Fund HoldingsHGI Capital Management, LLC

Total Portfolio Value
$36.39M
Total Bought
$9.33M
Total Sold
$46.76M
Net Transaction
-$37.44M
Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
Home Depot(HD)04,944+4,94402,0035.50%+2,003
Alexandria Real Estate Equities Inc022,773+22,77301,8985.21%+1,898
Phillips Edison & Co Inc(PECO)047,268+47,26801,6234.46%+1,623
Omega Healthcare Investors Inc(OHI)036,722+36,72201,5504.26%+1,550
Broadstone Net Lease Inc(BNL)068,558+68,55801,2253.37%+1,225
Brixmor Property Group Inc(BRX)030,050+30,05008322.29%+832
Equinix Inc(EQIX)2,7623,053+2912,1972,3916.57%+194
Veris Residential Inc105,494105,49401,5711,6044.41%+33
Prologis Inc(PLD)21,95316,330-5,6232,3081,8705.14%-438
RLJ Lodging Trust(RLJ)115,8180-115,8188430-843
VICI Properties Inc(VICI)82,31246,931-35,3812,6831,5304.21%-1,153
First Industrial Realty Trust Inc(FR)66,83539,373-27,4623,2172,0275.57%-1,190
Ventas Inc(VTR)49,26525,138-24,1273,1111,7594.83%-1,352
CBRE Group Inc(CBRE)26,75414,632-12,1223,7492,3056.33%-1,443
Essex Property Trust Inc(ESS)13,2076,930-6,2773,7431,8555.10%-1,888
Agree Realty Corp26,1760-26,1761,9120-1,912
Extra Space Storage Inc(EXR)26,97714,110-12,8673,9771,9895.46%-1,989
Public Storage(PSA)13,5576,654-6,9033,9781,9225.28%-2,056
Host Hotels & Resorts Inc(HST)224,57779,502-145,0753,4501,3533.72%-2,096
Digital Realty Trust Inc(DLR)24,17911,661-12,5184,2152,0165.54%-2,199
Newmark Group Inc(NMRK)292,75770,688-222,0693,5571,3183.62%-2,239
Equity Residential(EQR)59,25425,128-34,1263,9991,6274.47%-2,373
UDR Inc(UDR)107,35545,536-61,8194,3831,6974.66%-2,687
Equity LifeStyle Properties Inc(ELS)47,4740-47,4742,9280-2,928
Vornado Realty Trust(VNO)88,6860-88,6863,3910-3,391
Kite Realty Group Trust(KRG)150,6180-150,6183,4110-3,411
Camden Property Trust(CPT)31,5900-31,5903,5600-3,560
Invitation Homes Inc(INVH)110,1060-110,1063,6110-3,611
Empire State Realty Trust Inc(ESRT)494,6960-494,6964,0020-4,002
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