Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hill Winds Capital LP (CIK 1683073) reported $196.9M across 37 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: PLD ($13.8M, 7.01%), BRX ($13.0M, 6.62%), DOC ($10.9M, 5.54%), HIW ($10.8M, 5.47%), REXR ($10.1M, 5.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PLD | PROLOGIS INC. | $13.8M | 7.01% | 122,500 | Trimmed |
| 2 | BRX | BRIXMOR PPTY GROUP INC | $13.0M | 6.62% | 575,000 | Trimmed |
| 3 | DOC | HEALTHPEAK PROPERTIES INC | $10.9M | 5.54% | 435,000 | Added |
| 4 | HIW | HIGHWOODS PPTYS INC | $10.8M | 5.47% | 385,000 | Added |
| 5 | REXR | REXFORD INDL RLTY INC | $10.1M | 5.13% | 185,000 | Added |
| 6 | PSA | PUBLIC STORAGE | $8.7M | 4.41% | 31,000 | Trimmed |
| 7 | EPRT | ESSENTIAL PPTYS RLTY TR INC | $8.2M | 4.17% | 350,000 | Added |
| 8 | NTST | NETSTREIT CORP | $8.0M | 4.05% | 435,000 | Trimmed |
| 9 | SRC | SPIRIT RLTY CAP INC NEW | $7.6M | 3.85% | 190,000 | Trimmed |
| 10 | SUI | SUN CMNTYS INC | $7.5M | 3.81% | 52,500 | Added |
| 11 | IRT | INDEPENDENCE RLTY TR INC | $6.5M | 3.30% | 385,000 | New |
| 12 | SPG | SIMON PPTY GROUP INC NEW | $6.5M | 3.28% | 55,000 | New |
| 13 | HR | HEALTHCARE RLTY TR | $5.8M | 2.94% | 300,000 | Trimmed |
| 14 | LSI | LIFE STORAGE INC | $5.4M | 2.75% | 55,000 | Trimmed |
| 15 | AKR | ACADIA RLTY TR | $5.4M | 2.73% | 375,000 | Added |
| 16 | STAG | STAG INDL INC | $4.8M | 2.46% | 150,000 | Added |
| 17 | KRG | KITE RLTY GROUP TR | $4.6M | 2.35% | 220,000 | New |
| 18 | VTR | VENTAS INC | $4.5M | 2.29% | 100,000 | Hold |
| 19 | DEI | DOUGLAS EMMETT INC | $4.5M | 2.27% | 285,000 | Trimmed |
| 20 | HST | HOST HOTELS & RESORTS INC | $4.4M | 2.24% | 275,000 | Added |
| 21 | BNL | BROADSTONE NET LEASE INC | $4.3M | 2.18% | 265,000 | New |
| 22 | WH | WYNDHAM HOTELS & RESORTS INC | $4.3M | 2.17% | 60,000 | Trimmed |
| 23 | BXP | BOSTON PROPERTIES INC | $4.2M | 2.15% | 62,500 | Trimmed |
| 24 | AIRC | APARTMENT INCOME REIT CORP | $3.9M | 2.00% | 115,000 | New |
| 25 | ESS | ESSEX PPTY TR INC | $3.9M | 1.99% | 18,500 | Trimmed |
Source: SEC Form 13F filings · as of 2022-12-31