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CIK: 0001756985
Total reported value
$6.8M
$6.8M
10 檔
72.7%
During the Q4 2025 filing period, Hoya Capital Real Estate, LLC (CIK: 0001756985) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.8M across 10 reported positions.
In Q4 2025, Hoya Capital Real Estate, LLC displayed an active expansion posture, initiating 1 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 | 35.39% | -2.21% | +0.85% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 15.97% | -2.45% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 15.37% | -1.15% | — | |
| 4 | RIET | Hoya Capital Hi Dvd Yld ETF | ETF-Other | 8.04% | -0.99% | — | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.15% | -1.05% | — | |
| 6 | ✓ | Stock-Other | 4.74% | — | — | ||
| 7 | INTC | Intel CORP | Stock-Tech | 4.60% | +9.68% | — | |
| 8 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.68% | — | — | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.55% | -0.70% | — | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 3.52% | -0.68% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | — | Unchanged |
| 2 | JNJ | Johnson & Johnson | +0.4% | — | Unchanged |
| 3 | INTC | Intel CORP | +0.3% | — | Unchanged |
| 4 | ✓ | 0% | — | Unchanged | |
| 5 | DIS | Walt Disney Co/the | -0.1% | — | Unchanged |
| 6 | PG | Procter & Gamble Co/the | -0.4% | — | Unchanged |
| 7 | RIET | Hoya Capital Hi Dvd Yld ETF | -0.6% | — | Unchanged |
| 8 | MSFT | Microsoft CORP | -1.6% | — | Unchanged |
| 9 | HOMZ | Hoya Capital Housing ETF | -2.1% | +0.85% | Add |
| 10 | AMGN | Amgen Inc | — | NEW | New buy |
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 10 disclosed positions in Q4 2025.
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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 72.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
AMGN
市值: $218.0K
During Q4 2025, Hoya Capital Real Estate, LLC's top holdings by market value included HOMZ (35.4%)、MSFT (16.0%)、AAPL (15.4%). The largest single position, HOMZ, represented 35.4% of total portfolio value.
In Q4 2025, Hoya Capital Real Estate, LLC made 2 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 0 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.
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