SEC 13F Intelligence

Managers / Q4 2024 · view latest →

HGI Capital Management, LLC

CIK 0001595907 · 51 WEST 52ND STREET, 19TH FLOOR, NEW YORK, NY, 10019 · 212-644-0515

Reported Value
$97M
Q4 2024
Positions
18
Filings on Record
28
2019–present window
Filed
Feb 13, 2025
original filing

Summary

Hgi Capital Management, LLC reported $97M in U.S.-listed holdings across 18 positions for Q4 2024.

The portfolio is heavily concentrated: ELME alone accounts for 33.6% of reported value.

Compared with Q3 2024, the fund opened 7 new positions and exited 6.

Portfolio Metrics

Turnover
+22.9%
vs prior filed quarter
Top-10 Concentration
+83.3%
share of reported value
Largest Position
+33.6%
Elme Communities
New / Exited
7 / 6
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $190MQ1 ’19Q2 ’19: $220MQ3 ’19: $182MQ4 ’19: $207MQ1 ’20: $106MQ1 ’20Q2 ’20: $162MQ3 ’20: $170MQ4 ’20: $214MQ1 ’21: $235MQ1 ’21Q2 ’21: $287MQ3 ’21: $248MQ4 ’21: $279MQ1 ’22: $324MQ1 ’22Q2 ’22: $239MQ3 ’22: $314MQ4 ’22: $350MQ1 ’23: $151MQ1 ’23Q2 ’23: $208MQ3 ’23: $88MQ4 ’23: $88MQ1 ’24: $93MQ1 ’24Q2 ’24: $107MQ3 ’24: $115MQ4 ’24: $97MQ1 ’25: $80MQ1 ’25Q2 ’25: $74MQ3 ’25: $36Mfilingsflow.com

Portfolio Composition

By security type
REIT: 83.3%Common Stock: 9.0%Other: 7.7%
  • REIT · 83.3% · $81M
  • Common Stock · 9.0% · $9M
  • Other · 7.7% · $8M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VTRVentas IncNEW+97.1K97.1K+$6M$6M
HSTHost Hotels & Resorts IncNEW+258.9K258.9K+$5M$5M
PEBPebblebrook Hotel TrustNEW+240.4K240.4K+$3M$3M
DRHDiamondrock Hospitality CoNEW+216.6K216.6K+$2M$2M
LENLennar CorpNEW+13.3K13.3K+$2M$2M
LINELineage IncNEW+16.6K16.6K+$970,563$970,563
STRWStrawberry Fields Reit IncNEW+15.5K15.5K+$163,222$163,222
SAFESafehold IncSOLD OUT212.9K0$6M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

18 positions
#IssuerClass% PortfolioValueShares
1ELMEElme Communitieshistory →SH BEN INT33.64%$33M2.14M
2EQREquity Residentialhistory →SH BEN INT7.58%$7M102.7K
3INVHInvitation Homes Inchistory →COM6.69%$7M203.4K
4WSRWhitestone REIThistory →COM6.18%$6M423.7K
5VTRVentas Inchistory →COM5.89%$6M97.1K
6CPTCamden Property Trusthistory →SH BEN INT5.39%$5M45.1K
7COLDAmericold Realty Trust Inchistory →COM4.81%$5M218.6K
8HSTHost Hotels & Resorts Inchistory →COM4.67%$5M258.9K
9Veris Residential IncCOM4.56%$4M266.7K
10CBRECBRE Group Inchistory →CL A3.87%$4M28.6K
11PEBPebblebrook Hotel Trusthistory →COM3.35%$3M240.4K
12NMRKNewmark Group Inchistory →CL A3.28%$3M248.8K
13Cushman & Wakefield PLCSHS3.17%$3M235.2K
14DRHDiamondrock Hospitality Cohistory →COM2.01%$2M216.6K
15FRFirst Industrial Realty Trust Inchistory →COM1.89%$2M36.7K
16LENLennar Corphistory →CL A1.86%$2M13.3K
17LINELineage IncCOM1.00%$970,56316.6K
18STRWStrawberry Fields Reit IncCOM0.17%$163,22215.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2025$36M21Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$74M23Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$80M22May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$97M18Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$115M17Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$107M19Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$93M43May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$88M40Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$88M41Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$208M38Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$151M27May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$350M31Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$314M35Feb 22, 2023RESTATEMENTchanges · EDGAR ↗
Q2 2022$239M33Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$324M66May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$279M70Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$248M64Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$287M72Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$235M59May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$214M58Feb 4, 202113F-HRchanges · EDGAR ↗
Q3 2020$170M54Oct 29, 202013F-HRchanges · EDGAR ↗
Q2 2020$162M52Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$106M51May 7, 202013F-HRchanges · EDGAR ↗
Q4 2019$207M63Feb 5, 202013F-HRchanges · EDGAR ↗
Q3 2019$182M60Nov 5, 201913F-HRchanges · EDGAR ↗
Q2 2019$220M67Jul 26, 201913F-HRchanges · EDGAR ↗
Q1 2019$190M58May 10, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.