Fund HoldingsCBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Total Portfolio Value
$6.60B
Total Bought
$1.03B
Total Sold
$1.05B
Net Transaction
-$21.15M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Vici Properties Inc.(VICI)2,479,4655,587,940+3,108,47580,880182,1672.76%+101,287
Cheniere Energy Inc.(LNG)0297,118+297,118072,3541.10%+72,354
UDR Inc.(UDR)1,255,5323,149,408+1,893,87656,712128,5901.95%+71,878
STAG Industrial, Inc.(STAG)1,938,3503,533,588+1,595,23870,013128,1991.94%+58,185
Public Service Enterprise Group(PEG)830,1021,415,693+585,59168,317119,1731.81%+50,856
American Tower Corp.(AMT)607,696798,849+191,153132,235176,5622.68%+44,327
Iron Mountain Incorporated(IRM)772,1901,073,098+300,90866,439110,0681.67%+43,628
Welltower Inc.(WELL)3,013,2473,271,471+258,224461,660502,9237.63%+41,264
Cousins Properties Inc.(CUZ)293,3721,627,864+1,334,4928,65448,8850.74%+40,230
Brixmor Property Group(BRX)04,217,092+4,217,0920109,8131.66%+109,813
Essential Properties Realty01,185,456+1,185,456037,8280.57%+37,828
Equinix Inc(EQIX)0485,538+485,5380386,2315.86%+386,231
Constellation Energy Corp(CEG)318,919304,015-14,90464,30498,1241.49%+33,820
PPL Corp.(PPL)2,465,3423,574,137+1,108,79589,024121,1281.84%+32,104
Nextera Energy Inc(NEE)717,2141,182,270+465,05650,84382,0731.24%+31,230
Ventas Inc.(VTR)376,973904,904+527,93125,92157,1450.87%+31,224
Southern Co.(SO)280,009599,631+319,62225,74755,0640.83%+29,317
Digital Realty Trust Inc.(DLR)966,936955,698-11,238138,552166,6072.53%+28,055
Eastgroup Properties(EGP)621,303814,104+192,801109,443136,0532.06%+26,611
Entergy Corp.(ETR)0271,136+271,136022,5370.34%+22,537
Atmos Energy Corp.(ATO)543,697674,233+130,53684,045103,9061.58%+19,861
Vornado Realty Trust(VNO)972,8171,439,438+466,62135,98555,0440.83%+19,060
Mid-America Apt. Comm.(MAA)0125,047+125,047018,5080.28%+18,508
SmartStop Self Storage REIT Inc(SMA)0459,086+459,086016,6330.25%+16,633
Williams Cos.(WMB)1,465,9911,643,960+177,96987,608103,2571.57%+15,650
Kite Realty Group Trust(KRG)0634,744+634,744014,3770.22%+14,377
Targa Resources Corp.(TRGP)389,537529,163+139,62678,09092,1171.40%+14,026
Weyerhaeuser Co.(WY)178,714687,750+509,0365,23317,6680.27%+12,436
Hilton Worldwide Holdings Inc.(HLT)32,94972,293+39,3447,49819,2550.29%+11,757
Ryman Hospitality Properties(RHP)0103,728+103,728010,2350.16%+10,235
Norfolk Southern Corp(NSC)616,384609,792-6,592145,991156,0882.37%+10,098
WP Carey Inc.(WPC)0105,330+105,33006,5700.10%+6,570
Evergy Inc.(EVRG)0931,841+931,841064,2320.97%+64,232
Independence Realty Trust Inc(IRT)2,233,8512,966,540+732,68947,42552,4780.80%+5,053
Ameren Corp.(AEE)3,45049,823+46,3733464,7850.07%+4,439
Centerspace(CSR)57,468133,241+75,7733,7218,0200.12%+4,299
Gaming and Leisure Properties(GLPI)110,654181,997+71,3435,6328,4960.13%+2,863
Essential Utilities(WTRG)2,166,7972,360,631+193,83485,65387,6741.33%+2,020
Sempra Energy(SRE)0225,600+225,600017,0940.26%+17,094
Brookfield Infrastructure Part
LP INT UNIT
715,827670,827-45,00021,32422,4730.34%+1,148
First Industrial Realty Trust(FR)2,070,1972,342,835+272,638111,708112,7611.71%+1,053
Clearway Energy Inc. Class C(CWEN)574,656574,656017,39518,3890.28%+994
Chesapeake Utilities Corp(CPK)4,0018,764+4,7635141,0540.02%+540
Xcel Energy Inc.(XEL)1,455,0381,519,160+64,122103,002103,4551.57%+453
California Water Service Group(CWT)700,564751,987+51,42333,94934,2000.52%+251
Dominion Energy Inc.(D)369,494369,494020,71820,8840.32%+166
