13F Filings History of Hilton Capital Management, LLC

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$1,235,564,120
Signature - Title
Barbara Martens - Chief Operating Officer
Location
Garden City, NY
Summary
This page shows a list of all the recent 13F filings made by Hilton Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hilton Capital Management, LLC reported 172 stock holdings with total value $1,235,564,120 as of Q3 2025. Top holdings included VCSH, VCIT, JEPQ, MBB, and MTBA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 172 $1,235,564,120 +$143,624,972 -$210,956,765 -$67,331,793 VCSH, VCIT, JEPQ, MBB, MTBA 13F-HR 12 Nov 2025, 15:47
Q2 2025 170 $1,253,179,650 +$233,619,382 -$216,074,160 +$17,545,222 VCSH, JAAA, JEPQ, MTBA, JPIE 13F-HR 14 Aug 2025, 15:25
Q1 2025 160 $1,176,810,373 +$207,385,811 -$152,502,576 +$54,883,235 MBB, JAAA, VCSH, MTBA, JEPQ 13F-HR 13 May 2025, 11:42
Q4 2024 164 $1,155,956,699 +$145,956,161 -$272,574,407 -$126,618,246 JAAA, VCSH, JEPQ, PFF, SRLN 13F-HR 10 Feb 2025, 10:46
Q3 2024 176 $1,290,111,450 +$312,307,775 -$245,309,841 +$66,997,934 VCSH, MBB, JAAA, JEPQ, PFF 13F-HR 08 Nov 2024, 17:12
Q2 2024 171 $1,184,738,630 +$172,969,544 -$112,835,953 +$60,133,591 VCSH, JAAA, JEPQ, MSFT, SRLN 13F-HR 07 Aug 2024, 13:52
Q1 2024 175 $1,115,669,181 +$258,652,440 -$128,309,916 +$130,342,524 VCSH, JAAA, JEPQ, XLC, MSFT 13F-HR 10 May 2024, 14:18
Q4 2023 164 $932,984,079 +$201,425,176 -$62,834,281 +$138,590,895 VCSH, SCHR, JAAA, IEI, JEPQ 13F-HR 09 Feb 2024, 08:58
Q3 2023 157 $750,565,783 +$114,712,953 -$177,531,694 -$62,818,741 VGSH, VCSH, IEI, SCHR, JAAA 13F-HR 13 Nov 2023, 12:19
Q2 2023 142 $832,590,580 +$274,010,453 -$44,133,097 +$229,877,356 VGSH, VCSH, IEI, JEPQ, SCHR 13F-HR 31 Jul 2023, 16:22
Q1 2023 107 $732,679,720 +$53,689,773 -$45,870,304 +$7,819,469 VGSH, VCSH, BSV, SHY, XLU 13F-HR 08 May 2023, 11:05
Q4 2022 91 $746,295,000 $0 VGSH, VCSH, BSV, SHY, SCHR 13F-HR 10 Feb 2023, 09:01
Q3 2022 103 $759,570,000 +$126,892,529 -$124,191,631 +$2,700,898 VGSH, VCSH, BSV, SHY, SCHR 13F-HR 10 Nov 2022, 16:13
Q2 2022 112 $812,324,539 +$124,664,485 -$76,169,588 +$48,494,897 VCSH, IEI, VGSH, SHY, XLU 13F-HR 08 Aug 2022, 13:17
Q1 2022 130 $935,474,000 +$296,355,892 -$306,912,862 -$10,556,970 VCSH, IEI, VGSH, SHY, XLU 13F-HR 06 May 2022, 10:08
Q4 2021 122 $1,087,357,000 +$130,611,708 -$65,406,741 +$65,204,967 IEF, VCSH, PFF, BKLN, MSFT 13F-HR 14 Feb 2022, 09:42
Q3 2021 133 $1,022,275,000 +$214,647,218 -$145,003,160 +$69,644,058 VCSH, PFF, BKLN, MSFT, IEF 13F-HR 12 Nov 2021, 06:11
Q2 2021 136 $946,186,000 +$204,340,043 -$229,889,058 -$25,549,015 VCSH, BKLN, MSFT, XLC, AAPL 13F-HR 11 Aug 2021, 14:40
Q1 2021 124 $923,855,000 +$295,720,771 -$281,005,224 +$14,715,547 VCSH, IVOL, BKLN, MSFT, XLC 13F-HR 11 May 2021, 10:06
Q4 2020 109 $871,694,000 +$225,343,326 -$128,340,211 +$97,003,115 VCSH, IGSB, MSFT, PGX, EMB 13F-HR 10 Feb 2021, 10:38
Q3 2020 95 $832,742,000 +$255,643,724 -$156,285,005 +$99,358,719 VCSH, EMB, PGX, IGSB, MSFT 13F-HR 13 Nov 2020, 08:05
