CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC Diversified Active

CIK: 0001033984 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value ($000): $5,364,869 (100.0% shares, 0.0% debt)

Holdings (109)

PLD ProLogis Inc. 8.9%
Value ($000) $478,796 Shares 4,005,654 Est. Cost $42.80 Unrealized +139.1%
SPG Simon Property Group Inc. 6.8%
Value ($000) $366,054 Shares 2,805,442 Est. Cost $66.27 Unrealized +45.3%
AMT American Tower Corp. 5.7%
Value ($000) $303,537 Shares 1,123,629 Est. Cost $196.73 Unrealized +12.5%
EXR Extra Space Storage Inc. 4.9%
Value ($000) $264,737 Shares 1,616,025 Est. Cost $91.20 Unrealized +36.9%
Duke Realty Corporation 4.2%
Value ($000) $226,961 Shares 4,793,264 Est. Cost $34.53 Unrealized
CCI Crown Castle International Cor 3.2%
Value ($000) $172,043 Shares 881,821 Est. Cost $107.75 Unrealized +39.2%
CUBE CubeSmart 3.1%
Value ($000) $168,482 Shares 3,637,343 Est. Cost $27.50 Unrealized
CPT Camden Property Trust 3.1%
Value ($000) $168,174 Shares 1,267,612 Est. Cost $82.45 Unrealized +28.2%
MAA Mid-America Apt. Comm. 3.0%
Value ($000) $159,645 Shares 947,900 Est. Cost $106.74 Unrealized +27.2%
VTR Ventas Inc. 2.6%
Value ($000) $141,582 Shares 2,479,551 Est. Cost $33.99 Unrealized +39.6%
INVH Invitation Homes Inc 2.6%
Value ($000) $137,503 Shares 3,687,409 Est. Cost $22.69 Unrealized +34.8%
VEREIT Inc 2.0%
Value ($000) $106,712 Shares 2,323,355 Est. Cost $37.79 Unrealized
ARE Alexandria Real Estate Equitie 2.0%
Value ($000) $105,817 Shares 581,603 Est. Cost $80.58 Unrealized +81.9%
WELL Welltower Inc. 2.0%
Value ($000) $105,618 Shares 1,270,971 Est. Cost $59.14 Unrealized +14.8%
UDR UDR Inc. 1.9%
Value ($000) $101,429 Shares 2,070,816 Est. Cost $34.18 Unrealized +15.8%
Apartment Income REIT Co 1.7%
Value ($000) $92,037 Shares 1,940,479 Est. Cost $38.48 Unrealized
Healthcare Trust of America In 1.7%
Value ($000) $89,129 Shares 3,338,158 Est. Cost $28.45 Unrealized
MGM Growth Properties LLC 1.6%
Value ($000) $86,603 Shares 2,364,909 Est. Cost $28.87 Unrealized
BRX Brixmor Property Group 1.6%
Value ($000) $84,408 Shares 3,687,545 Est. Cost $19.09 Unrealized
Spirit Realty Capital Inc. 1.5%
Value ($000) $83,119 Shares 1,737,428 Est. Cost $40.88 Unrealized
Hudson Pacific Properties 1.3%
Value ($000) $71,865 Shares 2,583,200 Est. Cost $32.52 Unrealized
ESS Essex Property Trust Inc. 1.3%
Value ($000) $71,161 Shares 237,196 Est. Cost $246.92 Unrealized +1.0%
EQIX Equinix Inc 1.3%
Value ($000) $70,061 Shares 87,293 Est. Cost $402.17 Unrealized +68.8%
PDM Piedmont Office Realty Trust I 1.3%
Value ($000) $68,523 Shares 3,709,945 Est. Cost $19.06 Unrealized
AEP American Electric Power Co. In 1.2%
Value ($000) $66,968 Shares 791,677 Est. Cost $68.59 Unrealized +6.0%
