Stock Taper 
HGI CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Host Hotels & Resorts, Inc. | HST | 79.5K | $1.35M |
 Newmark Group, Inc. | NMRK | 70.69K | $1.32M |
 Broadstone Net Lease, Inc. | BNL | 68.56K | $1.23M |
 Phillips Edison & Co. | PECO | 47.27K | $1.62M |
 VICI Properties Inc. | VICI | 46.93K | $1.53M |
 UDR, Inc. | UDR | 45.54K | $1.7M |
 First Industrial Realty Trust, Inc. | FR | 39.37K | $2.03M |
 Omega Healthcare Investors, Inc. | OHI | 36.72K | $1.55M |
 Brixmor Property Group Inc. | BRX | 30.05K | $831.78K |
 Ventas, Inc. | VTR | 25.14K | $1.76M |
| ER Equity Residential | EQR | 25.13K | $1.63M |
 Alexandria Real Estate Equities, Inc. | ARE | 22.77K | $1.9M |
 Prologis, Inc. | PLD | 16.33K | $1.87M |
 CBRE Group, Inc. | CBRE | 14.63K | $2.31M |
 Extra Space Storage Inc. | EXR | 14.11K | $1.99M |
 Digital Realty Trust, Inc. | DLR | 11.66K | $2.02M |
 Essex Property Trust, Inc. | ESS | 6.93K | $1.85M |
 Public Storage | PSA | 6.65K | $1.92M |
 The Home Depot, Inc. | HD | 4.94K | $2M |
 Equinix, Inc. | EQIX | 3.05K | $2.39M |