# EDGAR Filing Document

**Accession Number:** 0001761645
**File Stem:** 0001761645-23-000001
**Filing Date:** 2023-2
**Character Count:** 14897
**Document Hash:** 8a38845f2c3fabfd4ed2d6900bc2bc94
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001761645-23-000001.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001761645-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Hotaling Investment Management, LLC
- **CENTRAL INDEX KEY:** 0001761645
- **IRS NUMBER:** 461257330
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18964
- **FILM NUMBER:** 23626229

**BUSINESS ADDRESS:**
- **STREET 1:** 100 WEST LANCASTER AVE., SUITE 105
- **CITY:** WAYNE
- **STATE:** PA
- **ZIP:** 19087
- **BUSINESS PHONE:** 6106880616

**MAIL ADDRESS:**
- **STREET 1:** 100 WEST LANCASTER AVE., SUITE 105
- **CITY:** WAYNE
- **STATE:** PA
- **ZIP:** 19087

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Hotaling Investment Management LLC<br>**Address:** 100 WEST LANCASTER AVE. SUITE 105<br>WAYNE, PA 19087

**Form 13F File Number:** 028-18964

**CRD Number (if applicable):** 000164270

**SEC File Number (if applicable):** 801-77009

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** JORDAN GREEN<br>**Title:** Counsel<br>**Phone:** 6098810101

**Signature, Place, and Date of Signing:**

Jordan Green  Stone Harbor, NJ  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 121