NEE Nextera Energy Inc 1.2%
Value ($000) $62,856 Shares 857,756 Est. Cost $64.19 Unrealized +3.6%
UNP Union Pacific Corp 1.2%
Value ($000) $61,901 Shares 281,456 Est. Cost $172.10 Unrealized +16.4%
Life Storage Inc 1.1%
Value ($000) $60,055 Shares 559,436 Est. Cost $98.01 Unrealized
REG Regency Centers Corporation 1.0%
Value ($000) $55,656 Shares 868,674 Est. Cost $39.31 Unrealized +33.3%
SHO Sunstone Hotel Investors Inc. 1.0%
Value ($000) $54,830 Shares 4,414,614 Est. Cost $12.42 Unrealized
CyrusOne Inc. 1.0%
Value ($000) $52,246 Shares 730,511 Est. Cost $69.75 Unrealized
Site Centers Corp 0.9%
Value ($000) $49,125 Shares 3,261,935 Est. Cost $12.65 Unrealized
DLR Digital Realty Trust Inc. 0.8%
Value ($000) $45,072 Shares 299,564 Est. Cost $103.64 Unrealized +23.9%
AEE Ameren Corp. 0.8%
Value ($000) $43,961 Shares 549,238 Est. Cost $66.43 Unrealized +9.8%
HST Host Hotels & Resorts Inc. 0.8%
Value ($000) $41,960 Shares 2,455,264 Est. Cost $14.40 Unrealized 0.0%
PSA Public Storage 0.8%
Value ($000) $41,039 Shares 136,484 Est. Cost $166.14 Unrealized +37.5%
PEG Public Service Enterprise Grou 0.8%
Value ($000) $40,888 Shares 684,428 Est. Cost $48.11 Unrealized +9.9%
EXC Exelon Corp. 0.7%
Value ($000) $40,174 Shares 906,665 Est. Cost $25.49 Unrealized +7.3%
LNT Alliant Energy Corporation 0.7%
Value ($000) $40,113 Shares 719,395 Est. Cost $43.42 Unrealized +12.4%
HIW Highwoods Properties Inc. 0.7%
Value ($000) $39,330 Shares 870,718 Est. Cost $37.13 Unrealized
STAG STAG Industrial, Inc. 0.7%
Value ($000) $35,641 Shares 952,194 Est. Cost $29.96 Unrealized
AVB AvalonBay Communities Inc. 0.7%
Value ($000) $35,054 Shares 167,972 Est. Cost $154.50 Unrealized +10.4%
LNG Cheniere Energy Inc. 0.6%
Value ($000) $34,218 Shares 394,493 Est. Cost $59.17 Unrealized +37.5%
AES AES Corporation 0.6%
Value ($000) $33,961 Shares 1,302,690 Est. Cost $15.97 Unrealized +39.0%
CMS CMS Energy Corporation 0.6%
Value ($000) $33,677 Shares 570,023 Est. Cost $49.88 Unrealized +8.2%
D Dominion Energy Inc. 0.6%
Value ($000) $33,570 Shares 456,304 Est. Cost $60.11 Unrealized +4.3%
SUI Sun Communities Inc. 0.6%
Value ($000) $32,644 Shares 190,453 Est. Cost $123.76 Unrealized
Kansas City Southern 0.6%
Value ($000) $32,341 Shares 114,130 Est. Cost $210.67 Unrealized
NI NiSource Inc. 0.6%
Value ($000) $31,587 Shares 1,289,253 Est. Cost $20.49 Unrealized +6.4%
FE FirstEnergy Corp. 0.6%
Value ($000) $30,928 Shares 831,169 Est. Cost $30.85 Unrealized -0.1%
EQR Equity Residential 0.5%
Value ($000) $28,039 Shares 364,146 Est. Cost $43.03 Unrealized +46.6%
NNN National Retail Properties Inc 0.5%
Value ($000) $27,306 Shares 582,457 Est. Cost $46.62 Unrealized
