Fund Holdings — CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Total Portfolio Value
$7.01B
Total Bought
$1.36B
Total Sold
$1.03B
Net Transaction
+$324.93M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
Union Pacific Corp(UNP)0736,673+736,6730174,1272.48%+174,127
Entergy Corp.(ETR)271,1361,213,974+942,83822,537113,1301.61%+90,593
Nextera Energy Inc(NEE)1,182,2702,058,905+876,63582,073155,4272.22%+73,354
Ventas Inc.(VTR)904,9041,750,598+845,69457,145122,5241.75%+65,380
ProLogis Inc.(PLD)1,633,8372,063,199+429,362171,749236,2783.37%+64,529
Boston Properties Inc.(BXP)127,090881,194+754,1048,57565,5080.93%+56,933
Cheniere Energy Inc.(LNG)297,118547,545+250,42772,354128,6621.83%+56,308
Xcel Energy Inc.(XEL)1,519,1601,968,459+449,299103,455158,7562.26%+55,301
Equinix Inc(EQIX)485,538554,879+69,341386,231434,6036.20%+48,373
Welltower Inc.(WELL)3,271,4713,043,945-227,526502,923542,2487.73%+39,325
PPL Corp.(PPL)3,574,1374,311,512+737,375121,128160,2162.28%+39,088
American Healthcare REIT(AHR)471,3541,314,139+842,78517,31855,2070.79%+37,889
American Homes 4 Rent(AMH)1,169,4932,372,586+1,203,09342,18478,8881.12%+36,705
UDR Inc.(UDR)3,149,4084,366,607+1,217,199128,590162,7002.32%+34,109
CubeSmart(CUBE)2,449,7353,364,619+914,884104,114136,8051.95%+32,692
WEC Energy Group Inc.(WEC)1,058,2301,239,002+180,772110,268141,9772.02%+31,710
Healthpeak Properties Inc.(DOC)4,642,8745,802,340+1,159,46681,297111,1151.58%+29,818
Essential Properties Realty1,185,4562,188,633+1,003,17737,82865,1340.93%+27,306
Alexandria Real Estate Equitie189,510491,416+301,90613,76440,9550.58%+27,190
Host Hotels & Resorts Inc.(HST)118,1111,529,776+1,411,6651,81426,0370.37%+24,223
Tanger Inc.(SKT)11,479721,599+710,12035124,4190.35%+24,068
Essential Utilities(WTRG)2,360,6312,754,592+393,96187,674109,9081.57%+22,234
Omega Healthcare Investors(OHI)0519,953+519,953021,9520.31%+21,952
AES Corporation(AES)7,812,6297,882,251+69,62282,189103,7301.48%+21,542
Atmos Energy Corp.(ATO)674,233734,141+59,908103,906125,3551.79%+21,449
PG&E Corp.(PCG)5,861,9616,795,980+934,01981,716102,4831.46%+20,768
Iron Mountain Incorporated(IRM)1,073,0981,269,467+196,369110,068129,4091.85%+19,342
Consolidated Edison Inc.(ED)0168,432+168,432016,9310.24%+16,931
CSX Corporation(CSX)519,551944,946+425,39516,95333,5550.48%+16,602
Chesapeake Utilities Corporati(CPK)8,764131,022+122,2581,05417,6470.25%+16,594
LXP Industrial Trust(LXP)01,730,817+1,730,817015,5080.22%+15,508
Brixmor Property Group(BRX)4,217,0924,523,434+306,342109,813125,2091.79%+15,396
Targa Resources Corp.(TRGP)529,163638,333+109,17092,117106,9461.53%+14,830
First Industrial Realty Trust(FR)2,342,8352,438,012+95,177112,761125,4841.79%+12,724
Vornado Realty Trust(VNO)1,439,4381,650,063+210,62555,04466,8770.95%+11,833
OGE Energy Corp.(OGE)999,4731,192,709+193,23644,35755,1870.79%+10,830
Williams Cos.(WMB)1,643,9601,790,329+146,369103,257113,4171.62%+10,160
STAG Industrial, Inc.(STAG)3,533,5883,911,540+377,952128,199138,0381.97%+9,840
Netstreit Corp(NTST)595,4741,029,440+433,96610,08118,5920.27%+8,510
Park Hotels & Resorts Inc(PK)800,6591,451,876+651,2178,19116,0870.23%+7,896
COPT Defense Properties(CDP)1,233,0541,428,203+195,14934,00841,5040.59%+7,496
Kimco Realty Corp.(KIM)0206,448+206,44804,5110.06%+4,511
Simon Property Group Inc.(SPG)1,568,4981,366,645-201,853252,152256,4783.66%+4,327
Sempra Energy(SRE)225,600225,600017,09420,2990.29%+3,206
CMS Energy Corporation(CMS)984,104972,151-11,95368,17971,2201.02%+3,041
Uniti Group Inc(UNIT)0380,042+380,04202,3260.03%+2,326
Vici Properties Inc.(VICI)5,587,9405,656,367+68,427182,167184,4542.63%+2,287
Brookfield Infrastructure Part
