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Asset Manager ← All Institutions

HGI Capital Management, LLC

Q4 2025 · Filed 2025-11-14
Market Value
$0
-100.0%
Holdings
21
-8
New Purchases
0
Added To
0
Closed
21
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $0 0%
Large Cap 13 $0 0%
Mid Cap 6 $0 0%
Small Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$44.8B
Median Market Cap
$17.8B
Avg P/E
36.2
Median P/E
27.1
Avg Dividend Yield
0.04%
Avg Beta
0.99
# Stocks
21
# ETFs / Funds
0

Top Holdings (21 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ESS —% -$2M -6,930 -100.0% SOLD
2 BRX —% -$832M -30,050 -100.0% SOLD
3 DLR —% -$2M -11,661 -100.0% SOLD
4 ARE —% -$2M -22,773 -100.0% SOLD
5 VICI —% -$1.5B -46,931 -100.0% SOLD
6 BNL —% -$1.2B -68,558 -100.0% SOLD
7 HD —% -$2M -4,944 -100.0% SOLD
8 EQR —% -$2M -25,128 -100.0% SOLD
9 VRE —% -$1.6B -105,494 -100.0% SOLD
10 CBRE —% -$2M -14,632 -100.0% SOLD
11 EXR —% -$2M -14,110 -100.0% SOLD
12 PLD —% -$2M -16,330 -100.0% SOLD
13 FR —% -$2M -39,373 -100.0% SOLD
14 PSA —% -$2M -6,654 -100.0% SOLD
15 OHI —% -$1.6B -36,722 -100.0% SOLD
16 UDR —% -$1.7B -45,536 -100.0% SOLD
17 HST —% -$1.4B -79,502 -100.0% SOLD
18 EQIX —% -$2M -3,053 -100.0% SOLD
19 NMRK —% -$1.3B -70,688 -100.0% SOLD
20 PECO —% -$1.6B -47,268 -100.0% SOLD
21 VTR —% -$2M -25,138 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
EXR —%
BRX —%
DLR —%
ARE —%
VICI —%
BNL —%
HD —%
EQR —%
VRE —%
CBRE —%
PLD —%
ESS —%
FR —%
PSA —%
OHI —%
View SEC EDGAR Filings for HGI Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms