Fund HoldingsHGI Capital Management, LLC

Total Portfolio Value
$80.15M
Total Bought
$43.89M
Total Sold
$61.65M
Net Transaction
-$17.75M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VICI Properties Inc(VICI)0187,878+187,87806,1297.65%+6,129
First Industrial Realty Trust Inc(FR)36,680123,928+87,2481,8396,6878.34%+4,848
Walker & Dunlop Inc(WD)049,817+49,81704,2525.31%+4,252
Essex Property Trust Inc(ESS)013,078+13,07804,0095.00%+4,009
Safehold Inc(SAFE)0196,746+196,74603,6834.60%+3,683
SL Green Realty Corp(SLG)062,406+62,40603,6014.49%+3,601
Vornado Realty Trust(VNO)086,997+86,99703,2184.01%+3,218
Public Storage(PSA)010,572+10,57203,1643.95%+3,164
UDR Inc(UDR)067,409+67,40903,0453.80%+3,045
Sun Communities Inc(SUI)022,990+22,99002,9573.69%+2,957
Extra Space Storage Inc(EXR)012,028+12,02801,7862.23%+1,786
Armada Hoffler Properties Inc0225,072+225,07201,6902.11%+1,690
Newmark Group Inc(NMRK)248,792348,841+100,0493,1874,2455.30%+1,058
Ventas Inc(VTR)97,13388,337-8,7965,7206,0747.58%+354
iShares Trust - iShares U.S. Real Estate ETF02,751+2,75102630.33%+263
CBRE Group Inc(CBRE)28,63430,186+1,5523,7593,9484.93%+188
Veris Residential Inc266,707254,905-11,8024,4354,3135.38%-122
Strawberry Fields Reit Inc15,4860-15,4861630-163
Equity Residential(EQR)102,72596,699-6,0267,3726,9228.64%-450
Lineage Inc(LINE)16,5710-16,5719710-971
Diamondrock Hospitality Co(DRH)216,646117,754-98,8921,9569091.13%-1,047
Pebblebrook Hotel Trust(PEB)240,381198,041-42,3403,2572,0062.50%-1,251
Lennar Corp(LEN)13,2570-13,2571,8080-1,808
Camden Property Trust(CPT)45,13127,792-17,3395,2373,3994.24%-1,838
Whitestone REIT(WSR)423,740264,334-159,4066,0043,8514.80%-2,153
Cushman & Wakefield PLC(CWK)235,2350-235,2353,0770-3,077
Host Hotels & Resorts Inc(HST)258,8870-258,8874,5360-4,536
Americold Realty Trust Inc(COLD)218,6400-218,6404,6790-4,679
Invitation Homes Inc(INVH)203,3910-203,3916,5020-6,502
Elme Communities2,141,0940-2,141,09432,6950-32,695
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