LP INT UNIT
670,827751,000+80,17322,47324,7000.35%+2,228
Broadstone Net Lease Inc(BNL)0124,459+124,45902,2240.03%+2,224
Federal Realty Investment Trus(FRT)371,096369,569-1,52735,25037,4410.53%+2,191
Dominion Energy Inc.(D)369,494369,494020,88422,6020.32%+1,718
Alexander & Baldwin Inc.094,337+94,33701,7160.02%+1,716
XPLR Infrastructure LP(XIFR)794,852794,85206,5188,0840.12%+1,566
Portland General Electric Comp(POR)422,616425,039+2,42317,17118,7020.27%+1,531
Pebblebrook Hotel Trust(PEB)541,950541,95009,51110,9470.16%+1,436
Xenia Hotels & Resorts Inc(XHR)0100,065+100,06501,3730.02%+1,373
Veris Residential Inc1,210,1161,274,190+64,07418,01919,3680.28%+1,349
Piedmont Office Realty Trust I(PDM)696,892696,89205,0806,2720.09%+1,192
Pebblebrook Hotel Trust(PEB)383,644383,64406,7377,7530.11%+1,017
American Water Works Co.6,20711,732+5,5258631,6330.02%+770
Sun Communities Inc.(SUI)262,148262,148033,15933,8170.48%+658
Getty Realty Corp.(GTY)472,507505,431+32,92413,06013,5610.19%+501
Macerich Co.(MAC)011,043+11,04302010.00%+201
Medical Properties Trust(MPT)100,100100,10004315080.01%+76
Plains GP Holdings(PAGP)11,62611,62602262120.00%-14
Kinder Morgan Inc.(KMI)10,6478,886-1,7613132520.00%-61
Empire State Realty Trust Inc.(ESRT)674,409687,840+13,4315,4565,2690.08%-187
Eversource Energy(ES)10,2384,831-5,4076513440.00%-308
Ryman Hospitality Properties(RHP)103,728109,229+5,50110,2359,7860.14%-449
National Storage Affiliates Tr316,068316,068010,1119,5520.14%-559
Apartment Investment and Management(AIV)76,0190-76,0196580—-658
California Water Service Group(CWT)751,987730,263-21,72434,20033,5120.48%-689
Clearway Energy Inc. Class C(CWEN)574,656625,000+50,34418,38917,6560.25%-733
Centerspace(CSR)133,241123,279-9,9628,0207,2610.10%-759
LINEAGE INC(LINE)171,316171,31607,4566,6200.09%-836
Equity Residential(VMRK)146,365139,550-6,8159,8789,0330.13%-845
Four Corners Property Trust(FCPT)45,3640-45,3641,2210—-1,221
Public Service Enterprise Grou(PEG)1,415,6931,410,149-5,544119,173117,6911.68%-1,482
Diamondrock Hospitality(DRH)228,4920-228,4921,7500—-1,750
Urban Edge Properties(UE)360,080237,176-122,9046,7194,8550.07%-1,864
Essex Property Trust Inc.(ESS)131,098131,098037,15335,0900.50%-2,063
SBA Communications Corp.(SBAC)35,25631,331-3,9258,2806,0580.09%-2,222
Extra Space Storage Inc.(EXR)1,244,6301,281,480+36,850183,508180,6122.58%-2,896
Rexford Industrial Realty, Inc(REXR)801,932594,004-207,92828,52524,4200.35%-4,105
Ameren Corp.(AEE)49,8236,229-43,5944,7856500.01%-4,135
Uniti Group Inc999,8000-999,8004,3190—-4,319
Crown Castle Inc(CCI)709,609709,609072,89868,4700.98%-4,428
Hilton Worldwide Holdings Inc.(HLT)72,29355,191-17,10219,25514,3190.20%-4,936
Mid-America Apt. Comm.(MAA)125,04796,439-28,60818,50813,4750.19%-5,033
Sunstone Hotel Investors Inc.(SHO)5,359,6614,385,483-974,17846,52241,0920.59%-5,430
WP Carey Inc.(WPC)105,33014,747-90,5836,5709960.01%-5,574
SmartStop Self Storage REIT In(SMA)459,086235,403-223,68316,6338,8610.13%-7,772
Regency Centers Corporation(REG)2,076,7751,913,302-163,473147,929139,4801.99%-8,449
Gaming and Leisure Properties(GLPI)181,9970-181,9978,4960—-8,496
Marriott International Inc.(MAR)36,2570-36,2579,9060—-9,906
ELME Communities(ELME)2,525,2051,764,378-760,82740,15129,7470.42%-10,403
Constellation Energy Corp(CEG)304,015262,759-41,25698,12486,4661.23%-11,658
Camden Property Trust(CPT)308,742203,198-105,54434,79221,6970.31%-13,095
Kite Realty Group Trust(KRG)634,7440-634,74414,3770—-14,377
Weyerhaeuser Co.(WY)687,750113,482-574,26817,6682,8130.04%-14,855
Page 1 of 2
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC — 13F Holdings — Q3 2025 | TickerTrail