0001420506-22-000124.txt : 20220203 0001420506-22-000124.hdr.sgml : 20220203 20220203144701 ACCESSION NUMBER: 0001420506-22-000124 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220203 DATE AS OF CHANGE: 20220203 EFFECTIVENESS DATE: 20220203 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: 22587854 BUSINESS ADDRESS: STREET 1: 437 MADISON AVENUE STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-991-1007 MAIL ADDRESS: STREET 1: 437 MADISON AVENUE STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001683073 XXXXXXXX 12-31-2021 12-31-2021 false Hill Winds Capital LP

437 MADISON AVENUE 21ST FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-18961 N Matthew Gilman 212-991-1007 Matthew Gilman, Chief Compliance Officer NEW YORK NY 02-03-2022 0 39 181199 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR HILL WINDS CAPITAL LP ACADIA RLTY TR COM SH BEN INT 004239109 3056 140000 SH SOLE 140000 0 0 AMERICAN CAMPUS CMNTYS INC COM 024835100 5872 102500 SH SOLE 102500 0 0 APARTMENT INCOME REIT CORP COM 03750L109 4784 87500 SH SOLE 87500 0 0 APARTMENT INVT & MGMT CO CL A 03748R747 1930 250000 SH SOLE 250000 0 0 AVALONBAY CMNTYS INC COM 053484101 9851 39000 SH SOLE 39000 0 0 BOSTON PROPERTIES INC COM 101121101 6911 60000 SH SOLE 60000 0 0 BRIXMOR PPTY GROUP INC COM 11120U105 10545 415000 SH SOLE 415000 0 0 CUSHMAN WAKEFIELD PLC SHS G2717B108 1890 85000 SH SOLE 85000 0 0 DIAMONDROCK HOSPITALITY CO COM 252784301 4084 425000 SH SOLE 425000 0 0 DOUGLAS EMMETT INC COM 25960P109 2345 70000 SH SOLE 70000 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 3726 42500 SH SOLE 42500 0 0 GETTY RLTY CORP NEW COM 374297109 5776 180000 SH SOLE 180000 0 0 HUDSON PAC PPTYS INC COM 444097109 988 40000 SH SOLE 40000 0 0 INVITATION HOMES INC COM 46187W107 4761 105000 SH SOLE 105000 0 0 KILROY RLTY CORP COM 49427F108 3655 55000 SH SOLE 55000 0 0 KIMCO RLTY CORP COM 49446R109 8751 355000 SH SOLE 355000 0 0 LENNAR CORP CL A 526057104 7086 61000 SH SOLE 61000 0 0 LIFE STORAGE INC COM 53223X107 6893 45000 SH SOLE 45000 0 0 LTC PPTYS INC COM 502175102 2134 62500 SH SOLE 62500 0 0 LXP INDUSTRIAL TRUST COM 529043101 2890 185000 SH SOLE 185000 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 4962 210000 SH SOLE 210000 0 0 MERITAGE HOMES CORP COM 59001A102 3540 29000 SH SOLE 29000 0 0 MGM GROWTH PPTYS LLC CL A COM 55303A105 4902 120000 SH SOLE 120000 0 0 NATIONAL HEALTH INVS INC COM 63633D104 1724 30000 SH SOLE 30000 0 0 NETSTREIT CORP COM 64119V303 8015 350000 SH SOLE 350000 0 0 PEBBLEBROOK HOTEL TR COM 70509V100 2908 130000 SH SOLE 130000 0 0 PREFERRED APT CMNTYS INC COM 74039L103 722 40000 SH SOLE 40000 0 0 REALTY INCOME CORP COM 756109104 7875 110000 SH SOLE 110000 0 0 REGENCY CTRS CORP COM 758849103 2637 35000 SH SOLE 35000 0 0 REXFORD INDL RLTY INC COM 76169C100 6894 85000 SH SOLE 85000 0 0 RPT REALTY SH BEN INT 74971D101 1204 90000 SH SOLE 90000 0 0 SABRA HEALTH CARE REIT INC COM 78573L106 1760 130000 SH SOLE 130000 0 0 SITE CTRS CORP COM 82981J109 1741 110000 SH SOLE 110000 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 8313 172500 SH SOLE 172500 0 0 STAG INDL INC COM 85254J102 11630 242500 SH SOLE 242500 0 0 SUMMIT HOTEL PPTYS INC COM 866082100 5368 550000 SH SOLE 550000 0 0 VENTAS INC COM 92276F100 3067 60000 SH SOLE 60000 0 0 VORNADO RLTY TR SH BEN INT 929042109 2930 70000 SH SOLE 70000 0 0 XENIA HOTELS & RESORTS INC COM 984017103 3079 170000 SH SOLE 170000 0 0