HGI Capital Management as of March 31, 2017
Portfolio Holdings for HGI Capital Management
HGI Capital Management holds 22 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apartment Investment and Management | 8.7 | $5.9M | 133k | 44.35 | |
| Lowe's Companies (LOW) | 8.3 | $5.6M | 69k | 82.20 | |
| Home Depot (HD) | 8.1 | $5.5M | 38k | 146.83 | |
| Mgm Growth Properties | 6.7 | $4.6M | 169k | 27.05 | |
| Invitation Homes (INVH) | 6.6 | $4.5M | 205k | 21.83 | |
| Qts Realty Trust | 6.5 | $4.4M | 90k | 48.75 | |
| New York Reit | 5.6 | $3.8M | 391k | 9.69 | |
| Colony Starwood Homes | 5.2 | $3.6M | 105k | 33.95 | |
| Hudson Pacific Properties (HPP) | 4.9 | $3.4M | 97k | 34.64 | |
| Paramount Group Inc reit (PGRE) | 4.7 | $3.2M | 198k | 16.21 | |
| Ggp | 4.4 | $3.0M | 130k | 23.18 | |
| SL Green Realty | 4.4 | $3.0M | 28k | 106.63 | |
| Mack-Cali Realty (VRE) | 4.0 | $2.7M | 101k | 26.94 | |
| Sun Communities (SUI) | 3.8 | $2.6M | 32k | 80.33 | |
| Monogram Residential Trust | 3.3 | $2.2M | 223k | 9.97 | |
| Park Hotels & Resorts Inc-wi (PK) | 3.1 | $2.1M | 83k | 25.67 | |
| Vornado Realty Trust (VNO) | 2.5 | $1.7M | 17k | 100.32 | |
| Equinix (EQIX) | 2.4 | $1.6M | 4.0k | 400.25 | |
| Equity Residential (EQR) | 2.3 | $1.5M | 25k | 62.24 | |
| American Homes 4 Rent-a reit (AMH) | 1.9 | $1.3M | 56k | 22.97 | |
| Nexpoint Residential Tr (NXRT) | 1.8 | $1.2M | 50k | 24.17 | |
| Cedar Shopping Centers | 0.9 | $628k | 125k | 5.02 |
