13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001566089
申報總市值
US$8097.9萬
US$8097.9萬
45 檔
36.0%
在 Q2 2026 申報期間，LDR Capital Management LLC（CIK: 0001566089）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$8097.9萬，共持有 45 個公開申報部位。
觀察 Q2 2026 的資金脈絡，LDR Capital Management LLC 在獲利結算 7 檔個股的同時，將資本重新部署至 8 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，LDR Capital Management LLC 的前 5 大核心持股（包含 RLJ 1.95 PERP A, EQIX, EPR 9 PERP E 等）合計佔整體申報市值的 36.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RLJ 1.95 PERP A債券 | Rlj Lodging Trust | 債券 | 8.41% | +0.41% | +3.26% | |
| 2 | EQIX | Equinix Inc | 股票-房地產 | 7.56% | +0.28% | +1.45% | |
| 3 | EPR 9 PERP E債券 | Epr Properties | 債券 | 6.34% | +0.34% | — | |
| 4 | DLR | Digital Realty Trust Inc | 股票-房地產 | 6.04% | +0.27% | +168.42% | |
| 5 | CCI | Crown Castle Inc | 股票-房地產 | 5.28% | -0.31% | +176.09% | |
| 6 | PEB 6.375 PERP E債券 | Pebblebrook Hotel Trust | 債券 | 5.05% | +0.72% | -1.63% | |
| 7 | SPG | Simon Property Group Inc | 股票-房地產 | 4.57% | +0.16% | +79.56% | |
| 8 | SLG | Sl Green Realty CORP | 股票-房地產 | 4.15% | +0.04% | +140.46% | |
| 9 | PLD | Prologis Inc | 股票-房地產 | 4.05% | -1.04% | +10.51% | |
| 10 | MAC | Macerich Co/the | 股票-其他 | 3.79% | +0.13% | +166.13% | |
| 11 | WELL | Welltower Inc | 股票-房地產 | 3.22% | +0.61% | -1.01% | |
| 12 | AMT | American Tower CORP | 股票-房地產 | 3.08% | +0.22% | -41.98% | |
| 13 | RPT V9.875 PERP債券 | Rithm Property Trust | 債券 | 2.85% | +0.19% | — | |
| 14 | PEB 6.3 PERP F債券 | Pebblebrook Hotel Trust | 債券 | 2.51% | +0.21% | +0.02% | |
| 15 | PSA | Public Storage | 股票-房地產 | 2.51% | -0.12% | -0.60% | |
| 16 | VRT | Vertiv Holdings Co-a | 股票-工業 | 2.51% | +1.59% | -10.96% | |
| 17 | BXP | Bxp Inc | 股票-房地產 | 2.21% | -2.21% | EXIT | |
| 18 | ESS | Essex Property Trust Inc | 股票-房地產 | 2.06% | -0.03% | +4.41% | |
| 19 | VTR | Ventas Inc | 股票-房地產 | 1.77% | +0.04% | +8.04% | |
| 20 | SBRA | Sabra Health Care Reit Inc | 股票-房地產 | 1.69% | +0.13% | — | |
| 21 | LXP 6.5 PERP C債券 | Lxp Industrial Trust | 債券 | 1.62% | -1.62% | EXIT | |
| 22 | IRM | Iron Mountain Inc | 股票-房地產 | 1.53% | -0.09% | -14.90% | |
| 23 | OUT | Outfront Media Inc | 股票-其他 | 1.45% | -1.45% | EXIT | |
| 24 | EQR | Equity Residential | 股票-房地產 | 1.31% | +0.79% | — | |
| 25 | H | Hyatt Hotels CORP - Cl A | 股票-循環性消費 | 1.18% | -0.14% | — | |
| 26 | FTAI | FTAI Aviation Ltd. | 股票-工業 | 1.12% | -0.38% | — | |
| 27 | VICI | Vici Properties Inc | 股票-房地產 | 1.04% | -1.04% | EXIT | |
