Hill Winds Capital LP 13F Holdings

CIK 0001683073 · NEW YORK, NY

As of Dec 31, 2022, Hill Winds Capital LP reported 37 positions worth 96.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PROLOGIS INCPLDReal Estate122,500 3.8M7.01%
BRIXMOR PROPERTY GROUP INCBRXReal Estate575,000 3.0M6.62%
HEALTHPEAK PROPERTIES INCDOCReal Estate435,000 0.9M5.54%
HIGHWOODS PROPERTIES INCHIWReal Estate385,000 0.8M5.47%
REXFORD INDUSTRIAL REALTY INCREXRReal Estate185,000 0.1M5.13%
PUBLIC STORAGEPSAReal Estate31,000$8.7M4.41%
ESSENTIAL PROPERTIES REALTY TRUST INCEPRTReal Estate350,000$8.2M4.17%
NETSTREIT CORPNTSTReal Estate435,000$8.0M4.05%
SPIRIT REALTYSRCReal Estate190,000$7.6M3.85%
SUN COMMUNITIES INCSUIReal Estate52,500$7.5M3.81%
INDEPENDENCE REALTY TRUST INCIRTReal Estate385,000$6.5M3.30%
SIMON PROPERTY GROUP INCSPGReal Estate55,000$6.5M3.28%
HEALTHCARE REALTY TRUST INCHRReal Estate300,000$5.8M2.94%
LIFE STORAGE INC——55,000$5.4M2.75%
ACADIA REALTY TRUSTAKRReal Estate375,000$5.4M2.73%
STAG INDUSTRIAL INCSTAGReal Estate150,000$4.8M2.46%
KITE REALTY GROUP TRUSTKRGReal Estate220,000$4.6M2.35%
VENTAS INCVTRReal Estate100,000$4.5M2.29%
DOUGLAS EMMETT INCDEIReal Estate285,000$4.5M2.27%
HOST HOTELS & RESORTS INCHSTReal Estate275,000$4.4M2.24%
BROADSTONE NET LEASE INCBNLReal Estate265,000$4.3M2.18%
WYNDHAM HOTELS & RESORTS INCWHConsumer Cyclical60,000$4.3M2.17%
BXP INCBXPReal Estate62,500$4.2M2.15%
APARTMENT INCOME REIT CORPAIRCReal Estate115,000$3.9M2.00%
ESSEX PROPERTY TRUST INCESSReal Estate18,500$3.9M1.99%