BDN Brandywine Realty Trust SBI 0.5%
Value ($000) $26,864 Shares 1,959,451 Est. Cost $14.04 Unrealized
WY Weyerhaeuser Co. 0.5%
Value ($000) $26,676 Shares 775,028 Est. Cost $27.42 Unrealized +11.3%
PEB Pebblebrook Hotel Trust 0.4%
Value ($000) $23,949 Shares 1,016,957 Est. Cost $24.02 Unrealized
O Realty Income Corp 0.4%
Value ($000) $23,806 Shares 356,700 Est. Cost $51.30 Unrealized +1.0%
Columbia Property Trust, Inc. 0.4%
Value ($000) $23,005 Shares 1,322,863 Est. Cost $20.05 Unrealized
AKR Acadia Realty Trust 0.4%
Value ($000) $19,229 Shares 875,657 Est. Cost $10.50 Unrealized
DOC Healthpeak Properties Inc. 0.4%
Value ($000) $18,993 Shares 570,520 Est. Cost $25.40 Unrealized +3.2%
FCPT Four Corners Property Trust 0.4%
Value ($000) $18,798 Shares 680,841 Est. Cost $27.52 Unrealized
XHR Xenia Hotels & Resorts Inc 0.3%
Value ($000) $17,945 Shares 958,092 Est. Cost $18.73 Unrealized
PK Park Hotels & Resorts Inc 0.3%
Value ($000) $17,754 Shares 861,417 Est. Cost $21.36 Unrealized
BXP Boston Properties Inc. 0.3%
Value ($000) $17,387 Shares 151,731 Est. Cost $75.11 Unrealized +17.1%
APLE Apple Hospitality REIT Inc 0.3%
Value ($000) $16,859 Shares 1,104,800 Est. Cost $12.91 Unrealized
Physicians Realty Trust 0.3%
Value ($000) $15,079 Shares 816,403 Est. Cost $15.82 Unrealized
WTRG Essential Utilities 0.3%
Value ($000) $14,435 Shares 315,854 Est. Cost $44.89 Unrealized +4.5%
NTST Netstreit Corp 0.2%
Value ($000) $13,253 Shares 574,714 Est. Cost $18.94 Unrealized
WPC WP Carey Inc. 0.2%
Value ($000) $12,462 Shares 167,000 Est. Cost $58.78 Unrealized
ELS Equity Lifestyle Properties 0.2%
Value ($000) $12,095 Shares 162,765 Est. Cost $58.24 Unrealized
QTS Realty Trust Inc 0.2%
Value ($000) $10,950 Shares 141,659 Est. Cost $45.93 Unrealized
GTY Getty Realty Corp. 0.2%
Value ($000) $10,412 Shares 334,260 Est. Cost $29.27 Unrealized
Federal Realty Investment Trus 0.2%
Value ($000) $10,341 Shares 88,258 Est. Cost $109.78 Unrealized
STORE Capital Corp 0.2%
Value ($000) $9,151 Shares 265,179 Est. Cost $25.71 Unrealized
Retail Opportunity Investments 0.2%
Value ($000) $8,811 Shares 498,924 Est. Cost $16.24 Unrealized
PS Business Parks Inc. 0.2%
Value ($000) $8,492 Shares 57,350 Est. Cost $131.28 Unrealized
KRC Kilroy Realty Corp. 0.1%
Value ($000) $7,848 Shares 112,700 Est. Cost $61.87 Unrealized
KIM Kimco Realty Corp. 0.1%
Value ($000) $7,819 Shares 375,000 Est. Cost $12.90 Unrealized +31.2%
CDP Corporate Office Properties Tr 0.1%
Value ($000) $6,518 Shares 232,855 Est. Cost $26.28 Unrealized
American Campus Communities 0.1%
Value ($000) $6,026 Shares 128,973 Est. Cost $38.45 Unrealized
CUZ Cousins Properties Inc. 0.1%
Value ($000) $4,822 Shares 131,100 Est. Cost $35.70 Unrealized
