Hazelview Securities Inc.
- SEC CIK
- 0001705265
- 最新申報
- 2026/8/14
2022 年第 4 季到 2023 年第 2 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 20 檔
- 估計 +$1.47 億
- 加碼
- 8 檔
- 估計 +$1.00 億
- 減碼
- 10 檔
- 估計 −$1.30 億
- 清倉
- 8 檔
- 估計 −$1.55 億
總值從 $6.67 億變成 $6.47 億（−$1,932 萬 (−2.9%)），持股從 26 檔變成 38 檔（+12）。
2023 年第 2 季全部持倉2022 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 2 季，下面灰字是 2022 年第 4 季。兩季之間拆股的股票，2022 年第 4 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| PLDPrologis, Inc. | 減碼歷史 | 547,628598,059 | −50,431−8.4% | $6,790 萬$6,742 萬 | −$625.3 萬 | 10.5%10.1% | +0.38 |
| EQIXEquinix Inc | 加碼歷史 | 78,51369,672 | +8,841+12.7% | $6,203 萬$4,564 萬 | +$698.5 萬 | 9.6%6.8% | +2.74 |
| WELLWelltower Inc. | 加碼歷史 | 711,942579,736 | +132,206+22.8% | $5,780 萬$3,800 萬 | +$1,073 萬 | 8.9%5.7% | +3.23 |
| VMRKVivmark Residential | 新進歷史 | 740,3030 | +740,303 | $4,926 萬$0 | +$4,926 萬 | 7.6%0.0% | +7.61 |
| DLRDigital Realty Trust, Inc. | 新進歷史 | 340,3330 | +340,333 | $3,924 萬$0 | +$3,924 萬 | 6.1%0.0% | +6.06 |
| EXRExtra Space Storage Inc. | 加碼歷史 | 234,13933,856 | +200,283+591.6% | $3,504 萬$498.3 萬 | +$2,997 萬 | 5.4%0.7% | +4.67 |
| SUISun Communities Inc | 減碼歷史 | 255,500319,724 | −64,224−20.1% | $3,348 萬$4,572 萬 | −$841.6 萬 | 5.2%6.9% | −1.69 |
| REXRRexford Industrial Realty, Inc. | 減碼歷史 | 616,221733,365 | −117,144−16.0% | $3,270 萬$4,007 萬 | −$621.6 萬 | 5.1%6.0% | −0.96 |
| CPTCamden Property Trust | 加碼歷史 | 279,648133,030 | +146,618+110.2% | $3,063 萬$1,488 萬 | +$1,606 萬 | 4.7%2.2% | +2.50 |
| EPRTEssential Properties Realty Trust, Inc. | 減碼歷史 | 1,245,0121,316,922 | −71,910−5.5% | $2,969 萬$3,091 萬 | −$171.5 萬 | 4.6%4.6% | −0.05 |
| AMTAmerican Tower Corp | 加碼歷史 | 139,84996,253 | +43,596+45.3% | $2,774 萬$2,039 萬 | +$864.8 萬 | 4.3%3.1% | +1.23 |
| INVHInvitation Homes Inc. | 減碼歷史 | 723,3681,088,843 | −365,475−33.6% | $2,507 萬$3,227 萬 | −$1,267 萬 | 3.9%4.8% | −0.97 |
| KRGKite Realty Group Trust | 加碼歷史 | 1,041,464620,457 | +421,007+67.9% | $2,368 萬$1,306 萬 | +$957.4 萬 | 3.7%2.0% | +1.70 |
| ADCAgree Realty Corp | 新進歷史 | 341,5000 | +341,500 | $2,264 萬$0 | +$2,264 萬 | 3.5%0.0% | +3.50 |
| VICIVici Properties Inc. | 加碼歷史 | 721,911497,763 | +224,148+45.0% | $2,262 萬$1,613 萬 | +$702.3 萬 | 3.5%2.4% | +1.07 |
| UDRUDR, Inc. | 減碼歷史 | 412,198907,536 | −495,338−54.6% | $1,789 萬$3,515 萬 | −$2,149 萬 | 2.8%5.3% | −2.51 |
| CUBECubeSmart | 加碼歷史 | 343,93092,100 | +251,830+273.4% | $1,548 萬$370.7 萬 | +$1,133 萬 | 2.4%0.6% | +1.84 |
| COLDAmericold Realty Trust | 新進歷史 | 403,7000 | +403,700 | $1,310 萬$0 | +$1,310 萬 | 2.0%0.0% | +2.02 |
| AREAlexandria Real Estate Equities, Inc. | 減碼歷史 | 79,105264,974 | −185,869−70.1% | $925.3 萬$3,860 萬 | −$2,174 萬 | 1.4%5.8% | −4.36 |
| TOLToll Brothers, Inc. | 新進歷史 | 112,6000 | +112,600 | $874.5 萬$0 | +$874.5 萬 | 1.4%0.0% | +1.35 |
