0001420506-23-000215.txt : 20230203 0001420506-23-000215.hdr.sgml : 20230203 20230203093024 ACCESSION NUMBER: 0001420506-23-000215 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230203 DATE AS OF CHANGE: 20230203 EFFECTIVENESS DATE: 20230203 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hill Winds Capital LP CENTRAL INDEX KEY: 0001683073 IRS NUMBER: 812398317 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18961 FILM NUMBER: 23583970 BUSINESS ADDRESS: STREET 1: 2233 LUCAS TURNPIKE CITY: HIGH FALLS STATE: NY ZIP: 12440 BUSINESS PHONE: 212-991-1007 MAIL ADDRESS: STREET 1: 2233 LUCAS TURNPIKE CITY: HIGH FALLS STATE: NY ZIP: 12440 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001683073 XXXXXXXX 12-31-2022 12-31-2022 false Hill Winds Capital LP

2233 Lucas Turnpike High Falls NY 12440

13F HOLDINGS REPORT 028-18961 000284869 801-113586 N Matthew Gilman 212-991-1007 Matthew Gilman, Chief Compliance Officer High Falls NY 02-03-2023 0 37 196905035 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR HILL WINDS CAPITAL LP (5709) ACADIA RLTY TR COM SH BEN INT 004239109 5381250 375000 SH SOLE 375000 0 0 APARTMENT INCOME REIT CORP COM 03750L109 3945650 115000 SH SOLE 115000 0 0 BOSTON PROPERTIES INC COM 101121101 4223750 62500 SH SOLE 62500 0 0 BRIXMOR PPTY GROUP INC COM 11120U105 13035250 575000 SH SOLE 575000 0 0 BROADSTONE NET LEASE INC COM 11135E203 4295650 265000 SH SOLE 265000 0 0 CAMDEN PPTY TR SH BEN INT 133131102 3356400 30000 SH SOLE 30000 0 0 DIGITAL RLTY TR INC COM 253868103 3008100 30000 SH SOLE 30000 0 0 DOUGLAS EMMETT INC COM 25960P109 4468800 285000 SH SOLE 285000 0 0 EMPIRE ST RLTY TR INC CL A 292104106 1213200 180000 SH SOLE 180000 0 0 ESSENTIAL PPTYS RLTY TR INC COM 29670E107 8214500 350000 SH SOLE 350000 0 0 ESSEX PPTY TR INC COM 297178105 3920520 18500 SH SOLE 18500 0 0 GETTY RLTY CORP NEW COM 374297109 1354000 40000 SH SOLE 40000 0 0 HEALTHCARE RLTY TR CL A COM 42226K105 5781000 300000 SH SOLE 300000 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 10905450 435000 SH SOLE 435000 0 0 HIGHWOODS PPTYS INC COM 431284108 10772300 385000 SH SOLE 385000 0 0 HOST HOTELS & RESORTS INC COM 44107P104 4413750 275000 SH SOLE 275000 0 0 INDEPENDENCE RLTY TR INC COM 45378A106 6491100 385000 SH SOLE 385000 0 0 INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 408750 125000 SH SOLE 125000 0 0 KILROY RLTY CORP COM 49427F108 3867000 100000 SH SOLE 100000 0 0 KITE RLTY GROUP TR COM NEW 49803T300 4631000 220000 SH SOLE 220000 0 0 LIFE STORAGE INC COM 53223X107 5417500 55000 SH SOLE 55000 0 0 NETSTREIT CORP COM 64119V303 7973550 435000 SH SOLE 435000 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 838500 30000 SH SOLE 30000 0 0 PROLOGIS INC. COM 74340W103 13809425 122500 SH SOLE 122500 0 0 PUBLIC STORAGE COM 74460D109 8685890 31000 SH SOLE 31000 0 0 REGENCY CTRS CORP COM 758849103 2500000 40000 SH SOLE 40000 0 0 REXFORD INDL RLTY INC COM 76169C100 10108400 185000 SH SOLE 185000 0 0 RYMAN HOSPITALITY PPTYS INC COM 78377T107 1840050 22500 SH SOLE 22500 0 0 SIMON PPTY GROUP INC NEW COM 828806109 6461400 55000 SH SOLE 55000 0 0 SL GREEN RLTY CORP COM 78440X887 1854600 55000 SH SOLE 55000 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 7586700 190000 SH SOLE 190000 0 0 STAG INDL INC COM 85254J102 4846500 150000 SH SOLE 150000 0 0 SUN CMNTYS INC COM 866674104 7507500 52500 SH SOLE 52500 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 2898000 300000 SH SOLE 300000 0 0 VENTAS INC COM 92276F100 4505000 100000 SH SOLE 100000 0 0 VICI PPTYS INC COM 925652109 2106000 65000 SH SOLE 65000 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 4278600 60000 SH SOLE 60000 0 0