Fund HoldingsCBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Total Portfolio Value
$5.46B
Total Bought
$892.49M
Total Sold
$827.21M
Net Transaction
+$65.28M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Equinix Inc(EQIX)379,718509,002+129,284313,393385,1117.05%+71,718
Americold Realty Trust(COLD)02,598,859+2,598,859066,3751.21%+66,375
Equity Residential(EQR)70,412616,026+545,6144,44442,7150.78%+38,272
Vici Properties Inc.(VICI)3,138,1504,586,375+1,448,22593,485131,3542.40%+37,868
Public Storage(PSA)01,062,410+1,062,4100305,6025.59%+305,602
Atlantica Sustainable Infrastr01,604,400+1,604,400035,2170.64%+35,217
STAG Industrial, Inc.(STAG)164,6251,144,937+980,3126,32841,2860.76%+34,958
WEC Energy Group Inc.(WEC)1,033,5631,525,231+491,66884,876119,6702.19%+34,793
UDR Inc.(UDR)47,039855,529+808,4901,76035,2050.64%+33,445
Xcel Energy Inc.(XEL)527,6481,098,186+570,53828,36158,6541.07%+30,293
Evergy Inc.(EVRG)0540,785+540,785028,6450.52%+28,645
Independence Realty Trust Inc(IRT)418,3001,784,799+1,366,4996,74733,4470.61%+26,700
Host Hotels & Resorts Inc.(HST)2,709,4954,594,200+1,884,70556,03282,6041.51%+26,571
Atmos Energy Corp.(ATO)382,001593,409+211,40845,40869,2211.27%+23,813
Enterprise Products Partners(EPD)0763,329+763,329022,1210.40%+22,121
Agree Realty Corp238,991569,965+330,97413,65135,3040.65%+21,652
PG&E Corp.(PCG)3,160,4564,236,944+1,076,48852,96973,9771.35%+21,008
Portland General Electric Comp(POR)722,1931,161,649+439,45630,33250,2300.92%+19,898
Federal Realty Investment Trust(FRT)177,858353,844+175,98618,16335,7280.65%+17,565
AvalonBay Communities Inc.0650,683+650,6830134,6202.46%+134,620
Broadstone Net Lease Inc01,078,392+1,078,392017,1140.31%+17,114
Brixmor Property Group(BRX)2,985,4203,771,923+786,50370,00887,0941.59%+17,086
Realty Income Corp(O)5,910,6146,363,707+453,093319,764336,1316.15%+16,367
Plains GP Holdings(PAGP)588,8351,413,198+824,36310,74626,5960.49%+15,850
ELME Communities484,4791,369,403+884,9246,74421,8150.40%+15,071
California Water Service Group(CWT)177,225479,439+302,2148,23723,2480.43%+15,011
Sun Communities Inc.(SUI)999,0771,172,174+173,097128,461141,0592.58%+12,598
Invitation Homes Inc(INVH)03,835,359+3,835,3590137,6512.52%+137,651
OGE Energy Corp.(OGE)1,357,6991,638,085+280,38646,56958,4801.07%+11,911
NNN REIT Inc.(NNN)301,175576,423+275,24812,87224,5560.45%+11,683
Ameren Corp.(AEE)0152,027+152,027010,8110.20%+10,811
American Water Works Co.3,31785,072+81,75540510,9880.20%+10,583
Targa Resources Corp.(TRGP)618,218607,655-10,56369,23478,2541.43%+9,020
NiSource Inc.(NI)1,185,3261,431,566+246,24032,78641,2430.75%+8,457
First Industrial Realty Trust(FR)0147,203+147,20306,9940.13%+6,994
Sunstone Hotel Investors Inc.(SHO)2,839,2033,635,074+795,87131,62938,0230.70%+6,394
Camden Property Trust(CPT)0389,042+389,042042,4480.78%+42,448
Duke Energy Corp.(DUK)370,801413,668+42,86735,86041,4620.76%+5,602
Hyatt Hotels Corp.(H)2,85739,843+36,9864566,0530.11%+5,597
Kite Realty Group Trust(KRG)451,202615,597+164,3959,78213,7770.25%+3,995
Digital Realty Trust Inc.(DLR)95,001114,181+19,18013,68417,3610.32%+3,677
Retail Opportunity Investments2,260,0082,620,244+360,23628,97332,5700.60%+3,596
Nextera Energy Inc(NEE)822,000856,000+34,00032,00035,5150.65%+3,515
Boston Properties Inc.(BXP)109,509171,674+62,1657,15210,5680.19%+3,416
Healthpeak Properties Inc.(DOC)5,201,0215,109,278-91,74397,519100,1421.83%+2,623
Netstreit Corp(NTST)401,549620,738+219,1897,3769,9940.18%+2,617
Regency Centers Corporation(REG)612,149630,774+18,62537,07239,2340.72%+2,162
