Fund HoldingsCBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Total Portfolio Value
$4.97B
Total Bought
$687.55M
Total Sold
$1.18B
Net Transaction
-$497.03M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Welltower Inc.(WELL)2,506,8603,164,277+657,417202,780259,2185.21%+56,438
SBA Communications Corp.(SBAC)90,946386,185+295,23921,07877,3031.55%+56,225
Public Storage(PSA)797,4711,072,110+274,639232,766282,5225.68%+49,757
AvalonBay Communities Inc.218,377488,919+270,54241,33283,9671.69%+42,635
Targa Resources Corp.(TRGP)471,893787,444+315,55135,91167,5001.36%+31,589
Brixmor Property Group(BRX)02,840,959+2,840,959059,0351.19%+59,035
Kilroy Realty Corp.(KRC)57,931914,530+856,5991,74328,9080.58%+27,165
Invitation Homes Inc(INVH)4,838,0006,082,921+1,244,921166,427192,7683.88%+26,341
Essential Properties Realty76,7651,301,220+1,224,4551,80728,1450.57%+26,338
Host Hotels & Resorts Inc.(HST)41,1981,655,845+1,614,64769326,6090.53%+25,916
Ryman Hospitality Properties(RHP)0254,405+254,405021,1870.43%+21,187
Kinder Morgan Inc.(KMI)01,216,660+1,216,660020,1720.41%+20,172
CSX Corporation(CSX)1,765,1922,588,356+823,16460,19379,5921.60%+19,399
Enterprise Products Partners L(EPD)0641,400+641,400017,5550.35%+17,555
Highwoods Properties Inc.(HIW)50,835900,770+849,9351,21518,5650.37%+17,349
Empire State Realty Trust Inc.(ESRT)01,804,294+1,804,294014,5070.29%+14,507
Cheniere Energy Inc.(LNG)341,527398,697+57,17052,03566,1681.33%+14,133
Site Centers Corp123,7721,214,525+1,090,7531,63614,9750.30%+13,339
Realty Income Corp(O)362,891693,276+330,38521,69734,6220.70%+12,925
Marriott International Inc.(MAR)065,726+65,726012,9190.26%+12,919
PG&E Corp.(PCG)1,885,1332,784,873+899,74032,57544,9200.90%+12,345
EPR Properties(EPR)572,668912,073+339,40526,80137,8880.76%+11,087
Essex Property Trust Inc.(ESS)438,294531,087+92,793102,692112,6382.26%+9,946
Vornado Realty Trust(VNO)16,700434,778+418,0783039,8610.20%+9,558
Kite Realty Group Trust(KRG)0961,963+961,963020,6050.41%+20,605
Acadia Realty Trust0539,070+539,07007,7360.16%+7,736
Exelon Corp.(EXC)0186,389+186,38907,0440.14%+7,044
Retail Opportunity Investments1,926,0792,540,996+614,91726,02131,4580.63%+5,436
Camden Property Trust(CPT)561,123702,776+141,65361,08966,4691.34%+5,379
Weyerhaeuser Co.(WY)0148,782+148,78204,5620.09%+4,562
Essential Utilities(WTRG)9,48090,059+80,5793783,0920.06%+2,713
Hilton Worldwide Holdings Inc.(HLT)170,200182,647+12,44724,77327,4300.55%+2,657
Extra Space Storage Inc.(EXR)117,486161,760+44,27417,48819,6670.40%+2,179
ALLETE, Inc.592,551685,734+93,18334,35036,2070.73%+1,857
Piedmont Office Realty Trust I(PDM)757,1451,278,258+521,1135,5047,1840.14%+1,679
Eversource Energy(ES)90,070135,306+45,2366,3887,8680.16%+1,480
Simon Property Group Inc.(SPG)2,143,5292,305,024+161,495247,535249,0125.01%+1,477
Sempra Energy(SRE)01,177,125+1,177,125080,0801.61%+80,080
Equity Lifestyle Properties(ELS)63,34987,634+24,2854,2375,5830.11%+1,346
Hudson Pacific Properties454,631454,63101,9193,0230.06%+1,105
AES Corporation(AES)03,008,641+3,008,641045,7310.92%+45,731
Brandywine Realty Trust SBI83,936241,720+157,7843901,0970.02%+707
Boston Properties Inc.(BXP)78,17186,236+8,0654,5025,1290.10%+627
Rexford Industrial Realty, Inc(REXR)2,621,6832,784,931+163,248136,904137,4362.76%+532
Federal Realty Investment Trus(FRT)54,92962,257+7,3285,3155,6420.11%+327
Cousins Properties Inc.(CUZ)92,176119,195+27,0192,1022,4280.05%+326
Plains GP Holdings(PAGP)12,46927,633+15,1641854450.01%+261
Enlink Midstream LLC11,11628,816+17,7001183520.01%+234
Atmos Energy Corp.(ATO)2,9714,919+1,9483465210.01%+175
Uniti Group Inc1,374,8001,374,80006,3526,4890.13%+137
DTE Energy Co.(DTB)7,5128,739+1,2278268680.02%+41
Inventrust Properties Corp(IVT)33,21533,21507697910.02%+22
Paramount Group Inc78,30278,30203473620.01%+15
COPT Defense Properties(CDP)55,13255,309+1771,3091,3180.03%+9
Enbridge Inc(ENB)36,63239,930+3,2981,3611,3250.03%-36
Pembina Pipeline Corp(PBA)23,92322,426-1,4977526740.01%-78
JBG Smith Properties(JBGS)50,37246,620-3,7527586740.01%-83
STAG Industrial, Inc.(STAG)88,64289,496+8543,1803,0890.06%-92
LXP Industrial Trust(LXP)141,593141,612+191,3811,2600.03%-120
American Water Works Co.4,0363,407-6295764220.01%-154
RLJ Lodging Trust(RLJ)166,685155,161-11,5241,7121,5190.03%-193
Alerian MLP ETF
ALERIAN MLP
195,911174,284-21,6277,6827,3550.15%-327
American Homes 4 Rent(AMH)189,441189,44106,7166,3820.13%-333
WP Carey Inc.(WPC)132,255153,656+21,4018,9358,3100.17%-625
Kimco Realty Corp.(KIM)300,627300,005-6225,9285,2770.11%-651
PPL Corp.(PPL)02,741,812+2,741,812064,5971.30%+64,597
Equity Residential(EQR)181,330184,119+2,78911,96210,8100.22%-1,153
Brookfield Infrastructure Part
LP INT UNIT
436,999499,961+62,96215,95014,6990.30%-1,252
Alliant Energy Corporation(LNT)186,844176,089-10,7559,8068,5320.17%-1,274
Mid-America Apt. Comm.(MAA)087,803+87,803011,2960.23%+11,296
Tanger Factory Outlet Centers(SKT)626,953530,820-96,13313,83711,9970.24%-1,840
Sunstone Hotel Investors Inc.(SHO)4,896,2735,070,159+173,88649,55047,4060.95%-2,144
Healthcare Realty Trust Inc(HR)666,620666,620012,57210,1790.20%-2,393
National Storage Affiliates Tr(NSA)362,645316,068-46,57712,63110,0320.20%-2,599
Dominion Energy Inc.(D)369,494369,494019,13616,5050.33%-2,631
NiSource Inc.(NI)1,478,1441,522,672+44,52840,42737,5800.76%-2,848
Medical Properties Trust(MPT)850,100850,10007,8724,6330.09%-3,239
Clearway Energy Inc. Class C(CWEN)574,656593,656+19,00016,41212,5620.25%-3,850
Constellation Energy Corp(CEG)282,158200,680-81,47825,83221,8900.44%-3,941
Tricon Residential Inc2,974,6612,980,993+6,33226,20722,0590.44%-4,147
Nextera Energy Inc(NEE)675,900696,900+21,00030,61226,3640.53%-4,248
ONEOK Inc.(OKE)269,305194,786-74,51916,62212,3550.25%-4,266
Spirit Realty Capital Inc.2,172,5752,410,483+237,90885,55680,8231.62%-4,733
Four Corners Property Trust(FCPT)1,240,5391,205,537-35,00231,51026,7510.54%-4,759
American Electric Power Co. Inc97,1070-97,1074,8240-4,824
Veris Residential Inc714,823355,129-359,69411,4735,8600.12%-5,613
Macerich Co.(MAC)3,315,1922,836,817-478,37537,36230,9500.62%-6,413
ELME Communities458,09774,735-383,3627,5311,0190.02%-6,512
AES Corporation(AES)331,300331,300027,04120,2090.41%-6,831
Regency Centers Corporation(REG)378,603274,692-103,91123,38616,3280.33%-7,059
Park Hotels & Resorts Inc(PK)3,956,9123,497,713-459,19950,72843,0920.87%-7,636
NexPoint Residential Trust, In(NXRT)272,716124,071-148,64512,4033,9930.08%-8,411
Xcel Energy Inc.(XEL)0814,472+814,472046,6040.94%+46,604
OGE Energy Corp.(OGE)1,750,5801,627,663-122,91762,86354,2501.09%-8,613
Apartment Income REIT Co2,172,6452,270,277+97,63278,41169,6981.40%-8,713
Vici Properties Inc.(VICI)0710,968+710,968020,6890.42%+20,689
FirstEnergy Corp.(FE)0312,538+312,538010,6830.21%+10,683
CMS Energy Corporation(CMS)1,190,1651,081,129-109,03669,92257,4191.15%-12,503
NNN REIT Inc.(NNN)574,287320,934-253,35324,57411,3420.23%-13,232
American Tower Corp.(AMT)01,075,162+1,075,1620176,8103.55%+176,810
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