acadia Realty Trust (AKR)

LDR Capital Management LLC added to a holding in Acadia Realty Trust by 23.99%. The purchase prices were between $20.03 and $22.59, with an estimated average price of $21.1. The stock is now traded at around $22.610000. The impact to a portfolio due to this purchase was 0.05%. The holding were 22,223 shares as of 2021-09-30.

Sold Out: UDR Inc (UDR)

LDR Capital Management LLC sold out a holding in UDR Inc. The sale prices were between $49.59 and $55.59, with an estimated average price of $53.39.

Sold Out: American Campus Communities Inc (ACC)

LDR Capital Management LLC sold out a holding in American Campus Communities Inc. The sale prices were between $47.24 and $51.99, with an estimated average price of $49.65.



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