Fund HoldingsHGI Capital Management, LLC

Total Portfolio Value
$208.06M
Total Bought
$117.41M
Total Sold
$63.46M
Net Transaction
+$53.95M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
OMEGA HEALTHCARE INVS INC(OHI)0384,728+384,728011,8075.67%+11,807
PUBLIC STORAGE(PSA)036,824+36,824010,7485.17%+10,748
AVALONBAY CMNTYS INC047,332+47,33208,9594.31%+8,959
AMERICAN HOMES 4 RENT(AMH)72,104291,794+219,6902,26810,3444.97%+8,076
EASTGROUP PPTYS INC(EGP)035,328+35,32806,1332.95%+6,133
LAMAR ADVERTISING CO NEW(LAMR)054,467+54,46705,4062.60%+5,406
RYMAN HOSPITALITY PPTYS INC(RHP)055,940+55,94005,1982.50%+5,198
INVITATION HOMES INC(INVH)208,002331,127+123,1256,49611,3915.47%+4,895
SABRA HEALTH CARE REIT INC(SBRA)0400,261+400,26104,7112.26%+4,711
CORPORATE OFFICE PPTYS TR(CDP)0167,399+167,39903,9761.91%+3,976
HEALTHPEAK PROPERTIES INC(DOC)0197,370+197,37003,9671.91%+3,967
STARWOOD PPTY TR INC(STWD)0200,994+200,99403,8991.87%+3,899
WEYERHAEUSER CO MTN BE(WY)0112,703+112,70303,7771.82%+3,777
BRIXMOR PPTY GROUP INC(BRX)146,143302,335+156,1923,1456,6513.20%+3,506
KIMCO RLTY CORP(KIM)402,062564,042+161,9807,85211,1235.35%+3,271
ESSENTIAL PPTYS RLTY TR INC0132,214+132,21403,1121.50%+3,112
MARRIOTT INTL INC NEW(MAR)016,655+16,65503,0591.47%+3,059
VICI PPTYS INC(VICI)165,914267,892+101,9785,4128,4204.05%+3,008
BOSTON PROPERTIES INC(BXP)048,588+48,58802,7981.34%+2,798
HIGHWOODS PPTYS INC(HIW)097,354+97,35402,3281.12%+2,328
IRON MTN INC DEL(IRM)034,190+34,19001,9430.93%+1,943
FIRST INDL RLTY TR INC(FR)35,61071,415+35,8051,8943,7591.81%+1,865
FOUR CORNERS PPTY TR INC(FCPT)062,053+62,05301,5760.76%+1,576
BROADSTONE NET LEASE INC(BNL)0101,693+101,69301,5700.75%+1,570
EMPIRE ST RLTY TR INC(ESRT)0185,310+185,31001,3880.67%+1,388
EQUITY LIFESTYLE PPTYS INC(ELS)51,62771,917+20,2903,4664,8112.31%+1,345
DIGITAL RLTY TR INC(DLR)45,07449,948+4,8744,4315,6882.73%+1,256
EQUITY RESIDENTIAL(EQR)206,829206,460-36912,41013,6206.55%+1,210
PIEDMONT OFFICE REALTY TR IN(PDM)0153,565+153,56501,1160.54%+1,116
REGENCY CTRS CORP(REG)155,947171,986+16,0399,54110,6245.11%+1,083
ALEXANDRIA REAL ESTATE EQ IN30,01040,950+10,9403,7694,6472.23%+878
HOST HOTELS & RESORTS INC(HST)260,588300,176+39,5884,2975,0522.43%+755
UDR INC(UDR)144,288143,078-1,2105,9246,1472.95%+222
SIX FLAGS ENTMT CORP NEW75,24075,24002,0101,9550.94%-55
INDEPENDENCE RLTY TR INC(IRT)212,453134,957-77,4963,4062,4591.18%-947
MID-AMER APT CMNTYS INC10,4010-10,4011,5710-1,571
COUSINS PPTYS INC84,9710-84,9711,8170-1,817
REXFORD INDL RLTY INC51,0770-51,0773,0470-3,047
SPDR S&P 500 ETF TR7,6390-7,6393,1270-3,127
HILTON WORLDWIDE HLDGS INC24,7610-24,7613,4880-3,488
SBA COMMUNICATIONS CORP NEW17,2090-17,2094,4930-4,493
EQUINIX INC(EQIX)13,1405,705-7,4359,4744,4722.15%-5,002
AGREE RLTY CORP78,9970-78,9975,4200-5,420
WELLTOWER INC(WELL)139,49152,541-86,95010,0004,2502.04%-5,750
NATIONAL STORAGE AFFILIATES173,1800-173,1807,2350-7,235
PROLOGIS INC.(PLD)110,54042,201-68,33913,7925,1752.49%-8,617
SUN CMNTYS INC81,7010-81,70111,5100-11,510
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