Hedge Fund - V3 Capital

Charles P. Fitzgerald Bio, Returns, AUM, Net Worth

Headquartered in Central Florida, V3 Capital Group operates as a boutique real estate firm specializing in commercial real estate and senior housing investments across the State of Florida. Additionally, the firm manages a real estate services platform.

Charles P. Fitzgerald serves as Senior Managing Partner at V3 Capital Management LP. With over 21 years of experience in real estate and securities investments, he is the Founder and Co-Portfolio Manager of V3CM. Mr. Fitzgerald's career includes roles such as Managing Partner, Co-Portfolio Manager, and Director of Research at High Rise Capital Management, L.P. from 2002 to 2011. Before that, he served as Co-Portfolio Manager of REIT Funds at JP Morgan Fleming Asset Management and held analyst positions at Prudential Real Estate Securities Investors and Prudential Real Estate Investors. He holds a BA in Economics and Finance from Northern State University and is a CFA charter holder.

V3 Capital Management oversees $639,440,175 in discretionary assets under management (AUM) for five clients as of March 2024. Their latest 13F filing for Q1 2024 reported $327,720,934 in managed 13F securities, with Americold Realty Trust Inc. as their largest holding, comprising 2,605,975 shares.

Charles P. Fitzgerald
Fund Profile
Filing Period:
Fund Name: V3 Capital
Manager Charles P. Fitzgerald
Portfolio Value $327,720,934
Change This QTR +0.90%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. COLD 2,605,975 $64,940,897 +182% 19.81%
2.
Healthpeak Properties Inc
3,032,722 $56,863,538 +22% 17.35%
3. AIV 5,599,181 $45,857,292 -15% 13.99%
4.
American Healthcare Reit Inc
2,870,302 $42,336,955 NEW 12.91%
5. FR 421,947 $22,169,095 -64% 6.76%
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