13F Filings History of HGI Capital Management, LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$36,393,987
Signature - Title
Saul Lubetski - Vice Chairman
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by HGI Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HGI Capital Management, LLC reported 21 stock holdings with total value $36,393,987 as of Q3 2025. Top holdings included EQIX, CBRE, FR, DLR, and HD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 21 $36,393,987 +$9,359,112 -$49,244,109 -$39,884,997 EQIX, CBRE, FR, DLR, HD 13F-HR 14 Nov 2025, 14:10
Q2 2025 23 $73,797,414 +$34,117,855 -$37,784,926 -$3,667,071 UDR, DLR, ESRT, EQR, PSA 13F-HR 12 Aug 2025, 12:29
Q1 2025 22 $80,152,899 +$43,926,810 -$61,301,326 -$17,374,516 EQR, FR, VICI, VTR, VRE 13F-HR 14 May 2025, 15:05
Q4 2024 18 $97,197,097 +$25,497,813 -$34,533,063 -$9,035,250 ELME, EQR, INVH, WSR, VTR 13F-HR 13 Feb 2025, 15:06
Q3 2024 17 $114,644,105 +$26,772,981 -$32,663,899 -$5,890,918 ELME, EQR, NMRK, CPT, CBRE 13F-HR 13 Nov 2024, 18:14
Q2 2024 19 $106,520,848 +$40,697,159 -$29,991,736 +$10,705,423 ELME, CBRE, NMRK, EQR, CPT 13F-HR 13 Aug 2024, 18:42
Q1 2024 43 $92,813,864 +$45,444,146 -$41,070,880 +$4,373,266 ELME, FR, EQR, NMRK, CBRE 13F-HR 15 May 2024, 10:41
Q4 2023 40 $87,955,116 +$38,690,561 -$47,075,045 -$8,384,484 O, NMRK, CBRE, KIM, UDR 13F-HR 14 Feb 2024, 09:40
Q3 2023 57 $87,954,012 +$27,955,272 -$142,531,731 -$114,576,459 AMH, VICI, INVH, IVT, PLD 13F-HR 14 Nov 2023, 11:48
Q2 2023 47 $208,058,909 +$116,026,294 -$64,438,731 +$51,587,563 EQR, OHI, INVH, KIM, PSA 13F-HR 14 Aug 2023, 10:22
Q1 2023 27 $151,295,419 +$52,989,269 -$112,435,669 -$59,446,400 PLD, EQR, SUI, WELL, REG 13F-HR 15 May 2023, 09:38
Q4 2022 31 $350,110,516 +$187,027,262 -$40,059,022 +$146,968,240 SUI, PEAK, KIM, VICI, DLR 13F-HR 14 Feb 2023, 08:56
Q3 2022 35 $313,535,478 +$184,776,012 -$25,125,828 +$159,650,184 PSA, KIM, VTR, EQR, ARE Restatement 22 Feb 2023, 13:41
Q2 2022 33 $239,487,000 +$127,868,152 -$31,974,932 +$95,893,220 ELS, VTR, FRT, CCI, PSA 13F-HR 15 Aug 2022, 09:32
Q1 2022 66 $324,161,000 +$162,077,464 -$18,770,169 +$143,307,295 ELS, CPT, ACC, VTR, AVB 13F-HR 16 May 2022, 10:01
Q4 2021 70 $278,838,000 +$117,084,008 -$46,061,094 +$71,022,914 SPY, ELS, SUI, SRC, KRC 13F-HR 14 Feb 2022, 13:07
Q3 2021 64 $247,848,000 +$79,746,441 -$87,478,468 -$7,732,027 ELS, MGP, CPT, HST, KRC 13F-HR 15 Nov 2021, 13:04
Q2 2021 71 $259,160,000 +$74,862,110 -$70,157,658 +$4,704,452 ELS, MGP, CPT, VTR, VNO 13F-HR 16 Aug 2021, 14:30
