CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC Q2 2021 Filing

Filed August 13, 2021

Portfolio Value

$5.4T

Holdings

109

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (109 positions)

#StockSharesValue% PortfolioType
1
PLDProLogis Inc.
4,005,654$478.8B8.92%
2
SPGSimon Property Group Inc.
2,805,442$366.1B6.82%
3
AMTAmerican Tower Corp.
1,123,629$303.5B5.66%
4
EXRExtra Space Storage Inc.
1,616,025$264.7B4.93%
5
DREUSDDuke Realty Corporation
4,793,264$227.0B4.23%
6
8CWCrown Castle International Cor
881,821$172.0B3.21%
7
CUBECubeSmart
3,637,343$168.5B3.14%
8
CPTCamden Property Trust
1,267,612$168.2B3.13%
9
MAAMid-America Apt. Comm.
947,900$159.6B2.98%
10
VENVentas Inc.
2,479,551$141.6B2.64%
11
INVHInvitation Homes Inc
3,687,409$137.5B2.56%
12
VERVEREIT Inc
2,323,355$106.7B1.99%
13
AREAlexandria Real Estate Equitie
581,603$105.8B1.97%
14
WELLWelltower Inc.
1,270,971$105.6B1.97%
15
UDRUDR Inc.
2,070,816$101.4B1.89%
16
AIRCUSDApartment Income REIT Co
1,940,479$92.0B1.72%
17
HTAEURHealthcare Trust of America In
3,338,158$89.1B1.66%
18
MGM Growth Properties LLC
2,364,909$86.6B1.61%
19
BRXBrixmor Property Group
3,687,545$84.4B1.57%
20
SRCUSDSpirit Realty Capital Inc.
1,737,428$83.1B1.55%
21
HPPHudson Pacific Properties
2,583,200$71.9B1.34%
22
ESSEssex Property Trust Inc.
237,196$71.2B1.33%
23
EQIXEquinix Inc
87,293$70.1B1.31%
24
PDMPiedmont Office Realty Trust I
3,709,945$68.5B1.28%
25
AEPAmerican Electric Power Co. In
791,677$67.0B1.25%
26
NEENextera Energy Inc
857,756$62.9B1.17%
27
UNPUnion Pacific Corp
281,456$61.9B1.15%
28
SSS1EURLife Storage Inc
559,436$60.1B1.12%
29
REGRegency Centers Corporation
868,674$55.7B1.04%
30
SHOSunstone Hotel Investors Inc.
4,414,614$54.8B1.02%
31
CyrusOne Inc.
730,511$52.2B0.97%
32
SITCUSDSite Centers Corp
3,261,935$49.1B0.92%
33
FQIDigital Realty Trust Inc.
299,564$45.1B0.84%
34
AEEAmeren Corp.
549,238$44.0B0.82%
35
HSTHost Hotels & Resorts Inc.
2,455,264$42.0B0.78%
36
PSAPublic Storage
136,484$41.0B0.76%
37
PEGPublic Service Enterprise Grou
684,428$40.9B0.76%
38
PEOExelon Corp.
906,665$40.2B0.75%
39
LNTAlliant Energy Corporation
719,395$40.1B0.75%
40
HIWHighwoods Properties Inc.
870,718$39.3B0.73%
41
STAGSTAG Industrial, Inc.
952,194$35.6B0.66%
42
AVBAvalonBay Communities Inc.
167,972$35.1B0.65%
43
LNGCheniere Energy Inc.
394,493$34.2B0.64%
44
AESAES Corporation
1,302,690$34.0B0.63%
45
CMSCMS Energy Corporation
570,023$33.7B0.63%
46
DDominion Energy Inc.
456,304$33.6B0.63%
47
SUISun Communities Inc.
190,453$32.6B0.61%
48
KSUEURKansas City Southern
114,130$32.3B0.60%
49
NINiSource Inc.
1,289,253$31.6B0.59%
50
FEFirstEnergy Corp.
831,169$30.9B0.58%
51
EQREquity Residential
364,146$28.0B0.52%
52
NNNNational Retail Properties Inc
582,457$27.3B0.51%
53
BDNBrandywine Realty Trust SBI
1,959,451$26.9B0.50%
54
WYWeyerhaeuser Co.
775,028$26.7B0.50%
55
PEBPebblebrook Hotel Trust
1,016,957$23.9B0.45%
56
ORealty Income Corp
356,700$23.8B0.44%
57
Columbia Property Trust, Inc.
1,322,863$23.0B0.43%
58
AKRAcadia Realty Trust
875,657$19.2B0.36%
59
DOCHealthpeak Properties Inc.
570,520$19.0B0.35%
60
FCPTFour Corners Property Trust
680,841$18.8B0.35%
61
XHRXenia Hotels & Resorts Inc
958,092$17.9B0.33%
62
PKPark Hotels & Resorts Inc
861,417$17.8B0.33%
63
BXPBoston Properties Inc.
151,731$17.4B0.32%
64
APLEApple Hospitality REIT Inc
1,104,800$16.9B0.31%
65
DOCUSDPhysicians Realty Trust
816,403$15.1B0.28%
66
WTRGEssential Utilities
315,854$14.4B0.27%
67
NTSTNetstreit Corp
574,714$13.3B0.25%
68
WPCWP Carey Inc.
167,000$12.5B0.23%
69
ELSEquity Lifestyle Properties
162,765$12.1B0.23%
70
QTS Realty Trust Inc
141,659$10.9B0.20%
71
GTYGetty Realty Corp.
334,260$10.4B0.19%
72
FRTEURFederal Realty Investment Trus
88,258$10.3B0.19%
73
S76STORE Capital Corp
265,179$9.2B0.17%
74
ROICUSDRetail Opportunity Investments
498,924$8.8B0.16%
75
PS Business Parks Inc.
57,350$8.5B0.16%
76
KRCKilroy Realty Corp.
112,700$7.8B0.15%
77
KIMKimco Realty Corp.
375,000$7.8B0.15%
78
CDPCorporate Office Properties Tr
232,855$6.5B0.12%
79
ACCUSDAmerican Campus Communities
128,973$6.0B0.11%
80
CUZCousins Properties Inc.
131,100$4.8B0.09%
81
ADCAgree Realty Corp
64,600$4.6B0.08%
82
Weingarten Realty Investors
111,900$3.6B0.07%
83
NSANational Storage Affiliates Tr
66,900$3.4B0.06%
84
JBGSJBG Smith Properties
100,543$3.2B0.06%
85
LXPUSDLexington Realty Trust
253,200$3.0B0.06%
86
AMHAmerican Homes 4 Rent
61,339$2.4B0.04%
87
ETEnergy Transfer LP
180,577$1.9B0.04%
88
HRUSDHealthCare Realty Trust
60,900$1.8B0.03%
89
MPLXMPLX LP
61,570$1.8B0.03%
90
EPDEnterprise Products Partners L
74,639$1.8B0.03%
91
OUTOutfront Media Inc.
69,156$1.7B0.03%
92
WEPMagellan Midstream Partners L.
31,288$1.5B0.03%
93
PAAPlains All American Pipeline,
127,687$1.5B0.03%
94
TRGPTarga Resources Corp.
30,600$1.4B0.03%
95
OKEONEOK Inc.
23,150$1.3B0.02%
96
WMBWilliams Cos.
46,040$1.2B0.02%
97
KMIKinder Morgan Inc.
63,300$1.2B0.02%
98
UEUrban Edge Properties
57,710$1.1B0.02%
99
DRHDiamondrock Hospitality
110,314$1.1B0.02%
100
6PMParamount Group Inc
89,900$905.0M0.02%
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