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Disclosery

Hilton Capital Management, LLC: HQY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hilton Capital Management, LLC on HQY, newest first. How the timeline and the estimate are built.

Hilton Capital Management, LLC held 64,850 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,850 shares
    Change vs previous 13F +11,931 shares

    0.4% of the 13F portfolio, value $5,857,252.

    13F-HR 0001172661-26-003054 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,919 shares
    Change vs previous 13F +19,470 shares

    0.33% of the 13F portfolio, value $4,422,441.

    13F-HR 0001172661-26-001990 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,449 shares
    Change vs previous 13F +7,072 shares

    0.23% of the 13F portfolio, value $3,064,263.

    13F-HR 0001172661-26-000671 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,377 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,499,748.

    13F-HR 0001172661-25-004728 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).