Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hoya Capital Real Estate, LLC (CIK 1756985) reported $5.5M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HOMZ ($2.0M, 35.84%), AAPL ($888,265, 16.04%), MSFT ($756,627, 13.66%), RIET ($468,019, 8.45%), JNJ ($376,438, 6.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HOMZ | HOYA CAPITAL HOUSING ETF | $2.0M | 35.84% | 47,043 | Trimmed |
| 2 | AAPL | APPLE INC | $888,265 | 16.04% | 3,500 | Hold |
| 3 | MSFT | MICROSOFT | $756,627 | 13.66% | 2,044 | Hold |
| 4 | RIET | HOYA CAPITAL HGH DVD YLD ETF | $468,019 | 8.45% | 52,060 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $376,438 | 6.80% | 1,540 | Hold |
| 6 | INTC | INTEL | $340,331 | 6.15% | 7,712 | Hold |
| 7 | JPM | JP MORGAN CHASE | $267,686 | 4.83% | 910 | Hold |
| 8 | AMGN | AMGEN | $234,332 | 4.23% | 666 | Hold |
| 9 | PG | PROCTER & GAMBLE | $221,282 | 4.00% | 1,532 | Hold |
| 10 | DIS | DISNEY | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31