Fund HoldingsCBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Total Portfolio Value
$5.58B
Total Bought
$527.59M
Total Sold
$596.34M
Net Transaction
-$68.75M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
Welltower Inc.(WELL)683,1302,506,860+1,823,73048,974202,7803.63%+153,806
Public Storage(PSA)612,879797,471+184,592185,175232,7664.17%+47,591
Americold Realty Trust(COLD)916,5471,987,854+1,071,30726,07664,2081.15%+38,132
PG&E Corp.(PCG)01,885,133+1,885,133032,5750.58%+32,575
Union Pacific Corp(UNP)261,238354,527+93,28952,57772,5431.30%+19,967
Macerich Co.(MAC)1,771,1463,315,192+1,544,04618,77437,3620.67%+18,588
Hyatt Hotels Corp. - Cl A(H)102,647259,662+157,01511,47529,7520.53%+18,277
Camden Property Trust(CPT)412,704561,123+148,41943,26861,0891.09%+17,822
SBA Communications Corp.(SBAC)13,19290,946+77,7543,44421,0780.38%+17,634
NextEra Energy Partners LP(XIFR)584,668888,300+303,63235,51952,0900.93%+16,571
Southern Co.(SO)1,022,4271,223,598+201,17171,14085,9581.54%+14,817
Invitation Homes Inc(INVH)4,900,8104,838,000-62,810153,052166,4272.98%+13,375
EPR Properties(EPR)354,307572,668+218,36113,49926,8010.48%+13,302
Independence Realty Trust Inc(IRT)2,680,7253,064,283+383,55842,97255,8311.00%+12,859
Essex Property Trust Inc.(ESS)429,707438,294+8,58789,869102,6921.84%+12,823
Healthpeak Properties Inc.(DOC)3,833,7234,762,869+929,14684,22795,7341.71%+11,507
Eversource Energy(ES)090,070+90,07006,3880.11%+6,388
Park Hotels & Resorts Inc(PK)3,598,4833,956,912+358,42944,47750,7280.91%+6,250
ELME Communities83,508458,097+374,5891,4917,5310.13%+6,040
Regency Centers Corporation(REG)293,287378,603+85,31617,94323,3860.42%+5,443
CSX Corporation(CSX)1,862,9621,765,192-97,77055,77760,1931.08%+4,416
AvalonBay Communities Inc.220,380218,377-2,00337,03741,3320.74%+4,295
Sunstone Hotel Investors Inc.(SHO)4,616,2064,896,273+280,06745,60849,5500.89%+3,942
Hilton Worldwide Holdings Inc.(HLT)156,844170,200+13,35622,09524,7730.44%+2,678
Tricon Residential Inc3,039,0572,974,661-64,39623,55326,2070.47%+2,654
Apartment Income REIT Co2,130,8042,172,645+41,84176,30478,4111.40%+2,107
Essential Properties Realty076,765+76,76501,8070.03%+1,807
Tanger Factory Outlet Centers(SKT)622,824626,953+4,12912,22613,8370.25%+1,611
Uniti Group Inc1,374,8001,374,80004,8816,3520.11%+1,471
CubeSmart(CUBE)3,313,0613,458,374+145,313153,130154,4512.77%+1,321
Brookfield Infrastructure Part
LP INT UNIT
436,999436,999014,75715,9500.29%+1,193
Equity Residential(EQR)181,330181,330010,88011,9620.21%+1,083
American Homes 4 Rent(AMH)182,730189,441+6,7115,7476,7160.12%+969
Medical Properties Trust(MPT)850,100850,10006,9887,8720.14%+884
DTE Energy Co.(DTB)07,512+7,51208260.01%+826
NNN REIT Inc.(NNN)540,035574,287+34,25223,84324,5740.44%+731
Boston Properties Inc.(BXP)70,57178,171+7,6003,8194,5020.08%+683
Cousins Properties Inc.(CUZ)70,55492,176+21,6221,5082,1020.04%+593
Alliant Energy Corporation(LNT)175,702186,844+11,1429,3829,8060.18%+423
Essential Utilities(WTRG)09,480+9,48003780.01%+378
Atmos Energy Corp.(ATO)02,971+2,97103460.01%+346
RLJ Lodging Trust(RLJ)0166,685+166,68501,7120.03%+1,712
Plains GP Holdings012,469+12,46901850.00%+185
Host Hotels & Resorts Inc.(HST)041,198+41,19806930.01%+693
Kimco Realty Corp.(KIM)297,217300,627+3,4105,8055,9280.11%+124
Enlink Midstream LLC011,116+11,11601180.00%+118
Site Centers Corp123,772123,77201,5201,6360.03%+116
Vornado Realty Trust(VNO)016,700+16,70003030.01%+303
Highwoods Properties Inc.(HIW)050,835+50,83501,2150.02%+1,215
