Fund HoldingsHGI Capital Management, LLC

Total Portfolio Value
$92.81M
Total Bought
$45.42M
Total Sold
$40.67M
Net Transaction
+$4.75M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ELME COMMUNITIES225,2931,104,271+878,9783,28915,37116.56%+12,082
HEALTHPEAK PROPERTIES INC(DOC)0220,728+220,72804,1394.46%+4,139
OMEGA HEALTHCARE INVS INC(OHI)0107,401+107,40103,4013.66%+3,401
HEALTHCARE RLTY TR(HR)25,306269,780+244,4744363,8174.11%+3,381
CAMDEN PPTY TR(CPT)7,24038,799+31,5597193,8184.11%+3,099
SAFEHOLD INC(SAFE)0109,520+109,52002,2562.43%+2,256
APARTMENT INCOME REIT CORP7,34072,709+65,3692552,3612.54%+2,106
ALEXANDRIA REAL ESTATE EQ IN18,20332,439+14,2362,3084,1824.51%+1,874
WHITESTONE REIT(WSR)41,074163,081+122,0075052,0472.21%+1,542
EQUITY RESIDENTIAL(EQR)57,49971,927+14,4283,5174,5394.89%+1,023
FIRST INDL RLTY TR INC(FR)80,26598,507+18,2424,2285,1765.58%+948
EASTGROUP PPTYS INC(EGP)04,611+4,61108290.89%+829
TOLL BROTHERS INC(TOL)06,213+6,21308040.87%+804
CUSHMAN WAKEFIELD PLC(CWK)239,369321,769+82,4002,5853,3663.63%+781
WP CAREY INC(WPC)013,818+13,81807800.84%+780
URBAN EDGE PPTYS(UE)038,995+38,99506730.73%+673
KITE RLTY GROUP TR(KRG)028,083+28,08306090.66%+609
NATIONAL STORAGE AFFILIATES(NSA)014,750+14,75005780.62%+578
NNN REIT INC(NNN)013,424+13,42405740.62%+574
ESSEX PPTY TR INC(ESS)02,109+2,10905160.56%+516
CARETRUST REIT INC(CTRE)019,929+19,92904860.52%+486
NATIONAL HEALTH INVS INC(NHI)07,495+7,49504710.51%+471
TERRENO RLTY CORP(TRNO)06,938+6,93804610.50%+461
SIMON PPTY GROUP INC NEW(SPG)02,917+2,91704560.49%+456
INVITATION HOMES INC(INVH)116,755120,238+3,4833,9834,2824.61%+299
FORESTAR GROUP INC(FOR)07,312+7,31202940.32%+294
PLYMOUTH INDL REIT INC012,174+12,17402740.30%+274
U HAUL HOLDING COMPANY03,686+3,68602490.27%+249
ESSENTIAL PPTYS RLTY TR INC11,59018,859+7,2692965030.54%+207
CUBESMART(CUBE)14,97519,229+4,2546948700.94%+175
AVALONBAY CMNTYS INC3,6183,968+3506777360.79%+59
AMERICAN HOMES 4 RENT(AMH)116,758115,567-1,1914,1994,2514.58%+52
WELLTOWER INC(WELL)4,6554,269-3864203990.43%-21
COUSINS PPTYS INC(CUZ)20,70919,558-1,1515044700.51%-34
SABRA HEALTH CARE REIT INC(SBRA)34,03925,274-8,7654863730.40%-112
IHS HOLDING LIMITED
ORD SHS
29,3110-29,3111350-135
RAYONIER INC(RYN)8,6120-8,6122880-288
HUDSON PAC PPTYS INC32,3730-32,3733010-301
APARTMENT INVT & MGMT CO80,28735,191-45,0966292880.31%-340
BROADSTONE NET LEASE INC(BNL)43,23819,649-23,5897453080.33%-437
REGENCY CTRS CORP(REG)7,2970-7,2974890-489
EQUINIX INC(EQIX)2,1511,474-6771,7321,2171.31%-516
UDR INC(UDR)117,992103,607-14,3854,5183,8764.18%-642
PHILLIPS EDISON & CO INC(PECO)20,6000-20,6007510-751
INVENTRUST PPTYS CORP(IVT)156,109124,191-31,9183,9563,1933.44%-763
CBRE GROUP INC(CBRE)56,31344,611-11,7025,2424,3384.67%-904
NEWMARK GROUP INC(NMRK)497,620404,591-93,0295,4544,4874.83%-967
DIGITAL RLTY TR INC(DLR)13,3314,850-8,4811,7946990.75%-1,095
SIX FLAGS ENTMT CORP NEW68,1730-68,1731,7100-1,710
VICI PPTYS INC(VICI)54,3210-54,3211,7320-1,732
SUN CMNTYS INC(SUI)17,9550-17,9552,4000-2,400
EQUITY COMWLTH125,1780-125,1782,4030-2,403
TRICON RESIDENTIAL INC270,2410-270,2412,4590-2,459
PROLOGIS INC.(PLD)22,6550-22,6553,0200-3,020
REXFORD INDL RLTY INC(REXR)65,8310-65,8313,6930-3,693
VENTAS INC(VTR)87,2090-87,2094,3460-4,346
KIMCO RLTY CORP(KIM)242,3950-242,3955,1650-5,165
REALTY INCOME CORP(O)102,6310-102,6315,8930-5,893
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