Hazelview Securities Inc.
Broker-DealerFiling Date
Global Rank
#2,225
/ 8,232
▲ 188
Top Industry
REIT - Industrial
21.8%
3Y Alpha vs SPY
-8.6%
Period ended 2 months ago
Filed May 14, 2026 · 31d
23 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+41.2%
SPY
+76.3%
Annualised alpha
-8.6%
Max drawdown
−19.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
12.0%
+0.7 pts
Top 5
44.7%
+5.8 pts
Top 10
62.1%
−0.5 pts
HHI
604
Diversified+61
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 94.9% | $507,920,740 |
| Healthcare | 4.0% | $21,563,865 |
| Consumer Cyclical | 1.1% | $5,886,988 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLPI | Gaming & Leisure Properties, Inc. | +318,300 | 324,630 | $14,403,833 | |
| HST | Host Hotels & Resorts, Inc. | +299,055 | 902,810 | $17,297,839 | |
| WELL | Welltower Inc. | +142,180 | 312,963 | $61,875,914 | |
| SLG | Sl Green Realty Corp | +80,040 | 390,504 | $14,425,217 | |
| EPRT | Essential Properties Realty Trust, Inc. | +54,380 | 554,738 | $16,841,845 | |
| ADC | Agree Realty Corp | +39,145 | 214,369 | $16,159,135 | |
| PK | Park Hotels & Resorts Inc. | +36,170 | 52,030 | $547,875 | |
| PLD | Prologis, Inc. | +28,208 | 487,233 | $64,402,457 | |
| FRT | Federal Realty Investment Trust | +27,770 | 167,710 | $17,812,479 | |
| BRX | Brixmor Property Group Inc. | +24,968 | 595,420 | $17,148,096 | |
| HIW | Highwoods Properties, Inc. | +23,988 | 34,473 | $738,066 | |
| MAC | Macerich Co | +22,880 | 46,680 | $882,252 | |
| CBRE | Cbre Group, Inc. | +12,750 | 113,644 | $15,394,216 | |
| EGP | Eastgroup Properties Inc | +9,790 | 78,905 | $14,604,526 | |
| CCI | Crown Castle Inc. | +7,500 | 119,720 | $9,734,433 | |
| LXP | LXP Industrial Trust | +6,752 | 17,938 | $829,811 | |
| DLR | Digital Realty Trust, Inc. | +4,244 | 209,349 | $37,726,783 | |
| AVB | Avalonbay Communities Inc | +3,290 | 5,370 | $877,189 | |
| RHP | Ryman Hospitality Properties, Inc. | +2,000 | 5,940 | $548,083 | |
| AMT | American Tower Corp /Ma/ | +870 | 3,015 | $520,328 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INVH | Invitation Homes Inc. | −715,205 | 35,085 | $871,862 | |
| VTR | Ventas, Inc. | −164,070 | 123,065 | $10,064,255 | |
| SNDA | Sonida Senior Living, Inc. | −108,328 | 668,647 | $21,563,865 | |
| EQR | Equity Residential | −101,680 | 321,976 | $19,044,880 | |
| CPT | Camden Property Trust | −91,170 | 145,846 | $14,243,320 | |
| SPG | Simon Property Group Inc. | −64,710 | 107,424 | $20,037,798 | |
| EXR | Extra Space Storage Inc. | −31,690 | 138,260 | $18,130,033 | |
| BNL | Broadstone Net Lease, Inc. | −25,550 | 804,500 | $14,698,215 | |
| HLT | Hilton Worldwide Holdings Inc. | −24,389 | 19,360 | $5,886,988 | |
| CUBE | CubeSmart | −9,800 | 494,360 | $18,118,294 | |
| EQIX | Equinix Inc | −7,898 | 55,073 | $53,984,757 | |
| KIM | Kimco Realty Corp | −2,870 | 23,930 | $537,707 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UDR | UDR, Inc. | 325,580 | $10,998,092 | |
| SUI | Sun Communities Inc | 6,720 | $846,451 | |
| CUZ | Cousins Properties Inc | 23,790 | $536,940 | |
| SMA | SmartStop Self Storage REIT, Inc. | 16,990 | $514,457 | |
| AHR | American Healthcare REIT, Inc. | 10,360 | $488,577 | |
| MPT | Medical Properties Trust Inc | 103,510 | $479,251 | |
| COLD | Americold Realty Trust | 28,800 | $330,048 | |
| AKR | Acadia Realty Trust | 17,260 | $330,011 | |
| IRT | Independence Realty Trust, Inc. | 21,990 | $327,431 | |
| EPR | Epr Properties | 6,320 | $315,747 | |
| BDN | Brandywine Realty Trust | 47,140 | $127,749 | |
| GNL | Global Net Lease, Inc. | 13,300 | $124,488 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VRE | Veris Residential, Inc. | 117,887 | $1,754,158 | |
| APLE | Apple Hospitality REIT, Inc. | 40,960 | $485,376 | |
| PDM | Piedmont Realty Trust, Inc. | 46,430 | $387,226 | |
| ESRT | Empire State Realty Trust, Inc. | 59,110 | $385,397 | |
| REG | Regency Centers Corp | 5,370 | $370,691 | |
| UMH | Umh Properties, Inc. | 18,360 | $292,107 | |
| DEI | Douglas Emmett Inc | 24,510 | $269,364 | |
| GTY | Getty Realty Corp /Md/ | 9,670 | $264,667 | |
| SBRA | Sabra Health Care REIT, Inc. | 13,920 | $263,644 | |
| No positions match the current search. | ||||
44 positions ·
$535,371,593 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PLD |
Prologis, Inc.
