Advertisement
Screener

Hoya Capital Real Estate, LLC Historic Quarter Change: USA Stocks, Sold Out

Hoya Capital Real Estate, LLC historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Hoya Capital Real Estate, LLC opened 8 positions, added to 0, reduced 0 and sold out of 6.

  • Q1 2026: Stock DIS; Country of operation United States; Class Com; Shares before 2,004.
  • Q2 2025: Stock AMGN; Country of operation United States; Class Com; Shares before 666.
  • Q1 2025: Stock DIS; Country of operation United States; Class Com; Shares before 2,004.
  • Q4 2024: Stock AMGN; Country of operation United States; Class Com; Shares before 666.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1756985), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-01); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026DIS
DISNEY
United StatesCom2,0040-2,004$227,995$0-$227,9952026-05-07
Q2 2025AMGN
AMGEN
United StatesCom6660-666$207,492$0-$207,4922025-08-01
Q1 2025DIS
DISNEY
United StatesCom2,0040-2,004$223,145$0-$223,1452025-05-02
Q4 2024AMGN
AMGEN
United StatesCom6660-666$214,592$0-$214,5922025-02-07
Q3 2024INTC
INTEL
United StatesCom7,7120-7,712$238,841$0-$238,8412024-11-06
Q2 2024DIS
DISNEY
United StatesCom2,0040-2,004$245,209$0-$245,2092024-08-02

Similar Firms

Firm NameCountry13F ValueHoldings
Berkshire Partners LLCUnited States$0.006B1
ROSS\JOHNSON & Associates LLCUnited States$0.006B217
Wealth Management Strategies, Inc.United States$0.006B40
Amplify Investments, LLCUnited States$0.006B26
PGGM InvestmentsNetherlands$0.006B67
THOMPSON SIEGEL & WALMSLEY LLCUnited States$0.006B418
Louisiana State Employees Retirement SystemUnited States$0.006B1,604
Longboard Asset Management, LPUnited States$0.006B28
South Dakota Investment CouncilUnited States$0.005B622
FSC Wealth Advisors, LLCUnited States$0.005B13