Fund HoldingsCBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Total Portfolio Value
$6.53B
Total Bought
$1.66B
Total Sold
$787.48M
Net Transaction
+$877.10M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Welltower Inc.(WELL)1,936,9543,013,247+1,076,293244,114461,6607.07%+217,545
Digital Realty Trust Inc.(DLR)193,543966,936+773,39334,321138,5522.12%+104,231
Eastgroup Properties(EGP)53,625621,303+567,6788,606109,4431.67%+100,836
First Industrial Realty Trust(FR)430,2452,070,197+1,639,95221,568111,7081.71%+90,140
Regency Centers Corporation(REG)1,542,5072,521,633+979,126114,038185,9962.85%+71,958
Williams Cos.(WMB)316,9461,465,991+1,149,04517,15387,6081.34%+70,455
Norfolk Southern Corp(NSC)322,202616,384+294,18275,621145,9912.23%+70,370
Public Service Enterprise Grou(PEG)0830,102+830,102068,3171.05%+68,317
ProLogis Inc.(PLD)01,794,897+1,794,8970200,6523.07%+200,652
ONEOK Inc.(OKE)342,234805,599+463,36534,36079,9321.22%+45,571
STAG Industrial, Inc.(STAG)768,8171,938,350+1,169,53326,00170,0131.07%+44,012
Equity Lifestyle Properties(ELS)621,4891,251,554+630,06541,39183,4791.28%+42,087
Agree Realty Corp413,270821,090+407,82029,11563,3800.97%+34,265
Extra Space Storage Inc.(EXR)1,089,7531,328,469+238,716163,027197,2643.02%+34,237
Vici Properties Inc.(VICI)02,479,465+2,479,465080,8801.24%+80,880
American Homes 4 Rent(AMH)398,2351,220,109+821,87414,90246,1320.71%+31,230
Simon Property Group Inc.(SPG)1,584,1161,827,015+242,899272,801303,4314.64%+30,630
Xcel Energy Inc.(XEL)01,455,038+1,455,0380103,0021.58%+103,002
American Water Works Co.4,725191,185+186,46058828,2040.43%+27,615
Independence Realty Trust Inc(IRT)1,015,2922,233,851+1,218,55920,14347,4250.73%+27,281
Southern Co.(SO)0280,009+280,009025,7470.39%+25,747
ELME Communities1,121,0882,459,062+1,337,97417,11942,7880.65%+25,669
PPL Corp.(PPL)1,997,6102,465,342+467,73264,84289,0241.36%+24,181
Public Storage(PSA)0339,993+339,9930101,7571.56%+101,757
AvalonBay Communities Inc.387,645501,309+113,66485,270107,5911.65%+22,321
Invitation Homes Inc(INVH)5,597,1775,731,189+134,012178,942199,7323.06%+20,790
Nextera Energy Inc(NEE)425,857717,214+291,35730,53050,8430.78%+20,314
Atmos Energy Corp.(ATO)462,094543,697+81,60364,35684,0451.29%+19,689
Healthpeak Properties Inc.(DOC)4,777,7695,707,899+930,13096,845115,4141.77%+18,568
Consolidated Edison Inc.(ED)416,307503,749+87,44237,14755,7100.85%+18,563
OGE Energy Corp.(OGE)642,602972,864+330,26226,50744,7130.68%+18,205
Four Corners Property Trust(FCPT)823,2011,342,834+519,63322,34238,5390.59%+16,198
Vornado Realty Trust(VNO)471,956972,817+500,86119,84135,9850.55%+16,143
Constellation Energy Corp(CEG)219,358318,919+99,56149,07364,3040.98%+15,231
Realty Income Corp(O)05,020,997+5,020,9970291,2684.46%+291,268
Essential Utilities(WTRG)2,043,0112,166,797+123,78674,20285,6531.31%+11,451
Crown Castle Inc(CCI)0751,212+751,212078,2991.20%+78,299
American Healthcare REIT(AHR)1,190,6341,458,125+267,49133,83844,1810.68%+10,343
Iron Mountain Incorporated(IRM)541,028772,190+231,16256,86766,4391.02%+9,572
Pebblebrook Hotel Trust(PEB)0541,950+541,95009,4900.15%+9,490
Ventas Inc.(VTR)299,907376,973+77,06617,66225,9210.40%+8,259
Getty Realty Corp.(GTY)681,231911,168+229,93720,52528,4100.43%+7,885
Americold Realty Trust(COLD)02,786,323+2,786,323059,7940.92%+59,794
CubeSmart(CUBE)03,556,377+3,556,3770151,8932.32%+151,893
Pebblebrook Hotel Trust(PEB)0383,644+383,64406,5790.10%+6,579
Tanger Inc.(SKT)7,140200,151+193,0112446,7630.10%+6,519
