CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC Diversified Active

CIK: 0001033984 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 5, 2021

Total Value ($000): $5,662,677 (100.0% shares, 0.0% debt)

Holdings (108)

PLD ProLogis Inc. 8.4%
Value ($000) $474,393 Shares 3,782,132 Est. Cost $42.80 Unrealized +166.8%
SPG Simon Property Group Inc. 6.5%
Value ($000) $367,728 Shares 2,829,326 Est. Cost $66.27 Unrealized +54.4%
AMT American Tower Corp. 5.1%
Value ($000) $287,086 Shares 1,081,671 Est. Cost $196.73 Unrealized +26.4%
EXR Extra Space Storage Inc. 4.9%
Value ($000) $274,779 Shares 1,635,685 Est. Cost $91.89 Unrealized +61.4%
Duke Realty Corporation 4.2%
Value ($000) $240,187 Shares 5,017,488 Est. Cost $35.13 Unrealized
INVH Invitation Homes Inc 3.4%
Value ($000) $190,350 Shares 4,966,090 Est. Cost $25.81 Unrealized +34.9%
CPT Camden Property Trust 3.2%
Value ($000) $179,639 Shares 1,218,141 Est. Cost $82.45 Unrealized +52.5%
CUBE CubeSmart 3.2%
Value ($000) $179,047 Shares 3,695,491 Est. Cost $27.83 Unrealized
CCI Crown Castle International Cor 2.9%
Value ($000) $162,499 Shares 937,567 Est. Cost $110.61 Unrealized +41.0%
SUI Sun Communities Inc. 2.9%
Value ($000) $161,769 Shares 873,954 Est. Cost $171.73 Unrealized
VTR Ventas Inc. 2.5%
Value ($000) $141,036 Shares 2,554,534 Est. Cost $34.43 Unrealized +42.5%
VEREIT Inc 2.2%
Value ($000) $124,911 Shares 2,761,681 Est. Cost $38.97 Unrealized
WELL Welltower Inc. 2.1%
Value ($000) $120,257 Shares 1,459,434 Est. Cost $61.43 Unrealized +25.0%
REG Regency Centers Corporation 2.1%
Value ($000) $119,728 Shares 1,778,226 Est. Cost $47.51 Unrealized +16.5%
ESS Essex Property Trust Inc. 1.9%
Value ($000) $110,261 Shares 344,847 Est. Cost $255.79 Unrealized +7.6%
EQIX Equinix Inc 1.9%
Value ($000) $106,482 Shares 134,765 Est. Cost $528.97 Unrealized +44.1%
Healthcare Trust of America In 1.6%
Value ($000) $91,721 Shares 3,092,400 Est. Cost $28.45 Unrealized
NEE Nextera Energy Inc 1.5%
Value ($000) $85,159 Shares 1,084,551 Est. Cost $65.79 Unrealized +9.2%
AEP American Electric Power Co. In 1.5%
Value ($000) $82,951 Shares 1,021,812 Est. Cost $69.88 Unrealized +6.4%
ARE Alexandria Real Estate Equitie 1.5%
Value ($000) $82,330 Shares 430,891 Est. Cost $80.58 Unrealized +103.6%
Spirit Realty Capital Inc. 1.4%
Value ($000) $76,608 Shares 1,663,946 Est. Cost $40.88 Unrealized
NNN National Retail Properties Inc 1.3%
Value ($000) $76,353 Shares 1,767,842 Est. Cost $44.32 Unrealized
UDR UDR Inc. 1.3%
Value ($000) $71,911 Shares 1,357,319 Est. Cost $34.18 Unrealized +32.4%
UNP Union Pacific Corp 1.3%
Value ($000) $71,035 Shares 362,403 Est. Cost $177.27 Unrealized +10.1%
Life Storage Inc 1.2%
Value ($000) $69,842 Shares 608,695 Est. Cost $99.37 Unrealized
CyrusOne Inc. 1.2%
Value ($000) $68,091 Shares 879,616 Est. Cost $71.05 Unrealized
Apartment Income REIT Co 1.1%
Value ($000) $63,288 Shares 1,296,613 Est. Cost $38.48 Unrealized
HST Host Hotels & Resorts Inc. 1.1%
Value ($000) $62,828 Shares 3,847,411 Est. Cost $14.04 Unrealized -4.5%
EXC Exelon Corp. 1.1%
Value ($000) $60,424 Shares 1,249,986 Est. Cost $26.54 Unrealized +10.4%
DLR Digital Realty Trust Inc. 1.1%
Value ($000) $60,238 Shares 417,014 Est. Cost $112.26 Unrealized +19.6%
SHO Sunstone Hotel Investors Inc. 1.0%
Value ($000) $59,259 Shares 4,963,072 Est. Cost $12.37 Unrealized
MAA Mid-America Apt. Comm. 1.0%
Value ($000) $58,748 Shares 314,579 Est. Cost $106.74 Unrealized +50.8%
AEE Ameren Corp. 1.0%
Value ($000) $54,909 Shares 677,884 Est. Cost $68.02 Unrealized +10.0%
Hudson Pacific Properties 1.0%
