HGI Capital Management as of Dec. 31, 2016
Portfolio Holdings for HGI Capital Management
HGI Capital Management holds 21 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apartment Investment and Management | 8.3 | $6.0M | 132k | 45.45 | |
| Home Depot (HD) | 8.2 | $5.9M | 44k | 134.08 | |
| Equity Commonwealth (EQC) | 7.5 | $5.4M | 180k | 30.24 | |
| Lowe's Companies (LOW) | 7.4 | $5.3M | 75k | 71.12 | |
| Vornado Realty Trust (VNO) | 6.7 | $4.9M | 47k | 104.36 | |
| Mgm Growth Properties | 6.7 | $4.8M | 190k | 25.31 | |
| General Growth Properties | 6.6 | $4.8M | 190k | 24.98 | |
| Equity Residential (EQR) | 6.5 | $4.7M | 73k | 64.36 | |
| Qts Realty Trust | 4.9 | $3.5M | 71k | 49.65 | |
| Mohawk Industries (MHK) | 4.5 | $3.2M | 16k | 199.70 | |
| Sun Communities (SUI) | 4.4 | $3.1M | 41k | 76.61 | |
| New York Reit | 4.4 | $3.1M | 311k | 10.12 | |
| SL Green Realty | 4.2 | $3.0M | 28k | 107.53 | |
| Lennar Corporation (LEN) | 3.4 | $2.4M | 57k | 42.93 | |
| Udr (UDR) | 3.2 | $2.3M | 63k | 36.49 | |
| Fnf (FNF) | 3.1 | $2.3M | 66k | 33.96 | |
| Ladder Capital Corp Class A (LADR) | 2.4 | $1.7M | 127k | 13.72 | |
| Silver Bay Rlty Tr | 2.2 | $1.6M | 92k | 17.14 | |
| Pennsylvania R.E.I.T. | 2.1 | $1.5M | 81k | 18.95 | |
| Colony Starwood Homes | 1.8 | $1.3M | 44k | 28.82 | |
| Hudson Pacific Properties (HPP) | 1.6 | $1.2M | 34k | 34.79 |
