CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC Diversified Active

CIK: 0001033984 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 12, 2021

Total Value ($000): $5,011,853 (100.0% shares, 0.0% debt)

Holdings (116)

PLD ProLogis Inc. 8.6%
Value ($000) $429,605 Shares 4,052,878 Est. Cost $42.80 Unrealized +107.2%
SPG Simon Property Group Inc. 7.1%
Value ($000) $354,903 Shares 3,119,477 Est. Cost $66.27 Unrealized +20.7%
AMT American Tower Corp. 5.0%
Value ($000) $251,281 Shares 1,051,123 Est. Cost $195.04 Unrealized -1.4%
EXR Extra Space Storage Inc. 4.4%
Value ($000) $218,058 Shares 1,645,100 Est. Cost $91.20 Unrealized +9.8%
Duke Realty Corporation 4.3%
Value ($000) $215,204 Shares 5,132,453 Est. Cost $34.53 Unrealized
CCI Crown Castle International Cor 3.6%
Value ($000) $178,749 Shares 1,038,454 Est. Cost $107.75 Unrealized +18.2%
VEREIT Inc 3.4%
Value ($000) $170,402 Shares 4,412,284 Est. Cost $37.79 Unrealized
CUBE CubeSmart 3.2%
Value ($000) $162,396 Shares 4,292,795 Est. Cost $27.50 Unrealized
MAA Mid-America Apt. Comm. 2.9%
Value ($000) $145,138 Shares 1,005,392 Est. Cost $106.74 Unrealized +7.9%
CPT Camden Property Trust 2.9%
Value ($000) $143,288 Shares 1,303,689 Est. Cost $82.45 Unrealized +6.7%
ARE Alexandria Real Estate Equitie 2.6%
Value ($000) $128,217 Shares 780,383 Est. Cost $80.58 Unrealized +68.3%
VTR Ventas Inc. 2.5%
Value ($000) $123,307 Shares 2,311,709 Est. Cost $33.01 Unrealized +31.0%
Apartment Income REIT Co 2.4%
Value ($000) $118,602 Shares 2,773,660 Est. Cost $38.48 Unrealized
Life Storage Inc 2.2%
Value ($000) $111,624 Shares 1,298,707 Est. Cost $98.01 Unrealized
Healthcare Trust of America In 2.0%
Value ($000) $98,642 Shares 3,576,575 Est. Cost $28.45 Unrealized
MGM Growth Properties LLC 1.7%
Value ($000) $85,499 Shares 2,621,067 Est. Cost $28.87 Unrealized
INVH Invitation Homes Inc 1.6%
Value ($000) $82,414 Shares 2,576,245 Est. Cost $19.28 Unrealized +33.8%
Hudson Pacific Properties 1.5%
Value ($000) $75,743 Shares 2,791,864 Est. Cost $32.52 Unrealized
BRX Brixmor Property Group 1.4%
Value ($000) $70,441 Shares 3,482,004 Est. Cost $18.86 Unrealized
UDR UDR Inc. 1.3%
Value ($000) $67,320 Shares 1,534,894 Est. Cost $32.30 Unrealized +6.8%
PDM Piedmont Office Realty Trust I 1.3%
Value ($000) $66,192 Shares 3,810,734 Est. Cost $19.06 Unrealized
HLT Hilton Worldwide Holdings Inc. 1.2%
Value ($000) $61,260 Shares 506,615 Est. Cost $114.12 Unrealized 0.0%
EQIX Equinix Inc 1.2%
Value ($000) $61,152 Shares 89,984 Est. Cost $402.17 Unrealized +55.3%
STORE Capital Corp 1.2%
Value ($000) $60,312 Shares 1,800,347 Est. Cost $25.71 Unrealized
AEP American Electric Power Co. In 1.0%
Value ($000) $50,369 Shares 594,678 Est. Cost $67.21 Unrealized +0.4%
NEE Nextera Energy Inc 1.0%
Value ($000) $49,237 Shares 651,195 Est. Cost $63.46 Unrealized +8.4%
HIW Highwoods Properties Inc. 0.9%
