Verdicts genuinely change. Free email alert the moment HLPPX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
LDR HIGH INCOME REALTY FUND · World Funds Trust
52 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 106% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 20.19% of portfolio weight is in non-compliant holdings, over the 5% threshold.
52 holdings, 41 matched (72% of weight). Portfolio as of 2026-06-30, filed 2026-08-25. Source: SEC Form N-PORT.
0.69% of this portfolio’s income is non-permissible — weighted across holdings, computed over 67% of portfolio weight (37 of 52 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
52.9% compliant 0.0% questionable 19.0% non-compliant 28.1% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| PLD PROLOGIS INC | COMPLIANT | 8.38% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| SECT-B.ST Default | COMPLIANT | 6.60% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| SECT-B.ST Default | COMPLIANT | 6.48% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| SIMON PROPERTY | UNSCREENED | 5.76% | no in-house ratios for this holding |
| PSA PUBLIC STORAGE | NON_COMPLIANT | 5.46% | AAOIFI18.1% Usmani50.6% Dow Jones Islamic19.9% S&P Shariah20.7% MSCI Islamic50.6% MSCI Islamic M-Series20.7% FTSE Shariah50.6% |
| SECT-B.ST Default | COMPLIANT | 5.32% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| AMT AMERICAN TOWER C | NON_COMPLIANT | 5.29% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| DIGITAL REALTY | UNSCREENED | 4.77% | no in-house ratios for this holding |
| ESSEX PROPERTY | UNSCREENED | 4.44% | no in-house ratios for this holding |
| CROWN CASTLE INT | UNSCREENED | 4.02% | no in-house ratios for this holding |
| EQUITY RESIDENTI | UNSCREENED | 3.72% | no in-house ratios for this holding |
| SL Green Realty Corp. | UNSCREENED | 3.69% | no in-house ratios for this holding |
| SECT-B.ST Default | COMPLIANT | 3.52% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| SECT-B.ST Default | COMPLIANT | 3.45% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| H HYATT HOTELS-A | NON_COMPLIANT | 3.37% | AAOIFI30.0% Usmani32.3% Dow Jones Islamic31.2% S&P Shariah32.4% MSCI Islamic32.3% MSCI Islamic M-Series32.4% FTSE Shariah30.6% |
| SECT-B.ST Default | COMPLIANT | 3.19% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| SECT-B.ST Default | COMPLIANT | 3.14% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| MAC MACERICH CO | NON_COMPLIANT | 3.12% | AAOIFI73.6% Usmani56.9% Dow Jones Islamic104.4% S&P Shariah119.9% MSCI Islamic56.9% MSCI Islamic M-Series119.9% FTSE Shariah56.9% |
| VTR VENTAS INC | COMPLIANT | 3.08% | AAOIFI28.0% Usmani42.8% Dow Jones Islamic38.5% S&P Shariah45.5% MSCI Islamic42.8% MSCI Islamic M-Series45.5% FTSE Shariah42.8% |
| CBRE CBRE GROUP INC-A | COMPLIANT | 2.32% | AAOIFI20.1% Usmani27.9% Dow Jones Islamic19.6% S&P Shariah22.3% MSCI Islamic27.2% MSCI Islamic M-Series22.3% FTSE Shariah19.0% |
| SECT-B.ST Default | COMPLIANT | 2.16% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| SECT-B.ST Default | COMPLIANT | 2.16% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| SECT-B.ST Default | COMPLIANT | 2.14% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| Expedia, Inc. | UNSCREENED | 1.84% | no in-house ratios for this holding |