Pebblebrook Hotel Trust(PEB)383,644383,64406,5796,7370.10%+157
Boston Properties Inc.(BXP)127,090127,09008,5398,5750.13%+36
Apartment Investment and Management71,01676,019+5,0036256580.01%+33
Pebblebrook Hotel Trust(PEB)541,950541,95009,4909,5110.14%+22
Kinder Morgan Inc.(KMI)10,91310,647-2663113130.00%+2
Plains GP Holdings(PAGP)011,626+11,62602260.00%+226
Eversource Energy(ES)12,70910,238-2,4717896510.01%-138
Medical Properties Trust(MPT)100,100100,10006044310.01%-172
Site Centers Corp14,3160-14,3161840-184
Netstreit Corp(NTST)654,882595,474-59,40810,38010,0810.15%-299
DTE Energy Co.(DTB)2,2110-2,2113060-306
OGE Energy Corp.(OGE)972,864999,473+26,60944,71344,3570.67%-356
Park Hotels & Resorts Inc(PK)800,659800,65908,5518,1910.12%-360
Nextera Energy Inc(NEE)737,300737,300029,95629,3000.44%-656
Uniti Group Inc999,800999,80005,0394,3190.07%-720
Urban Edge Properties(UE)392,546360,080-32,4667,4586,7190.10%-739
Macerich Co.(MAC)51,4870-51,4878840-884
Healthcare Realty Trust Inc(HR)0941,911+941,911014,9390.23%+14,939
Invitation Homes Inc(INVH)5,731,1896,058,456+327,267199,732198,7173.01%-1,015
XPLR Infrastructure LP(XIFR)794,852794,85207,5516,5180.10%-1,033
Curbline Properties Corp(CURB)46,8030-46,8031,1320-1,132
Veris Residential Inc1,142,4071,210,116+67,70919,33018,0190.27%-1,311
Camden Property Trust(CPT)302,900308,742+5,84237,04534,7920.53%-2,253
Marriott International Inc.(MAR)036,257+36,25709,9060.15%+9,906
National Storage Affiliates(NSA)316,068316,068012,45310,1110.15%-2,342
Pebblebrook Hotel Trust(PEB)000000
ELME Communities2,459,0622,525,205+66,14342,78840,1510.61%-2,637
Essex Property Trust Inc.(ESS)131,098131,098040,19137,1530.56%-3,038
Kilroy Realty Corp.(KRC)107,5140-107,5143,5220-3,522
Empire State Realty Trust Inc.(ESRT)0674,409+674,40905,4560.08%+5,456
Alexandria Real Estate Equities187,903189,510+1,60717,38313,7640.21%-3,619
Piedmont Office Realty Trust(PDM)1,222,986696,892-526,0949,0135,0800.08%-3,933
American Homes 4 Rent(AMH)1,220,1091,169,493-50,61646,13242,1840.64%-3,949
COPT Defense Properties(CDP)1,403,6471,233,054-170,59338,27734,0080.52%-4,270
Sunstone Hotel Investors Inc.(SHO)5,474,8865,359,661-115,22551,51946,5220.71%-4,997
AES Corporation(AES)7,043,4617,812,629+769,16887,48082,1891.25%-5,291
Crown Castle Inc(CCI)751,212709,609-41,60378,29972,8981.11%-5,401
WEC Energy Group Inc.(WEC)1,061,7401,058,230-3,510115,708110,2681.67%-5,441
Tanger Inc.(SKT)200,15111,479-188,6726,7633510.01%-6,412
CMS Energy Corporation(CMS)0984,104+984,104068,1791.03%+68,179
NiSource Inc.(NI)000000
FRONTVIEW REIT INC765,6660-765,6669,7930-9,793
Broadstone Net Lease Inc(BNL)652,7100-652,71011,1220-11,122
PG&E Corp.(PCG)05,861,961+5,861,961081,7161.24%+81,716
Extra Space Storage Inc.(EXR)1,328,4691,244,630-83,839197,264183,5082.78%-13,756
SBA Communications Corp.(SBAC)101,36635,256-66,11022,3028,2800.13%-14,022
Getty Realty Corp.(GTY)911,168472,507-438,66128,41013,0600.20%-15,350
Rexford Industrial Realty, Inc(REXR)0801,932+801,932028,5250.43%+28,525
Equity Residential(EQR)0146,365+146,36509,8780.15%+9,878
Host Hotels & Resorts Inc.(HST)0118,111+118,11101,8140.03%+1,814
LINEAGE INC(LINE)446,601171,316-275,28526,1847,4560.11%-18,729
Diamondrock Hospitality(DRH)2,748,875228,492-2,520,38321,2211,7500.03%-19,471
Portland General Electric Comp(POR)0422,616+422,616017,1710.26%+17,171
American Healthcare REIT(AHR)1,458,125471,354-986,77144,18117,3180.26%-26,864
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