| DBRGDigitalBridge Group, Inc. | 減碼歷史 | 579,501839,044 | −259,543−30.9% | $857.7 萬$917.9 萬 | −$384.1 萬 | 1.3%1.4% | −0.05 |
| DHIHorton D R Inc | 新進歷史 | 67,6150 | +67,615 | $806.6 萬$0 | +$806.6 萬 | 1.2%0.0% | +1.25 |
| SITCSITE Centers Corp. | 新進歷史 | 41,5000 | +41,500 | $55.6 萬$0 | +$55.6 萬 | 0.1%0.0% | +0.09 |
| KIMKimco Realty Corp | 減碼歷史 | 27,5001,022,465 | −994,965−97.3% | $55.5 萬$2,166 萬 | −$2,010 萬 | 0.1%3.2% | −3.16 |
| UEUrban Edge Properties | 新進歷史 | 35,4000 | +35,400 | $55.5 萬$0 | +$55.5 萬 | 0.1%0.0% | +0.09 |
| FRTFederal Realty Investment Trust | 新進歷史 | 5,7000 | +5,700 | $55.3 萬$0 | +$55.3 萬 | 0.1%0.0% | +0.09 |
| TRNOTerreno Realty Corp | 新進歷史 | 9,1000 | +9,100 | $54.8 萬$0 | +$54.8 萬 | 0.1%0.0% | +0.08 |
| MAAMid America Apartment Communities Inc. | 新進歷史 | 3,5000 | +3,500 | $53.8 萬$0 | +$53.8 萬 | 0.1%0.0% | +0.08 |
| SBACSba Communications Corp | 新進歷史 | 1,6000 | +1,600 | $38.6 萬$0 | +$38.6 萬 | 0.1%0.0% | +0.06 |
| VTRVentas, Inc. | 新進歷史 | 7,8000 | +7,800 | $38.0 萬$0 | +$38.0 萬 | 0.1%0.0% | +0.06 |
| DRHDiamondRock Hospitality Co | 新進歷史 | 46,7000 | +46,700 | $38.0 萬$0 | +$38.0 萬 | 0.1%0.0% | +0.06 |
| DOCHealthpeak Properties, Inc. | 減碼歷史 | 18,1001,365,637 | −1,347,537−98.7% | $37.6 萬$3,424 萬 | −$2,799 萬 | 0.1%5.1% | −5.08 |
| CHHChoice Hotels International Inc | 新進歷史 | 3,2000 | +3,200 | $37.5 萬$0 | +$37.5 萬 | 0.1%0.0% | +0.06 |
| BXPBXP, Inc. | 新進歷史 | 6,3000 | +6,300 | $36.6 萬$0 | +$36.6 萬 | 0.1%0.0% | +0.06 |
| Tricon Residential Inc Com NPV89612W102 | 新進– | 37,4520 | +37,452 | $34.0 萬$0 | +$34.0 萬 | 0.1%0.0% | +0.05 |
| UHGUnited Homes Group, Inc. | 新進歷史 | 24,8680 | +24,868 | $26.1 萬$0 | +$26.1 萬 | <0.1%0.0% | +0.04 |
| HTHersha Hospitality Trust | 新進歷史 | 39,3000 | +39,300 | $24.3 萬$0 | +$24.3 萬 | <0.1%0.0% | +0.04 |
| PEBPebblebrook Hotel Trust | 新進歷史 | 13,7000 | +13,700 | $19.4 萬$0 | +$19.4 萬 | <0.1%0.0% | +0.03 |
| PSAPublic Storage | 清倉歷史 | 0164,066 | −164,066−100.0% | $0$4,597 萬 | −$4,597 萬 | 0.0%6.9% | −6.90 |
| RADIRadius Global Infrastructure, Inc. | 清倉歷史 | 03,194,413 | −3,194,413−100.0% | $0$3,776 萬 | −$3,776 萬 | 0.0%5.7% | −5.66 |
| INDTIndus Realty Trust, Inc. | 清倉歷史 | 0440,645 | −440,645−100.0% | $0$2,798 萬 | −$2,798 萬 | 0.0%4.2% | −4.20 |
| HSTHost Hotels & Resorts, Inc. | 清倉歷史 | 0949,639 | −949,639−100.0% | $0$1,524 萬 | −$1,524 萬 | 0.0%2.3% | −2.29 |
| DEIDouglas Emmett Inc | 清倉歷史 | 0669,030 | −669,030−100.0% | $0$1,049 萬 | −$1,049 萬 | 0.0%1.6% | −1.57 |
| AVBAvalonbay Communities Inc | 清倉歷史 | 035,900 | −35,900−100.0% | $0$579.9 萬 | −$579.9 萬 | 0.0%0.9% | −0.87 |
| WSRWhitestone REIT | 清倉歷史 | 0593,967 | −593,967−100.0% | $0$572.6 萬 | −$572.6 萬 | 0.0%0.9% | −0.86 |
| PKPark Hotels & Resorts Inc. | 清倉歷史 | 0474,002 | −474,002−100.0% | $0$558.8 萬 | −$558.8 萬 | 0.0%0.8% | −0.84 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。