Fund HoldingsHGI Capital Management, LLC

Total Portfolio Value
$97.20M
Total Bought
$24.31M
Total Sold
$41.43M
Net Transaction
-$17.12M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Ventas Inc(VTR)097,133+97,13305,7205.89%+5,720
Host Hotels & Resorts Inc(HST)0258,887+258,88704,5364.67%+4,536
Pebblebrook Hotel Trust(PEB)0240,381+240,38103,2573.35%+3,257
Invitation Homes Inc(INVH)102,914203,391+100,4773,6296,5026.69%+2,874
Diamondrock Hospitality Co(DRH)0216,646+216,64601,9562.01%+1,956
Whitestone REIT(WSR)308,952423,740+114,7884,1806,0046.18%+1,824
Lennar Corp(LEN)013,257+13,25701,8081.86%+1,808
Americold Realty Trust Inc(COLD)125,843218,640+92,7973,5584,6794.81%+1,121
Lineage Inc(LINE)016,571+16,57109711.00%+971
Strawberry Fields Reit Inc015,486+15,48601630.17%+163
First Industrial Realty Trust Inc(FR)31,45036,680+5,2301,7611,8391.89%+78
Veris Residential Inc266,707266,70704,7634,4354.56%-328
Camden Property Trust(CPT)47,83845,131-2,7075,9095,2375.39%-672
Equity Residential(EQR)108,886102,725-6,1618,1087,3727.58%-736
CBRE Group Inc(CBRE)47,31228,634-18,6785,8893,7593.87%-2,130
Cushman & Wakefield PLC(CWK)415,201235,235-179,9665,6593,0773.17%-2,582
Armada Hoffler Properties Inc250,0000-250,0002,7080-2,707
VICI Properties Inc(VICI)100,5540-100,5543,3490-3,349
Newmark Group Inc(NMRK)431,122248,792-182,3306,6953,1873.28%-3,508
Broadstone Net Lease Inc(BNL)215,1540-215,1544,0770-4,077
WP Carey Inc(WPC)73,7280-73,7284,5930-4,593
Sila Realty Trust Inc199,0670-199,0675,0340-5,034
Safehold Inc(SAFE)212,8870-212,8875,5840-5,584
Elme Communities2,225,5202,141,094-84,42639,14732,69533.64%-6,452
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