Value ($000) $54,325 Shares 2,067,948 Est. Cost $32.52 Unrealized
PDM Piedmont Office Realty Trust I 0.9%
Value ($000) $52,673 Shares 3,021,974 Est. Cost $19.06 Unrealized
PEG Public Service Enterprise Grou 0.9%
Value ($000) $51,961 Shares 853,225 Est. Cost $49.25 Unrealized +9.4%
AES AES Corporation 0.9%
Value ($000) $51,518 Shares 2,256,578 Est. Cost $17.90 Unrealized +14.7%
LNG Cheniere Energy Inc. 0.9%
Value ($000) $51,356 Shares 525,809 Est. Cost $66.25 Unrealized +32.1%
D Dominion Energy Inc. 0.9%
Value ($000) $50,584 Shares 692,736 Est. Cost $60.90 Unrealized +2.5%
CMS CMS Energy Corporation 0.9%
Value ($000) $49,743 Shares 832,796 Est. Cost $51.35 Unrealized +6.2%
WY Weyerhaeuser Co. 0.8%
Value ($000) $44,285 Shares 1,245,004 Est. Cost $28.00 Unrealized +3.4%
PSA Public Storage 0.8%
Value ($000) $43,160 Shares 145,271 Est. Cost $171.65 Unrealized +49.9%
Site Centers Corp 0.8%
Value ($000) $42,998 Shares 2,784,814 Est. Cost $12.65 Unrealized
O Realty Income Corp 0.7%
Value ($000) $42,399 Shares 653,700 Est. Cost $52.44 Unrealized +2.6%
FE FirstEnergy Corp. 0.7%
Value ($000) $39,630 Shares 1,112,566 Est. Cost $31.08 Unrealized +2.2%
AVB AvalonBay Communities Inc. 0.7%
Value ($000) $37,229 Shares 167,972 Est. Cost $154.50 Unrealized +24.8%
WEC WEC Energy Group Inc. 0.6%
Value ($000) $34,195 Shares 387,704 Est. Cost $80.86 Unrealized 0.0%
NI NiSource Inc. 0.6%
Value ($000) $34,164 Shares 1,409,975 Est. Cost $20.58 Unrealized +4.8%
EQR Equity Residential 0.6%
Value ($000) $34,052 Shares 420,813 Est. Cost $46.59 Unrealized +49.1%
REXR Rexford Industrial Realty, Inc 0.6%
Value ($000) $31,468 Shares 554,506 Est. Cost $56.75 Unrealized
STAG STAG Industrial, Inc. 0.5%
Value ($000) $29,164 Shares 743,021 Est. Cost $29.96 Unrealized
WMB Williams Cos. 0.4%
Value ($000) $24,916 Shares 960,523 Est. Cost $20.26 Unrealized +0.7%
PEB Pebblebrook Hotel Trust 0.4%
Value ($000) $22,031 Shares 983,090 Est. Cost $24.02 Unrealized
LNT Alliant Energy Corporation 0.4%
Value ($000) $20,308 Shares 362,765 Est. Cost $43.42 Unrealized +18.1%
FCPT Four Corners Property Trust 0.4%
Value ($000) $20,238 Shares 753,460 Est. Cost $27.45 Unrealized
XHR Xenia Hotels & Resorts Inc 0.4%
Value ($000) $19,973 Shares 1,125,893 Est. Cost $18.58 Unrealized
PK Park Hotels & Resorts Inc 0.3%
Value ($000) $19,705 Shares 1,029,535 Est. Cost $21.00 Unrealized
DOC Healthpeak Properties Inc. 0.3%
Value ($000) $19,101 Shares 570,520 Est. Cost $25.40 Unrealized +9.7%
MGM Growth Properties LLC 0.3%
Value ($000) $18,934 Shares 494,372 Est. Cost $28.87 Unrealized
BXP Boston Properties Inc. 0.3%
Value ($000) $18,701 Shares 172,600 Est. Cost $76.94 Unrealized +17.3%
Kansas City Southern 0.3%
Value ($000) $18,508 Shares 68,386 Est. Cost $210.67 Unrealized
APLE Apple Hospitality REIT Inc 0.3%
Value ($000) $14,736 Shares 936,799 Est. Cost $12.91 Unrealized
Physicians Realty Trust 0.2%
Value ($000) $13,826 Shares 784,703 Est. Cost $15.82 Unrealized
ELS Equity Lifestyle Properties 0.2%
Value ($000) $13,601 Shares 174,153 Est. Cost $59.54 Unrealized
NXRT NexPoint Residential Trust, In 0.2%
Value ($000) $13,130 Shares 212,182 Est. Cost $61.88 Unrealized
Paramount Group Inc 0.2%
Value ($000) $12,886 Shares 1,433,407 Est. Cost $9.02 Unrealized
WPC WP Carey Inc. 0.2%
Value ($000) $12,614 Shares 172,700 Est. Cost $59.25 Unrealized
BDN Brandywine Realty Trust SBI 0.2%
Value ($000) $12,463 Shares 928,661 Est. Cost $14.04 Unrealized
Federal Realty Investment Trus 0.2%
Value ($000) $12,318 Shares 104,402 Est. Cost $111.05 Unrealized
KIM Kimco Realty Corp. 0.2%