**Form 13F Information Table Value Total:** $221151

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 608 | 5538 | SH |  | SOLE |  | 0 | 0 | 5538 |
| ABBVIE INC | COM | 00287Y109 |  | 3814 | 23601 | SH |  | SOLE |  | 0 | 0 | 23601 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 3491 | 13081 | SH |  | SOLE |  | 0 | 0 | 13081 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 1593 | 10644 | SH |  | SOLE |  | 0 | 0 | 10644 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 |  | 1291 | 8860 | SH |  | SOLE |  | 0 | 0 | 8860 |
| ALLSTATE CORP | COM | 020002101 |  | 2461 | 18152 | SH |  | SOLE |  | 0 | 0 | 18152 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 7742 | 87752 | SH |  | SOLE |  | 0 | 0 | 87752 |
| AMAZON COM INC | COM | 023135106 |  | 5858 | 69738 | SH |  | SOLE |  | 0 | 0 | 69738 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 1513 | 15937 | SH |  | SOLE |  | 0 | 0 | 15937 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 2296 | 15538 | SH |  | SOLE |  | 0 | 0 | 15538 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 3103 | 14648 | SH |  | SOLE |  | 0 | 0 | 14648 |
| APPLE INC | COM | 037833100 |  | 16445 | 126570 | SH |  | SOLE |  | 0 | 0 | 126570 |
| AT INC | COM | 00206R102 |  | 282 | 15293 | SH |  | SOLE |  | 0 | 0 | 15293 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 662 | 2771 | SH |  | SOLE |  | 0 | 0 | 2771 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 343 | 1109 | SH |  | SOLE |  | 0 | 0 | 1109 |
| BLACKROCK INC | COM | 09247X101 |  | 5177 | 7306 | SH |  | SOLE |  | 0 | 0 | 7306 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 1199 | 595 | SH |  | SOLE |  | 0 | 0 | 595 |
| BP PLC | SPONSORED ADR | 055622104 |  | 806 | 23062 | SH |  | SOLE |  | 0 | 0 | 23062 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 3293 | 45763 | SH |  | SOLE |  | 0 | 0 | 45763 |
| BROADCOM INC | COM | 11135F101 |  | 1580 | 2825 | SH |  | SOLE |  | 0 | 0 | 2825 |
| BROWN  BROWN INC | COM | 115236101 |  | 271 | 4751 | SH |  | SOLE |  | 0 | 0 | 4751 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 253 | 1573 | SH |  | SOLE |  | 0 | 0 | 1573 |
| CAMDEN PPTY TR | SH BEN INT | 133131102 |  | 1448 | 12942 | SH |  | SOLE |  | 0 | 0 | 12942 |
| CATERPILLAR INC | COM | 149123101 |  | 561 | 2342 | SH |  | SOLE |  | 0 | 0 | 2342 |
| CHEVRON CORP NEW | COM | 166764100 |  | 335 | 1868 | SH |  | SOLE |  | 0 | 0 | 1868 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 2323 | 1674 | SH |  | SOLE |  | 0 | 0 | 1674 |
| COCA COLA CO | COM | 191216100 |  | 1704 | 26789 | SH |  | SOLE |  | 0 | 0 | 26789 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 250 | 7144 | SH |  | SOLE |  | 0 | 0 | 7144 |
| CORNING INC | COM | 219350105 |  | 256 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1714 | 3755 | SH |  | SOLE |  | 0 | 0 | 3755 |
| CUMMINS INC | COM | 231021106 |  | 4572 | 18868 | SH |  | SOLE |  | 0 | 0 | 18868 |
| DANAHER CORPORATION | COM | 235851102 |  | 2775 | 10457 | SH |  | SOLE |  | 0 | 0 | 10457 |
| DEERE  CO | COM | 244199105 |  | 4734 | 11042 | SH |  | SOLE |  | 0 | 0 | 11042 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 850 | 8480 | SH |  | SOLE |  | 0 | 0 | 8480 |
| DTE ENERGY CO | COM | 233331107 |  | 1651 | 14049 | SH |  | SOLE |  | 0 | 0 | 14049 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 334 | 3244 | SH |  | SOLE |  | 0 | 0 | 3244 |
| EASTMAN CHEM CO | COM | 277432100 |  | 1156 | 14191 | SH |  | SOLE |  | 0 | 0 | 14191 |
| EATON CORP PLC | SHS | G29183103 |  | 684 | 4361 | SH |  | SOLE |  | 0 | 0 | 4361 |
| EMERSON ELEC CO | COM | 291011104 |  | 1536 | 15993 | SH |  | SOLE |  | 0 | 0 | 15993 |
| ENCOMPASS HEALTH CORP | COM | 29261A100 |  | 225 | 3765 | SH |  | SOLE |  | 0 | 0 | 3765 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1280 | 11609 | SH |  | SOLE |  | 0 | 0 | 11609 |