ADC Agree Realty Corp 0.1%
Value ($000) $4,554 Shares 64,600 Est. Cost $63.66 Unrealized
Weingarten Realty Investors 0.1%
Value ($000) $3,589 Shares 111,900 Est. Cost $14.52 Unrealized
NSA National Storage Affiliates Tr 0.1%
Value ($000) $3,382 Shares 66,900 Est. Cost $40.74 Unrealized
JBGS JBG Smith Properties 0.1%
Value ($000) $3,168 Shares 100,543 Est. Cost $31.83 Unrealized
Lexington Realty Trust 0.1%
Value ($000) $3,026 Shares 253,200 Est. Cost $11.11 Unrealized
AMH American Homes 4 Rent 0.0%
Value ($000) $2,383 Shares 61,339 Est. Cost $27.87 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $1,920 Shares 180,577 Est. Cost $12.37 Unrealized
HealthCare Realty Trust 0.0%
Value ($000) $1,839 Shares 60,900 Est. Cost $27.97 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $1,823 Shares 61,570 Est. Cost $27.76 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $1,801 Shares 74,639 Est. Cost $32.98 Unrealized
Outfront Media Inc. 0.0%
Value ($000) $1,662 Shares 69,156 Est. Cost $21.84 Unrealized
Magellan Midstream Partners L. 0.0%
Value ($000) $1,530 Shares 31,288 Est. Cost $64.96 Unrealized
PAA Plains All American Pipeline, 0.0%
Value ($000) $1,451 Shares 127,687 Est. Cost $19.97 Unrealized
TRGP Targa Resources Corp. 0.0%
Value ($000) $1,360 Shares 30,600 Est. Cost $30.89 Unrealized +14.1%
OKE ONEOK Inc. 0.0%
Value ($000) $1,288 Shares 23,150 Est. Cost $31.77 Unrealized +30.0%
WMB Williams Cos. 0.0%
Value ($000) $1,222 Shares 46,040 Est. Cost $17.44 Unrealized +17.2%
KMI Kinder Morgan Inc. 0.0%
Value ($000) $1,154 Shares 63,300 Est. Cost $10.75 Unrealized +27.6%
UE Urban Edge Properties 0.0%
Value ($000) $1,102 Shares 57,710 Est. Cost $16.53 Unrealized
DRH Diamondrock Hospitality 0.0%
Value ($000) $1,070 Shares 110,314 Est. Cost $9.70 Unrealized
Paramount Group Inc 0.0%
Value ($000) $905 Shares 89,900 Est. Cost $9.48 Unrealized
DCP Midstream LP 0.0%
Value ($000) $878 Shares 28,600 Est. Cost $11.16 Unrealized
TRP TC Energy Corp 0.0%
Value ($000) $850 Shares 17,167 Est. Cost $36.82 Unrealized +6.8%
NuSTAR Energy L.P. 0.0%
Value ($000) $740 Shares 41,000 Est. Cost $21.79 Unrealized
EGP Eastgroup Properties 0.0%
Value ($000) $740 Shares 4,500 Est. Cost $164.44 Unrealized
PBA Pembina Pipeline Corp 0.0%
Value ($000) $585 Shares 18,420 Est. Cost $17.10 Unrealized +44.8%
ENB Enbridge Inc 0.0%
Value ($000) $548 Shares 13,680 Est. Cost $24.85 Unrealized +15.3%
Phillips 66 Partners LP 0.0%
Value ($000) $533 Shares 13,500 Est. Cost $50.68 Unrealized
Crestwood Equity Partners LP 0.0%
Value ($000) $492 Shares 16,400 Est. Cost $27.94 Unrealized
HESM Hess Midstream LP 0.0%
Value ($000) $359 Shares 14,226 Est. Cost $11.21 Unrealized +48.3%