| 28 | MRP | Millrose Properties | 股票-房地產 | 0.91% | -0.12% | — | |
| 29 | EGP | Eastgroup Properties Inc | 股票-房地產 | 0.88% | +0.04% | +24.39% | |
| 30 | EPR 5.75 PERP C債券 | Epr Properties | 債券 | 0.83% | +0.05% | — | |
| 31 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.81% | +0.02% | — | |
| 32 | WY | Weyerhaeuser Co | 股票-房地產 | 0.78% | -0.51% | +8.66% | |
| 33 | LINE | Lineage Inc | 股票-其他 | 0.75% | -0.12% | — | |
| 34 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.74% | -0.74% | EXIT | |
| 35 | BRX | Brixmor Property Group Inc | 股票-房地產 | 0.71% | -0.05% | -14.00% | |
| 36 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.65% | +0.06% | — | |
| 37 | O | Realty Income CORP | 股票-房地產 | 0.62% | -0.04% | -70.29% | |
| 38 | CTO | Cto Realty Growth Inc | 股票-其他 | 0.57% | +0.02% | +13.35% | |
| 39 | DHC | Diversified Healthcare Trust | 股票-其他 | 0.56% | -0.05% | -51.27% | |
| 40 | ELS | Equity Lifestyle Properties | 股票-房地產 | 0.51% | -0.02% | -84.98% | |
| 41 | UMH | Umh Properties Inc | 股票-其他 | 0.46% | +0.04% | -15.93% | |
| 42 | HST | Host Hotels & Resorts Inc | 股票-房地產 | 0.39% | +0.01% | +24.37% | |
| 43 | ARE | Alexandria Real Estate Equit | 股票-房地產 | 0.33% | -0.02% | — | |
| 44 | EXR | Extra Space Storage Inc | 股票-房地產 | 0.32% | -0.01% | +24.53% | |
| 45 | AMH | American Homes 4 Rent- A | 股票-房地產 | 0.32% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DLR | Digital Realty Trust Inc | +3.4% | +168.42% | 加碼 |
| 2 | CCI | Crown Castle Inc | +2.9% | +176.09% | 加碼 |
| 3 | SLG | Sl Green Realty CORP | +2.7% | +140.46% | 加碼 |
| 4 | MAC | Macerich Co/the | +2.6% | +166.13% | 加碼 |
| 5 | BXP | Bxp Inc | +2.2% | NEW | 新建倉 |
| 6 | SPG | Simon Property Group Inc | +2.1% | +79.56% | 加碼 |
| 7 | SBRA | Sabra Health Care Reit Inc | +1.7% | NEW | 新建倉 |
| 8 | OUT | Outfront Media Inc | +1.5% | NEW | 新建倉 |
| 9 | EQR | Equity Residential | +1.3% | NEW | 新建倉 |
| 10 | H | Hyatt Hotels CORP - Cl A | +1.2% | NEW | 新建倉 |
| 11 | MRP | Millrose Properties | +0.9% | NEW | 新建倉 |
| 12 | AVB | Avalonbay Communities Inc | +0.7% | NEW | 新建倉 |
| 13 | AMH | American Homes 4 Rent- A | +0.3% | NEW | 新建倉 |
| 14 | ESS | Essex Property Trust Inc | +0.2% | +4.41% | 加碼 |
| 15 | EGP | Eastgroup Properties Inc | +0.1% | +24.39% | 加碼 |
| 16 | LINE | Lineage Inc | +0.1% | — | 不變 |
| 17 | HST | Host Hotels & Resorts Inc | +0.1% | +24.37% | 加碼 |
| 18 | CTO | Cto Realty Growth Inc | +0.1% | +13.35% | 加碼 |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | -10.96% | 減碼 |
