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CIK: 0001756985
Total reported value
$6.8M
$6.8M
10 檔
65.8%
At the close of Q1 2026, Hoya Capital Real Estate, LLC disclosed equity holdings valued at approximately $6.8M, spread across 10 reported holdings.
In Q1 2026, Hoya Capital Real Estate, LLC adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HOMZ | Hoya Capital Housing ETF | ETF-Other | 35.84% | -2.21% | -2.60% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 16.04% | -1.15% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 13.66% | -2.45% | — | |
| 4 | RIET | Hoya Capital Hi Dvd Yld ETF | ETF-Other | 8.45% | -0.99% | -3.00% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 6.80% | -1.05% | — | |
| 6 | INTC | Intel CORP | Stock-Tech | 6.15% | +9.68% | — | |
| 7 | ✓ | Stock-Other | 4.83% | — | — | ||
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.83% | -0.45% | — | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 4.23% | -0.68% | — | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.00% | -0.70% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +1.7% | — | Unchanged |
| 2 | INTC | Intel CORP | +1.6% | — | Unchanged |
| 3 | AMGN | Amgen Inc | +0.7% | — | Unchanged |
| 4 | AAPL | Apple Inc | +0.7% | — | Unchanged |
| 5 | HOMZ | Hoya Capital Housing ETF | +0.5% | -2.60% | Trim |
| 6 | PG | Procter & Gamble Co/the | +0.5% | — | Unchanged |
| 7 | RIET | Hoya Capital Hi Dvd Yld ETF | +0.4% | -3.00% | Trim |
| 8 | ✓ | +0.1% | — | Unchanged | |
| 9 | MSFT | Microsoft CORP | -2.3% | — | Unchanged |
| 10 | DIS | Walt Disney Co/the | — | 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 10 disclosed positions in Q1 2026.
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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, AAPL, MSFT) accounted for 65.8% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
DIS
前期市值: $228.0K
During Q1 2026, Hoya Capital Real Estate, LLC's top holdings by market value included HOMZ (35.8%)、AAPL (16.0%)、MSFT (13.7%). The largest single position, HOMZ, represented 35.8% of total portfolio value.
In Q1 2026, Hoya Capital Real Estate, LLC made 3 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 2 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.
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