MondegarAI
INFRASTRUCTURE CAPITAL ADVISORS, LLC

Q4 2024 · 13F-HR

INFRASTRUCTURE CAPITAL ADVISORS, LLCholdings as filed

Filed 2025-02-14 · accession 0000919574-25-001409

$1.43B
Reported value
126
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$679.1M47.6%1,158,800CALLSOLE
55336V100MPLXMPLX LP$66.5M4.67%1,390,353CommonSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$63.6M4.46%1,237,288CommonSHARED
29273V100ETENERGY TRANSFER L P$63.4M4.44%3,233,920CommonSHARED
726503105PAAPLAINS ALL AMERN PIPELINE L$61.3M4.30%3,587,792CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$54.6M3.83%1,741,859CommonSHARED
958669103WESWESTERN MIDSTREAM PARTNERS L$54.3M3.80%1,412,125CommonSHARED
74965L200RLJ 1.95 PERP ARLJ LODGING TR$34.7M2.43%1,412,372CommonSOLE
65339F713NEE 6.926 09/01/25NEXTERA ENERGY INC$26.8M1.88%654,181CommonSOLE
64944P307FLG 6 11/01/51FLAGSTAR FINANCIAL INC$25.1M1.76%667,556CommonSHARED
428103105HESMHESS MIDSTREAM LP$22.6M1.58%610,146CommonSHARED
16411Q101CQPCHENIERE ENERGY PARTNERS LP$21.8M1.53%410,601CommonSHARED
26884U307EPR 9 PERP EEPR PPTYS$13.9M0.98%511,629CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$12.7M0.89%146,441CommonSOLE
097023204BA 6 10/15/27BOEING CO$12.4M0.87%204,325CommonSHARED
42824C208HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$11.9M0.84%190,088CommonSOLE
16411R208LNGCHENIERE ENERGY INC$11.8M0.83%55,001CommonSHARED
29336T1000E41ENLINK MIDSTREAM LLC$10.8M0.76%761,678CommonSHARED
969457100WMBWILLIAMS COS INC$8.6M0.60%159,101CommonSHARED
24664T103DKLDELEK LOGISTICS PARTNERS LP$8.4M0.59%199,798CommonSOLE
03990B309ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION$7.8M0.54%140,911CommonSHARED
26923G822PFFAETFIS SER TR I$7.6M0.53%345,412CommonSOLE
37946R109GLPGLOBAL PARTNERS LP$6.6M0.46%141,147CommonSHARED
371927104GELGENESIS ENERGY L P$6.4M0.45%630,212CommonSHARED
91913Y100VLOVALERO ENERGY CORP$6.1M0.43%49,963CommonSHARED
90290N109USACUSA COMPRESSION PARTNERS LP$5.9M0.41%251,080CommonSHARED
015857105AQNALGONQUIN PWR UTILS CORP$5.8M0.41%1,313,996CommonSOLE
87612G101TRGPTARGA RES CORP$5.8M0.41%32,465CommonSHARED
10482B200BHR 5.5 PERP bBRAEMAR HOTELS & RESORTS INC$5.3M0.37%384,453CommonSHARED
682680103OKEONEOK INC NEW$5.2M0.37%52,026CommonSHARED
29250N105ENBENBRIDGE INC$4.6M0.32%108,779CommonSOLE
23345M107DTMDT MIDSTREAM INC$4.3M0.30%43,323CommonSHARED
56585A102MPCMARATHON PETE CORP$4.0M0.28%28,907CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$3.6M0.26%133,139CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$3.6M0.25%6,226CommonSOLE
11135F101AVGOBROADCOM INC$3.4M0.24%14,878CommonSOLE
166764100CVXCHEVRON CORP NEW$2.9M0.21%20,304CommonSOLE
49427F108KRCKILROY RLTY CORP$2.9M0.20%71,144CommonSOLE
023135106AMZNAMAZON COM INC$2.8M0.19%12,606CommonSOLE
617446448MSMORGAN STANLEY$2.6M0.19%21,001CommonSOLE
29444U700EQIXEQUINIX INC$2.3M0.16%2,393CommonSOLE
172967424CCITIGROUP INC$2.1M0.15%29,829CommonSOLE
438516106HONHONEYWELL INTL INC$2.1M0.14%9,147CommonSOLE
529043309LXP 6.5 PERP CLXP INDUSTRIAL TRUST$1.8M0.12%36,025CommonSHARED
87807B107TRPTC ENERGY CORP$1.7M0.12%37,434CommonSHARED
26923G772AMZAETFIS SER TR I$1.7M0.12%39,100CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.6M0.12%15,306CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.6M0.12%9,272CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$1.6M0.11%44,079CommonSOLE
101121101BXPBXP INC$1.6M0.11%21,847CommonSOLE
55261F104MTBM & T BK CORP$1.6M0.11%8,528CommonSOLE
060505104BACBANK AMERICA CORP$1.6M0.11%36,404CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.3M0.09%11,196CommonSOLE
26884U208EPR 5.75 PERP CEPR PPTYS$1.3M0.09%64,460CommonSHARED
902681105UGIUGI CORP NEW$1.3M0.09%47,100CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1.3M0.09%30,301CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.09%4,203CommonSOLE
81752T445SCAPSERIES PORTFOLIOS TR$1.2M0.09%35,032CommonSOLE
16115Q407GTLS 6.75 12/15/25 BCHART INDS INC$1.2M0.08%16,623CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$1.2M0.08%30,142CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.1M0.08%26,409CommonSOLE