Value ($000) $11,524 Shares 555,355 Est. Cost $14.42 Unrealized +21.9%
BRX Brixmor Property Group 0.2%
Value ($000) $10,875 Shares 491,871 Est. Cost $19.09 Unrealized
GTY Getty Realty Corp. 0.2%
Value ($000) $10,336 Shares 352,643 Est. Cost $29.27 Unrealized
AMH American Homes 4 Rent 0.2%
Value ($000) $9,989 Shares 262,039 Est. Cost $35.72 Unrealized
CDP Corporate Office Properties Tr 0.2%
Value ($000) $8,980 Shares 332,855 Est. Cost $26.49 Unrealized
ALEX Alexander & Baldwin Inc. 0.2%
Value ($000) $8,532 Shares 363,986 Est. Cost $23.44 Unrealized
STORE Capital Corp 0.1%
Value ($000) $8,249 Shares 257,552 Est. Cost $25.71 Unrealized
Retail Opportunity Investments 0.1%
Value ($000) $7,667 Shares 440,108 Est. Cost $16.24 Unrealized
KRC Kilroy Realty Corp. 0.1%
Value ($000) $6,687 Shares 101,000 Est. Cost $61.87 Unrealized
American Campus Communities 0.1%
Value ($000) $6,300 Shares 130,025 Est. Cost $38.45 Unrealized
PS Business Parks Inc. 0.1%
Value ($000) $6,204 Shares 39,580 Est. Cost $131.28 Unrealized
AKR Acadia Realty Trust 0.1%
Value ($000) $6,026 Shares 295,224 Est. Cost $10.50 Unrealized
Lexington Realty Trust 0.1%
Value ($000) $4,973 Shares 390,037 Est. Cost $11.69 Unrealized
CUZ Cousins Properties Inc. 0.1%
Value ($000) $4,889 Shares 131,100 Est. Cost $35.70 Unrealized
ADC Agree Realty Corp 0.1%
Value ($000) $4,278 Shares 64,600 Est. Cost $63.66 Unrealized
JBGS JBG Smith Properties 0.1%
Value ($000) $3,024 Shares 102,138 Est. Cost $31.80 Unrealized
Outfront Media Inc. 0.0%
Value ($000) $2,139 Shares 84,894 Est. Cost $22.46 Unrealized
HIW Highwoods Properties Inc. 0.0%
Value ($000) $2,011 Shares 45,843 Est. Cost $37.13 Unrealized
ELME Washington REIT 0.0%
Value ($000) $1,960 Shares 79,200 Est. Cost $24.75 Unrealized
HealthCare Realty Trust 0.0%
Value ($000) $1,814 Shares 60,900 Est. Cost $27.97 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $1,683 Shares 175,677 Est. Cost $12.37 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $1,642 Shares 57,670 Est. Cost $27.76 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $1,576 Shares 72,839 Est. Cost $32.98 Unrealized
TRGP Targa Resources Corp. 0.0%
Value ($000) $1,373 Shares 27,900 Est. Cost $30.89 Unrealized +30.1%
OKE ONEOK Inc. 0.0%
Value ($000) $1,366 Shares 23,550 Est. Cost $31.95 Unrealized +32.5%
Magellan Midstream Partners L. 0.0%
Value ($000) $1,298 Shares 28,488 Est. Cost $64.96 Unrealized
PAA Plains All American Pipeline, 0.0%
Value ($000) $1,180 Shares 115,987 Est. Cost $19.97 Unrealized
DRH Diamondrock Hospitality 0.0%
Value ($000) $1,025 Shares 108,513 Est. Cost $9.70 Unrealized
EGP Eastgroup Properties 0.0%
Value ($000) $900 Shares 5,400 Est. Cost $164.81 Unrealized
DCP Midstream LP 0.0%
Value ($000) $790 Shares 28,000 Est. Cost $11.16 Unrealized
UE Urban Edge Properties 0.0%
Value ($000) $718 Shares 39,194 Est. Cost $16.53 Unrealized
KMI Kinder Morgan Inc. 0.0%
Value ($000) $706 Shares 42,200 Est. Cost $10.75 Unrealized +23.4%
NuSTAR Energy L.P. 0.0%
Value ($000) $645 Shares 41,000 Est. Cost $21.79 Unrealized
TRP TC Energy Corp 0.0%
Value ($000) $587 Shares 12,205 Est. Cost $36.82 Unrealized +4.9%
Crestwood Equity Partners LP 0.0%
Value ($000) $457 Shares 16,100 Est. Cost $27.94 Unrealized
Phillips 66 Partners LP 0.0%
Value ($000) $430 Shares 12,000 Est. Cost $50.68 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $415 Shares 10,432 Est. Cost $24.85 Unrealized +19.5%
HESM Hess Midstream LP 0.0%
Value ($000) $345 Shares 12,239 Est. Cost $11.21 Unrealized +58.5%
PBA Pembina Pipeline Corp 0.0%
Value ($000) $344 Shares 10,840 Est. Cost $17.10 Unrealized +47.9%