Fund HoldingsHGI Capital Management, LLC

Total Portfolio Value
$87.96M
Total Bought
$41.78M
Total Sold
$43.28M
Net Transaction
-$1.50M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
REALTY INCOME CORP(O)0102,631+102,63105,8936.70%+5,893
KIMCO RLTY CORP(KIM)0242,395+242,39505,1655.87%+5,165
ELME COMMUNITIES0225,293+225,29303,2893.74%+3,289
NEWMARK GROUP INC(NMRK)339,607497,620+158,0132,1845,4546.20%+3,270
CBRE GROUP INC(CBRE)32,91156,313+23,4022,4315,2425.96%+2,811
CUSHMAN WAKEFIELD PLC(CWK)0239,369+239,36902,5852.94%+2,585
TRICON RESIDENTIAL INC0270,241+270,24102,4592.80%+2,459
EQUITY COMWLTH0125,178+125,17802,4032.73%+2,403
ALEXANDRIA REAL ESTATE EQ IN018,203+18,20302,3082.62%+2,308
FIRST INDL RLTY TR INC(FR)42,28980,265+37,9762,0134,2284.81%+2,215
SUN CMNTYS INC(SUI)5,59117,955+12,3646622,4002.73%+1,738
REXFORD INDL RLTY INC(REXR)40,16965,831+25,6621,9823,6934.20%+1,711
UDR INC(UDR)93,567117,992+24,4253,3384,5185.14%+1,180
PHILLIPS EDISON & CO INC(PECO)020,600+20,60007510.85%+751
CAMDEN PPTY TR(CPT)07,240+7,24007190.82%+719
VENTAS INC(VTR)87,54387,209-3343,6884,3464.94%+658
APARTMENT INVT & MGMT CO080,287+80,28706290.71%+629
WHITESTONE REIT(WSR)041,074+41,07405050.57%+505
COUSINS PPTYS INC(CUZ)020,709+20,70905040.57%+504
REGENCY CTRS CORP(REG)07,297+7,29704890.56%+489
WELLTOWER INC(WELL)04,655+4,65504200.48%+420
HUDSON PAC PPTYS INC032,373+32,37303010.34%+301
RAYONIER INC(RYN)08,612+8,61202880.33%+288
BROADSTONE NET LEASE INC(BNL)42,18343,238+1,0556037450.85%+141
CUBESMART(CUBE)15,79314,975-8186026940.79%+92
IHS HOLDING LIMITED
ORD SHS
23,75329,311+5,5581321350.15%+3
HEALTHCARE RLTY TR(HR)35,14725,306-9,8415374360.50%-101
MARRIOTT INTL INC NEW(MAR)1,0250-1,0252010-201
NATIONAL STORAGE AFFILIATES(NSA)8,1440-8,1442580-258
IRON MTN INC DEL(IRM)5,5040-5,5043270-327
EMPIRE ST RLTY TR INC(ESRT)41,6920-41,6923350-335
AMERICOLD REALTY TRUST INC(COLD)12,5320-12,5323810-381
TERRENO RLTY CORP(TRNO)7,0710-7,0714020-402
ACADIA RLTY TR29,0650-29,0654170-417
CENTERSPACE(CSR)7,1900-7,1904330-433
COPT DEFENSE PROPERTIES(CDP)25,3500-25,3506040-604
NNN REIT INC(NNN)17,1290-17,1296050-605
APARTMENT INCOME REIT CORP28,6727,340-21,3328802550.29%-625
EQUITY RESIDENTIAL(EQR)70,57357,499-13,0744,1433,5174.00%-627
BRIDGE INVT GROUP HLDGS INC74,4760-74,4766850-685
INVENTRUST PPTYS CORP(IVT)197,781156,109-41,6724,7093,9564.50%-753
WEYERHAEUSER CO MTN BE(WY)29,0900-29,0908920-892
INVITATION HOMES INC(INVH)156,160116,755-39,4054,9493,9834.53%-966
AVALONBAY CMNTYS INC9,6143,618-5,9961,6516770.77%-974
DIGITAL RLTY TR INC(DLR)24,65713,331-11,3262,9841,7942.04%-1,190
EQUINIX INC(EQIX)4,0352,151-1,8842,9301,7321.97%-1,198
PROLOGIS INC.(PLD)40,63722,655-17,9824,5603,0203.43%-1,540
SPIRIT RLTY CAP INC NEW47,5500-47,5501,5940-1,594
AMERICAN HOMES 4 RENT(AMH)172,813116,758-56,0555,8224,1994.77%-1,623
SIX FLAGS ENTMT CORP NEW152,06268,173-83,8893,5751,7101.94%-1,865
SABRA HEALTH CARE REIT INC(SBRA)243,19534,039-209,1563,3904860.55%-2,904
ESSENTIAL PPTYS RLTY TR INC151,37411,590-139,7843,2742960.34%-2,978
HEALTHPEAK PROPERTIES INC(DOC)164,6590-164,6593,0230-3,023
SITE CTRS CORP255,6010-255,6013,1520-3,152
VICI PPTYS INC(VICI)175,78054,321-121,4595,1151,7321.97%-3,383
BRIXMOR PPTY GROUP INC(BRX)192,8450-192,8454,0070-4,007
OMEGA HEALTHCARE INVS INC(OHI)135,1490-135,1494,4820-4,482
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