78646V107SAFESAFEHOLD INC$1.1M0.08%60,910CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1.1M0.08%11,319CommonSOLE
500754106KHCKRAFT HEINZ CO$1.0M0.07%34,119CommonSOLE
464288687PFFISHARES TR$974,6400.07%31,000CommonSOLE
75513E101RTXRTX CORPORATION$940,8040.07%8,130CommonSOLE
81752T619ICAPSERIES PORTFOLIOS TR$919,7360.06%34,930CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$916,4840.06%5,177CommonSOLE
718546104PSXPHILLIPS 66$853,3360.06%7,490CommonSHARED
464287655IWMISHARES TR$837,8800.06%3,792CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$831,7570.06%97,969CommonSOLE
65339F663NEE 7.299 06/01/27NEXTERA ENERGY INC$814,0120.06%16,684CommonSHARED
281020107EIXEDISON INTL$797,9210.06%9,994CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$793,6860.06%65,003CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$789,6610.06%4,820CommonSOLE
149123101CATCATERPILLAR INC$783,1990.05%2,159CommonSOLE
864482104SPHSUBURBAN PROPANE PARTNERS L$726,0120.05%42,210CommonSHARED
756109104OREALTY INCOME CORP$720,2350.05%13,552CommonSOLE
842587107SOSOUTHERN CO$715,3610.05%8,690CommonSOLE
260557103DOWDOW INC$629,1980.04%15,679CommonSOLE
79466L302CRMSALESFORCE INC$602,1280.04%1,801CommonSOLE
902973304USBUS BANCORP DEL$581,4210.04%12,156CommonSOLE
22822V101CCICROWN CASTLE INC$564,6180.04%6,221CommonSOLE
316773100FITBFIFTH THIRD BANCORP$562,4930.04%13,304CommonSOLE
83671M105SOBOSOUTH BOW CORP$517,5740.04%21,959CommonSHARED
58933Y105MRKMERCK & CO INC$512,7200.04%5,154CommonSOLE
191216100KOCOCA COLA CO$480,2110.03%7,713CommonSOLE
876030107TPRTAPESTRY INC$463,4510.03%7,094CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$445,3900.03%1,000CALLSOLE
42226K105HRHEALTHCARE RLTY TR$441,4800.03%26,046CommonSOLE
66765N105NWNNORTHWEST NAT HLDG CO$430,2150.03%10,875CommonSOLE
147528103CASYCASEYS GEN STORES INC$421,9850.03%1,065CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$409,8120.03%3,697CommonSOLE
42704L104HRIHERC HLDGS INC$399,8650.03%2,112CommonSOLE
55306N104MKSIMKS INSTRS INC$384,6770.03%3,685CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$377,8690.03%3,946CommonSOLE
740367404PFBCPREFERRED BK LOS ANGELES CA$359,7730.03%4,165CommonSOLE
980745103WWDWOODWARD INC$353,1430.02%2,122CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$341,7760.02%18,595CommonSOLE
478160104JNJJOHNSON & JOHNSON$340,4350.02%2,354CommonSOLE
88579Y101MMM3M CO$335,2470.02%2,597CommonSOLE
626717102MURMURPHY OIL CORP$327,4740.02%10,822CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$326,2400.02%2,852CommonSOLE
78454L100SMSM ENERGY CO$321,8630.02%8,304CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$319,0750.02%2,729CommonSOLE
00773T101ASIXADVANSIX INC$318,6320.02%11,184CommonSOLE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$308,7380.02%8,447CommonSOLE
59165J105MCBSMETROCITY BANKSHARES INC$308,6050.02%9,659CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$306,8450.02%1,673CommonSOLE
17275R102CSCOCISCO SYS INC$304,0510.02%5,136CommonSOLE
254687106DISDISNEY WALT CO$278,3750.02%2,500CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$270,6350.02%535CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$259,5800.02%9,324CommonSOLE
64828T201RITMRITHM CAPITAL CORP$247,0540.02%22,812CommonSOLE
05368V106AVNTAVIENT CORPORATION$246,8350.02%6,041CommonSOLE
736508847PORPORTLAND GEN ELEC CO$244,8390.02%5,613CommonSOLE
650111107NYTNEW YORK TIMES CO$239,4820.02%4,601CommonSOLE
00123Q104AGNCAGNC INVT CORP$238,8980.02%25,939CommonSOLE
30303M102METAMETA PLATFORMS INC$234,2040.02%400CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$232,1420.02%2,961CommonSOLE
78442P106SLMSLM CORP$221,4400.02%8,029CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$212,4270.01%5,312CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$202,3720.01%7,958CommonSOLE
64119V303NTSTNETSTREIT CORP$186,5250.01%13,182CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$170,7680.01%12,137CommonSOLE
48716P108KRNYKEARNY FINL CORP MD$76,1810.01%10,760CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.