Hoya Capital Real Estate, LLC
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$11.1M
Holdings
9
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HOMZ
HOYA CAPITAL HOUSING ETF
Q1 2026: Exited (was 48.3k shares)
36.7%
02
$AAPL
APPLE INC
Q1 2026: Increased +5321.1% (3.5k → 189.7k shares)
16.4%
03
$MSFT
MICROSOFT
Q1 2026: Increased +4825.7% (2.0k → 100.7k shares)
14.0%
04
$RIET
HOYA CAPITAL HGH DVD YLD ETF
Q1 2026: Exited (was 53.7k shares)
8.7%
05
$JNJ
JOHNSON & JOHNSON
Q1 2026: Increased +1840.1% (1.5k → 29.9k shares)
7.0%
06
$INTC
INTEL
Q1 2026: Increased +617.7% (7.7k → 55.4k shares)
6.3%
07
$AMGN
AMGEN
Q1 2026: Increased +927.9% (666 → 6.8k shares)
4.3%
08
$PG
PROCTER & GAMBLE
Q1 2026: Increased +1801.8% (1.5k → 29.1k shares)
4.1%
09
$JPM
JP MORGAN CHASE
Q1 2026: Increased +7929.0% (910 → 73.1k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:46 UTC.