Fund HoldingsCBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Total Portfolio Value
$6.75B
Total Bought
$1.09B
Total Sold
$1.32B
Net Transaction
-$230.17M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Evergy Inc.(EVRG)01,389,642+1,389,6420113,8391.69%+113,839
American Electric Power Co. In0751,551+751,551098,5131.46%+98,513
Equinix Inc(EQIX)589,231528,634-60,597451,445518,1887.68%+66,743
Gaming and Leisure Properties(GLPI)66,2791,472,552+1,406,2732,96265,3370.97%+62,375
Realty Income Corp(O)01,352,780+1,352,780082,7631.23%+82,763
Southern Co.(SO)184,682745,127+560,44516,10471,9201.07%+55,815
PPL Corp.(PPL)04,619,677+4,619,6770176,4722.62%+176,472
American Tower Corp.(AMT)788,9201,110,227+321,307138,511191,6032.84%+53,092
Atmos Energy Corp.(ATO)0757,953+757,9530140,0092.08%+140,009
Equity Residential(EQR)696,9711,551,526+854,55543,93791,7731.36%+47,836
Camden Property Trust(CPT)269,117771,158+502,04129,62475,3111.12%+45,687
Digital Realty Trust Inc.(DLR)0444,106+444,106080,0321.19%+80,032
Constellation Energy Corp(CEG)223,538415,038+191,50078,969115,8991.72%+36,930
Sun Communities Inc.(SUI)262,148536,746+274,59832,48367,6091.00%+35,126
Xcel Energy Inc.(XEL)2,324,6672,597,721+273,054171,700206,3633.06%+34,663
One Gas Inc.(OGS)0371,334+371,334031,9830.47%+31,983
American Water Works Co.21,430201,190+179,7602,79727,3800.41%+24,583
Public Service Enterprise Grou(PEG)1,946,5122,201,156+254,644156,305178,1842.64%+21,879
Essential Properties Realty1,520,1502,203,346+683,19645,08866,8940.99%+21,806
Getty Realty Corp.(GTY)802,6601,369,988+567,32821,96943,5660.65%+21,597
Eastgroup Properties(EGP)711,109791,418+80,309126,677146,4842.17%+19,807
WEC Energy Group Inc.(WEC)1,336,0941,376,051+39,957140,904159,3052.36%+18,401
Equity Lifestyle Properties(ELS)38,295292,716+254,4212,32118,2710.27%+15,950
Mid-America Apt. Comm.(MAA)0129,562+129,562015,8220.23%+15,822
Hilton Worldwide Holdings Inc.(HLT)36,95882,796+45,83810,61625,1770.37%+14,560
ProLogis Inc.(PLD)2,152,1832,183,891+31,708274,748288,6674.28%+13,919
Janus Living Inc(JAN)0527,940+527,940012,4440.18%+12,444
Ventas Inc.(VTR)1,851,9681,890,027+38,059143,305154,5662.29%+11,261
Broadstone Net Lease Inc(BNL)116,343670,318+553,9752,02112,2470.18%+10,226
Centerspace(CSR)51,078231,462+180,3843,40813,2970.20%+9,890
EPR Properties(EPR)0186,519+186,51909,3180.14%+9,318
PG&E Corp.(PCG)6,948,4996,835,122-113,377111,662120,0931.78%+8,431
Federal Realty Investment Trus(FRT)0174,882+174,882018,5740.28%+18,574
Chesapeake Utilities Corporati(CPK)202,264256,816+54,55225,23432,4540.48%+7,219
Iron Mountain Incorporated(IRM)1,446,5971,237,915-208,682119,995126,4411.87%+6,445
ONEOK Inc.(OKE)292,800292,800021,52126,4660.39%+4,945
Curbline Properties Corp(CURB)0139,113+139,11303,5880.05%+3,588
Cousins Properties Inc.(CUZ)941,1871,209,915+268,72824,26427,3080.40%+3,044
Brixmor Property Group(BRX)5,341,0064,915,727-425,279140,041141,5732.10%+1,532
Dominion Energy Inc.(D)369,494369,494021,64922,8420.34%+1,193
Lamar Advertising Co(LAMR)118,094125,028+6,93414,94815,8360.23%+888
XPLR Infrastructure LP(XIFR)794,852794,85207,9498,4410.13%+493
Williams Cos.(WMB)016,327+16,32701,1880.02%+1,188
Kinder Morgan Inc.(KMI)06,251+6,25102100.00%+210
Ameren Corp.(AEE)6,0667,279+1,2136068000.01%+194
Pebblebrook Hotel Trust(PEB)541,950541,950010,32410,4600.16%+135
Pebblebrook Hotel Trust(PEB)383,644383,64407,3207,3700.11%+50
Weyerhaeuser Co.(WY)66,27760,100-6,1771,5701,4680.02%-102
Norfolk Southern Corp(NSC)2,8382,368-4708196800.01%-140
CMS Energy Corporation(CMS)1,480,9081,332,742-148,166103,560103,3941.53%-166