| FIRST INDL RLTY TR INC | COM | 32054K103 |  | 1706 | 35357 | SH |  | SOLE |  | 0 | 0 | 35357 |
| GSK PLC | SPONSORED ADR | 37733W204 |  | 492 | 13998 | SH |  | SOLE |  | 0 | 0 | 13998 |
| HALEON PLC | SPON ADS | 405552100 |  | 140 | 17500 | SH |  | SOLE |  | 0 | 0 | 17500 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 |  | 250 | 4398 | SH |  | SOLE |  | 0 | 0 | 4398 |
| HOLOGIC INC | COM | 436440101 |  | 1751 | 23408 | SH |  | SOLE |  | 0 | 0 | 23408 |
| HOME DEPOT INC | COM | 437076102 |  | 2149 | 6802 | SH |  | SOLE |  | 0 | 0 | 6802 |
| HONEYWELL INTL INC | COM | 438516106 |  | 3808 | 17772 | SH |  | SOLE |  | 0 | 0 | 17772 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 1177 | 83510 | SH |  | SOLE |  | 0 | 0 | 83510 |
| INGERSOLL RAND INC | COM | 45687V106 |  | 277 | 5302 | SH |  | SOLE |  | 0 | 0 | 5302 |
| INTEL CORP | COM | 458140100 |  | 284 | 10731 | SH |  | SOLE |  | 0 | 0 | 10731 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 916 | 6498 | SH |  | SOLE |  | 0 | 0 | 6498 |
| INVITATION HOMES INC | COM | 46187W107 |  | 1374 | 46341 | SH |  | SOLE |  | 0 | 0 | 46341 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 955 | 16328 | SH |  | SOLE |  | 0 | 0 | 16328 |
| ISHARES TR | CORE S ETF | 464287200 |  | 244 | 635 | SH |  | SOLE |  | 0 | 0 | 635 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 237 | 4800 | SH |  | SOLE |  | 0 | 0 | 4800 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 216 | 4325 | SH |  | SOLE |  | 0 | 0 | 4325 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 1950 | 42458 | SH |  | SOLE |  | 0 | 0 | 42458 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 514 | 10251 | SH |  | SOLE |  | 0 | 0 | 10251 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 7683 | 43491 | SH |  | SOLE |  | 0 | 0 | 43491 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2667 | 19887 | SH |  | SOLE |  | 0 | 0 | 19887 |
| JUNIPER NETWORKS INC | COM | 48203R104 |  | 206 | 6449 | SH |  | SOLE |  | 0 | 0 | 6449 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 1263 | 9303 | SH |  | SOLE |  | 0 | 0 | 9303 |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 |  | 1509 | 28797 | SH |  | SOLE |  | 0 | 0 | 28797 |
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 |  | 1488 | 6317 | SH |  | SOLE |  | 0 | 0 | 6317 |
| LAKELAND BANCORP INC | COM | 511637100 |  | 182 | 10354 | SH |  | SOLE |  | 0 | 0 | 10354 |
| LAUDER ESTEE COS INC | CL A | 518439104 |  | 2390 | 9634 | SH |  | SOLE |  | 0 | 0 | 9634 |
| LIGHT  WONDER INC | COM | 80874P109 |  | 1152 | 19663 | SH |  | SOLE |  | 0 | 0 | 19663 |
| LILLY ELI  CO | COM | 532457108 |  | 1211 | 3309 | SH |  | SOLE |  | 0 | 0 | 3309 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 3858 | 25910 | SH |  | SOLE |  | 0 | 0 | 25910 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 206 | 2490 | SH |  | SOLE |  | 0 | 0 | 2490 |
| MERCK  CO INC | COM | 58933Y105 |  | 2640 | 23792 | SH |  | SOLE |  | 0 | 0 | 23792 |
| METLIFE INC | COM | 59156R108 |  | 4602 | 63585 | SH |  | SOLE |  | 0 | 0 | 63585 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 2545 | 36228 | SH |  | SOLE |  | 0 | 0 | 36228 |
| MICROSOFT CORP | COM | 594918104 |  | 13410 | 55916 | SH |  | SOLE |  | 0 | 0 | 55916 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 1573 | 23595 | SH |  | SOLE |  | 0 | 0 | 23595 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 641 | 2489 | SH |  | SOLE |  | 0 | 0 | 2489 |
| MSCI INC | COM | 55354G100 |  | 891 | 1915 | SH |  | SOLE |  | 0 | 0 | 1915 |
| MYR GROUP INC DEL | COM | 55405W104 |  | 205 | 2227 | SH |  | SOLE |  | 0 | 0 | 2227 |
| NASDAQ INC | COM | 631103108 |  | 1742 | 28395 | SH |  | SOLE |  | 0 | 0 | 28395 |
