Fund HoldingsHGI Capital Management, LLC

Total Portfolio Value
$73.80M
Total Bought
$33.82M
Total Sold
$39.64M
Net Transaction
-$5.82M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Digital Realty Trust Inc(DLR)024,179+24,17904,2155.71%+4,215
Empire State Realty Trust Inc(ESRT)0494,696+494,69604,0025.42%+4,002
Invitation Homes Inc(INVH)0110,106+110,10603,6114.89%+3,611
Host Hotels & Resorts Inc(HST)0224,577+224,57703,4504.67%+3,450
Kite Realty Group Trust(KRG)0150,618+150,61803,4114.62%+3,411
Equity LifeStyle Properties Inc(ELS)047,474+47,47402,9283.97%+2,928
Prologis Inc(PLD)021,953+21,95302,3083.13%+2,308
Equinix Inc(EQIX)02,762+2,76202,1972.98%+2,197
Extra Space Storage Inc(EXR)12,02826,977+14,9491,7863,9775.39%+2,191
Agree Realty Corp026,176+26,17601,9122.59%+1,912
UDR Inc(UDR)67,409107,355+39,9463,0454,3835.94%+1,338
RLJ Lodging Trust(RLJ)0115,818+115,81808431.14%+843
Public Storage(PSA)10,57213,557+2,9853,1643,9785.39%+814
Vornado Realty Trust(VNO)86,99788,686+1,6893,2183,3914.60%+173
Camden Property Trust(CPT)27,79231,590+3,7983,3993,5604.82%+161
CBRE Group Inc(CBRE)30,18626,754-3,4323,9483,7495.08%-199
iShares Trust - iShares U.S. Real Estate ETF2,7510-2,7512630-263
Essex Property Trust Inc(ESS)13,07813,207+1294,0093,7435.07%-266
Newmark Group Inc(NMRK)348,841292,757-56,0844,2453,5574.82%-688
Diamondrock Hospitality Co(DRH)117,7540-117,7549090-909
Armada Hoffler Properties Inc225,0720-225,0721,6900-1,690
Pebblebrook Hotel Trust(PEB)198,0410-198,0412,0060-2,006
Veris Residential Inc254,905105,494-149,4114,3131,5712.13%-2,742
Equity Residential(EQR)96,69959,254-37,4456,9223,9995.42%-2,923
Sun Communities Inc(SUI)22,9900-22,9902,9570-2,957
Ventas Inc(VTR)88,33749,265-39,0726,0743,1114.22%-2,963
VICI Properties Inc(VICI)187,87882,312-105,5666,1292,6833.64%-3,445
First Industrial Realty Trust Inc(FR)123,92866,835-57,0936,6873,2174.36%-3,470
SL Green Realty Corp(SLG)62,4060-62,4063,6010-3,601
Safehold Inc(SAFE)196,7460-196,7463,6830-3,683
Whitestone REIT(WSR)264,3340-264,3343,8510-3,851
Walker & Dunlop Inc(WD)49,8170-49,8174,2520-4,252
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