Q2 2020 89 $801,579,000 +$414,727,721 -$183,747,852 +$230,979,869 MBB, VCSH, GVI, PGX, NEE 13F-HR 14 Jul 2020, 16:05
Q1 2020 54 $552,366,546 +$69,979,006 -$57,764,253 +$12,214,753 SCHO, GVI, NEE, MSFT, VCSH 13F-HR 08 May 2020, 13:20
Q4 2019 118 $827,135,000 +$104,408,831 -$13,686,880 +$90,721,951 SCHO, GVI, COLD, OCSL, RSG 13F-HR 13 Feb 2020, 08:59
Q3 2019 312 $772,234,000 +$98,243,380 -$43,565,943 +$54,677,437 SCHO, GVI, COLD, OCSL, KKR 13F-HR 13 Nov 2019, 15:53
Q2 2019 346 $732,162,000 +$320,520,091 -$80,320,723 +$240,199,368 SCHO, GVI, COLD, OCSL, RSG 13F-HR 14 Aug 2019, 13:04
Q1 2019 347 $739,966,174 +$424,944,262 -$40,670,555 +$384,273,707 SCHO, GVI, COLD, JNJ, OCSL 13F-HR 14 May 2019, 11:02
Q4 2018 331 $559,388,000 +$286,891,668 -$85,582,505 +$201,309,163 SCHO, GVI, SCHR, CCI, RSG 13F-HR 12 Feb 2019, 07:48
Q3 2018 335 $669,275,000 +$311,104,700 -$51,466,852 +$259,637,848 GVI, SCHO, BR, KKR, VTA 13F-HR 09 Nov 2018, 15:43
Q2 2018 383 $621,060,000 +$248,328,453 -$38,173,467 +$210,154,986 GVI, SCHO, BR, VTA, CCI 13F-HR 13 Aug 2018, 12:45
Q1 2018 161 $620,947,000 +$76,968,821 -$78,882,495 -$1,913,674 GVI, BR, HRS, JPM, VTA 13F-HR 15 May 2018, 16:56
Q4 2017 132 $662,398,000 +$133,600,054 -$21,379,273 +$112,220,781 GVI, JPM, NTB, BR, VTA 13F-HR 16 Feb 2018, 18:38
Q3 2017 127 $573,001,000 +$90,257,461 -$35,869,858 +$54,387,603 GVI, NTB, JPM, BR, VTA 13F-HR 07 Nov 2017, 14:56
Q2 2017 116 $536,968,000 +$112,590,236 -$39,363,473 +$73,226,763 GVI, NTB, EPD, VTA, VCSH 13F-HR 08 Aug 2017, 11:03
Q1 2017 127 $518,303,000 +$123,235,872 -$19,365,682 +$103,870,190 GVI, NTB, EPD, VTA, JPM 13F-HR 04 May 2017, 15:36
Q4 2016 108 $472,870,000 +$150,542,053 -$40,520,403 +$110,021,650 GVI, EPD, VTA, LQD, MMP 13F-HR 13 Feb 2017, 08:29
Q3 2016 124 $404,446,000 +$119,008,939 -$13,364,298 +$105,644,641 GVI, LQD, EPD, GPTXXXX, MMP 13F-HR 11 Oct 2016, 11:13
Q2 2016 93 $316,376,000 +$58,483,867 -$35,151,533 +$23,332,334 LQD, GVI, EPD, MMP, GPTXXXX 13F-HR 26 Jul 2016, 16:47
Q1 2016 94 $304,794,000 +$45,577,082 -$15,446,486 +$30,130,596 IEF, LQD, GVI, FUR, EPD 13F-HR 04 May 2016, 14:23
Q4 2015 95 $310,448,000 +$77,026,495 -$30,197,422 +$46,829,073 LQD, FUR, EPD, MMP, PDI 13F-HR 07 Jan 2016, 11:30
Q3 2015 93 $291,556,000 +$27,071,485 -$45,971,970 -$18,900,485 EPD, FUR, LQD, PDI, MMP 13F-HR 07 Oct 2015, 15:01
Q2 2015 109 $354,002,000 +$124,805,783 -$14,110,288 +$110,695,495 EPD, FUR, MMP, AODXXXX, LQD 13F-HR 14 Aug 2015, 09:21
Q1 2015 80 $270,894,000 +$83,042,905 -$12,021,944 +$71,020,961 EPD, MMP, FUR, WMT, STL 13F-HR 23 Apr 2015, 15:03
Q4 2014 103 $307,620,000 +$100,313,665 -$70,287,092 +$30,026,573 EPD, MMP, AODXXXX, WMT, LQD 13F-HR 13 Feb 2015, 11:16
Q3 2014 87 $317,320,000 +$65,151,241 -$12,414,805 +$52,736,436 EPD, BKLNXXXX, MMP, AODXXXX, AMJ 13F-HR 31 Oct 2014, 10:41
Q2 2014 91 $306,702,000 +$71,922,546 -$15,843,297 +$56,079,249 BKLNXXXX, EPD, MMP, AMJ, AODXXXX 13F-HR 15 Jul 2014, 16:27
Q1 2014 88 $256,400,000 +$43,093,744 -$23,438,083 +$19,655,661 BKLNXXXX, EPD, MMP, AODXXXX, NGLS 13F-HR 12 May 2014, 14:25
Q4 2013 83 $259,540,000 $0 BKLNXXXX, EPD, AOD, MMP, PAA 13F-HR 22 Jan 2014, 13:14