Hoya Capital Real Estate

Latest statistics and disclosures from Hoya Capital Real Estate's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are HOMZ, MSFT, AAPL, RIET, JPM, and represent 83.23% of Hoya Capital Real Estate's stock portfolio.
  • Added to shares of these 2 stocks: INTC, HOMZ.
  • Started 1 new stock position in INTC.
  • Hoya Capital Real Estate was a net buyer of stock by $319k.
  • Hoya Capital Real Estate has $6.0M in assets under management (AUM), dropping by 14.35%.
  • Central Index Key (CIK): 0001756985

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Positions held by Hoya Capital Real Estate consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hoya Capital Real Estate

Hoya Capital Real Estate holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hoya Capital Housing Etf (HOMZ) 37.4 $2.3M +2% 48k 47.04
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Microsoft Corporation (MSFT) 17.6 $1.1M 2.0k 517.95
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Apple (AAPL) 14.8 $891k 3.5k 254.63
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Hoya Capital High Dividend Yie (RIET) 8.6 $517k 54k 9.63
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JPMorgan Chase & Co. (JPM) 4.8 $287k 910.00 315.43
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Johnson & Johnson (JNJ) 4.7 $286k 1.5k 185.42
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Intel Corporation (INTC) 4.3 $259k NEW 7.7k 33.55
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Procter & Gamble Company (PG) 3.9 $235k 1.5k 153.65
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Walt Disney Company (DIS) 3.8 $230k 2.0k 114.50
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Past Filings by Hoya Capital Real Estate

SEC 13F filings are viewable for Hoya Capital Real Estate going back to 2021