Q1 2021 59 $235,499,000 +$81,806,413 -$73,383,346 +$8,423,067 ELS, CPT, MGP, VTR, EQIX 13F-HR 17 May 2021, 13:24
Q4 2020 58 $213,766,000 +$88,210,256 -$35,190,242 +$53,020,014 ELS, CPT, UDR, DIS, JPM 13F-HR 03 Feb 2021, 20:06
Q3 2020 54 $170,416,000 +$70,846,131 -$15,101,633 +$55,744,498 MGP, ELS, WPC, DRE, ESRT 13F-HR 29 Oct 2020, 15:46
Q2 2020 52 $162,184,000 +$92,819,133 -$14,290,202 +$78,528,931 WPC, IYR, SPY, UDR, HTA 13F-HR 14 Aug 2020, 11:26
Q1 2020 51 $105,552,000 +$60,464,023 -$18,536,058 +$41,927,965 IYR, ELS, DRE, CPT, LSI 13F-HR 07 May 2020, 17:18
Q4 2019 63 $206,669,000 +$78,268,614 -$18,048,342 +$60,220,272 IYR, SPY, AIVXXXX, WH, RPAI 13F-HR 05 Feb 2020, 16:02
Q3 2019 60 $181,937,000 +$58,539,145 -$36,751,802 +$21,787,343 IYR, SPY, EQR, VICI, KRC 13F-HR 05 Nov 2019, 15:06
Q2 2019 67 $220,115,000 +$78,054,578 -$15,849,900 +$62,204,678 SPY, IYR, ACC, CPT, NCLH 13F-HR 26 Jul 2019, 13:28
Q1 2019 58 $190,242,000 +$102,305,478 -$19,260,496 +$83,044,982 IYR, SPY, AVB, PSA, ESRT 13F-HR 10 May 2019, 12:33
Q4 2018 47 $117,044,000 +$37,848,335 -$9,684,664 +$28,163,671 IYR, AVB, HYG, JPM, EQIX 13F-HR 13 Feb 2019, 09:18
Q3 2018 53 $144,548,000 +$37,878,898 -$47,366,322 -$9,487,424 IYR, SPY, AVB, ACC, ACC 13F-HR 14 Nov 2018, 12:06
Q2 2018 23 $13,678,580 $0 AMZN, HD, BABA, SPLK, CB New Holdings 07 Nov 2018, 16:03
Q2 2018 65 $233,756,580 +$97,806,419 -$9,097,195 +$88,709,224 SPY, IYR, EQR, EQR, SBUX Restatement 07 Nov 2018, 15:56
Q1 2018 38 $187,028,000 +$92,442,382 -$12,178,581 +$80,263,801 SPY, GGP, IYR, EQR, EQR 13F-HR 14 May 2018, 10:55
Q4 2017 33 $157,173,000 +$72,693,423 -$5,039,178 +$67,654,245 IYR, SPY, EQR, EQR, GGP 13F-HR 13 Feb 2018, 15:33
Q3 2017 27 $104,901,000 +$66,552,249 -$625,598 +$65,926,651 IYR, SPY, EQR, CUBE, RLJ 13F-HR 09 Nov 2017, 15:04
Q2 2017 23 $81,477,000 +$41,446,840 -$7,502,671 +$33,944,169 EQR, SFRXXXX, PGRE, LOW, LOW 13F-HR 01 Aug 2017, 17:36
Q1 2017 22 $67,947,000 +$28,498,885 -$8,787,642 +$19,711,243 AIVXXXX, LOW, HD, MGP, INVH 13F-HR 09 May 2017, 20:52
Q4 2016 21 $72,132,000 +$37,000,052 -$694,009 +$36,306,043 AIVXXXX, HD, EQC, LOW, VNO 13F-HR 08 Feb 2017, 07:03
Q3 2016 25 $60,538,000 +$20,733,316 -$7,221,052 +$13,512,264 FCEA, AIVXXXX, VNO, HD, SRC 13F-HR 07 Nov 2016, 15:01
Q2 2016 26 $61,760,000 +$24,211,029 -$11,614,868 +$12,596,161 AIVXXXX, SRC, SSS, PPS, FCEA 13F-HR 12 Aug 2016, 08:41
Q1 2016 23 $62,717,000 +$32,448,878 -$10,312,846 +$22,136,032 SFRXXXX, AIVXXXX, CPT, SIR, SPG 13F-HR 12 May 2016, 15:43
Q4 2015 20 $65,060,000 $0 AIVXXXX, GGPXXXX, EQC, CBRE, ARE 13F-HR 12 Feb 2016, 13:38