Hill Winds Capital LP
- SEC CIK
- 0001683073
- 最新申報
- 2023/2/3
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/4 申報。只含多頭部位。
- 持股檔數
- 39
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.83 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VERVEREIT, Inc. | COM | 280,000 | $1,081 萬 | 5.9% | – | – | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 320,000 | $1,016 萬 | 5.6% | – | – | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 275,000 | $924.3 萬 | 5.1% | – | – | 歷史 |
| VNOVornado Realty Trust | SH BEN INT | 203,000 | $921.4 萬 | 5.0% | – | – | 歷史 |
| PGREParamount Group, Inc. | COM | 865,000 | $876.2 萬 | 4.8% | – | – | 歷史 |
| ACCAmerican Campus Communities Inc | COM | 193,000 | $833.2 萬 | 4.6% | – | – | 歷史 |
| ADCAgree Realty Corp | COM | 107,500 | $723.6 萬 | 4.0% | – | – | 歷史 |
| EGPEastgroup Properties Inc | COM | 50,000 | $716.4 萬 | 3.9% | – | – | 歷史 |
| BRXBrixmor Property Group Inc. | COM | 350,000 | $708.1 萬 | 3.9% | – | – | 歷史 |
| CPTCamden Property Trust | REIT | 62,000 | $681.4 萬 | 3.7% | – | – | 歷史 |
| EXRExtra Space Storage Inc. | COM | 45,000 | $596.5 萬 | 3.3% | – | – | 歷史 |
| IRTIndependence Realty Trust, Inc. | COM | 365,000 | $554.8 萬 | 3.0% | – | – | 歷史 |
| UDRUDR, Inc. | COM | 125,000 | $548.3 萬 | 3.0% | – | – | 歷史 |
| INVHInvitation Homes Inc. | COM | 170,000 | $543.8 萬 | 3.0% | – | – | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 19,500 | $530.1 萬 | 2.9% | – | – | 歷史 |
| KRCKilroy Realty Corp | COM | 80,000 | $525.0 萬 | 2.9% | – | – | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 72,500 | $505.9 萬 | 2.8% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 7,000 | $475.7 萬 | 2.6% | – | – | 歷史 |
| REGRegency Centers Corp | COM | 82,500 | $467.9 萬 | 2.6% | – | – | 歷史 |
| REXRRexford Industrial Realty, Inc. | COM | 92,000 | $463.7 萬 | 2.5% | – | – | 歷史 |
| HIWHighwoods Properties, Inc. | COM | 100,000 | $429.4 萬 | 2.4% | – | – | 歷史 |
| VICIVici Properties Inc. | COM | 140,000 | $395.4 萬 | 2.2% | – | – | 歷史 |
| NNNNNN REIT, Inc. | REIT | 80,000 | $352.6 萬 | 1.9% | – | – | 歷史 |
| CUBECubeSmart | REIT | 90,000 | $340.5 萬 | 1.9% | – | – | 歷史 |
| WRIWeingarten Realty Investors | SH BEN INT | 125,000 | $336.4 萬 | 1.8% | – | – | 歷史 |
| BXPBXP, Inc. | COM | 32,500 | $329.1 萬 | 1.8% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 30,500 | $323.3 萬 | 1.8% | – | – | 歷史 |
| Extended Stay Amer Inc30224P200 | UNIT 99/99/9999B | 150,000 | $296.3 萬 | 1.6% | – | – | – |
| EPRTEssential Properties Realty Trust, Inc. | COM | 117,500 | $268.3 萬 | 1.5% | – | – | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 150,000 | $252.8 萬 | 1.4% | – | – | 歷史 |
| PSAPublic Storage | COM | 9,500 | $234.4 萬 | 1.3% | – | – | 歷史 |
| HRHealthcare Realty Trust Inc | COM | 60,000 | $181.9 萬 | 1.0% | – | – | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 22,500 | $161.2 萬 | 0.9% | – | – | 歷史 |
| FRFirst Industrial Realty Trust Inc | COM | 35,000 | $160.3 萬 | 0.9% | – | – | 歷史 |
| KIMKimco Realty Corp | COM | 75,000 | $140.6 萬 | 0.8% | – | – | 歷史 |
| CONECyrusOne Holdco LLC | COM | 20,000 | $135.4 萬 | 0.7% | – | – | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 35,000 | $81.5 萬 | 0.4% | – | – | 歷史 |
| APLEApple Hospitality REIT, Inc. | REIT | 55,000 | $80.1 萬 | 0.4% | – | – | 歷史 |
| PEBPebblebrook Hotel Trust | COM | 25,000 | $60.7 萬 | 0.3% | – | – | 歷史 |