13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001756985
Total reported value
$6.8M
$6.8M
9 檔
73.6%
According to the latest 13F quarterly dataset, Hoya Capital Real Estate, LLC managed an equity portfolio of $6.8M at the end of Q3 2025, spanning 9 distinct U.S. exchange-listed positions.
In Q3 2025, Hoya Capital Real Estate, LLC displayed an active expansion posture, initiating 2 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HOMZ | Hoya Capital Housing ETF | ETF-Other | 37.45% | -2.21% | +2.76% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 17.60% | -2.45% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 14.81% | -1.15% | — | |
| 4 | RIET | Hoya Capital Hi Dvd Yld ETF | ETF-Other | 8.59% | -0.99% | — | |
| 5 | ✓ | Stock-Other | 4.77% | — | — | ||
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.75% | -1.05% | — | |
| 7 | INTC | Intel CORP | Stock-Tech | 4.30% | +9.68% | — | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.91% | -0.70% | — | |
| 9 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.81% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.6% | — | Unchanged |
| 2 | ✓ | +0.4% | — | Unchanged | |
| 3 | JNJ | Johnson & Johnson | -0.2% | — | Unchanged |
| 4 | AAPL | Apple Inc | -0.4% | — | Unchanged |
| 5 | PG | Procter & Gamble Co/the | -1.2% | — | Unchanged |
| 6 | RIET | Hoya Capital Hi Dvd Yld ETF | -1.9% | — | Unchanged |
| 7 | HOMZ | Hoya Capital Housing ETF | -3.3% | +2.76% | Add |
| 8 | INTC | Intel CORP | — | NEW | New buy |
| 9 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 10 | AMGN | Amgen Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Hoya Capital Real Estate, LLC reported a total U.S. public equity portfolio value of $6.8M across 9 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HOMZ, MSFT, AAPL) accounted for 73.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
INTC
市值: $258.7K
Top Position Liquidated / Trimmed
AMGN
前期市值: $207.5K
During Q3 2025, Hoya Capital Real Estate, LLC's top holdings by market value included HOMZ (37.5%)、MSFT (17.6%)、AAPL (14.8%). The largest single position, HOMZ, represented 37.5% of total portfolio value.
In Q3 2025, Hoya Capital Real Estate, LLC made 4 total portfolio adjustments, initiating 2 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.