Essential Properties Realty058,150+58,15001,6110.03%+1,611
Healthcare Realty Trust Inc(HR)666,620666,62009,43310,9860.20%+1,553
Four Corners Property Trust(FCPT)1,183,8731,229,835+45,96228,96930,3400.56%+1,371
Sempra Energy(SRE)1,017,553976,599-40,95473,09174,2801.36%+1,189
Mid-America Apt. Comm.(MAA)34,00438,563+4,5594,4745,4990.10%+1,025
Clearway Energy Inc.(CWEN)593,656593,656013,68414,6570.27%+974
National Storage Affiliates Tr(NSA)316,068316,068012,37713,0280.24%+651
Essential Utilities(WTRG)259,126273,803+14,6779,60110,2210.19%+620
ALLETE, Inc.562,378546,136-16,24233,54034,0520.62%+511
Marriott International Inc.(MAR)41,08644,671+3,58510,36610,8000.20%+434
Centerspace(CSR)27,81329,004+1,1911,5891,9620.04%+372
NextEra Energy Partners LP(XIFR)1,140,2151,251,068+110,85334,29834,5800.63%+282
Pembina Pipeline Corp(PBA)16,15017,298+1,1485716410.01%+71
Enbridge Inc(ENB)32,80433,804+1,0001,1871,2030.02%+16
DTE Energy Co.(DTB)7,5967,588-88528420.02%-9
Dominion Energy Inc.(D)369,494369,494018,17518,1050.33%-70
Alerian MLP ETF
ALERIAN MLP
145,074141,981-3,0936,8856,8120.12%-73
Piedmont Office Realty Trust I(PDM)1,381,1091,328,817-52,2929,7099,6340.18%-75
ONEOK Inc.(OKE)16,47915,235-1,2441,3211,2420.02%-79
Tanger Inc.(SKT)332,701357,723+25,0229,8259,6980.18%-127
Williams Cos.(WMB)34,80228,807-5,9951,3561,2240.02%-132
Chesapeake Utilities Corporation(CPK)4,9773,592-1,3855343810.01%-153
Brookfield Infrastructure Partners
LP INT UNIT
581,011653,300+72,28918,13317,9270.33%-207
Vornado Realty Trust(VNO)0181,325+181,32504,7670.09%+4,767
Veris Residential Inc827,967795,377-32,59012,59311,9310.22%-663
Hudson Pacific Properties454,631454,63102,9322,1870.04%-746
Alliant Energy Corporation(LNT)65,99650,697-15,2993,3262,5800.05%-746
CMS Energy Corporation(CMS)740,680730,879-9,80144,69343,5090.80%-1,183
Medical Properties Trust(MPT)850,100640,100-210,0003,9952,7590.05%-1,237
Acadia Realty Trust803,962644,136-159,82613,67511,5430.21%-2,132
Weyerhaeuser Co.(WY)142,53092,798-49,7325,1182,6350.05%-2,484
Hilton Worldwide Holdings Inc.(HLT)151,350135,223-16,12732,28429,5060.54%-2,779
Kimco Realty Corp.(KIM)163,7960-163,7963,2120-3,212
Uniti Group Inc1,374,8001,374,80008,1114,0140.07%-4,097
CubeSmart(CUBE)02,586,249+2,586,2490116,8212.14%+116,821
Empire State Realty Trust Inc.(ESRT)1,575,0531,129,271-445,78215,95510,5930.19%-5,363
Essex Property Trust Inc.(ESS)0140,902+140,902038,3540.70%+38,354
Spire Inc(SR)137,2870-137,2878,4250-8,425
Cousins Properties Inc.(CUZ)400,99143,945-357,0469,6401,0170.02%-8,622
CSX Corporation(CSX)2,658,5112,656,127-2,38498,55188,8471.63%-9,704
PPL Corp.(PPL)2,180,2041,764,243-415,96160,02148,7810.89%-11,240
Cheniere Energy Inc.(LNG)07,404+7,40401,2940.02%+1,294
Rexford Industrial Realty, Inc(REXR)3,560,3763,716,302+155,926179,087165,7103.03%-13,377
Crown Castle Inc(CCI)0749,192+749,192073,1961.34%+73,196
AES Corporation(AES)4,923,7464,219,383-704,36388,28374,1351.36%-14,148
Extra Space Storage Inc.(EXR)456,290338,327-117,96367,07552,5790.96%-14,495
Simon Property Group Inc.(SPG)1,846,8771,806,155-40,722289,018274,1745.02%-14,843
Kinder Morgan Inc.(KMI)026,495+26,49505260.01%+526
Highwoods Properties Inc.(HIW)1,591,892964,303-627,58941,67625,3320.46%-16,343
Constellation Energy Corp(CEG)156,19462,465-93,72928,87212,5100.23%-16,363
Ryman Hospitality Properties(RHP)148,8884,264-144,62417,2134260.01%-16,787
American Homes 4 Rent(AMH)891,173388,059-503,11432,77714,4200.26%-18,357
SBA Communications Corp.(SBAC)0392,344+392,344077,0171.41%+77,017
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