| NETFLIX INC | COM | 64110L106 |  | 1233 | 4182 | SH |  | SOLE |  | 0 | 0 | 4182 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 5493 | 65710 | SH |  | SOLE |  | 0 | 0 | 65710 |
| NIKE INC | CL B | 654106103 |  | 2941 | 25138 | SH |  | SOLE |  | 0 | 0 | 25138 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 316 | 1281 | SH |  | SOLE |  | 0 | 0 | 1281 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 210 | 2315 | SH |  | SOLE |  | 0 | 0 | 2315 |
| ON SEMICONDUCTOR CORP | COM | 682189105 |  | 1896 | 30395 | SH |  | SOLE |  | 0 | 0 | 30395 |
| PEPSICO INC | COM | 713448108 |  | 4911 | 27184 | SH |  | SOLE |  | 0 | 0 | 27184 |
| PFIZER INC | COM | 717081103 |  | 3674 | 71697 | SH |  | SOLE |  | 0 | 0 | 71697 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 3522 | 22298 | SH |  | SOLE |  | 0 | 0 | 22298 |
| PORTLAND GEN ELEC CO | COM NEW | 736508847 |  | 208 | 4245 | SH |  | SOLE |  | 0 | 0 | 4245 |
| PPG INDS INC | COM | 693506107 |  | 553 | 4400 | SH |  | SOLE |  | 0 | 0 | 4400 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 380 | 2509 | SH |  | SOLE |  | 0 | 0 | 2509 |
| PROLOGIS INC. | COM | 74340W103 |  | 1715 | 15209 | SH |  | SOLE |  | 0 | 0 | 15209 |
| QUANTA SVCS INC | COM | 74762E102 |  | 1463 | 10270 | SH |  | SOLE |  | 0 | 0 | 10270 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 2164 | 20256 | SH |  | SOLE |  | 0 | 0 | 20256 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 246 | 2437 | SH |  | SOLE |  | 0 | 0 | 2437 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 1110 | 1539 | SH |  | SOLE |  | 0 | 0 | 1539 |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 |  | 203 | 725 | SH |  | SOLE |  | 0 | 0 | 725 |
| SELECTIVE INS GROUP INC | COM | 816300107 |  | 211 | 2381 | SH |  | SOLE |  | 0 | 0 | 2381 |
| SMUCKER J M CO | COM NEW | 832696405 |  | 200 | 1264 | SH |  | SOLE |  | 0 | 0 | 1264 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 |  | 284 | 1001 | SH |  | SOLE |  | 0 | 0 | 1001 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 401 | 1048 | SH |  | SOLE |  | 0 | 0 | 1048 |
| STARBUCKS CORP | COM | 855244109 |  | 463 | 4667 | SH |  | SOLE |  | 0 | 0 | 4667 |
| TEMPUR SEALY INTL INC | COM | 88023U101 |  | 216 | 6294 | SH |  | SOLE |  | 0 | 0 | 6294 |
| TESLA INC | COM | 88160R101 |  | 954 | 7745 | SH |  | SOLE |  | 0 | 0 | 7745 |
| TEXAS INSTRS INC | COM | 882508104 |  | 226 | 1369 | SH |  | SOLE |  | 0 | 0 | 1369 |
| TEXAS ROADHOUSE INC | COM | 882681109 |  | 214 | 2353 | SH |  | SOLE |  | 0 | 0 | 2353 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 3788 | 22536 | SH |  | SOLE |  | 0 | 0 | 22536 |
| UNION PAC CORP | COM | 907818108 |  | 1571 | 7587 | SH |  | SOLE |  | 0 | 0 | 7587 |
| UNITED CMNTY BKS BLAIRSVLE G | COM | 90984P303 |  | 223 | 6586 | SH |  | SOLE |  | 0 | 0 | 6586 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 |  | 213 | 766 | SH |  | SOLE |  | 0 | 0 | 766 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 6317 | 11915 | SH |  | SOLE |  | 0 | 0 | 11915 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 1076 | 6098 | SH |  | SOLE |  | 0 | 0 | 6098 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 388 | 9841 | SH |  | SOLE |  | 0 | 0 | 9841 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 1789 | 6195 | SH |  | SOLE |  | 0 | 0 | 6195 |
| VISA INC | COM CL A | 92826C839 |  | 3834 | 18456 | SH |  | SOLE |  | 0 | 0 | 18456 |
| WELLTOWER INC | COM | 95040Q104 |  | 1305 | 19914 | SH |  | SOLE |  | 0 | 0 | 19914 |
| WESCO INTL INC | COM | 95082P105 |  | 253 | 2021 | SH |  | SOLE |  | 0 | 0 | 2021 |
| WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 |  | 357 | 5880 | SH |  | SOLE |  | 0 | 0 | 5880 |
| XCEL ENERGY INC | COM | 98389B100 |  | 1380 | 19685 | SH |  | SOLE |  | 0 | 0 | 19685 |
| XYLEM INC | COM | 98419M100 |  | 277 | 2509 | SH |  | SOLE |  | 0 | 0 | 2509 |

---