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| Hoya Capital Real Estate LLC
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|
|---|---|
| CRD # | 281848 |
| SEC # | 801-114767 |
| CIK # | 0001756985 |
| AUM | $140.1 M (2026-03-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 833-469-2227 |
| Address | 137 Rowayton Avenue Rowayton, CT 06853 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.9 | ||
| Microsoft Corp | 0.8 | ||
| Johnson & Johnson | 0.4 | ||
| Intel Corp | 0.3 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Amgen Inc | 0.2 | ||
| Procter & Gamble Co | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 7.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 132.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 140.1 |
| By Discretionary | ||
| Discretionary | 12 | 140.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 140.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.1 | |
| Total | 12 | 140.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001756985] |
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|---|---|---|
|
Barnett & Co Inc
✚
|
TN | 0.1 |
|
Midwest Financial Network LLC
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IL | 0.1 |
|
MPWA Inc
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CA | 0.1 |
|
RSG Investments LLC
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KS | 0.1 |
|
Bosman Wealth Management LLC
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CA | 0.1 |
|
Wisdom Wealth Investment Advisors LLC
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AZ | 0.1 |
|
Metanoia Financial LLC
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|
0.1 | |
|
TKC Wealth Management LLC
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|
TX | 0.1 |
|
Tarheel Advisors LLC
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|
NC | 0.1 |
|
Ruggiero Investments Inc
✚
|
FL | 0.1 |