Value ($000) $47,480 Shares 1,105,731 Est. Cost $37.13 Unrealized
DLR Digital Realty Trust Inc. 0.9%
Value ($000) $45,331 Shares 321,864 Est. Cost $103.64 Unrealized +12.4%
UNP Union Pacific Corp 0.9%
Value ($000) $45,041 Shares 204,353 Est. Cost $161.43 Unrealized +16.5%
Site Centers Corp 0.8%
Value ($000) $39,871 Shares 2,940,375 Est. Cost $12.39 Unrealized
BDN Brandywine Realty Trust SBI 0.8%
Value ($000) $39,750 Shares 3,079,014 Est. Cost $14.04 Unrealized
REG Regency Centers Corporation 0.8%
Value ($000) $39,536 Shares 697,162 Est. Cost $36.09 Unrealized +18.4%
AEE Ameren Corp. 0.8%
Value ($000) $39,531 Shares 485,872 Est. Cost $65.57 Unrealized -1.1%
STAG STAG Industrial, Inc. 0.8%
Value ($000) $39,495 Shares 1,175,100 Est. Cost $29.96 Unrealized
WELL Welltower Inc. 0.8%
Value ($000) $39,189 Shares 547,110 Est. Cost $47.53 Unrealized +24.2%
KRC Kilroy Realty Corp. 0.8%
Value ($000) $37,658 Shares 573,794 Est. Cost $61.87 Unrealized
LNT Alliant Energy Corporation 0.7%
Value ($000) $36,019 Shares 665,055 Est. Cost $42.98 Unrealized -1.0%
CyrusOne Inc. 0.7%
Value ($000) $35,651 Shares 526,451 Est. Cost $69.06 Unrealized
Retail Properties of America, 0.7%
Value ($000) $35,427 Shares 3,380,402 Est. Cost $11.26 Unrealized
PSA Public Storage 0.7%
Value ($000) $34,950 Shares 141,635 Est. Cost $166.14 Unrealized +13.3%
SUI Sun Communities Inc. 0.7%
Value ($000) $34,894 Shares 232,562 Est. Cost $123.76 Unrealized
Spirit Realty Capital Inc. 0.7%
Value ($000) $33,961 Shares 799,088 Est. Cost $32.70 Unrealized
EQR Equity Residential 0.7%
Value ($000) $33,742 Shares 471,061 Est. Cost $43.03 Unrealized +27.3%
PEG Public Service Enterprise Grou 0.7%
Value ($000) $33,485 Shares 556,138 Est. Cost $47.01 Unrealized +4.1%
Kansas City Southern 0.6%
Value ($000) $31,561 Shares 119,586 Est. Cost $210.67 Unrealized
EXC Exelon Corp. 0.6%
Value ($000) $29,612 Shares 677,003 Est. Cost $24.86 Unrealized +1.6%
VICI Vici Properties Inc. 0.6%
Value ($000) $29,079 Shares 1,029,725 Est. Cost $13.41 Unrealized +56.1%
CMS CMS Energy Corporation 0.6%
Value ($000) $28,003 Shares 457,416 Est. Cost $48.87 Unrealized +1.4%
AVB AvalonBay Communities Inc. 0.6%
Value ($000) $27,688 Shares 150,064 Est. Cost $152.59 Unrealized -3.1%
AES AES Corporation 0.5%
Value ($000) $26,784 Shares 999,022 Est. Cost $14.08 Unrealized +57.9%
AKR Acadia Realty Trust 0.5%
Value ($000) $26,498 Shares 1,396,834 Est. Cost $10.50 Unrealized
FE FirstEnergy Corp. 0.5%
Value ($000) $24,548 Shares 707,634 Est. Cost $30.85 Unrealized -13.2%
LNG Cheniere Energy Inc. 0.5%
Value ($000) $24,429 Shares 339,243 Est. Cost $55.56 Unrealized +23.0%
NI NiSource Inc. 0.5%
Value ($000) $23,664 Shares 981,521 Est. Cost $20.07 Unrealized -4.6%
QTS Realty Trust Inc 0.5%
Value ($000) $23,298 Shares 375,533 Est. Cost $45.93 Unrealized
O Realty Income Corp 0.4%
Value ($000) $22,066 Shares 347,500 Est. Cost $51.28 Unrealized -9.8%