Eversource Energy(ES)3,3370-3,3372250-225
LINEAGE INC(LINE)171,316171,31605,9965,6120.08%-384
Alexandria Real Estate Equitie0178,107+178,10708,2680.12%+8,268
Marriott International Inc.(MAR)5,2852,792-2,4931,6409130.01%-726
SBA Communications Corp.(SBAC)26,05124,384-1,6675,0394,1970.06%-842
Piedmont Office Realty Trust I(PDM)819,238762,121-57,1176,8325,0070.07%-1,825
California Water Service Group(CWT)722,345647,515-74,83031,29929,3580.44%-1,941
Essex Property Trust Inc.(ESS)64,35060,685-3,66516,83914,6860.22%-2,153
Uniti Group Inc(UNIT)380,0420-380,0422,6640-2,664
Americold Realty Trust(COLD)753,292600,397-152,8959,6876,8810.10%-2,807
Brookfield Infrastructure Part
LP INT UNIT
417,500310,500-107,00014,50411,2150.17%-3,289
Cheniere Energy Inc.(LNG)761,179509,690-251,489147,966144,6302.14%-3,336
Sunstone Hotel Investors Inc.(SHO)4,381,9673,961,704-420,26339,17535,6950.53%-3,480
Rexford Industrial Realty, Inc(REXR)603,046605,214+2,16823,35019,8090.29%-3,541
Netstreit Corp(NTST)506,241271,274-234,9678,9305,1080.08%-3,822
Empire State Realty Trust Inc.(ESRT)1,166,317687,840-478,4777,6043,5770.05%-4,028
Welltower Inc.(WELL)3,229,6783,006,833-222,845599,461594,4818.81%-4,980
First Industrial Realty Trust(FR)2,345,2922,228,576-116,716134,315128,9231.91%-5,392
AvalonBay Communities Inc.165,953143,874-22,07930,08923,5020.35%-6,587
Tanger Inc.(SKT)1,009,226789,381-219,84533,67826,8230.40%-6,855
OGE Energy Corp.(OGE)2,215,5721,815,118-400,45494,60587,0531.29%-7,552
Park Hotels & Resorts Inc(PK)800,6590-800,6598,3750-8,375
National Storage Affiliates Tr(NSA)316,0680-316,0688,9160-8,916
American Healthcare REIT(AHR)1,504,6851,258,041-246,64470,81059,3290.88%-11,481
SmartStop Self Storage REIT In(SMA)371,7850-371,78511,5030-11,503
CubeSmart(CUBE)3,469,7243,094,291-375,433125,084113,4061.68%-11,678
Simon Property Group Inc.(SPG)1,290,0391,209,585-80,454238,799225,6243.34%-13,175
Vornado Realty Trust(VNO)1,544,4231,408,289-136,13451,39836,6010.54%-14,797
BXP Inc(BXP)622,750490,192-132,55842,02325,4410.38%-16,582
Crown Castle Inc(CCI)709,609562,049-147,56063,06345,7000.68%-17,363
Extra Space Storage Inc.(EXR)0194,962+194,962025,5650.38%+25,565
STAG Industrial, Inc.(STAG)3,622,8123,170,619-452,193133,175114,3331.69%-18,842
CSX Corporation(CSX)542,6750-542,67519,6720-19,672
Independence Realty Trust Inc(IRT)1,871,603868,848-1,002,75532,71612,9370.19%-19,778
Veris Residential Inc1,350,8320-1,350,83220,1000-20,100
Clearway Energy Inc. Class C(CWEN)608,3270-608,32720,2330-20,233
Omega Healthcare Investors(OHI)2,222,7991,760,382-462,41798,55977,1401.14%-21,419
Host Hotels & Resorts Inc.(HST)2,169,471881,580-1,287,89138,46516,8910.25%-21,574
COPT Defense Properties(CDP)1,016,948107,503-909,44528,2713,2900.05%-24,982
Entergy Corp.(ETR)1,769,1151,231,965-537,150163,519138,4242.05%-25,096
Public Storage(PSA)330,487219,284-111,20385,76159,4000.88%-26,362
Targa Resources Corp.(TRGP)623,930335,913-288,017115,11584,2231.25%-30,892
Regency Centers Corporation(REG)1,879,3651,265,357-614,008129,73395,7371.42%-33,996
LXP Industrial Trust(LXP)741,88451,192-690,69236,7832,3680.04%-34,414
Invitation Homes Inc(INVH)0435,438+435,438010,8210.16%+10,821
CenterPoint Energy Inc.(CNP)1,036,8257,389-1,029,43639,7523190.00%-39,433
Healthpeak Properties Inc.(DOC)5,696,8892,543,209-3,153,68091,60641,7850.62%-49,821
Consolidated Edison Inc.(ED)508,2220-508,22250,4770-50,477
AES Corporation(AES)7,865,5944,399,061-3,466,533112,79361,9830.92%-50,810
Vici Properties Inc.(VICI)7,063,2645,346,551-1,716,713198,619146,0682.17%-52,551
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