Fund HoldingsHGI Capital Management, LLC

Total Portfolio Value
$87.95M
Total Bought
$28.12M
Total Sold
$148.23M
Net Transaction
-$120.10M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
INVENTRUST PPTYS CORP(IVT)0197,781+197,78104,7095.35%+4,709
VENTAS INC(VTR)087,543+87,54303,6884.19%+3,688
SITE CTRS CORP0255,601+255,60103,1523.58%+3,152
CBRE GROUP INC(CBRE)032,911+32,91102,4312.76%+2,431
NEWMARK GROUP INC(NMRK)0339,607+339,60702,1842.48%+2,184
REXFORD INDL RLTY INC(REXR)040,169+40,16901,9822.25%+1,982
SIX FLAGS ENTMT CORP NEW75,240152,062+76,8221,9553,5754.06%+1,620
SPIRIT RLTY CAP INC NEW047,550+47,55001,5941.81%+1,594
APARTMENT INCOME REIT CORP028,672+28,67208801.00%+880
BRIDGE INVT GROUP HLDGS INC074,476+74,47606850.78%+685
SUN CMNTYS INC(SUI)05,591+5,59106620.75%+662
NNN REIT INC(NNN)017,129+17,12906050.69%+605
COPT DEFENSE PROPERTIES(CDP)025,350+25,35006040.69%+604
CUBESMART(CUBE)015,793+15,79306020.68%+602
HEALTHCARE RLTY TR(HR)035,147+35,14705370.61%+537
CENTERSPACE(CSR)07,190+7,19004330.49%+433
ACADIA RLTY TR029,065+29,06504170.47%+417
TERRENO RLTY CORP(TRNO)07,071+7,07104020.46%+402
AMERICOLD REALTY TRUST INC(COLD)012,532+12,53203810.43%+381
NATIONAL STORAGE AFFILIATES(NSA)08,144+8,14402580.29%+258
ESSENTIAL PPTYS RLTY TR INC132,214151,374+19,1603,1123,2743.72%+162
IHS HOLDING LIMITED
ORD SHS
023,753+23,75301320.15%+132
PROLOGIS INC.(PLD)42,20140,637-1,5645,1754,5605.18%-615
HEALTHPEAK PROPERTIES INC(DOC)197,370164,659-32,7113,9673,0233.44%-944
BROADSTONE NET LEASE INC(BNL)101,69342,183-59,5101,5706030.69%-967
EMPIRE ST RLTY TR INC(ESRT)185,31041,692-143,6181,3883350.38%-1,053
PIEDMONT OFFICE REALTY TR IN(PDM)153,5650-153,5651,1160-1,116
SABRA HEALTH CARE REIT INC(SBRA)400,261243,195-157,0664,7113,3903.85%-1,321
EQUINIX INC(EQIX)5,7054,035-1,6704,4722,9303.33%-1,542
FOUR CORNERS PPTY TR INC(FCPT)62,0530-62,0531,5760-1,576
IRON MTN INC DEL(IRM)34,1905,504-28,6861,9433270.37%-1,615
FIRST INDL RLTY TR INC(FR)71,41542,289-29,1263,7592,0132.29%-1,747
HIGHWOODS PPTYS INC(HIW)97,3540-97,3542,3280-2,328
INDEPENDENCE RLTY TR INC(IRT)134,9570-134,9572,4590-2,459
BRIXMOR PPTY GROUP INC(BRX)302,335192,845-109,4906,6514,0074.56%-2,644
DIGITAL RLTY TR INC(DLR)49,94824,657-25,2915,6882,9843.39%-2,704
BOSTON PROPERTIES INC(BXP)48,5880-48,5882,7980-2,798
UDR INC(UDR)143,07893,567-49,5116,1473,3383.79%-2,809
MARRIOTT INTL INC NEW(MAR)16,6551,025-15,6303,0592010.23%-2,858
WEYERHAEUSER CO MTN BE(WY)112,70329,090-83,6133,7778921.01%-2,885
VICI PPTYS INC(VICI)267,892175,780-92,1128,4205,1155.82%-3,305
STARWOOD PPTY TR INC(STWD)200,9940-200,9943,8990-3,899
CORPORATE OFFICE PPTYS TR(CDP)167,3990-167,3993,9760-3,976
WELLTOWER INC(WELL)52,5410-52,5414,2500-4,250
AMERICAN HOMES 4 RENT(AMH)291,794172,813-118,98110,3445,8226.62%-4,522
ALEXANDRIA REAL ESTATE EQ IN40,9500-40,9504,6470-4,647
EQUITY LIFESTYLE PPTYS INC(ELS)71,9170-71,9174,8110-4,811
HOST HOTELS & RESORTS INC(HST)300,1760-300,1765,0520-5,052
RYMAN HOSPITALITY PPTYS INC(RHP)55,9400-55,9405,1980-5,198
LAMAR ADVERTISING CO NEW(LAMR)54,4670-54,4675,4060-5,406
EASTGROUP PPTYS INC(EGP)35,3280-35,3286,1330-6,133
INVITATION HOMES INC(INVH)331,127156,160-174,96711,3914,9495.63%-6,442
AVALONBAY CMNTYS INC47,3329,614-37,7188,9591,6511.88%-7,307
OMEGA HEALTHCARE INVS INC(OHI)384,728135,149-249,57911,8074,4825.10%-7,326
EQUITY RESIDENTIAL(EQR)206,46070,573-135,88713,6204,1434.71%-9,477
REGENCY CTRS CORP(REG)171,9860-171,98610,6240-10,624
PUBLIC STORAGE(PSA)36,8240-36,82410,7480-10,748
KIMCO RLTY CORP(KIM)564,0420-564,04211,1230-11,123
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