Diamondrock Hospitality(DRH)1,648,8052,748,875+1,100,07014,88921,2210.32%+6,333
UDR Inc.(UDR)01,255,532+1,255,532056,7120.87%+56,712
Gaming and Leisure Properties(GLPI)21,796110,654+88,8581,0505,6320.09%+4,583
California Water Service Group(CWT)648,406700,564+52,15829,39233,9490.52%+4,557
Veris Residential Inc975,2621,142,407+167,14516,21919,3300.30%+3,111
AES Corporation(AES)07,043,461+7,043,461087,4801.34%+87,480
COPT Defense Properties(CDP)1,158,2071,403,647+245,44035,84738,2770.59%+2,431
Centerspace(CSR)22,32957,468+35,1391,4773,7210.06%+2,244
Weyerhaeuser Co.(WY)108,867178,714+69,8473,0655,2330.08%+2,168
Clearway Energy Inc. Class C(CWEN)593,656574,656-19,00015,43517,3950.27%+1,960
Piedmont Office Realty Trust I(PDM)826,0631,222,986+396,9237,5589,0130.14%+1,455
Hilton Worldwide Holdings Inc.(HLT)25,52032,949+7,4296,3087,4980.11%+1,190
Curbline Properties Corp(CURB)046,803+46,80301,1320.02%+1,132
Netstreit Corp(NTST)669,585654,882-14,7039,47510,3800.16%+905
Macerich Co.(MAC)051,487+51,48708840.01%+884
Dominion Energy Inc.(D)369,494369,494019,90120,7180.32%+817
Broadstone Net Lease Inc(BNL)652,710652,710010,35211,1220.17%+770
SBA Communications Corp.(SBAC)106,300101,366-4,93421,66422,3020.34%+638
Apartment Investment and Manag071,016+71,01606250.01%+625
National Storage Affiliates Tr(NSA)316,068316,068011,98212,4530.19%+471
Essex Property Trust Inc.(ESS)139,924131,098-8,82639,94040,1910.62%+251
Site Centers Corp014,316+14,31601840.00%+184
Chesapeake Utilities Corporati(CPK)2,9844,001+1,0173625140.01%+152
Kinder Morgan Inc.(KMI)7,65510,913+3,2582103110.00%+102
Ameren Corp.(AEE)03,450+3,45003460.01%+346
Eversource Energy(ES)16,04312,709-3,3349217890.01%-132
DTE Energy Co.(DTB)3,8032,211-1,5924593060.00%-153
Nextera Energy Inc(NEE)737,300737,300030,17029,9560.46%-214
CenterPoint Energy Inc.(CNP)000000
Alexandria Real Estate Equitie0187,903+187,903017,3830.27%+17,383
Brookfield Infrastructure Part
LP INT UNIT
710,827715,827+5,00022,59721,3240.33%-1,273
Hudson Pacific Properties454,6310-454,6311,3780-1,378
Medical Properties Trust(MPT)570,100100,100-470,0002,2526040.01%-1,648
Exelon Corp.(EXC)55,5310-55,5312,0900-2,090
Cousins Properties Inc.(CUZ)351,729293,372-58,35710,7778,6540.13%-2,123
Urban Edge Properties(UE)447,487392,546-54,9419,6217,4580.11%-2,163
Acadia Realty Trust102,2040-102,2042,4690-2,469
Uniti Group Inc1,374,800999,800-375,0007,5615,0390.08%-2,522
Park Hotels & Resorts Inc(PK)800,659800,659011,2658,5510.13%-2,714
FRONTVIEW REIT INC696,416765,666+69,25012,6269,7930.15%-2,833
American Electric Power Co. In32,6200-32,6203,0090-3,009
Kilroy Realty Corp.(KRC)161,889107,514-54,3756,5483,5220.05%-3,026
Targa Resources Corp.(TRGP)458,188389,537-68,65181,78778,0901.20%-3,696
Sunstone Hotel Investors Inc.(SHO)4,686,4895,474,886+788,39755,48851,5190.79%-3,969
Boston Properties Inc.(BXP)170,504127,090-43,41412,6798,5390.13%-4,139
NNN REIT Inc.(NNN)000000
Mid-America Apt. Comm.(MAA)39,1760-39,1766,0550-6,055
Kite Realty Group Trust(KRG)259,4550-259,4556,5490-6,549
Camden Property Trust(CPT)375,753302,900-72,85343,60237,0450.57%-6,558
XPLR Infrastructure LP(XIFR)794,852794,852014,1487,5510.12%-6,597
American Tower Corp.(AMT)0607,696+607,6960132,2352.02%+132,235
LINEAGE INC(LINE)602,803446,601-156,20235,30626,1840.40%-9,122
WEC Energy Group Inc.(WEC)1,332,0981,061,740-270,358125,270115,7081.77%-9,562
Retail Opportunity Investments581,3000-581,30010,0910-10,091
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