Fund HoldingsCBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Total Portfolio Value
$5.51B
Total Bought
$861.52M
Total Sold
$663.00M
Net Transaction
+$198.52M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
RealtyIncomeCorp(O)693,2762,171,853+1,478,57734,622124,7082.26%+90,086
AvalonBayCommunitiesInc.488,919835,133+346,21483,967156,3542.84%+72,387
ViciPropertiesInc.(VICI)710,9682,480,668+1,769,70020,68979,0841.44%+58,395
PublicStorage(PSA)1,072,1101,098,852+26,742282,522335,1506.09%+52,627
RexfordIndustrialRealty,Inc(REXR)2,784,9313,225,970+441,039137,436180,9773.29%+43,541
DukeEnergyCorp.(DUK)0431,508+431,508041,8740.76%+41,874
SBACommunicationsCorp.(SBAC)386,185463,853+77,66877,303117,6752.14%+40,372
HostHotels&ResortsInc.(HST)1,655,8453,420,139+1,764,29426,60966,5901.21%+39,981
SimonPropertyGroupInc.(SPG)2,305,0242,022,119-282,905249,012288,4355.24%+39,423
SpiritRealtyCapitalInc.2,410,4832,680,574+270,09180,823117,1142.13%+36,291
VentasInc.(VTR)01,486,572+1,486,572074,0911.35%+74,091
EversourceEnergy(ES)135,306600,733+465,4277,86837,0770.67%+29,209
BroadstoneNetLeaseInc(BNL)02,860,534+2,860,534049,2580.89%+49,258
HealthpeakPropertiesInc.(DOC)04,703,832+4,703,832093,1361.69%+93,136
KinderMorganInc.(KMI)1,216,6602,459,933+1,243,27320,17243,3930.79%+23,221
EquinixInc(EQIX)0291,932+291,9320235,1194.27%+235,119
CubeSmart(CUBE)03,047,674+3,047,6740141,2602.56%+141,260
CrownCastleInc(CCI)01,078,402+1,078,4020124,2212.26%+124,221
ApartmentIncomeREITCo2,270,2772,566,800+296,52369,69889,1451.62%+19,447
VornadoRealtyTrust(VNO)434,7781,007,733+572,9559,86128,4680.52%+18,608
KilroyRealtyCorp.(KRC)914,5301,169,311+254,78128,90846,5850.85%+17,677
PortlandGeneralElectricComp(POR)0402,851+402,851017,4600.32%+17,460
NexteraEnergyInc(NEE)02,221,908+2,221,9080134,9592.45%+134,959
BrixmorPropertyGroup(BRX)2,840,9593,247,484+406,52559,03575,5691.37%+16,534
CSXCorporation(CSX)2,588,3562,753,487+165,13179,59295,4631.73%+15,871
AESCorporation(AES)3,008,6413,168,787+160,14645,73160,9991.11%+15,268
AlexandriaRealEstateEquitie0963,934+963,9340122,1982.22%+122,198
FederalRealtyInvestmentTrus(FRT)62,257176,040+113,7835,64218,1410.33%+12,499
AgreeRealtyCorp0151,799+151,79909,5560.17%+9,556
EmpireStateRealtyTrustInc.(ESRT)1,804,2942,467,453+663,15914,50723,9100.43%+9,403
RegencyCentersCorporation(REG)274,692375,952+101,26016,32825,1890.46%+8,861
UnionPacificCorp(UNP)0226,615+226,615055,6611.01%+55,661
RymanHospitalityProperties(RHP)254,405264,800+10,39521,18729,1440.53%+7,957
SempraEnergy(SRE)1,177,1251,176,031-1,09480,08087,8851.60%+7,805
ParkHotels&ResortsInc(PK)3,497,7133,309,860-187,85343,09250,6410.92%+7,549
NextEraEnergyPartnersLP(XIFR)01,087,066+1,087,066033,0580.60%+33,058
FourCornersPropertyTrust(FCPT)1,205,5371,321,118+115,58126,75133,4240.61%+6,673
VerisResidentialInc355,129764,760+409,6315,86012,0300.22%+6,170
ELMECommunities74,735463,942+389,2071,0196,7740.12%+5,754
EnterpriseProductsPartnersL(EPD)641,400881,700+240,30017,55523,2330.42%+5,678
EssexPropertyTrustInc.(ESS)531,087476,305-54,782112,638118,0952.14%+5,457
AESCorporation(AES)331,300331,300020,20925,2050.46%+4,996
MacerichCo.(MAC)2,836,8172,314,855-521,96230,95035,7180.65%+4,769
HighwoodsPropertiesInc.(HIW)900,770978,364+77,59418,56522,4630.41%+3,898
PG&ECorp.(PCG)2,784,8732,707,019-77,85444,92048,8080.89%+3,888
ConstellationEnergyCorp(CEG)200,680219,758+19,07821,89025,6880.47%+3,797
ClearwayEnergyInc.ClassC(CWEN)593,656593,656012,56216,2840.30%+3,722
TangerInc.(SKT)530,820565,653+34,83311,99715,6800.28%+3,683
STAGIndustrial,Inc.(STAG)89,496164,625+75,1293,0896,4630.12%+3,375
WeyerhaeuserCo.(WY)148,782226,883+78,1014,5627,8890.14%+3,327
PiedmontOfficeRealtyTrustI(PDM)1,278,2581,449,081+170,8237,18410,3030.19%+3,119
NationalStorageAffiliatesTr(NSA)316,068316,068010,03213,1070.24%+3,075
MarriottInternationalInc.(MAR)65,72669,352+3,62612,91915,6400.28%+2,720
NexteraEnergyInc(NEE)696,900741,100+44,20026,36428,2510.51%+1,887
NNNREITInc.(NNN)320,934305,998-14,93611,34213,1890.24%+1,847
Centerspace(CSR)029,344+29,34401,7080.03%+1,708
BostonPropertiesInc.(BXP)86,23697,089+10,8535,1296,8130.12%+1,683
UnitiGroupInc1,374,8001,374,80006,4897,9460.14%+1,457
HealthcareRealtyTrustInc(HR)666,620666,620010,17911,4860.21%+1,307
CMSEnergyCorporation(CMS)1,081,1291,010,892-70,23757,41958,7021.07%+1,284
HudsonPacificProperties454,631454,63103,0234,2330.08%+1,209
AcadiaRealtyTrust539,070521,885-17,1857,7368,8670.16%+1,131
BrookfieldInfrastructurePart
LP INT UNIT
499,961499,961014,69915,7440.29%+1,045
WelltowerInc.(WELL)3,164,2772,884,400-279,877259,218260,0864.72%+869
DominionEnergyInc.(D)369,494369,494016,50517,3660.32%+861
EssentialUtilities(WTRG)90,059101,503+11,4443,0923,7910.07%+699
ChesapeakeUtilitiesCorporati(CPK)05,000+5,00005280.01%+528
IndependenceRealtyTrustInc(IRT)0418,300+418,30006,4000.12%+6,400
AtmosEnergyCorp.(ATO)4,9195,035+1165215840.01%+62
AmericanWaterWorksCo.3,4073,625+2184224780.01%+57
EnlinkMidstreamLLC28,81629,546+7303523590.01%+7
PlainsGPHoldings(PAGP)27,63328,228+5954454500.01%+5
BrandywineRealtyTrustSBI241,720198,961-42,7591,0971,0740.02%-23
DTEEnergyCo.(DTB)8,7397,651-1,0888688440.02%-24
PembinaPipelineCorp(PBA)22,42617,450-4,9766746010.01%-73
EnbridgeInc(ENB)39,93034,572-5,3581,3251,2450.02%-80
WilliamsCos.(WMB)035,194+35,19401,2260.02%+1,226
ExtraSpaceStorageInc.(EXR)161,760121,317-40,44319,66719,4510.35%-216
Paramount Group Inc78,3020-78,3023620-362
MedicalPropertiesTrust(MPT)850,100850,10004,6334,1740.08%-459
AlerianMLPETF
ALERIAN MLP
174,284160,991-13,2937,3556,8450.12%-509
JBG Smith Properties(JBGS)46,6200-46,6206740-674
Inventrust Properties Corp(IVT)33,2150-33,2157910-791
Pebblebrook Hotel Trust(PEB)000000
LXP Industrial Trust(LXP)141,6120-141,6121,2600-1,260
COPT Defense Properties(CDP)55,3090-55,3091,3180-1,318
RLJ Lodging Trust(RLJ)155,1610-155,1611,5190-1,519
AmericanHomes4Rent(AMH)189,441133,656-55,7856,3824,8060.09%-1,576
PPLCorp.(PPL)2,741,8122,314,179-427,63364,59762,7141.14%-1,883
ALLETE,Inc.685,734560,295-125,43936,20734,2680.62%-1,939
OGEEnergyCorp.(OGE)1,627,6631,487,949-139,71454,25051,9740.94%-2,276
Americold Realty Trust(COLD)000000
AmericanTowerCorp.(AMT)1,075,162808,204-266,958176,810174,4753.17%-2,335
Cousins Properties Inc.(CUZ)119,1950-119,1952,4280-2,428
AlliantEnergyCorporation(LNT)176,089111,209-64,8808,5325,7050.10%-2,826
CamdenPropertyTrust(CPT)702,776638,955-63,82166,46963,4421.15%-3,027
HyattHotelsCorp.-ClA(H)038,541+38,54105,0260.09%+5,026
HiltonWorldwideHoldingsInc.(HLT)182,647132,185-50,46227,43024,0700.44%-3,360
TargaResourcesCorp.(TRGP)787,444736,883-50,56167,50064,0131.16%-3,487
NexPoint Residential Trust, In(NXRT)124,0710-124,0713,9930-3,993
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