Investing in Real Estate 101: Understanding the Q3 2022 vs Q4 2022 HGI Capital Management, LLC 13F Holdings Comparison

Real estate is a promising investment option, especially for long-term financial security. If you’re considering investing in real estate, it’s important to keep track of the latest holdings data in order to make informed investment decisions. In this blog post, we’ll analyze the Q3 2022 vs Q4 2022 13F Holdings Comparison from HGI Capital Management, LLC to better understand the recent changes in holdings of this fund.

PEAK – A Significant Increase in Share and Value

HEALTHPEAK PROPERTIES INC (PEAK) saw a significant increase in share and value from Q3 2022 to Q4 2022. In Q3, the shares held by HGI Capital Management, LLC were 551,067 with a value of $12,630 thousand. However, in Q4, the shares held increased to 902,763 with a value of $22,632 thousand. The increase in both share and value indicates that HGI Capital Management, LLC is bullish on the stock’s future.

KIM – A Slight Decrease in Share and Value

KIMCO RLTY CORP (KIM) saw a slight decrease in share and value from Q3 2022 to Q4 2022. In Q3, the shares held by HGI Capital Management, LLC were 1,011,364 with a value of $18,619 thousand. However, in Q4, the shares held decreased to 923,823 with a value of $19,566 thousand. The decrease in both share and value could be attributed to a recent shift in the company’s financials, causing a decrease in confidence among investors.

DLR – A Significant Increase in Share and Value

DIGITAL RLTY TR INC (DLR) saw a significant increase in share and value from Q3 2022 to Q4 2022. In Q3, the shares held by HGI Capital Management, LLC were 117,725 with a value of $11,675 thousand. However, in Q4, the shares held increased to 190,047 with a value of $19,056 thousand. The increase in both share and value indicates that this real estate investment trust has a strong market position and is poised for long-term growth.

REG – A Significant Increase in Share and Value

REGENCY CTRS CORP (REG) saw a significant increase in share and value from Q3 2022 to Q4 2022. In Q3, the shares held by HGI Capital Management, LLC were 230,408 with a value of $12,407 thousand. However, in Q4, the shares held increased to 280,000 with a value of $17,500 thousand. The increase in both share and value indicates that HGI Capital Management, LLC is optimistic about the future growth potential of Regency Centers Corp.

EQR – A Significant Decrease in Share and Value

EQUITY RESIDENTIAL (EQR) saw a significant decrease in share and value from Q3 2022 to Q4 2022. In Q3, the shares held by HGI Capital Management, LLC were 253,965 with a value of $17,071 thousand. However, in Q4, the shares held decreased to 187,589 with a value of $11,067 thousand. The decrease in both share and value could be attributed to the recent volatility in the residential real estate market.

VTR – A Significant Decrease in Share and Value

VENTAS INC (VTR) saw a significant decrease in share and value from Q3 2022 to Q4 2022. In Q3, the shares held by HGI Capital Management, LLC were 446,964 with a value of $17,954 thousand. However, in Q4, the shares held decreased to 302,665 with a value of $13,635 thousand. The decrease in both share and value could be attributed to the recent shift in the healthcare real estate market, causing a decrease in confidence among investors.

Conclusion

Real estate investment can be a great way to diversify your portfolio and achieve long-term financial security. However, as demonstrated by the HGI Capital Management, LLC Q3 2022 vs Q4 2022 13F Holdings Comparison, it is important to stay up to date with the latest holdings data to make informed investment decisions. Monitoring changes in share and value can give valuable insight into the market position and future growth potential of real estate companies. Remember to always do your own research and consult with a financial expert before making any investment decisions.