Fund HoldingsCBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Total Portfolio Value
$7.18B
Total Bought
$1.28B
Total Sold
$1.01B
Net Transaction
+$267.28M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Williams Cos Inc/The(WMB)16,3271,760,590+1,744,2631,188130,8821.82%+129,694
American Electric Power Co Inc751,5511,554,554+803,00398,513212,6792.96%+114,165
UDR Inc(UDR)2,536,0064,581,042+2,045,03685,666182,8752.55%+97,209
Ryman Hospitality Properties Inc(RHP)0624,149+624,149080,2341.12%+80,234
Southern Co/The(SO)745,1271,496,314+751,18771,920143,2121.99%+71,293
Equity Residential(VMRK)1,551,5262,155,307+603,78191,773146,4102.04%+54,637
Welltower Inc(WELL)3,006,8332,843,632-163,201594,481645,4198.98%+50,938
ONEOK Inc(OKE)292,800889,145+596,34526,46677,3021.08%+50,836
American Tower Corp(AMT)1,110,2271,458,711+348,484191,603238,6013.32%+46,998
Blackstone Digital Infrastructure Trust Inc.01,931,832+1,931,832041,7860.58%+41,786
Evergy Inc(EVRG)1,389,6421,777,469+387,827113,839153,6272.14%+39,787
Regency Centers Corp(REG)1,265,3571,636,814+371,45795,737130,5201.82%+34,783
Atmos Energy Corp(ATO)757,953999,550+241,597140,009172,1922.40%+32,183
Americold Realty Trust Inc(COLD)600,3972,416,480+1,816,0836,88137,9870.53%+31,107
Janus Living Inc(JAN)527,9401,475,823+947,88312,44442,4150.59%+29,972
American Homes 4 Rent(AMH)3,251,4303,533,744+282,31490,780118,4511.65%+27,671
Brixmor Property Group Inc(BRX)4,915,7275,329,837+414,110141,573168,0502.34%+26,477
Macerich Co/The(MAC)0994,586+994,586025,0540.35%+25,054
Federal Realty Investment Trust(FRT)174,882351,830+176,94818,57443,4300.60%+24,856
American Healthcare REIT Inc(AHR)1,258,0411,614,014+355,97359,32984,1711.17%+24,842
Sun Communities Inc(SUI)536,746767,879+231,13367,60992,0761.28%+24,468
InvenTrust Properties Corp(IVT)0687,891+687,891024,3510.34%+24,351
WP Carey Inc(WPC)0339,978+339,978024,3080.34%+24,308
Union Pacific Corp(UNP)136,000201,852+65,85232,99654,9040.76%+21,907
Cousins Properties Inc(CUZ)1,209,9151,636,218+426,30327,30849,0540.68%+21,746
CubeSmart(CUBE)3,094,2913,359,278+264,987113,406133,5981.86%+20,193
EastGroup Properties Inc(EGP)791,418819,322+27,904146,484165,9372.31%+19,454
Extra Space Storage Inc(EXR)194,962306,536+111,57425,56544,5400.62%+18,974
Essential Properties Realty Trust Inc2,203,3462,842,370+639,02466,89484,8451.18%+17,951
PPL Corp(PPL)4,619,6775,283,738+664,061176,472192,0642.67%+15,592
Vornado Realty Trust(VNO)1,408,2891,243,508-164,78136,60148,8700.68%+12,268
Tanger Inc(SKT)789,381960,182+170,80126,82337,8980.53%+11,075
Xcel Energy Inc(XEL)2,597,7212,692,983+95,262206,363216,2473.01%+9,884
Iron Mountain Inc(IRM)1,237,9151,072,881-165,034126,441135,5161.89%+9,075
Invitation Homes Inc(INVH)435,438648,788+213,35010,82119,6000.27%+8,779
Camden Property Trust(CPT)771,158733,484-37,67475,31183,9771.17%+8,665
Essex Property Trust Inc(ESS)60,68570,478+9,79314,68620,5510.29%+5,865
AvalonBay Communities Inc143,874155,268+11,39423,50229,2980.41%+5,796
National Healthcare Properties Inc0381,121+381,12105,5830.08%+5,583
ONE Gas Inc(OGS)371,334483,805+112,47131,98337,2870.52%+5,304
Kilroy Realty Corp(KRC)0137,040+137,04005,1350.07%+5,135
Hilton Worldwide Holdings Inc(HLT)82,79691,607+8,81125,17730,2720.42%+5,096
Equity LifeStyle Properties Inc(ELS)292,716341,635+48,91918,27122,0180.31%+3,747
Alliant Energy Corp(LNT)046,629+46,62903,5570.05%+3,557
EPR Properties(EPR)186,519217,783+31,2649,31812,6340.18%+3,315
Chesapeake Utilities Corp(CPK)256,816289,803+32,98732,45435,4950.49%+3,041
Ameren Corp(AEE)7,27930,698+23,4198003,4700.05%+2,670
American Water Works Co Inc201,190227,666+26,47627,38029,9560.42%+2,576
