13FBOX
Hill Winds Capital LP · 13F Holdings
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Hill Winds Capital LP

No.11234 Data as of 2023Q1
Latest AUM (Q1 2023)
$196.9M
QoQ Change Q4 2022
$0+0.0%
Holdings
37
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
37
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q1 2023 ValueQ1 2023 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PPROLOGIS INC. COMPLD
7.01%7.01%$13.8M122,500$13.8M122,50000.00%Unchanged
BRIXMOR PPTY GROUP INCBRX
6.62%6.62%$13.0M575,000$13.0M575,00000.00%Unchanged
HEALTHPEAK PROPERTIES INCDOC
5.54%5.54%$10.9M435,000$10.9M435,00000.00%Unchanged
HIGHWOODS PPTYS INCHIW
5.47%5.47%$10.8M385,000$10.8M385,00000.00%Unchanged
REXFORD INDL RLTY INC REITREXR
5.13%5.13%$10.1M185,000$10.1M185,00000.00%Unchanged
PUBLIC STORAGE COMPSA
4.41%4.41%$8.7M31,000$8.7M31,00000.00%Unchanged
ESSENTIAL PPTYS RLTY TR INCEPRT
4.17%4.17%$8.2M350,000$8.2M350,00000.00%Unchanged
NETSTREIT CORPNTST
4.05%4.05%$8.0M435,000$8.0M435,00000.00%Unchanged
SSPIRIT RLTY CAP INC NEWSRCUSD
3.85%3.85%$7.6M190,000$7.6M190,00000.00%Unchanged
SUN CMNTYS INC COMSUI
3.81%3.81%$7.5M52,500$7.5M52,50000.00%Unchanged
INDEPENDENCE RLTY TR INCIRT
3.3%3.3%$6.5M385,000$6.5M385,00000.00%Unchanged
SIMON PPTY GROUP INC NEW COMSPG
3.28%3.28%$6.5M55,000$6.5M55,00000.00%Unchanged
HEALTHCARE RLTY TRHR
2.94%2.94%$5.8M300,000$5.8M300,00000.00%Unchanged
LLife Storage Inc
2.75%2.75%$5.4M55,000$5.4M55,00000.00%Unchanged
ACADIA RLTY TRAKR
2.73%2.73%$5.4M375,000$5.4M375,00000.00%Unchanged
STAG INDUSTRIAL INCSTAG
2.46%2.46%$4.8M150,000$4.8M150,00000.00%Unchanged
KITE REALTY GROUP TRUSTKRG
2.35%2.35%$4.6M220,000$4.6M220,00000.00%Unchanged
VENTAS INC COMVTR
2.29%2.29%$4.5M100,000$4.5M100,00000.00%Unchanged
DOUGLAS EMMETT INCDEI
2.27%2.27%$4.5M285,000$4.5M285,00000.00%Unchanged
HOST HOTELS & RESORTS INCHST
2.24%2.24%$4.4M275,000$4.4M275,00000.00%Unchanged
BROADSTONE NET LEASE INCBNL
2.18%2.18%$4.3M265,000$4.3M265,00000.00%Unchanged
WWYNDHAM HOTELS & RESORTS INCWH
2.17%2.17%$4.3M60,000$4.3M60,00000.00%Unchanged
BXP INCBXP
2.15%2.15%$4.2M62,500$4.2M62,50000.00%Unchanged
AAPARTMENT INCOME REIT CORP
2%2%$3.9M115,000$3.9M115,00000.00%Unchanged
ESSEX PPTY TR INCESS
1.99%1.99%$3.9M18,500$3.9M18,50000.00%Unchanged
KILROY REALTY CORPKRC
1.96%1.96%$3.9M100,000$3.9M100,00000.00%Unchanged
CAMDEN PPTY TRCPT
1.7%1.7%$3.4M30,000$3.4M30,00000.00%Unchanged
DIGITAL RLTY TR INC COMDLR
1.53%1.53%$3.0M30,000$3.0M30,00000.00%Unchanged
SUNSTONE HOTEL INVESTORS INCSHO
1.47%1.47%$2.9M300,000$2.9M300,00000.00%Unchanged
REGENCY CTRS CORP REITREG
1.27%1.27%$2.5M40,000$2.5M40,00000.00%Unchanged
VICI PPTYS INC COMVICI
1.07%1.07%$2.1M65,000$2.1M65,00000.00%Unchanged
SL GREEN RLTY CORPSLG
0.94%0.94%$1.9M55,000$1.9M55,00000.00%Unchanged
RYMAN HOSPITALITY PPTYS INCRHP
0.93%0.93%$1.8M22,500$1.8M22,50000.00%Unchanged
GETTY RLTY CORP NEWGTY
0.69%0.69%$1.4M40,000$1.4M40,00000.00%Unchanged
EEMPIRE ST RLTY TR INCESRT
0.62%0.62%$1.2M180,000$1.2M180,00000.00%Unchanged
OMEGA HEALTHCARE INVS INCOHI
0.43%0.43%$838,50030,000$838,50030,00000.00%Unchanged
INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INTILPT
0.21%0.21%$408,750125,000$408,750125,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow