Fund HoldingsCBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Total Portfolio Value
$6.29B
Total Bought
$1.33B
Total Sold
$847.87M
Net Transaction
+$485.55M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Equinix Inc(EQIX)509,002549,298+40,296385,111487,5737.75%+102,462
Regency Centers Corporation(REG)630,7741,559,305+928,53139,234112,6291.79%+73,394
American Tower Corp.(AMT)0751,165+751,1650174,6912.78%+174,691
Invitation Homes Inc(INVH)3,835,3595,552,232+1,716,873137,651195,7723.11%+58,121
CubeSmart(CUBE)2,586,2493,176,160+589,911116,821170,9732.72%+54,152
Federal Realty Investment Trus(FRT)353,844751,274+397,43035,72886,3741.37%+50,646
Extra Space Storage Inc.(EXR)338,327569,819+231,49252,579102,6761.63%+50,096
CenterPoint Energy Inc.(CNP)01,593,954+1,593,954046,8940.75%+46,894
Realty Income Corp(O)6,363,7076,031,518-332,189336,131382,5196.08%+46,388
Americold Realty Trust(COLD)2,598,8593,961,524+1,362,66566,375111,9921.78%+45,617
Essential Utilities(WTRG)273,8031,433,096+1,159,29310,22155,2750.88%+45,053
LINEAGE INC(LINE)0545,501+545,501042,7560.68%+42,756
AES Corporation(AES)4,219,3835,802,763+1,583,38074,135116,4031.85%+42,269
UDR Inc.(UDR)855,5291,692,219+836,69035,20576,7251.22%+41,520
CMS Energy Corporation(CMS)730,8791,203,144+472,26543,50984,9781.35%+41,469
Evergy Inc.(EVRG)540,7851,100,523+559,73828,64568,2431.09%+39,598
Healthcare Realty Trust Inc(HR)666,6202,770,223+2,103,60310,98650,2800.80%+39,294
CSX Corporation(CSX)2,656,1273,598,480+942,35388,847124,2561.98%+35,408
Hyatt Hotels Corp. - Cl A(H)39,843266,984+227,1416,05340,6350.65%+34,582
Xcel Energy Inc.(XEL)1,098,1861,419,661+321,47558,65492,7041.47%+34,050
Constellation Energy Corp(CEG)62,465174,891+112,42612,51045,4750.72%+32,965
Broadstone Net Lease Inc1,078,3922,518,469+1,440,07717,11447,7250.76%+30,611
Sun Communities Inc.(SUI)1,172,1741,247,076+74,902141,059168,5422.68%+27,483
Equity Residential(EQR)616,026927,073+311,04742,71569,0301.10%+26,315
Iron Mountain Incorporated(IRM)0209,492+209,492024,8940.40%+24,894
Rexford Industrial Realty, Inc(REXR)3,716,3023,737,908+21,606165,710188,0542.99%+22,344
Ameren Corp.(AEE)152,027347,569+195,54210,81130,3980.48%+19,588
Getty Realty Corp.(GTY)0581,701+581,701018,5040.29%+18,504
Empire State Realty Trust Inc.(ESRT)1,129,2712,601,564+1,472,29310,59328,8250.46%+18,233
Welltower Inc.(WELL)01,651,939+1,651,9390211,4983.36%+211,498
Portland General Electric Comp(POR)1,161,6491,389,083+227,43450,23066,5371.06%+16,307
NNN REIT Inc.(NNN)576,423825,706+249,28324,55640,0380.64%+15,483
Essex Property Trust Inc.(ESS)140,902182,020+41,11838,35453,7720.85%+15,419
PG&E Corp.(PCG)4,236,9444,494,358+257,41473,97788,8531.41%+14,876
Essential Properties Realty58,150475,044+416,8941,61116,2230.26%+14,611
Crown Castle Inc(CCI)749,192737,196-11,99673,19687,4541.39%+14,258
PPL Corp.(PPL)1,764,2431,873,335+109,09248,78161,9700.99%+13,189
COPT Defense Properties(CDP)0395,367+395,367011,9910.19%+11,991
Brixmor Property Group(BRX)3,771,9233,546,096-225,82787,09498,7941.57%+11,701
WEC Energy Group Inc.(WEC)1,525,2311,363,824-161,407119,670131,1732.09%+11,503
Atmos Energy Corp.(ATO)593,409580,953-12,45669,22180,5841.28%+11,363
Healthpeak Properties Inc.(DOC)5,109,2784,873,462-235,816100,142111,4561.77%+11,314
First Industrial Realty Trust(FR)147,203316,866+169,6636,99417,7380.28%+10,745
Simon Property Group Inc.(SPG)1,806,1551,685,059-121,096274,174284,8094.53%+10,634
California Water Service Group(CWT)479,439612,264+132,82523,24833,1970.53%+9,949
Enterprise Products Partners L(EPD)763,3291,092,044+328,71522,12131,7890.51%+9,668
Marriott International Inc.(MAR)44,67177,144+32,47310,80019,1780.30%+8,378
Vici Properties Inc.(VICI)4,586,3754,189,061-397,314131,354139,5382.22%+8,184
ProLogis Inc.(PLD)01,467,630+1,467,6300185,3322.95%+185,332
Exelon Corp.(EXC)0162,162+162,16206,5760.10%+6,576
Brookfield Infrastructure Part
LP INT UNIT
653,300687,453+34,15317,92724,0880.38%+6,162
Entergy Corp.(ETR)042,818+42,81805,6350.09%+5,635
NiSource Inc.(NI)1,431,5661,352,870-78,69641,24346,8770.75%+5,634
Ventas Inc.(VTR)0296,005+296,005018,9830.30%+18,983
Uniti Group Inc1,374,8001,374,80004,0147,7540.12%+3,739
Clearway Energy Inc. Class C(CWEN)593,656593,656014,65718,2130.29%+3,556
Dominion Energy Inc.(D)369,494369,494018,10521,3530.34%+3,248
Targa Resources Corp.(TRGP)607,655548,058-59,59778,25481,1181.29%+2,864
National Storage Affiliates Tr(NSA)316,068316,068013,02815,2340.24%+2,206
Cousins Properties Inc.(CUZ)43,94595,050+51,1051,0172,8020.04%+1,785
Union Pacific Corp(UNP)015,736+15,73603,8790.06%+3,879
Boston Properties Inc.(BXP)171,674151,604-20,07010,56812,1980.19%+1,630
Sunstone Hotel Investors Inc.(SHO)3,635,0743,835,385+200,31138,02339,5810.63%+1,558
Netstreit Corp(NTST)620,738685,094+64,3569,99411,3250.18%+1,331
Weyerhaeuser Co.(WY)92,798113,249+20,4512,6353,8350.06%+1,200
Urban Edge Properties(UE)054,667+54,66701,1690.02%+1,169
Piedmont Office Realty Trust I(PDM)1,328,8171,055,360-273,4579,63410,6590.17%+1,025
Gaming and Leisure Properties(GLPI)019,003+19,00309780.02%+978
Macerich Co.(MAC)01,464,924+1,464,924026,7200.42%+26,720
American Homes 4 Rent(AMH)388,059398,235+10,17614,42015,2880.24%+868
Four Corners Property Trust(FCPT)1,229,8351,060,402-169,43330,34031,0800.49%+740
Mid-America Apt. Comm.(MAA)38,56339,176+6135,4996,2250.10%+726
ELME Communities1,369,4031,274,075-95,32821,81522,4110.36%+596
Medical Properties Trust(MPT)640,100570,100-70,0002,7593,3350.05%+576
DTE Energy Co.(DTB)7,5886,728-8608428640.01%+22
Chesapeake Utilities Corporati(CPK)3,5923,227-3653814010.01%+19
Hudson Pacific Properties454,631454,63102,1872,1730.03%-14
Centerspace(CSR)29,00423,212-5,7921,9621,6360.03%-326
Alliant Energy Corporation(LNT)50,69735,899-14,7982,5802,1790.03%-402
Ryman Hospitality Properties(RHP)4,2640-4,2644260-426
Veris Residential Inc795,377642,881-152,49611,93111,4820.18%-449
Kinder Morgan Inc.(KMI)26,4950-26,4955260-526
Pembina Pipeline Corp(PBA)17,2980-17,2986410-641
Atlantica Sustainable Infrastr1,604,4001,564,400-40,00035,21734,3860.55%-831
Enbridge Inc(ENB)33,8040-33,8041,2030-1,203
Williams Cos.(WMB)28,8070-28,8071,2240-1,224
ONEOK Inc.(OKE)15,2350-15,2351,2420-1,242
Cheniere Energy Inc.(LNG)7,4040-7,4041,2940-1,294
Vornado Realty Trust(VNO)181,32586,623-94,7024,7673,4130.05%-1,354
Norfolk Southern Corp(NSC)000000
Acadia Realty Trust644,136419,568-224,56811,5439,8510.16%-1,691
Kilroy Realty Corp.(KRC)0168,007+168,00706,5020.10%+6,502
NextEra Energy Partners LP(XIFR)1,251,0681,158,549-92,51934,58031,9990.51%-2,580
Plains GP Holdings(PAGP)1,413,1981,284,057-129,14126,59623,7550.38%-2,841
Agree Realty Corp569,965423,057-146,90835,30431,8690.51%-3,435
Nextera Energy Inc(NEE)856,000686,000-170,00035,51531,8030.51%-3,712
Digital Realty Trust Inc.(DLR)114,18181,732-32,44917,36113,2270.21%-4,135
Retail Opportunity Investments2,620,2441,652,877-967,36732,57026,0000.41%-6,570
Alerian MLP ETF
ALERIAN MLP
141,9810-141,9816,8120-6,812
STAG Industrial, Inc.(STAG)1,144,937866,925-278,01241,28633,8880.54%-7,398
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