American Water Works Co.04,036+4,03605760.01%+576
Corporate Office Properties Tr(CDP)055,132+55,13201,3090.02%+1,309
Inventrust Properties Corp(IVT)033,215+33,21507690.01%+769
Paramount Group Inc078,302+78,30203470.01%+347
Equity Lifestyle Properties(ELS)63,34963,34904,2534,2370.08%-15
Pembina Pipeline Corp(PBA)023,923+23,92307520.01%+752
LXP Industrial Trust(LXP)0141,593+141,59301,3810.02%+1,381
American Electric Power Co. Inc97,10797,10704,8894,8240.09%-65
JBG Smith Properties(JBGS)050,372+50,37207580.01%+758
Empire State Realty Trust Inc.000000
Piedmont Office Realty Trust I(PDM)769,245757,145-12,1005,6155,5040.10%-111
Federal Realty Investment Trus(FRT)54,92954,92905,4295,3150.10%-113
Enbridge Inc(ENB)036,632+36,63201,3610.02%+1,361
Kilroy Realty Corp.(KRC)57,93157,93101,8771,7430.03%-134
Healthcare Realty Trust Inc(HR)666,620666,620012,88612,5720.23%-313
Alerian MLP ETF
ALERIAN MLP
208,280195,911-12,3698,0507,6820.14%-368
NexPoint Residential Trust, In(NXRT)295,175272,716-22,45912,89012,4030.22%-487
Pebblebrook Hotel Trust(PEB)1,133,4931,090,427-43,06615,91415,2010.27%-714
Nextera Energy Inc(NEE)675,900675,900031,32830,6120.55%-716
Extra Space Storage Inc.(EXR)112,308117,486+5,17818,29817,4880.31%-811
Veris Residential Inc839,534714,823-124,71112,29111,4730.21%-818
Realty Income Corp(O)356,719362,891+6,17222,58721,6970.39%-890
Retail Opportunity Investments1,931,8071,926,079-5,72826,96826,0210.47%-947
WP Carey Inc.(WPC)128,182132,255+4,0739,9288,9350.16%-993
Broadstone Net Lease Inc(BNL)2,726,7252,926,181+199,45646,38245,1800.81%-1,201
Hudson Pacific Properties469,271454,631-14,6403,1211,9190.03%-1,202
Brandywine Realty Trust SBI356,05583,936-272,1191,6843900.01%-1,294
Dominion Energy Inc.(D)369,494369,494020,65819,1360.34%-1,522
Clearway Energy Inc. Class C(CWEN)574,656574,656018,00416,4120.29%-1,592
AES Corporation(AES)320,100331,300+11,20028,65227,0410.48%-1,611
Targa Resources Corp.(TRGP)518,219471,893-46,32637,80435,9110.64%-1,893
Four Corners Property Trust(FCPT)1,244,7691,240,539-4,23033,43431,5100.56%-1,925
ALLETE, Inc.563,817592,551+28,73436,29334,3500.62%-1,943
UDR Inc.(UDR)1,325,5331,215,336-110,19754,42652,2110.93%-2,216
First Industrial Realty Trust43,2260-43,2262,3000-2,300
ONEOK Inc.(OKE)304,674269,305-35,36919,35916,6220.30%-2,737
Rexford Industrial Realty, Inc(REXR)2,350,5442,621,683+271,139140,210136,9042.45%-3,306
Constellation Energy Corp(CEG)380,179282,158-98,02129,84425,8320.46%-4,012
Diamondrock Hospitality(DRH)2,704,2632,172,773-531,49021,98617,4040.31%-4,582
Cheniere Energy Inc.(LNG)361,551341,527-20,02456,98052,0350.93%-4,945
Spirit Realty Capital Inc.2,277,4502,172,575-104,87590,73485,5561.53%-5,178
NiSource Inc.(NI)1,650,0521,478,144-171,90846,13540,4270.72%-5,708
Sun Communities Inc.(SUI)1,196,3801,247,748+51,368168,546162,7812.91%-5,765
CMS Energy Corporation(CMS)1,236,8201,190,165-46,65575,91669,9221.25%-5,994
STAG Industrial, Inc.(STAG)276,67488,642-188,0329,3573,1800.06%-6,177
Alexandria Real Estate Equitie1,117,4101,178,291+60,881140,336133,7242.39%-6,611
Crown Castle Inc(CCI)1,376,9711,559,388+182,417184,294177,6773.18%-6,617
OGE Energy Corp.(OGE)1,855,2711,750,580-104,69169,87062,8631.13%-7,006
Simon Property Group Inc.(SPG)2,275,9272,143,529-132,398254,836247,5354.43%-7,301
Netstreit Corp(NTST)1,385,0611,005,851-379,21025,31917,9750.32%-7,344
National Storage Affiliates Tr(NSA)480,243362,645-117,59820,06512,6310.23%-7,434
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