HGI Capital Management, LLC

data from 30/09/2025

Capitalization

$ 36.394 M -50.68 %

Average holding period

4 ans

Performance

$ 69.403 M 71.72 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in HGI Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 EQIX Equinix Inc 6.57% 2.391 M $ 3053 2025/06/30 -33.779 K $ -1.54 %
2025/09/30 CBRE CBRE Group Inc 6.33% 2.305 M $ 14632 2023/09/30 466.589 K $ 12.45 %
2025/09/30 FR First Industrial Realty Trust Inc 5.57% 2.027 M $ 39373 2022/09/30 223.228 K $ 6.94 %
2025/09/30 DLR Digital Realty Trust Inc 5.54% 2.016 M $ 11661 2025/06/30 -35.059 K $ -0.83 %
2025/09/30 HD Home Depot 5.50% 2.003 M $ 4944 2025/09/30 0.000 $ 0.00 %
2025/09/30 EXR Extra Space Storage Inc 5.46% 1.989 M $ 14110 2025/03/31 -175.350 K $ -4.41 %
2025/09/30 PSA Public Storage 5.28% 1.922 M $ 6654 2025/03/31 -61.955 K $ -1.56 %
2025/09/30 ARE Alexandria Real Estate Equities Inc 5.21% 1.898 M $ 22773 2025/09/30 0.000 $ 0.00 %
2025/09/30 PLD Prologis Inc 5.14% 1.870 M $ 16330 2025/06/30 206.358 K $ 8.94 %
2025/09/30 ESS Essex Property Trust Inc 5.10% 1.855 M $ 6930 2025/03/31 -207.878 K $ -5.55 %
2025/09/30 VTR Ventas Inc 4.83% 1.759 M $ 25138 2024/12/31 336.972 K $ 10.83 %
2025/09/30 UDR UDR Inc 4.66% 1.697 M $ 45536 2025/03/31 -383.257 K $ -8.74 %
2025/09/30 EQR Equity Residential 4.47% 1.627 M $ 25128 2022/09/30 -163.541 K $ -4.09 %
2025/09/30 PECO Phillips Edison & Co Inc 4.46% 1.623 M $ 47268 2025/09/30 0.000 $ 0.00 %
2025/09/30 VRE Veris Residential Inc 4.41% 1.604 M $ 105494 2024/06/30 32.703 K $ 2.08 %
2025/09/30 OHI Omega Healthcare Investors Inc 4.26% 1.550 M $ 36722 2025/09/30 0.000 $ 0.00 %
2025/09/30 VICI VICI Properties Inc 4.21% 1.530 M $ 46931 2024/09/30 823.000 $ 0.03 %
2025/09/30 HST Host Hotels & Resorts Inc 3.72% 1.353 M $ 79502 2024/12/31 372.797 K $ 10.81 %
2025/09/30 NMRK Newmark Group Inc 3.62% 1.318 M $ 70688 2023/09/30 1.903 M $ 53.50 %
2025/09/30 BNL Broadstone Net Lease Inc 3.37% 1.225 M $ 68558 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRX Brixmor Property Group Inc 2.29% 831.784 K $ 30050 2025/09/30 0.000 $ 0.00 %
2025/09/30 CPT Camden Property Trust 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 ELS Equity LifeStyle Properties Inc 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 KRG Kite Realty Group Trust 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 RLJ RLJ Lodging Trust 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 INVH Invitation Homes Inc 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %
2025/09/30 ADC Agree Realty Corp 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 VNO Vornado Realty Trust 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 ESRT Empire State Realty Trust Inc 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %