Fund HoldingsZimmer Partners, LP

Total Portfolio Value
$2.73B
Total Bought
$1.06B
Total Sold
$2.21B
Net Transaction
-$1.15B
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
AGREE RLTY CORP02,991,804+2,991,8040188,3346.90%+188,334
EXELON CORP(EXC)03,834,120+3,834,1200137,6455.04%+137,645
AMEREN CORP(AEE)01,258,000+1,258,000091,0043.33%+91,004
CHESAPEAKE UTILS CORP(CPK)0622,625+622,625065,7682.41%+65,768
FIRSTENERGY CORP(FE)2,028,0213,677,161+1,649,14069,318134,8054.94%+65,487
KINETIK HOLDINGS INC(KNTK)47,0001,617,050+1,570,0501,58654,0091.98%+52,423
CHENIERE ENERGY INC(LNG)482,300757,723+275,42380,043129,3514.74%+49,308
EDISON INTL(EIX)330,000947,800+617,80020,88667,7582.48%+46,873
UGI CORP NEW(UGI)01,767,901+1,767,901043,4901.59%+43,490
AMERICOLD REALTY TRUST INC(COLD)0750,000+750,000022,7030.83%+22,703
TARGA RES CORP(TRGP)02,582,900+2,582,9000224,3778.22%+224,377
VERIZON COMMUNICATIONS INC(VZ)0510,000+510,000019,2270.70%+19,227
EVERSOURCE ENERGY(ES)0305,510+305,510018,8560.69%+18,856
CROWN CASTLE INC(CCI)107,500245,000+137,5009,89328,2221.03%+18,328
KYNDRYL HLDGS INC(KD)2,323,3852,510,885+187,50035,08352,1761.91%+17,093
EQUINIX INC(EQIX)018,500+18,500014,9000.55%+14,900
STAG INDL INC(STAG)0375,000+375,000014,7230.54%+14,723
NISOURCE INC(NI)03,617,421+3,617,421096,0433.52%+96,043
SBA COMMUNICATIONS CORP NEW(SBAC)20,00066,500+46,5004,00316,8700.62%+12,867
VIPER ENERGY INC(VNOM)0383,516+383,516012,0350.44%+12,035
BIOGEN INC(BIIB)72,900116,700+43,80018,73630,1981.11%+11,462
PNM RES INC(TXNM)0247,917+247,917010,3130.38%+10,313
ASTRAZENECA PLC(AZN)75,000218,200+143,2005,07914,6960.54%+9,617
APARTMENT INCOME REIT CORP0273,300+273,30009,4920.35%+9,492
INNOVATIVE INDL PPTYS INC(IIPR)0950,628+950,628095,8423.51%+95,842
DHT HOLDINGS INC(DHT)0838,534+838,53408,2260.30%+8,226
PEMBINA PIPELINE CORP(PBA)0225,000+225,00007,7400.28%+7,740
HEALTHPEAK PROPERTIES INC(DOC)0346,900+346,90006,8690.25%+6,869
EASTGROUP PPTYS INC(EGP)035,458+35,45806,5080.24%+6,508
VICI PPTYS INC(VICI)0200,000+200,00006,3760.23%+6,376
CABLE ONE INC10,00022,221+12,2216,15612,3680.45%+6,212
SYNDAX PHARMACEUTICALS INC(SNDX)0275,100+275,10005,9450.22%+5,945
SILVERBOW RES INC250,000500,000+250,0008,94314,5400.53%+5,598
WP CAREY INC(WPC)085,700+85,70005,5540.20%+5,554
VENTAS INC(VTR)0570,000+570,000028,4091.04%+28,409
TERRENO RLTY CORP(TRNO)082,300+82,30005,1580.19%+5,158
SANOFI(SNY)508,005613,780+105,77527,24930,5231.12%+3,274
EQUITRANS MIDSTREAM CORP08,550,000+8,550,000087,0393.19%+87,039
XCEL ENERGY INC(XEL)050,000+50,00003,0960.11%+3,096
CLEAN ENERGY FUELS CORP0531,489+531,48902,0360.07%+2,036
AVALONBAY CMNTYS INC010,500+10,50001,9660.07%+1,966
NEXTERA ENERGY INC(NEE)032,000+32,00001,9440.07%+1,944
YORK WTR CO764,955790,435+25,48028,67830,5271.12%+1,848
ELME COMMUNITIES237,500347,500+110,0003,2405,0740.19%+1,834
RETAIL OPPORTUNITY INVTS COR0120,000+120,00001,6840.06%+1,684
JANUS HENDERSON GROUP PLC287,500300,000+12,5007,4239,0450.33%+1,622
FOMENTO ECONOMICO MEXICANO S(FMX)40,00045,000+5,0004,3665,8660.21%+1,500
LXP INDUSTRIAL TRUST(LXP)0150,000+150,00001,4880.05%+1,488
NEUROCRINE BIOSCIENCES INC(NBIX)60,70063,000+2,3006,8298,3010.30%+1,472
IOVANCE BIOTHERAPEUTICS INC(IOVA)588,000495,000-93,0002,6754,0240.15%+1,349
BIRKENSTOCK HOLDING PLC(BIRK)020,000+20,00009750.04%+975
RHYTHM PHARMACEUTICALS INC(RYTM)82,50061,800-20,7001,8912,8410.10%+950
NCL CORP LTD(NCLH)10,000,00010,000,00008,3049,2060.34%+903
UNION PAC CORP(UNP)18,10018,10003,6864,4460.16%+760
CSX CORP(CSX)64,60077,100+12,5001,9862,6730.10%+687
MICROSOFT CORP(MSFT)11,30011,30003,5684,2490.16%+681
BRIDGEBIO PHARMA INC(BBIO)75,00065,000-10,0001,9782,6240.10%+646
CRINETICS PHARMACEUTICALS IN(CRNX)15,00028,700+13,7004461,0210.04%+575
NORFOLK SOUTHN CORP(NSC)010,500+10,50002,4820.09%+2,482
IMMATICS N.V(IMTX)175,000210,000+35,0002,0272,2110.08%+185
ALGONQUIN PWR UTILS CORP38,67938,67908368620.03%+25
TORTOISE PWR & ENERGY INFRAS15,01213,599-1,4132011910.01%-10
TORTOISE PIPELINE & ENERGY F10,6629,611-1,0512992700.01%-28
BLUESCAPE OPPORTUNITIES ACQU4,245,0000-4,245,000370-37
TORTOISE ENERGY INDEPENDENC8,5047,766-7382692230.01%-47
TORTOISE MIDSTRM ENERGY FD I20,36918,465-1,9046966420.02%-54
CANNAE HLDGS INC181,500170,500-11,0003,3833,3260.12%-57
NEUMORA THERAPEUTICS INC.12,5000-12,5001760-176
TORTOISE ENERGY INFRA CORP(TYG)67,70660,458-7,2481,9571,7390.06%-217
EQUITY RESIDENTIAL(EQR)90,00082,000-8,0005,2845,0150.18%-269
CONSOLIDATED EDISON INC(ED)187,000172,000-15,00015,99415,6470.57%-347
TURNSTONE BIOLOGICS CORP141,66648,200-93,4665581230.00%-435
CONSTELLATION ENERGY CORP(CEG)90,00080,000-10,0009,8179,3510.34%-466
ATLANTICA SUSTAINABLE INFR P25,0000-25,0004780-477
CANADIAN PACIFIC KANSAS CITY(CP)7,5000-7,5005580-558
ODDITY TECH LTD
SHS CL A
21,0000-21,0005950-595
KLAVIYO INC(KVYO)21,0000-21,0007250-724
ENCORE CAP GROUP INC(ECPG)15,5000-15,5007400-740
MAPLEBEAR INC(CART)25,0000-25,0007420-742
IMMUNOCORE HLDGS PLC(IMCR)35,60014,900-20,7001,8481,0180.04%-830
OPAL FUELS INC1,648,0352,293,818+645,78313,51412,6620.46%-852
CANADIAN NATL RY CO(CNI)22,00011,000-11,0002,3831,3820.05%-1,001
GRANITE RIDGE RESOURCES INC200,0000-200,0001,2200-1,220
REGENCY CTRS CORP(REG)075,000+75,00005,0250.18%+5,025
NXG NEXTGEN INFRASTR INCM FD77,51245,446-32,0662,9071,6150.06%-1,292
HESS MIDSTREAM LP(HESM)000000
CUSHMAN WAKEFIELD PLC(CWK)237,5000-237,5001,8100-1,810
RENEW ENERGY GLOBAL PLC(RNW)000000
NEW JERSEY RES CORP(NJR)52,0000-52,0002,1130-2,113
REXFORD INDL RLTY INC(REXR)260,000186,600-73,40012,83110,4680.38%-2,363
UDR INC(UDR)130,00053,000-77,0004,6372,0290.07%-2,608
DAQO NEW ENERGY CORP(DQ)000000
IMMUNOGEN INC192,2000-192,2003,0500-3,050
CARETRUST REIT INC(CTRE)150,0000-150,0003,0750-3,075
BRIXMOR PPTY GROUP INC(BRX)000000
KODIAK GAS SVCS INC(KGS)0615,152+615,152012,3520.45%+12,352
EQUITABLE HLDGS INC150,0000-150,0004,2590-4,258
DOUGLAS EMMETT INC(DEI)352,0790-352,0794,4930-4,493
RENAISSANCERE HLDGS LTD(RNR)0100,000+100,000019,6000.72%+19,600
VERIZON COMMUNICATIONS INC(VZ)(Call)160,0000-160,0005,1860-5,186
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