| SECT-B.ST Default | COMPLIANT | 1.62% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| SECT-B.ST Default | COMPLIANT | 1.61% | AAOIFI0.1% Usmani3.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.7% MSCI Islamic M-Seriespass FTSE Shariah1.7% |
| WY WEYERHAEUSER CO | NON_COMPLIANT | 1.32% | AAOIFI31.3% Usmani32.1% Dow Jones Islamic28.8% S&P Shariah27.4% MSCI Islamic32.1% MSCI Islamic M-Series27.4% FTSE Shariah32.1% |
| ALEXANDRIA REAL | UNSCREENED | 0.93% | no in-house ratios for this holding |
| SL Green Realty Corp. | UNSCREENED | 0.58% | no in-house ratios for this holding |
| MAC The Macerich Co. | NON_COMPLIANT | 0.49% | AAOIFI73.6% Usmani56.9% Dow Jones Islamic104.4% S&P Shariah119.9% MSCI Islamic56.9% MSCI Islamic M-Series119.9% FTSE Shariah56.9% |
| VRT Vertiv Holdings Co | COMPLIANT | 0.39% | AAOIFI3.2% Usmani19.0% Dow Jones Islamic4.5% S&P Shariah5.7% MSCI Islamic19.0% MSCI Islamic M-Series5.7% FTSE Shariah18.5% |
| WELL Welltower Inc | COMPLIANT | 0.28% | AAOIFI10.6% Usmani26.7% Dow Jones Islamic15.6% S&P Shariah19.1% MSCI Islamic26.7% MSCI Islamic M-Series19.1% FTSE Shariah26.7% |
| EXPE Expedia Group, Inc. | NON_COMPLIANT | 0.25% | AAOIFI15.9% Usmani19.6% Dow Jones Islamic22.4% S&P Shariah26.0% MSCI Islamic19.6% MSCI Islamic M-Series26.0% FTSE Shariah18.8% |
| FTAI FTAI Aviation Ltd | COMPLIANT | 0.24% | AAOIFI17.1% Usmani76.9% Dow Jones Islamic19.5% S&P Shariah24.8% MSCI Islamic76.9% MSCI Islamic M-Series24.8% FTSE Shariah76.9% |
| H HYATT HOTELS-A | NON_COMPLIANT | 0.23% | AAOIFI30.0% Usmani32.3% Dow Jones Islamic31.2% S&P Shariah32.4% MSCI Islamic32.3% MSCI Islamic M-Series32.4% FTSE Shariah30.6% |
| SPG Simon Property Group, Inc. | NON_COMPLIANT | 0.19% | AAOIFI42.4% Usmani72.3% Dow Jones Islamic57.5% S&P Shariah63.8% MSCI Islamic72.3% MSCI Islamic M-Series63.8% FTSE Shariah72.3% |
| ESS Essex Property Trust, Inc. | NON_COMPLIANT | 0.11% | AAOIFI35.7% Usmani49.5% Dow Jones Islamic37.2% S&P Shariah39.3% MSCI Islamic49.5% MSCI Islamic M-Series39.3% FTSE Shariah49.5% |
| Equity Residential | UNSCREENED | 0.10% | no in-house ratios for this holding |
| OUT OUTFRONT Media Inc. | NON_COMPLIANT | 0.09% | AAOIFI81.0% Usmani78.4% Dow Jones Islamic116.5% S&P Shariah138.2% MSCI Islamic78.4% MSCI Islamic M-Series138.2% FTSE Shariah48.0% |
| IRM Iron Mountain Inc. | NON_COMPLIANT | 0.08% | AAOIFI57.3% Usmani93.4% Dow Jones Islamic66.1% S&P Shariah73.7% MSCI Islamic90.9% MSCI Islamic M-Series73.7% FTSE Shariah79.0% |
| SBRA Sabra Health Care REIT, Inc. | NON_COMPLIANT | 0.08% | AAOIFI49.4% Usmani47.6% Dow Jones Islamic61.2% S&P Shariah69.2% MSCI Islamic47.6% MSCI Islamic M-Series69.2% FTSE Shariah47.6% |
| CBRE CBRE Group, Inc. | COMPLIANT | 0.07% | AAOIFI20.1% Usmani27.9% Dow Jones Islamic19.6% S&P Shariah22.3% MSCI Islamic27.2% MSCI Islamic M-Series22.3% FTSE Shariah19.0% |
| VTR Ventas, Inc. | COMPLIANT | 0.06% | AAOIFI28.0% Usmani42.8% Dow Jones Islamic38.5% S&P Shariah45.5% MSCI Islamic42.8% MSCI Islamic M-Series45.5% FTSE Shariah42.8% |
| EQIX Equinix, Inc. | COMPLIANT | 0.06% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| PSA Public Storage | NON_COMPLIANT | 0.05% | AAOIFI18.1% Usmani50.6% Dow Jones Islamic19.9% S&P Shariah20.7% MSCI Islamic50.6% MSCI Islamic M-Series20.7% FTSE Shariah50.6% |