Real Estate
|
Added | 487,233 | $64,402,457 | 12.03% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 312,963 | $61,875,914 | 11.56% | |
| EQIX |
Equinix Inc
Real Estate
|
Reduced | 55,073 | $53,984,757 | 10.08% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Added | 209,349 | $37,726,783 | 7.05% | |
| SNDA |
Sonida Senior Living, Inc.
Healthcare
|
Reduced | 668,647 | $21,563,865 | 4.03% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Reduced | 107,424 | $20,037,798 | 3.74% | |
| EQR |
Equity Residential
Real Estate
|
Reduced | 321,976 | $19,044,880 | 3.56% | |
| EXR |
Extra Space Storage Inc.
Real Estate
|
Reduced | 138,260 | $18,130,033 | 3.39% | |
| CUBE |
CubeSmart
Real Estate
|
Reduced | 494,360 | $18,118,294 | 3.38% | |
| FRT |
Federal Realty Investment Trust
Real Estate
|
Added | 167,710 | $17,812,479 | 3.33% | |
| HST |
Host Hotels & Resorts, Inc.
Real Estate
|
Added | 902,810 | $17,297,839 | 3.23% | |
| BRX |
Brixmor Property Group Inc.
Real Estate
|
Added | 595,420 | $17,148,096 | 3.20% | |
| EPRT |
Essential Properties Realty Trust, Inc.
Real Estate
|
Added | 554,738 | $16,841,845 | 3.15% | |
| ADC |
Agree Realty Corp
Real Estate
|
Added | 214,369 | $16,159,135 | 3.02% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
Added | 113,644 | $15,394,216 | 2.88% | |
| BNL |
Broadstone Net Lease, Inc.
Real Estate
|
Reduced | 804,500 | $14,698,215 | 2.75% | |
| EGP |
Eastgroup Properties Inc
Real Estate
|
Added | 78,905 | $14,604,526 | 2.73% | |
| SLG |
Sl Green Realty Corp
Real Estate
|
Added | 390,504 | $14,425,217 | 2.69% | |
| GLPI |
Gaming & Leisure Properties, Inc.
Real Estate
|
Added | 324,630 | $14,403,833 | 2.69% | |
| CPT |
Camden Property Trust
Real Estate
|
Reduced | 145,846 | $14,243,320 | 2.66% | |
| UDR |
UDR, Inc.
Real Estate
|
NEW | 325,580 | $10,998,092 | 2.05% | |
| VTR |
Ventas, Inc.
Real Estate
|
Reduced | 123,065 | $10,064,255 | 1.88% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Added | 119,720 | $9,734,433 | 1.82% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Reduced | 19,360 | $5,886,988 | 1.10% | |
| MAC |
Macerich Co
Real Estate
|
Added | 46,680 | $882,252 | 0.16% | |
| AVB |
Avalonbay Communities Inc
Real Estate
|
Added | 5,370 | $877,189 | 0.16% | |
| INVH |
Invitation Homes Inc.
Real Estate
|
Reduced | 35,085 | $871,862 | 0.16% | |
| SUI |
Sun Communities Inc
Real Estate
|
NEW | 6,720 | $846,451 | 0.16% | |
| LXP |
LXP Industrial Trust
Real Estate
|
Added | 17,938 | $829,811 | 0.15% | |
| HIW |
Highwoods Properties, Inc.
Real Estate
|
Added | 34,473 | $738,066 | 0.14% | |
| RHP |
Ryman Hospitality Properties, Inc.
Real Estate
|
Added | 5,940 | $548,083 | 0.10% | |
| PK |
Park Hotels & Resorts Inc.
Real Estate
|
Added | 52,030 | $547,875 | 0.10% | |
| KIM |
Kimco Realty Corp
Real Estate
|
Reduced | 23,930 | $537,707 | 0.10% | |
| CUZ |
Cousins Properties Inc
Real Estate
|
NEW | 23,790 | $536,940 | 0.10% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Added | 3,015 | $520,328 | 0.10% | |
| SMA |
SmartStop Self Storage REIT, Inc.
Real Estate
|
NEW | 16,990 | $514,457 | 0.10% | |
| AHR |
American Healthcare REIT, Inc.
Real Estate
|
NEW | 10,360 | $488,577 | 0.09% | |
| MPT |
Medical Properties Trust Inc
Real Estate
|
NEW | 103,510 | $479,251 | 0.09% | |
| COLD |
Americold Realty Trust
Real Estate
|
NEW | 28,800 | $330,048 | 0.06% | |
| AKR |
Acadia Realty Trust
Real Estate
|
NEW | 17,260 | $330,011 | 0.06% | |
| IRT |
Independence Realty Trust, Inc.
Real Estate
|
NEW | 21,990 | $327,431 | 0.06% | |
| EPR |
Epr Properties
Real Estate
|
NEW | 6,320 | $315,747 | 0.06% | |
| BDN |
Brandywine Realty Trust
Real Estate
|
NEW | 47,140 | $127,749 | 0.02% | |
| GNL |
Global Net Lease, Inc.
Real Estate
|
NEW | 13,300 | $124,488 | 0.02% |