CUZ Cousins Properties Inc. 0.4%
Value ($000) $21,296 Shares 602,430 Est. Cost $35.70 Unrealized
D Dominion Energy Inc. 0.4%
Value ($000) $21,205 Shares 279,156 Est. Cost $58.48 Unrealized 0.0%
WTRG Essential Utilities 0.4%
Value ($000) $21,050 Shares 470,385 Est. Cost $44.89 Unrealized +0.6%
ESS Essex Property Trust Inc. 0.4%
Value ($000) $18,987 Shares 69,846 Est. Cost $241.19 Unrealized -9.8%
APLE Apple Hospitality REIT Inc 0.4%
Value ($000) $18,756 Shares 1,287,278 Est. Cost $12.91 Unrealized
Columbia Property Trust, Inc. 0.4%
Value ($000) $18,139 Shares 1,060,760 Est. Cost $20.70 Unrealized
DOC Healthpeak Properties Inc. 0.3%
Value ($000) $17,512 Shares 551,722 Est. Cost $25.37 Unrealized -7.5%
WY Weyerhaeuser Co. 0.3%
Value ($000) $16,852 Shares 473,362 Est. Cost $25.45 Unrealized +9.6%
Paramount Group Inc 0.3%
Value ($000) $16,332 Shares 1,612,233 Est. Cost $9.48 Unrealized
PEB Pebblebrook Hotel Trust 0.3%
Value ($000) $15,842 Shares 652,182 Est. Cost $24.29 Unrealized
PK Park Hotels & Resorts Inc 0.3%
Value ($000) $14,420 Shares 668,233 Est. Cost $21.58 Unrealized
FCPT Four Corners Property Trust 0.3%
Value ($000) $14,219 Shares 518,925 Est. Cost $27.49 Unrealized
BXP Boston Properties Inc. 0.3%
Value ($000) $13,877 Shares 137,040 Est. Cost $73.74 Unrealized +2.6%
Physicians Realty Trust 0.3%
Value ($000) $13,857 Shares 784,203 Est. Cost $15.72 Unrealized
CDP Corporate Office Properties Tr 0.2%
Value ($000) $11,884 Shares 451,359 Est. Cost $26.28 Unrealized
WPC WP Carey Inc. 0.2%
Value ($000) $11,449 Shares 161,800 Est. Cost $58.27 Unrealized
ELS Equity Lifestyle Properties 0.2%
Value ($000) $10,269 Shares 161,365 Est. Cost $58.24 Unrealized
NTST Netstreit Corp 0.2%
Value ($000) $10,118 Shares 547,206 Est. Cost $18.73 Unrealized
KMI Kinder Morgan Inc. 0.2%
Value ($000) $9,022 Shares 541,838 Est. Cost $10.75 Unrealized +7.6%
PS Business Parks Inc. 0.2%
Value ($000) $8,955 Shares 57,934 Est. Cost $131.28 Unrealized
Federal Realty Investment Trus 0.1%
Value ($000) $7,418 Shares 73,118 Est. Cost $108.25 Unrealized
KIM Kimco Realty Corp. 0.1%
Value ($000) $7,365 Shares 392,800 Est. Cost $12.90 Unrealized +10.7%
NSC Norfolk Southern Corp 0.1%
Value ($000) $6,990 Shares 26,030 Est. Cost $170.98 Unrealized +33.8%
VNO Vornado Realty Trust 0.1%
Value ($000) $6,618 Shares 145,796 Est. Cost $51.11 Unrealized
MAR Marriott International Inc. 0.1%
Value ($000) $6,289 Shares 42,463 Est. Cost $99.08 Unrealized +32.9%
GTY Getty Realty Corp. 0.1%
Value ($000) $6,281 Shares 221,798 Est. Cost $28.32 Unrealized
Retail Opportunity Investments 0.1%
Value ($000) $6,275 Shares 395,424 Est. Cost $15.87 Unrealized
SRE Sempra Energy 0.1%
Value ($000) $6,127 Shares 46,214 Est. Cost $50.01 Unrealized +6.1%
American Campus Communities 0.1%
Value ($000) $5,498 Shares 127,351 Est. Cost $38.34 Unrealized
AMH American Homes 4 Rent 0.1%
