NexWave Capital Partners LLC

data from 31/12/2021

Capitalization

$ 43.205 M 11.28 %

Average holding period

4 ans

Performance

$ 20.605 M 40.95 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in NexWave Capital Partners LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2021/12/31 VICI VICI PPTYS INC 10.09% 4.361 M $ 144835 2020/09/30 224.969 K $ 5.98 %
2021/12/31 ESS ESSEX PPTY TR INC 7.19% 3.107 M $ 8820 2020/09/30 286.561 K $ 10.16 %
2021/12/31 HTA HEALTHCARE TR AMER INC 7.14% 3.083 M $ 92325 2021/12/31 0.000 $ 0.00 %
2021/12/31 ICSH ISHARES TR 5.14% 2.220 M $ 44053 2020/12/31 -6.487 K $ -0.24 %
2021/12/31 DEI DOUGLAS EMMETT INC 4.65% 2.010 M $ 60000 2020/09/30 113.400 K $ 5.98 %
2021/12/31 UDR UDR INC 4.42% 1.908 M $ 31804 2020/09/30 222.946 K $ 13.23 %
2021/12/31 MAR MARRIOTT INTL INC NEW 3.54% 1.529 M $ 9252 2020/12/31 158.671 K $ 11.58 %
2021/12/31 AAPL APPLE INC 3.51% 1.517 M $ 8546 2019/12/31 243.724 K $ 25.49 %
2021/12/31 DOC PHYSICIANS RLTY TR 3.25% 1.406 M $ 74649 2021/12/31 0.000 $ 0.00 %
2021/12/31 AIRC APARTMENT INCOME REIT CORP 3.22% 1.393 M $ 25485 2020/12/31 149.342 K $ 12.01 %
2021/12/31 NNN NATIONAL RETAIL PROPERTIES I 3.00% 1.295 M $ 26944 2021/03/31 131.486 K $ 11.30 %
2021/12/31 KRE SPDR SER TR 2.79% 1.204 M $ 17000 2021/03/31 52.699 K $ 4.57 %
2021/12/31 VYM VANGUARD WHITEHALL FDS 2.66% 1.150 M $ 10255 2021/03/31 146.554 K $ 8.48 %
2021/12/31 OIH VANECK ETF TRUST 2.44% 1.054 M $ 5700 2021/12/31 0.000 $ 0.00 %
2021/12/31 AMZN AMAZON COM INC 2.34% 1.010 M $ 303 2019/12/31 12.251 K $ 1.50 %
2021/12/31 IWF ISHARES TR 1.97% 850.000 K $ 2782 2019/12/31 87.645 K $ 11.52 %
2021/12/31 EQR EQUITY RESIDENTIAL 1.86% 803.000 K $ 8871 2020/09/30 285.206 K $ 11.84 %
2021/12/31 IUSG ISHARES TR 1.84% 797.000 K $ 6896 2019/12/31 91.088 K $ 12.92 %
2021/12/31 MS MORGAN STANLEY 1.82% 785.000 K $ 8000 2020/12/31 9.526 K $ 0.87 %
2021/12/31 BXMT BLACKSTONE MTG TR INC 1.72% 742.000 K $ 24238 2021/12/31 0.000 $ 0.00 %
2021/12/31 EXPE EXPEDIA GROUP INC 1.67% 723.000 K $ 4000 2021/03/31 124.552 K $ 10.26 %
2021/12/31 SRC SPIRIT RLTY CAP INC NEW 1.56% 674.000 K $ 13983 2021/03/31 26.838 K $ 4.67 %
2021/12/31 SOCL GLOBAL X FDS 1.54% 667.000 K $ 12380 2020/06/30 -87.774 K $ -11.64 %
2021/12/31 KIM KIMCO RLTY CORP 1.51% 651.000 K $ 26400 2021/03/31 102.959 K $ 18.79 %
2021/12/31 SNAP SNAP INC 1.43% 618.000 K $ 13150 2021/12/31 0.000 $ 0.00 %
2021/12/31 SUI SUN CMNTYS INC 1.41% 609.000 K $ 2900 2021/12/31 0.000 $ 0.00 %
2021/12/31 ABNB AIRBNB INC 1.40% 603.000 K $ 3622 2021/03/31 -5.130 K $ -0.75 %
2021/12/31 IWO ISHARES TR 1.28% 553.000 K $ 1887 2019/12/31 -1.017 K $ -0.18 %
2021/12/31 EMQQ EXCHANGE TRADED CONCEPTS TR 1.25% 541.000 K $ 12600 2021/03/31 -84.294 K $ -13.49 %
2021/12/31 ARE ALEXANDRIA REAL ESTATE EQ IN 1.21% 524.000 K $ 2350 2021/12/31 0.000 $ 0.00 %
2021/12/31 C CITIGROUP INC 1.15% 498.000 K $ 8252 2021/03/31 -47.922 K $ -13.97 %
2021/12/31 DIS DISNEY WALT CO 1.11% 481.000 K $ 3104 2021/09/30 -17.850 K $ -8.46 %
2021/12/31 HDV ISHARES TR 1.05% 454.000 K $ 4500 2021/03/31 30.284 K $ 7.14 %
2021/12/31 DVY ISHARES TR 1.02% 441.000 K $ 3600 2021/03/31 28.332 K $ 6.86 %
2021/12/31 MSFT MICROSOFT CORP 0.93% 401.000 K $ 1191 2019/12/31 64.790 K $ 19.28 %
2021/12/31 BX BLACKSTONE INC 0.87% 376.000 K $ 2904 2021/09/30 37.897 K $ 11.21 %
2021/12/31 HR HEALTHCARE RLTY TR 0.84% 361.000 K $ 11420 2021/12/31 0.000 $ 0.00 %
2021/12/31 MGP MGM GROWTH PPTYS LLC 0.71% 305.000 K $ 7461 2020/09/30 147.290 K $ 6.66 %
2021/12/31 SPY SPDR S&P 500 ETF TR 0.63% 273.000 K $ 575 2020/12/31 26.300 K $ 10.69 %
2021/12/31 JPM JPMORGAN CHASE & CO 0.59% 255.000 K $ 1610 2021/03/31 -8.597 K $ -3.26 %
2021/12/31 NVDA NVIDIA CORPORATION 0.55% 236.000 K $ 802 2021/12/31 0.000 $ 0.00 %
2021/12/31 SQ BLOCK INC 0.54% 235.000 K $ 1454 2021/12/31 0.000 $ 0.00 %
2021/12/31 ORCC OWL ROCK CAPITAL CORPORATION 0.54% 233.000 K $ 16425 2021/12/31 0.000 $ 0.00 %
2021/12/31 GBDC GOLUB CAP BDC INC 0.47% 203.000 K $ 13146 2021/12/31 0.000 $ 0.00 %
2021/12/31 VRAY VIEWRAY INC 0.15% 66.000 K $ 12000 2021/12/31 0.000 $ 0.00 %
2021/12/31 XBI SPDR SER TR 0.00% 0.000 $ 0 2021/09/30 0.000 $ 0.00 %
2021/12/31 JBLU JETBLUE AWYS CORP 0.00% 0.000 $ 0 2020/06/30 0.000 $ 0.00 %
2021/12/31 XME SPDR SER TR 0.00% 0.000 $ 0 2021/06/30 0.000 $ 0.00 %
2021/12/31 IYM ISHARES TR 0.00% 0.000 $ 0 2021/06/30 0.000 $ 0.00 %
2021/12/31 XLF SELECT SECTOR SPDR TR 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %