CHILTON CAPITAL MANAGEMENT LLC Q2 2024 Filing

Filed August 1, 2024

Portfolio Value

$2.2T

Holdings

606

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (606 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
312,006$139.5B6.24%
2
NVDANVIDIA CORPORATION
906,009$111.9B5.01%
3
AAPLAPPLE INC
453,509$95.5B4.27%
4
AMZNAMAZON COM INC
414,952$80.2B3.59%
5
GOOGALPHABET INC
373,449$68.5B3.06%
6
XOMEXXON MOBIL CORP
562,030$64.7B2.89%
7
METAMETA PLATFORMS INC
110,376$55.7B2.49%
8
UNHUNITEDHEALTH GROUP INC
84,456$43.0B1.92%
9
JPMJPMORGAN CHASE & CO.
206,378$41.7B1.87%
10
VVISA INC
142,852$37.5B1.68%
11
COSTCOSTCO WHSL CORP NEW
42,600$36.2B1.62%
12
T7DTRANSDIGM GROUP INC
28,203$36.0B1.61%
13
PWRQUANTA SVCS INC
136,443$34.7B1.55%
14
COPCONOCOPHILLIPS
291,479$33.3B1.49%
15
MRKMERCK & CO INC
268,085$33.2B1.48%
16
LOWLOWES COS INC
141,891$31.3B1.40%
17
TMOTHERMO FISHER SCIENTIFIC INC
56,249$31.1B1.39%
18
QCOMQUALCOMM INC
155,789$31.0B1.39%
19
TJXTJX COS INC NEW
276,979$30.5B1.36%
20
DWDMORGAN STANLEY
304,880$29.6B1.33%
21
EQIXEQUINIX INC
37,214$28.2B1.26%
22
SPYSPDR S&P 500 ETF TR
51,147$27.8B1.25%
23
AXPAMERICAN EXPRESS CO
119,807$27.7B1.24%
24
SYKSTRYKER CORPORATION
81,398$27.7B1.24%
25
INTUINTUIT
41,943$27.6B1.23%
26
WMWASTE MGMT INC DEL
128,649$27.4B1.23%
27
PGPROCTER AND GAMBLE CO
157,794$26.0B1.16%
28
AZNASTRAZENECA PLC
326,505$25.5B1.14%
29
EMREMERSON ELEC CO
229,789$25.3B1.13%
30
GDGENERAL DYNAMICS CORP
87,103$25.3B1.13%
31
CRMSALESFORCE INC
97,101$25.0B1.12%
32
LINLINDE PLC
56,718$24.9B1.11%
33
GOOGLALPHABET INC
128,496$23.4B1.05%
34
SRESEMPRA
303,735$23.1B1.03%
35
VENVENTAS INC
442,900$22.7B1.02%
36
AVBAVALONBAY CMNTYS INC
106,996$22.3B1.00%
37
DOVDOVER CORP
120,615$21.8B0.97%
38
AMGNAMGEN INC
69,653$21.8B0.97%
39
SYYSYSCO CORP
294,134$21.0B0.94%
40
8CWCROWN CASTLE INC
213,201$20.8B0.93%
41
KDPKEURIG DR PEPPER INC
619,550$20.7B0.93%
42
CPTCAMDEN PPTY TR
187,110$20.6B0.92%
43
PLDPROLOGIS INC.
180,031$20.2B0.90%
44
TRMBTRIMBLE INC
358,547$20.0B0.90%
45
CMCSACOMCAST CORP NEW
496,201$19.4B0.87%
46
TSLATESLA INC
97,507$19.3B0.86%
47
PSAPUBLIC STORAGE OPER CO
63,618$18.3B0.82%
48
WELLWELLTOWER INC
166,461$17.4B0.78%
49
SUISUN CMNTYS INC
139,497$16.9B0.76%
50
VEAVANGUARD TAX-MANAGED FDS
333,711$16.5B0.74%
51