Value ($000) $4,642 Shares 139,239 Est. Cost $27.87 Unrealized
SL Green Realty Corp. 0.1%
Value ($000) $4,524 Shares 64,636 Est. Cost $69.99 Unrealized
Brookfield Infrastructure Part 0.1%
Value ($000) $4,478 Shares 84,100 Est. Cost $53.25 Unrealized
ADC Agree Realty Corp 0.1%
Value ($000) $3,891 Shares 57,800 Est. Cost $62.86 Unrealized
MPT Medical Properties Trust 0.1%
Value ($000) $3,718 Shares 174,700 Est. Cost $21.11 Unrealized
REXR Rexford Industrial Realty, Inc 0.1%
Value ($000) $3,427 Shares 68,005 Est. Cost $44.38 Unrealized
JBGS JBG Smith Properties 0.1%
Value ($000) $3,196 Shares 100,543 Est. Cost $31.83 Unrealized
Weingarten Realty Investors 0.1%
Value ($000) $3,011 Shares 111,900 Est. Cost $14.52 Unrealized
Lexington Realty Trust 0.1%
Value ($000) $2,813 Shares 253,200 Est. Cost $11.11 Unrealized
HealthCare Realty Trust 0.1%
Value ($000) $2,783 Shares 91,800 Est. Cost $27.97 Unrealized
NSA National Storage Affiliates Tr 0.0%
Value ($000) $2,468 Shares 61,800 Est. Cost $39.94 Unrealized
NNN National Retail Properties Inc 0.0%
Value ($000) $2,217 Shares 50,300 Est. Cost $43.89 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $1,703 Shares 77,339 Est. Cost $32.98 Unrealized
FR First Industrial Realty Trust 0.0%
Value ($000) $1,667 Shares 36,400 Est. Cost $34.34 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $1,634 Shares 63,770 Est. Cost $27.76 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $1,632 Shares 212,477 Est. Cost $12.37 Unrealized
Outfront Media Inc. 0.0%
Value ($000) $1,531 Shares 70,113 Est. Cost $21.84 Unrealized
Magellan Midstream Partners L. 0.0%
Value ($000) $1,508 Shares 34,788 Est. Cost $64.96 Unrealized
PAA Plains All American Pipeline, 0.0%
Value ($000) $1,431 Shares 157,287 Est. Cost $19.97 Unrealized
OKE ONEOK Inc. 0.0%
Value ($000) $1,218 Shares 24,050 Est. Cost $31.77 Unrealized +8.7%
UE Urban Edge Properties 0.0%
Value ($000) $1,211 Shares 73,277 Est. Cost $16.53 Unrealized
WMB Williams Cos. 0.0%
Value ($000) $1,126 Shares 47,540 Est. Cost $17.44 Unrealized +2.3%
TRGP Targa Resources Corp. 0.0%
Value ($000) $943 Shares 29,700 Est. Cost $30.76 Unrealized -8.9%
TRP TC Energy Corp 0.0%
Value ($000) $799 Shares 17,467 Est. Cost $36.82 Unrealized -6.5%
NuSTAR Energy L.P. 0.0%
Value ($000) $716 Shares 41,900 Est. Cost $21.79 Unrealized
DCP Midstream LP 0.0%
Value ($000) $658 Shares 30,400 Est. Cost $11.16 Unrealized
PBA Pembina Pipeline Corp 0.0%
Value ($000) $566 Shares 19,612 Est. Cost $17.10 Unrealized +26.1%
ENB Enbridge Inc 0.0%
Value ($000) $516 Shares 14,180 Est. Cost $24.85 Unrealized +2.9%
Phillips 66 Partners LP 0.0%
Value ($000) $500 Shares 15,800 Est. Cost $50.68 Unrealized
Crestwood Equity Partners LP 0.0%
Value ($000) $489 Shares 17,500 Est. Cost $27.94 Unrealized
HESM Hess Midstream LP 0.0%
Value ($000) $339 Shares 15,100 Est. Cost $11.21 Unrealized +29.7%