Cbre Investment Management Listed Real Asset

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$6.75B
Q ending 2026-03-31
Prior quarter
$6.81B
Q ending 2025-12-31
Change
-1.0% QoQ · +3.2% YoY
Positions
96
reported holdings

Largest positions

All 96 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Welltower Inc.WELLShares$594.5M3.0M
Equinix IncEQIXShares$518.2M529K
Prologis Inc.PLDShares$288.7M2.2M
Simon Property Group Inc.SPGShares$225.6M1.2M
Xcel Energy Inc.XELShares$206.4M2.6M
American Tower Corp.AMTShares$191.6M1.1M
Public Service Enterprise GrouPEGShares$178.2M2.2M
Ppl Corp.PPLShares$176.5M4.6M
Wec Energy Group Inc.WECShares$159.3M1.4M
Ventas Inc.VTRShares$154.6M1.9M
Eastgroup PropertiesEGPShares$146.5M791K
Vici Properties Inc.VICIShares$146.1M5.3M
Cheniere Energy Inc.LNGShares$144.6M510K
Brixmor Property GroupBRXShares$141.6M4.9M
Atmos Energy Corp.ATOShares$140.0M758K
Entergy Corp.ETRShares$138.4M1.2M
First Industrial Realty TrustFRShares$128.9M2.2M
Iron Mountain IncorporatedIRMShares$126.4M1.2M
Pg&E Corp.PCGShares$120.1M6.8M
Constellation Energy CorpCEGShares$115.9M415K
Stag Industrial, Inc.STAGShares$114.3M3.2M
Evergy Inc.EVRGShares$113.8M1.4M
CubesmartCUBEShares$113.4M3.1M
Cms Energy CorporationCMSShares$103.4M1.3M
American Electric Power Co. InAEPShares$98.5M752K
Regency Centers CorporationREGShares$95.7M1.3M
Equity ResidentialEQRShares$91.8M1.6M
American Homes 4 RentAMHShares$90.8M3.3M
Oge Energy Corp.OGEShares$87.1M1.8M
Udr Inc.UDRShares$85.7M2.5M
Targa Resources Corp.TRGPShares$84.2M336K
Realty Income CorpOShares$82.8M1.4M
Digital Realty Trust Inc.DLRShares$80.0M444K
Omega Healthcare InvestorsOHIShares$77.1M1.8M
Camden Property TrustCPTShares$75.3M771K
Southern Co.SOShares$71.9M745K
Sun Communities Inc.SUIShares$67.6M537K
Essential Properties RealtyEPRTShares$66.9M2.2M
Gaming And Leisure PropertiesGLPIShares$65.3M1.5M
Aes CorporationAESShares$62.0M4.4M
Public StoragePSAShares$59.4M219K
American Healthcare ReitAHRShares$59.3M1.3M
Crown Castle IncCCIShares$45.7M562K
Getty Realty Corp.GTYShares$43.6M1.4M
Healthpeak Properties Inc.DOCShares$41.8M2.5M
Vornado Realty TrustVNOShares$36.6M1.4M
Sunstone Hotel Investors Inc.SHOShares$35.7M4.0M
Union Pacific CorpUNPShares$33.0M136K
Chesapeake Utilities CorporatiCPKShares$32.5M257K
One Gas Inc.OGSShares$32.0M371K
California Water Service GroupCWTShares$29.4M648K
American Water Works Co.AWKShares$27.4M201K
Cousins Properties Inc.CUZShares$27.3M1.2M
Tanger Inc.SKTShares$26.8M789K
Oneok Inc.OKEShares$26.5M293K
Extra Space Storage Inc.EXRShares$25.6M195K
Bxp IncBXPShares$25.4M490K
Hilton Worldwide Holdings Inc.HLTShares$25.2M83K
Avalonbay Communities Inc.AVBShares$23.5M144K
Dominion Energy Inc.DShares$22.8M369K
Rexford Industrial Realty, IncREXRShares$19.8M605K
Federal Realty Investment TrusFRTShares$18.6M175K
Equity Lifestyle PropertiesELSShares$18.3M293K
Host Hotels & Resorts Inc.HSTShares$16.9M882K
Lamar Advertising CoLAMRShares$15.8M125K
Mid-America Apt. Comm.MAAShares$15.8M130K
Essex Property Trust Inc.ESSShares$14.7M61K
CenterspaceCSRShares$13.3M231K
Independence Realty Trust IncIRTShares$12.9M869K
Janus Living IncJANShares$12.4M528K
Broadstone Net Lease IncBNLShares$12.2M670K
Essential UtilitiesWTRGShares$12.1M302K
Brookfield Infrastructure PartShares$11.2M311K
Invitation Homes IncINVHShares$10.8M435K
Pebblebrook Hotel TrustPEB 6.3 PERP FShares$10.5M542K
Epr PropertiesEPRShares$9.3M187K
Xplr Infrastructure LpXIFRShares$8.4M795K
Alexandria Real Estate EquitieAREShares$8.3M178K
Pebblebrook Hotel TrustPEB 6.375 PERP EShares$7.4M384K
Americold Realty TrustCOLDShares$6.9M600K
Lineage IncLINEShares$5.6M171K
Netstreit CorpNTSTShares$5.1M271K
Piedmont Office Realty Trust IPDMShares$5.0M762K
Sba Communications Corp.SBACShares$4.2M24K
Curbline Properties CorpCURBShares$3.6M139K
Empire State Realty Trust Inc.ESRTShares$3.6M688K
Copt Defense PropertiesCDPShares$3.3M108K
Nextera Energy IncNEEShares$2.9M32K
Lxp Industrial TrustLXPShares$2.4M51K
Weyerhaeuser Co.WYShares$1.5M60K
Williams Cos.WMBShares$1.2M16K
Marriott International Inc.MARShares$913K3K
Ameren Corp.AEEShares$800K7K
Norfolk Southern CorpNSCShares$680K2K
Centerpoint Energy Inc.CNPShares$319K7K
Kinder Morgan Inc.KMIShares$210K6K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.