| DLR Digital Realty Trust, Inc. | COMPLIANT | 0.04% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LINE Lineage, Inc | NON_COMPLIANT | 0.04% | AAOIFI78.9% Usmani43.1% Dow Jones Islamic66.3% S&P Shariahfail MSCI Islamic36.3% MSCI Islamic M-Seriesfail FTSE Shariah32.9% |
| American Tower Corporate REIT | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ARE Alexandria Real Estate Equities, Inc. | NON_COMPLIANT | 0.02% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CCI Crown Castle, Inc. | NON_COMPLIANT | 0.01% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PLD Prologis, Inc. | COMPLIANT | 0.01% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| WY Weyerhaeuser Co. | NON_COMPLIANT | 0.00% | AAOIFI31.3% Usmani32.1% Dow Jones Islamic28.8% S&P Shariah27.4% MSCI Islamic32.1% MSCI Islamic M-Series27.4% FTSE Shariah32.1% |
The published standards disagree about this fund by 60 points of portfolio weight — 65.6% of it passes AAOIFI, 5.2% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 65.6% ratios fail on 5.5% 35.2% not rated under AAOIFI
ratios pass on 8.0% ratios fail on 62.9% 35.5% not rated under Usmani
ratios pass on 63.6% ratios fail on 7.6% 35.2% not rated under Dow Jones Islamic
ratios pass on 63.8% ratios fail on 7.3% 35.2% not rated under S&P Shariah
ratios pass on 5.2% ratios fail on 66.0% 35.2% not rated under MSCI Islamic
ratios pass on 63.6% ratios fail on 7.6% 35.2% not rated under MSCI Islamic M-Series
ratios pass on 8.0% ratios fail on 63.1% 35.2% not rated under FTSE Shariah
23 of 52 listed holdings carry our own per-methodology verdicts (77% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 20 (71% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| PSA PUBLIC STORAGE | 5.46% |
| AMT AMERICAN TOWER C | 5.29% |
| H HYATT HOTELS-A | 3.37% |
| MAC MACERICH CO | 3.12% |
| WY WEYERHAEUSER CO | 1.32% |
| MAC The Macerich Co. | 0.49% |
| EXPE Expedia Group, Inc. | 0.25% |
| H HYATT HOTELS-A | 0.23% |
| SPG Simon Property Group, Inc. | 0.19% |
| ESS Essex Property Trust, Inc. | 0.11% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
LDR HIGH INCOME REALTY FUND (HLPPX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| PLDPROLOGIS INC | 8.38% | Compliant |
| SECT-B.STDefault | 6.60% | Compliant |
| SECT-B.STDefault | 6.48% | Compliant |
| SIMON PROPERTYnot matched to a ticker | 5.76% | Not screened |
| PSAPUBLIC STORAGE | 5.46% | Non-compliant |
| SECT-B.STDefault | 5.32% | Compliant |
| AMTAMERICAN TOWER C | 5.29% | Non-compliant |
| DIGITAL REALTYnot matched to a ticker | 4.77% | Not screened |
| ESSEX PROPERTYnot matched to a ticker | 4.44% | Not screened |
| CROWN CASTLE INTnot matched to a ticker | 4.02% | Not screened |
Top 10 of 52 holdings, 56.5% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for HLPPX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 37.20 | NEUTRAL |
| Stochastic %K (14) | 21.67 | NEUTRAL |
| CCI (20) | -67.75 | NEUTRAL |
| Williams %R (14) | -78.33 | NEUTRAL |
| MACD (12,26,9) | -0.02 | SELL |
| ROC (10) | -3.20 | SELL |
| Momentum (10) | -0.30 | SELL |
| EMA (10) | 9.11 | SELL |
| SMA (10) | 9.09 | SELL |
| EMA (20) | 9.25 | SELL |
| SMA (20) | 9.28 | SELL |
| EMA (30) | 9.35 | SELL |
| SMA (30) | 9.40 | SELL |
| EMA (50) | 9.48 | SELL |
| SMA (50) | 9.60 | SELL |
| EMA (100) | 9.55 | SELL |
| SMA (100) | 9.71 | SELL |
| EMA (200) | 9.34 | SELL |
| SMA (200) | 9.43 | SELL |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.