Hoya Capital Real Estate, LLC

data from 30/09/2025

Capitalization

$ 6.016 M 14.35 %

Average holding period

11 ans

Performance

$ 449.567 K 14.50 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Hoya Capital Real Estate, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 HOMZ HOYA CAPITAL HOUSING ETF 37.45% 2.253 M $ 47890 2021/12/31 166.838 K $ 8.24 %
2025/09/30 MSFT MICROSOFT 17.60% 1.059 M $ 2044 2021/12/31 41.983 K $ 4.13 %
2025/09/30 AAPL APPLE INC 14.81% 891.205 K $ 3500 2021/12/31 173.110 K $ 24.11 %
2025/09/30 RIET HOYA CAPITAL HGH DVD YLD ETF 8.59% 516.973 K $ 53668 2021/12/31 7.513 K $ 1.48 %
2025/09/30 JPM JP MORGAN CHASE 4.77% 287.041 K $ 910 2024/12/31 23.223 K $ 8.80 %
2025/09/30 JNJ JOHNSON & JOHNSON 4.75% 285.547 K $ 1540 2021/12/31 50.311 K $ 21.39 %
2025/09/30 INTC INTEL 4.30% 258.738 K $ 7712 2025/09/30 0.000 $ 0.00 %
2025/09/30 PG PROCTER & GAMBLE 3.91% 235.392 K $ 1532 2021/12/31 -8.686 K $ -3.56 %
2025/09/30 DIS DISNEY 3.81% 229.458 K $ 2004 2024/12/31 -19.058 K $ -7.67 %