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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

INFRASTRUCTURE CAPITAL ADVISORS, LLC

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006996

Total Value
$1.00B
Positions
152
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (152)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY265,000$176.5M17.58%
2MPLX LPMPLXP1,112,122$56.5M5.62%
3PLAINS ALL AMERN PIPELINE L7265031053,253,913$53.5M5.33%
4ENERGY TRANSFER L PET-PI3,102,317$52.2M5.20%
5HESS MIDSTREAM LPHESM1,404,438$47.7M4.75%
6ENTERPRISE PRODS PARTNERS L2937921071,375,943$42.4M4.22%
7RLJ LODGING TRRLJ-PA1,631,841$40.8M4.06%
8WESTERN MIDSTREAM PARTNERS LWES1,045,716$39.2M3.90%
9KKR & CO INCKKRT791,376$38.8M3.86%
10APOLLO GLOBAL MGMT INC03769M304584,919$38.2M3.81%
11FLAGSTAR FINANCIAL INCFLG-PU969,347$37.8M3.77%
12SUNOCO LP/SUNOCO FIN CORPSUN648,427$33.9M3.37%
13CHENIERE ENERGY INCLNG122,553$26.0M2.59%
14BOEING COBA-PA315,391$20.4M2.03%
15TARGA RES CORPTRGP108,881$16.8M1.67%
16KINDER MORGAN INC DELEP-PC633,655$16.6M1.65%
17WILLIAMS COS INC969457100267,776$15.5M1.54%
18PEBBLEBROOK HOTEL TRPEB-PH782,049$15.0M1.49%
19SPDR DOW JONES INDL AVERAGE78467X10930,000$13.9M1.39%
20CHART INDS INC16115Q407172,605$12.2M1.22%
21CHENIERE ENERGY PARTNERS LPLNG226,930$11.8M1.18%
22ARES MANAGEMENT CORPORATIONARES-PB216,101$10.2M1.02%
23GENESIS ENERGY L PGEL567,353$9.3M0.92%
24ONEOK INC NEWOKE117,896$7.9M0.79%
25BRAEMAR HOTELS & RESORTS INCBHR-PD496,449$7.6M0.76%
26DELEK LOGISTICS PARTNERS LPDKL158,408$7.1M0.70%
27EPR PPTYS26884U307226,870$6.8M0.68%
28USA COMPRESSION PARTNERS LPUSAC307,431$6.8M0.68%
29ETFIS SER TR I26923G822288,471$6.3M0.62%
30RITHM PPTY TR INC38983D862223,044$5.5M0.55%
31INVESCO QQQ TRIVZ9,000$5.4M0.54%
32MARVELL TECHNOLOGY INCMRVL51,602$4.7M0.47%
33AMAZON COM INCAMZN19,609$4.7M0.46%
34GLOBAL PARTNERS LPGLP-PB98,987$4.5M0.45%
35GLOBAL NET LEASE INCGNL-PE562,431$4.3M0.43%
36HEWLETT PACKARD ENTERPRISE CHPE-PC59,802$4.0M0.40%
37VALERO ENERGY CORPVLO21,123$3.6M0.36%
38MCDONALDS CORPMCD11,477$3.4M0.34%
39PHILIP MORRIS INTL INC71817210922,432$3.2M0.32%
40KKR & CO INCKKRT24,344$3.0M0.29%
41APOLLO GLOBAL MGMT INC03769M10622,898$2.8M0.28%
42PEBBLEBROOK HOTEL TRPEB-PH132,002$2.6M0.25%
43GOLDMAN SACHS GROUP INCGSCE3,185$2.5M0.25%
44TC ENERGY CORPTRPRF50,000$2.5M0.25%
45BROADCOM INCAVGO6,951$2.5M0.25%
46LXP INDUSTRIAL TRUSTLXP-PC49,073$2.3M0.23%
47KILROY RLTY CORP49427F10851,182$2.2M0.22%
48CHEVRON CORP NEWCVX13,437$2.1M0.21%
49CITIGROUP INCC-PR19,626$2.0M0.20%
50NEXTERA ENERGY INCNEE-PW23,998$2.0M0.19%
51PEPSICO INCPEP13,318$1.9M0.19%
52COCA COLA COKO28,379$1.9M0.19%
53VISTRA CORPVST10,035$1.9M0.19%
54NORTHWEST NAT HLDG CO66765N10540,804$1.9M0.19%
55FREEPORT-MCMORAN INCFCX39,435$1.6M0.16%
56EDISON INTL28102010729,212$1.6M0.16%
57ETFIS SER TR I26923G77238,259$1.5M0.15%
58PHILLIPS 66PSX11,167$1.5M0.15%
59MORGAN STANLEYMS-PQ9,053$1.5M0.15%
60META PLATFORMS INCMETA2,136$1.4M0.14%
61VODAFONE GROUP PLC NEW92857W308117,111$1.4M0.14%
62RLJ LODGING TRRLJ-PA54,041$1.4M0.13%
63MPLX LPMPLXP26,158$1.3M0.13%
64SERIES PORTFOLIOS TR81752T44535,839$1.3M0.13%
65HONEYWELL INTL INC4385161066,196$1.2M0.12%
66KKR & CO INCKKRT24,511$1.2M0.12%
67REXFORD INDL RLTY INC76169C10029,071$1.2M0.12%
68XCEL ENERGY INCXELLL14,684$1.2M0.12%
69KRAFT HEINZ COKHC43,014$1.1M0.11%
70CISCO SYS INCCSCO13,244$968,2690.10%
71REALTY INCOME CORPO16,187$938,5220.09%
72US BANCORP DELUSB-PS20,049$935,8870.09%
73BXP INCBXP13,048$931,1020.09%
74VENTURE GLOBAL INCVG106,563$913,2450.09%