FQIDIGITAL RLTY TR INC
107,715$16.4B0.73%
52
AMTAMERICAN TOWER CORP NEW
82,016$16.1B0.72%
53
KHCKRAFT HEINZ CO
494,616$15.9B0.71%
54
SBACSBA COMMUNICATIONS CORP NEW
80,018$15.7B0.70%
55
DISDISNEY WALT CO
146,875$14.6B0.65%
56
LLYELI LILLY & CO
15,639$14.2B0.63%
57
VNQIVANGUARD INTL EQUITY INDEX F
348,276$14.1B0.63%
58
EXREXTRA SPACE STORAGE INC
89,598$13.9B0.62%
59
AVDEAMERICAN CENTY ETF TR
214,149$13.3B0.60%
60
HRHEALTHCARE RLTY TR
804,594$13.3B0.59%
61
AMHAMERICAN HOMES 4 RENT
348,838$13.0B0.58%
62
IEMGISHARES INC
226,622$12.1B0.54%
63
BACBANK AMERICA CORP
301,893$12.0B0.54%
64
NNNNNN REIT INC
277,118$11.8B0.53%
65
IVTINVENTRUST PPTYS CORP
452,468$11.3B0.51%
66
COLDAMERICOLD REALTY TRUST INC
438,608$11.3B0.50%
67
HIWHIGHWOODS PPTYS INC
390,169$10.2B0.46%
68
INVHINVITATION HOMES INC
266,051$9.6B0.43%
69
VBVANGUARD INDEX FDS
43,270$9.4B0.42%
70
PLYMPLYMOUTH INDL REIT INC
429,051$9.3B0.41%
71
FNDESCHWAB STRATEGIC TR
298,759$8.8B0.40%
72
REXRREXFORD INDL RLTY INC
192,174$8.6B0.39%
73
BRXBRIXMOR PPTY GROUP INC
358,230$8.3B0.37%
74
AHRAMERICAN HEALTHCARE REIT INC
519,321$7.7B0.34%
75
VNQVANGUARD INDEX FDS
89,313$7.5B0.33%
76
JHMMJOHN HANCOCK EXCHANGE TRADED
135,625$7.5B0.33%
77
EPDENTERPRISE PRODS PARTNERS L
243,255$7.0B0.32%
78
EQREQUITY RESIDENTIAL
99,352$6.9B0.31%
79
SCHFSCHWAB STRATEGIC TR
157,589$6.1B0.27%
80
SCHASCHWAB STRATEGIC TR
103,518$4.9B0.22%
81
KOCOCA COLA CO
69,191$4.4B0.20%
82
VWOVANGUARD INTL EQUITY INDEX F
95,094$4.2B0.19%
83
BRK/BBERKSHIRE HATHAWAY INC DEL
8,831$3.6B0.16%
84
OKEONEOK INC NEW
40,091$3.3B0.15%
85
NVONOVO-NORDISK A S
22,116$3.2B0.14%
86
SBRSABINE RTY TR
45,856$3.0B0.13%
87
VXFVANGUARD INDEX FDS
17,015$2.9B0.13%
88
VOOVANGUARD INDEX FDS
5,677$2.8B0.13%
89
IVVISHARES TR
5,116$2.8B0.13%
90
JNJJOHNSON & JOHNSON
17,517$2.6B0.11%
91
HONHONEYWELL INTL INC
11,821$2.5B0.11%
92
CVXCHEVRON CORP NEW
16,089$2.5B0.11%
93
XLKSELECT SECTOR SPDR TR
10,867$2.5B0.11%
94
IBMINTERNATIONAL BUSINESS MACHS
13,909$2.4B0.11%
95
ABBVABBVIE INC
13,704$2.4B0.11%
96
MAMASTERCARD INCORPORATED
5,227$2.3B0.10%
97
SPGSIMON PPTY GROUP INC NEW
15,186$2.3B0.10%
98
WESWESTERN MIDSTREAM PARTNERS L
54,671$2.2B0.10%
99
PFEPFIZER INC
68,922$1.9B0.09%
100
AVGOBROADCOM INC
1,147$1.8B0.08%
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