Fund HoldingsCBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Total Portfolio Value
$5.65B
Total Bought
$832.93M
Total Sold
$1.18B
Net Transaction
-$349.39M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Norfolk Southern Corp(NSC)0322,202+322,202075,6211.34%+75,621
Extra Space Storage Inc.(EXR)569,8191,089,753+519,934102,676163,0272.89%+60,351
Equity Lifestyle Properties(ELS)0621,489+621,489041,3910.73%+41,391
PG&E Corp.(PCG)4,494,3586,290,147+1,795,78988,853126,9352.25%+38,082
Consolidated Edison Inc.(ED)0416,307+416,307037,1470.66%+37,147
ONEOK Inc.(OKE)0342,234+342,234034,3600.61%+34,360
American Healthcare REIT(AHR)01,190,634+1,190,634033,8380.60%+33,838
Welltower Inc.(WELL)1,651,9391,936,954+285,015211,498244,1144.32%+32,617
Iron Mountain Incorporated(IRM)209,492541,028+331,53624,89456,8671.01%+31,974
COPT Defense Properties(CDP)395,3671,158,207+762,84011,99135,8470.63%+23,855
Digital Realty Trust Inc.(DLR)81,732193,543+111,81113,22734,3210.61%+21,094
Essential Utilities(WTRG)1,433,0962,043,011+609,91555,27574,2021.31%+18,928
Williams Cos.(WMB)0316,946+316,946017,1530.30%+17,153
Host Hotels & Resorts Inc.(HST)03,011,988+3,011,988052,7700.93%+52,770
Vornado Realty Trust(VNO)86,623471,956+385,3333,41319,8410.35%+16,428
Sunstone Hotel Investors Inc.(SHO)3,835,3854,686,489+851,10439,58155,4880.98%+15,907
Camden Property Trust(CPT)0375,753+375,753043,6020.77%+43,602
Diamondrock Hospitality(DRH)01,648,805+1,648,805014,8890.26%+14,889
CSX Corporation(CSX)3,598,4804,295,064+696,584124,256138,6022.45%+14,346
Pebblebrook Hotel Trust(PEB)01,017,568+1,017,568013,7880.24%+13,788
FRONTVIEW REIT INC0696,416+696,416012,6260.22%+12,626
Marriott International Inc.(MAR)77,144108,947+31,80319,17830,3900.54%+11,212
Broadstone Net Lease Inc(BNL)0652,710+652,710010,3520.18%+10,352
CMS Energy Corporation(CMS)1,203,1441,414,311+211,16784,97894,2641.67%+9,286
Eastgroup Properties(EGP)053,625+53,62508,6060.15%+8,606
Urban Edge Properties(UE)54,667447,487+392,8201,1699,6210.17%+8,452
Cousins Properties Inc.(CUZ)95,050351,729+256,6792,80210,7770.19%+7,975
Sempra Energy(SRE)0609,477+609,477053,4630.95%+53,463
Evergy Inc.(EVRG)1,100,5231,207,828+107,30568,24374,3421.32%+6,098
Veris Residential Inc642,881975,262+332,38111,48216,2190.29%+4,737
Federal Realty Investment Trus(FRT)751,274811,945+60,67186,37490,8971.61%+4,523
First Industrial Realty Trust(FR)316,866430,245+113,37917,73821,5680.38%+3,830
Constellation Energy Corp(CEG)174,891219,358+44,46745,47549,0730.87%+3,597
American Electric Power Co. In032,620+32,62003,0090.05%+3,009
Highwoods Properties Inc.(HIW)0542,107+542,107016,5780.29%+16,578
PPL Corp.(PPL)1,873,3351,997,610+124,27561,97064,8421.15%+2,872
NiSource Inc.(NI)1,352,8701,353,094+22446,87749,7400.88%+2,863
Getty Realty Corp.(GTY)581,701681,231+99,53018,50420,5250.36%+2,022
Kite Realty Group Trust(KRG)0259,455+259,45506,5490.12%+6,549
Regency Centers Corporation(REG)1,559,3051,542,507-16,798112,629114,0382.02%+1,409
Targa Resources Corp.(TRGP)548,058458,188-89,87081,11881,7871.45%+668
Independence Realty Trust Inc(IRT)01,015,292+1,015,292020,1430.36%+20,143
Boston Properties Inc.(BXP)151,604170,504+18,90012,19812,6790.22%+481
Kinder Morgan Inc.(KMI)07,655+7,65502100.00%+210
Gaming and Leisure Properties(GLPI)19,00321,796+2,7939781,0500.02%+72
Kilroy Realty Corp.(KRC)168,007161,889-6,1186,5026,5480.12%+47
Tanger Inc.(SKT)07,140+7,14002440.00%+244
American Water Works Co.04,725+4,72505880.01%+588
Park Hotels & Resorts Inc(PK)0800,659+800,659011,2650.20%+11,265
Chesapeake Utilities Corporati(CPK)3,2272,984-2434013620.01%-39
Centerspace(CSR)23,21222,329-8831,6361,4770.03%-159
Mid-America Apt. Comm.(MAA)39,17639,17606,2256,0550.11%-170
Uniti Group Inc1,374,8001,374,80007,7547,5610.13%-192
American Homes 4 Rent(AMH)398,235398,235015,28814,9020.26%-386
DTE Energy Co.(DTB)6,7283,803-2,9258644590.01%-405
Weyerhaeuser Co.(WY)113,249108,867-4,3823,8353,0650.05%-770
Hudson Pacific Properties454,631454,63102,1731,3780.02%-796
Medical Properties Trust(MPT)570,100570,10003,3352,2520.04%-1,083
Ventas Inc.(VTR)296,005299,907+3,90218,98317,6620.31%-1,321
OGE Energy Corp.(OGE)0642,602+642,602026,5070.47%+26,507
Dominion Energy Inc.(D)369,494369,494021,35319,9010.35%-1,452
Brookfield Infrastructure Part
LP INT UNIT
687,453710,827+23,37424,08822,5970.40%-1,491
Nextera Energy Inc(NEE)686,000737,300+51,30031,80330,1700.53%-1,633
Netstreit Corp(NTST)685,094669,585-15,50911,3259,4750.17%-1,850
Duke Energy Corp.(DUK)000000
Eversource Energy(ES)016,043+16,04309210.02%+921
Alliant Energy Corporation(LNT)35,8990-35,8992,1790-2,179
Agree Realty Corp423,057413,270-9,78731,86929,1150.52%-2,754
Clearway Energy Inc. Class C(CWEN)593,656593,656018,21315,4350.27%-2,778
Piedmont Office Realty Trust I(PDM)1,055,360826,063-229,29710,6597,5580.13%-3,101
National Storage Affiliates Tr(NSA)316,068316,068015,23411,9820.21%-3,252
California Water Service Group(CWT)612,264648,406+36,14233,19729,3920.52%-3,805
Hilton Worldwide Holdings Inc.(HLT)025,520+25,52006,3080.11%+6,308
Union Pacific Corp(UNP)15,7360-15,7363,8790-3,879
Exelon Corp.(EXC)162,16255,531-106,6316,5762,0900.04%-4,485
ELME Communities1,274,0751,121,088-152,98722,41117,1190.30%-5,292
Entergy Corp.(ETR)42,8180-42,8185,6350-5,635
WEC Energy Group Inc.(WEC)1,363,8241,332,098-31,726131,173125,2702.22%-5,902
Plains GP Holdings(PAGP)1,284,057940,002-344,05523,75517,2770.31%-6,478
Nextera Energy Inc(NEE)0425,857+425,857030,5300.54%+30,530
Acadia Realty Trust419,568102,204-317,3649,8512,4690.04%-7,382
LINEAGE INC(LINE)545,501602,803+57,30242,75635,3060.63%-7,450
STAG Industrial, Inc.(STAG)866,925768,817-98,10833,88826,0010.46%-7,887
Four Corners Property Trust(FCPT)1,060,402823,201-237,20131,08022,3420.40%-8,739
Empire State Realty Trust Inc.(ESRT)2,601,5641,943,258-658,30628,82520,0540.36%-8,771
Enterprise Products Partners L(EPD)1,092,044731,712-360,33231,78922,9460.41%-8,843
AvalonBay Communities Inc.0387,645+387,645085,2701.51%+85,270
SBA Communications Corp.(SBAC)0106,300+106,300021,6640.38%+21,664
Simon Property Group Inc.(SPG)1,685,0591,584,116-100,943284,809272,8014.83%-12,008
Essex Property Trust Inc.(ESS)182,020139,924-42,09653,77239,9400.71%-13,832
Brixmor Property Group(BRX)3,546,0963,040,441-505,65598,79484,6461.50%-14,148
Healthpeak Properties Inc.(DOC)4,873,4624,777,769-95,693111,45696,8451.72%-14,611
Equity Residential(EQR)927,073747,438-179,63569,03053,6360.95%-15,394
Retail Opportunity Investments1,652,877581,300-1,071,57726,00010,0910.18%-15,908
Portland General Electric Comp(POR)1,389,0831,154,914-234,16966,53750,3770.89%-16,160
Essential Properties Realty475,0440-475,04416,2230-16,223
Atmos Energy Corp.(ATO)580,953462,094-118,85980,58464,3561.14%-16,228
Invitation Homes Inc(INVH)5,552,2325,597,177+44,945195,772178,9423.17%-16,830
Healthcare Realty Trust Inc(HR)2,770,2231,939,901-830,32250,28032,8810.58%-17,398
NextEra Energy Partners LP(XIFR)1,158,549794,852-363,69731,99914,1480.25%-17,851
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