Dominion Energy Inc(D)369,494369,494022,84225,2330.35%+2,391
Mid-America Apartment Communities Inc(MAA)129,562129,588+2615,82218,0050.25%+2,183
Piedmont Realty Trust Inc(PDM)762,121778,322+16,2015,0077,1220.10%+2,115
Lineage Inc(LINE)171,316171,31605,6127,4090.10%+1,797
Urban Edge Properties(UE)075,242+75,24201,7220.02%+1,722
Getty Realty Corp(GTY)1,369,9881,343,959-26,02943,56644,8340.62%+1,269
Alexandria Real Estate Equities Inc178,107178,10708,2689,4130.13%+1,145
XPLR Infrastructure LP(XIFR)794,852794,85208,4419,3870.13%+946
Clearway Energy Inc(CWEN)026,014+26,01408890.01%+889
NETSTREIT Corp(NTST)271,274271,27405,1085,7320.08%+624
Independence Realty Trust Inc(IRT)868,848791,922-76,92612,93713,2170.18%+280
OGE Energy Corp(OGE)1,815,1181,794,001-21,11787,05387,2961.22%+243
Constellation Energy Corp(CEG)415,038467,440+52,402115,899116,0981.62%+199
Empire State Realty Trust Inc(ESRT)687,840687,84003,5773,7210.05%+144
SBA Communications Corp(SBAC)24,38424,38404,1974,3030.06%+106
Pebblebrook Hotel Trust(PEB)383,644383,64407,3707,4730.10%+104
Pebblebrook Hotel Trust(PEB)541,950541,950010,46010,5250.15%+65
Norfolk Southern Corp(NSC)2,3682,310-586807270.01%+47
CenterPoint Energy Inc(CNP)7,3897,252-1373193190.00%0
Kinder Morgan Inc(KMI)6,2516,403+1522102050.00%-5
Rexford Industrial Realty Inc(REXR)605,214591,151-14,06319,80919,8040.28%-5
Weyerhaeuser Co(WY)60,10060,10001,4681,4390.02%-29
Marriott International Inc/MD(MAR)2,7921,973-8199137310.01%-182
Targa Resources Corp(TRGP)335,913313,028-22,88584,22383,9351.17%-288
PG&E Corp(PCG)6,835,1227,091,740+256,618120,093119,2831.66%-810
Gaming and Leisure Properties Inc(GLPI)1,472,5521,448,826-23,72665,33764,5160.90%-821
NextEra Energy Inc(NEE)31,59218,524-13,0682,9341,6260.02%-1,308
Essential Utilities Inc(WTRG)301,609274,998-26,61112,14610,5350.15%-1,611
Broadstone Net Lease Inc(BNL)670,318489,275-181,04312,24710,1130.14%-2,133
LXP Industrial Trust(LXP)51,1920-51,1922,3680-2,368
COPT Defense Properties(CDP)107,5030-107,5033,2900-3,290
Curbline Properties Corp(CURB)139,1130-139,1133,5880-3,588
Centerspace(CSR)231,462156,684-74,77813,2978,8040.12%-4,493
Sunstone Hotel Investors Inc(SHO)3,961,7042,648,664-1,313,04035,69530,3270.42%-5,368
Host Hotels & Resorts Inc(HST)881,580475,268-406,31216,89111,2690.16%-5,622
Brookfield Infrastructure Partners LP
LP INT UNIT
310,50050,000-260,50011,2151,8250.03%-9,391
Ventas Inc(VTR)1,890,0271,627,271-262,756154,566144,5022.01%-10,065
VICI Properties Inc(VICI)5,346,5515,101,362-245,189146,068135,4411.89%-10,627
Healthpeak Properties Inc(DOC)2,543,2091,447,136-1,096,07341,78530,9690.43%-10,816
STAG Industrial Inc(STAG)3,170,6192,640,424-530,195114,333100,4951.40%-13,838
BXP Inc(BXP)490,192159,546-330,64625,44110,5790.15%-14,861
Public Storage(PSA)219,284137,017-82,26759,40043,6140.61%-15,786
Lamar Advertising Co(LAMR)125,0280-125,02815,8360-15,836
Crown Castle Inc(CCI)562,049376,589-185,46045,70028,5190.40%-17,181
Digital Realty Trust Inc(DLR)444,106315,098-129,00880,03256,5850.79%-23,447
First Industrial Realty Trust Inc(FR)2,228,5761,679,978-548,598128,923102,9991.43%-25,924
California Water Service Group(CWT)647,5150-647,51529,3580-29,358
Realty Income Corp(O)1,352,780758,362-594,41882,76346,9880.65%-35,775
WEC Energy Group Inc(WEC)1,376,0511,003,363-372,688159,305117,1631.63%-42,143
Prologis Inc(PLD)2,183,8911,806,673-377,218288,667244,7503.41%-43,917
Equinix Inc(EQIX)528,634453,306-75,328518,188472,5226.58%-45,667
Omega Healthcare Investors Inc(OHI)1,760,382518,884-1,241,49877,14024,7400.34%-52,400
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