75ALLIANT ENERGY CORPLNT13,396$895,1210.09%
76M & T BK CORP55261F1044,862$893,9760.09%
77SUBURBAN PROPANE PARTNERS LSPH44,707$815,0090.08%
78SOUTHERN COSOMN8,134$764,9210.08%
79MICROSOFT CORPMSFT1,476$764,3720.08%
80TRUIST FINL CORP89832Q10917,112$763,7090.08%
81CATERPILLAR INCCAT1,277$737,1610.07%
82VERIZON COMMUNICATIONS INCVZ18,174$722,2350.07%
83STANDARDAERO INCSARO23,901$690,5000.07%
84CROWN CASTLE INCCCI7,428$670,1540.07%
85FIFTH THIRD BANCORPFITBM15,888$661,2590.07%
86MKS INC.MKSI4,592$659,9160.07%
87EXXON MOBIL CORPXOM5,758$658,4850.07%
88INTERNATIONAL BUSINESS MACHSINTR2,113$649,3050.06%
89BANK OF NT BUTTERFIELD&SON LG0772R20813,912$643,5690.06%
90SAFEHOLD INCSAFE44,233$638,2820.06%
91STONEX GROUP INCSNEX6,885$632,8690.06%
92WYNN RESORTS LTDWYNN5,227$621,9610.06%
93EAST WEST BANCORP INCEWBC6,133$619,4330.06%
94BLACKSTONE INCBX4,138$601,4580.06%
95DIGITAL RLTY TR INC2538681033,513$598,6500.06%
96CASEYS GEN STORES INC1475281031,164$597,3530.06%
97ALBEMARLE CORPALB-PA12,800$566,1440.06%
98CHORD ENERGY CORPORATIONCHRD6,239$566,0020.06%
99SPX TECHNOLOGIES INCSPXC2,457$550,0980.05%
100LYFT INCLYFT26,342$538,9570.05%
101NORTHWESTERN ENERGY GROUP INNWE8,838$527,3630.05%
102JOHNSON & JOHNSONJNJ2,784$525,8100.05%
103COTERRA ENERGY INCCTRA22,120$523,3590.05%
104APOLLO GLOBAL MGMT INC03769M3047,842$512,3960.05%
105NVENT ELECTRIC PLCNVT4,472$511,3730.05%
106SERIES PORTFOLIOS TR81752T61918,430$507,7560.05%
107PLAINS GP HLDGS L PPAGP28,530$492,7130.05%
108PG&E CORPPCG-PX11,808$485,3090.05%
109NEW YORK TIMES CONYT8,447$481,3950.05%
110OTTER TAIL CORPOTTR5,884$454,3620.05%
111SERIES PORTFOLIOS TR81752T61916,126$444,2710.04%
112BRAEMAR HOTELS & RESORTS INCBHR-PD169,418$432,0160.04%
113PREFERRED BK LOS ANGELES CA7403674044,771$430,5830.04%
114FLAGSTAR FINANCIAL INCFLG-PU10,937$426,5430.04%
115MERCK & CO INCMRK4,844$416,4870.04%
116ALEXANDRIA REAL ESTATE EQ IN0152711096,529$380,1180.04%
117WESTERN UN COWU40,143$374,5340.04%
118KENVUE INCKVUE25,440$365,5730.04%
119AGNC INVT CORP00123Q10436,409$364,0900.04%
120POPULAR INCBPOPM3,229$359,9370.04%
121CHENIERE ENERGY INCLNG1,501$352,7050.04%
122UNITEDHEALTH GROUP INCUNH1,001$345,6450.03%
123EQUINOX GOLD CORPEQX31,340$343,8000.03%
124BANK AMERICA CORP0605051046,266$333,0580.03%
125HERC HLDGS INCHRI2,319$329,4140.03%
126ADVANCED MICRO DEVICES INCAMD2,001$323,7420.03%
127LAZARD INCLAZ6,397$308,9750.03%
128AT&T INCT-PC11,870$293,7830.03%
129ELEMENT SOLUTIONS INCESI10,830$289,3780.03%
130HOULIHAN LOKEY INCHLI1,572$281,5140.03%
131ORACLE CORPORCL-PD1,000$281,2400.03%
132AVIENT CORPORATIONAVNT8,280$265,5400.03%
133ELI LILLY & COLLY318$263,4050.03%
134RITHM CAPITAL CORPRITM-PF23,992$263,1920.03%
135ADVANSIX INCASIX12,767$237,3390.02%
136PG&E CORPPCG-PX5,719$235,0510.02%
137SERIES PORTFOLIOS TR81752T4374,480$227,5990.02%
138WESTERN ALLIANCE BANCORPWAL-PA2,901$224,3920.02%
139WOODWARD INCWWD802$210,2120.02%
140PARK HOTELS & RESORTS INCPK19,999$205,7900.02%
141ISHARES TR464287655824$202,8940.02%
142OLD REP INTL CORP6802231045,079$200,4170.02%
143DELEK LOGISTICS PARTNERS LPDKL4,265$190,0060.02%
144STARBUCKS CORPSBUX2,100$177,6600.02%
145PHILIP MORRIS INTL INC7181721091,000$162,2000.02%
146TAIWAN SEMICONDUCTOR MFG LTD874039100501$139,9240.01%
147TOLL BROTHERS INCTOL1,001$138,2780.01%
148ALGONQUIN PWR UTILS CORP01585710524,346$135,8510.01%
149WARNER BROS DISCOVERY INCWBD4,000$78,1200.01%
150HEWLETT PACKARD ENTERPRISE CHPE-PC1,040$70,2830.01%
151PALANTIR TECHNOLOGIES INCPLTR101$18,4240.00%
152NEXTERA ENERGY INCNEE-PW40$3,2560.00%