Fund HoldingsHGI Capital Management, LLC

Total Portfolio Value
$106.52M
Total Bought
$42.34M
Total Sold
$29.08M
Net Transaction
+$13.26M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Elme Communities1,104,2712,569,954+1,465,68315,37140,93938.43%+25,568
Americold Realty Trust Inc(COLD)0178,886+178,88604,5694.29%+4,569
Veris Residential Inc0219,631+219,63103,2943.09%+3,294
Realty Income Corp(O)042,821+42,82102,2622.12%+2,262
Armada Hoffler Properties Inc0173,081+173,08101,9191.80%+1,919
Cushman & Wakefield PLC(CWK)321,769429,258+107,4893,3664,4644.19%+1,099
CBRE Group Inc(CBRE)44,61160,546+15,9354,3385,3955.06%+1,057
Inventrust Properties Corp(IVT)124,191167,240+43,0493,1934,1413.89%+948
Camden Property Trust(CPT)38,79943,427+4,6283,8184,7384.45%+920
Newmark Group Inc(NMRK)404,591497,894+93,3034,4875,0934.78%+607
Equity Residential(EQR)71,92771,92704,5394,9874.68%+448
Safehold Inc(SAFE)109,520122,021+12,5012,2562,3542.21%+98
Whitestone REIT(WSR)163,081143,727-19,3542,0471,9131.80%-134
U HAUL HOLDING COMPANY3,6860-3,6862490-249
American Homes 4 Rent(AMH)115,567107,541-8,0264,2513,9963.75%-254
PLYMOUTH INDL REIT INC12,1740-12,1742740-274
APARTMENT INVT & MGMT CO35,1910-35,1912880-288
FORESTAR GROUP INC(FOR)7,3120-7,3122940-294
BROADSTONE NET LEASE INC(BNL)19,6490-19,6493080-308
SABRA HEALTH CARE REIT INC(SBRA)25,2740-25,2743730-373
WELLTOWER INC(WELL)4,2690-4,2693990-399
SIMON PPTY GROUP INC NEW(SPG)2,9170-2,9174560-456
TERRENO RLTY CORP(TRNO)6,9380-6,9384610-461
COUSINS PPTYS INC(CUZ)19,5580-19,5584700-470
NATIONAL HEALTH INVS INC(NHI)7,4950-7,4954710-471
CARETRUST REIT INC(CTRE)19,9290-19,9294860-486
ESSENTIAL PPTYS RLTY TR INC18,8590-18,8595030-503
ESSEX PPTY TR INC(ESS)2,1090-2,1095160-516
NNN REIT INC(NNN)13,4240-13,4245740-574
NATIONAL STORAGE AFFILIATES(NSA)14,7500-14,7505780-578
KITE RLTY GROUP TR(KRG)28,0830-28,0836090-609
URBAN EDGE PPTYS(UE)38,9950-38,9956730-673
DIGITAL RLTY TR INC(DLR)4,8500-4,8506990-699
Invitation Homes Inc(INVH)120,23899,252-20,9864,2823,5623.34%-720
AVALONBAY CMNTYS INC3,9680-3,9687360-736
WP CAREY INC(WPC)13,8180-13,8187800-780
Healthcare Realty Trust Inc(HR)269,780183,066-86,7143,8173,0172.83%-800
TOLL BROTHERS INC(TOL)6,2130-6,2138040-804
EASTGROUP PPTYS INC(EGP)4,6110-4,6118290-829
Healthpeak Properties Inc(DOC)220,728167,564-53,1644,1393,2843.08%-854
CUBESMART(CUBE)19,2290-19,2298700-870
UDR Inc(UDR)103,60764,850-38,7573,8762,6692.51%-1,207
EQUINIX INC(EQIX)1,4740-1,4741,2170-1,217
First Industrial Realty Trust Inc(FR)98,50782,561-15,9465,1763,9223.68%-1,253
APARTMENT INCOME REIT CORP72,7090-72,7092,3610-2,361
OMEGA HEALTHCARE INVS INC(OHI)107,4010-107,4013,4010-3,401
ALEXANDRIA REAL ESTATE EQ IN32,4390-32,4394,1820-4,182
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