| 20 | EXR | Extra Space Storage Inc | +0.1% | +24.53% | 加碼 |
| 21 | VTR | Ventas Inc | 0% | +8.04% | 加碼 |
| 22 | PSA | Public Storage | — | -0.60% | 減碼 |
| 23 | ARE | Alexandria Real Estate Equit | — | — | 不變 |
| 24 | EPR 5.75 PERP C債券 | Epr Properties | 0% | — | 不變 |
| 25 | EXPE | Expedia Group Inc | 0% | — | 不變 |
| 26 | FTAI | FTAI Aviation Ltd. | -0.1% | — | 不變 |
| 27 | WY | Weyerhaeuser Co | -0.1% | +8.66% | 加碼 |
| 28 | WELL | Welltower Inc | -0.1% | -1.01% | 減碼 |
| 29 | PLD | Prologis Inc | -0.1% | +10.51% | 加碼 |
| 30 | UMH | Umh Properties Inc | -0.1% | -15.93% | 減碼 |
| 31 | CBRE | Cbre Group Inc - A | -0.1% | — | 不變 |
| 32 | BRX | Brixmor Property Group Inc | -0.2% | -14.00% | 減碼 |
| 33 | IRM | Iron Mountain Inc | -0.2% | -14.90% | 減碼 |
| 34 | KRG | Kite Realty Group Trust | -0.3% | EXIT | 清倉 |
| 35 | LXP 6.5 PERP C債券 | Lxp Industrial Trust | -0.3% | — | 不變 |
| 36 | XRN | Chiron Real Estate Inc | -0.3% | EXIT | 清倉 |
| 37 | DHC | Diversified Healthcare Trust | -0.4% | -51.27% | 減碼 |
| 38 | PEB 6.3 PERP F債券 | Pebblebrook Hotel Trust | -0.4% | +0.02% | 加碼 |
| 39 | RPT V9.875 PERP債券 | Rithm Property Trust | -0.4% | — | 不變 |
| 40 | EQIX | Equinix Inc | -0.6% | +1.45% | 加碼 |
| 41 | EPR 9 PERP E債券 | Epr Properties | -0.7% | — | 不變 |
| 42 | PEB 6.375 PERP E債券 | Pebblebrook Hotel Trust | -0.9% | -1.63% | 減碼 |
| 43 | RLJ 1.95 PERP A債券 | Rlj Lodging Trust | -0.9% | +3.26% | 加碼 |
| 44 | PMT | Pennymac Mortgage Investment | -1% | EXIT | 清倉 |
| 45 | VICI | Vici Properties Inc | -1.1% | -42.33% | 減碼 |
| 46 | CHCT | Community Healthcare Trust I | -1.2% | EXIT | 清倉 |
| 47 | ARI | Apollo Commercial Real Estat | -1.4% | EXIT | 清倉 |
| 48 | OHI | Omega Healthcare Investors | -1.4% | EXIT | 清倉 |
| 49 | O | Realty Income CORP | -1.8% | -70.29% | 減碼 |
| 50 | GLPI | Gaming And Leisure Propertie | -3.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，LDR Capital Management LLC 在 Q2 2026 季度的美股持倉總市值約為 US$8097.9萬，共申報了 45 個公開持股部位。
在 Q2 2026 季度，LDR Capital Management LLC 按市值排列的前三大核心持股分別為：RLJ 1.95 PERP A (8.4%)、EQIX (7.6%)、EPR 9 PERP E (6.3%)。其中最大持股部位 RLJ 1.95 PERP A 佔據整體投資組合約 8.4% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
BXP
市值: US$191.3萬
本季最大獲利了結 / 清倉標的
GLPI
前期市值: US$237.5萬
在 Q2 2026 季度中，LDR Capital Management LLC 共進行了 43 項持倉異動，包含新建倉 8 個部位、加碼 16 個部位、減碼 12 個部位以及清倉 7 個部位。 其中最大新建倉標的為 BXP。 本季清倉部位包含 GLPI。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。