CHILTON CAPITAL MANAGEMENT LLC Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$2.7T
Holdings
525
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (525 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,058,246 | $167.2B | 6.11% | |
| 2 | MSFTMICROSOFT CORP | 313,689 | $156.0B | 5.70% | |
| 3 | AMZNAMAZON COM INC | 509,362 | $111.7B | 4.08% | |
| 4 | METAMETA PLATFORMS INC | 139,038 | $102.6B | 3.75% | |
| 5 | AAPLAPPLE INC | 464,742 | $95.4B | 3.48% | |
| 6 | GOOGALPHABET INC | 467,839 | $83.0B | 3.03% | |
| 7 | LLYELI LILLY & CO | 89,682 | $69.9B | 2.55% | |
| 8 | DWDMORGAN STANLEY | 463,808 | $65.3B | 2.39% | |
| 9 | JPMJPMORGAN CHASE & CO. | 224,912 | $65.2B | 2.38% | |
| 10 | T7DTRANSDIGM GROUP INC | 38,474 | $58.5B | 2.14% | |
| 11 | VVISA INC | 162,303 | $57.6B | 2.10% | |
| 12 | XOMEXXON MOBIL CORP | 514,567 | $55.5B | 2.03% | |
| 13 | WMTWALMART INC | 559,272 | $54.7B | 2.00% | |
| 14 | LOWLOWES COS INC | 224,373 | $49.8B | 1.82% | |
| 15 | DEDEERE & CO | 95,359 | $48.5B | 1.77% | |
| 16 | AVGOBROADCOM INC | 175,473 | $48.4B | 1.77% | |
| 17 | DOVDOVER CORP | 242,427 | $44.4B | 1.62% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 107,024 | $43.4B | 1.58% | |
| 19 | COSTCOSTCO WHSL CORP NEW | 42,087 | $41.7B | 1.52% | |
| 20 | GILDGILEAD SCIENCES INC | 372,849 | $41.3B | 1.51% | |
| 21 | AXPAMERICAN EXPRESS CO | 121,608 | $38.8B | 1.42% | |
| 22 | PWRQUANTA SVCS INC | 101,976 | $38.6B | 1.41% | |
| 23 | TJXTJX COS INC NEW | 291,790 | $36.0B | 1.32% | |
| 24 | WMWASTE MGMT INC DEL | 149,672 | $34.2B | 1.25% | |
| 25 | EMREMERSON ELEC CO | 255,036 | $34.0B | 1.24% | |
| 26 | COPCONOCOPHILLIPS | 378,037 | $33.9B | 1.24% | |
| 27 | SYKSTRYKER CORPORATION | 80,242 | $31.7B | 1.16% | |
| 28 | PGPROCTER AND GAMBLE CO | 198,708 | $31.7B | 1.16% | |
| 29 | TSLATESLA INC | 96,000 | $30.5B | 1.11% | |
| 30 | SPYSPDR S&P 500 ETF TR | 48,364 | $29.9B | 1.09% | Put |
| 31 | LINLINDE PLC | 63,610 | $29.8B | 1.09% | |
| 32 | CRMSALESFORCE INC | 107,898 | $29.4B | 1.07% | |
| 33 | TRMBTRIMBLE INC | 383,543 | $29.1B | 1.06% | |
| 34 | AJGGALLAGHER ARTHUR J & CO | 89,347 | $28.6B | 1.04% | |
| 35 | AEEAMEREN CORP | 295,398 | $28.4B | 1.04% | |
| 36 | ARESARES MANAGEMENT CORPORATION | 163,575 | $28.3B | 1.03% | |
| 37 | CTVACORTEVA INC | 376,970 | $28.1B | 1.03% | |
| 38 | EQIXEQUINIX INC | 35,103 | $27.9B | 1.02% | |
| 39 | AZNASTRAZENECA PLC | 397,613 | $27.8B | 1.01% | |
| 40 | KDPKEURIG DR PEPPER INC | 783,765 | $25.9B | 0.95% | |
| 41 | VENVENTAS INC | 352,755 | $22.4B | 0.82% | |
| 42 | GOOGLALPHABET INC | 124,887 | $22.0B | 0.80% | |
| 43 | DISDISNEY WALT CO | 163,061 | $20.2B | 0.74% | |
| 44 | AMTAMERICAN TOWER CORP NEW | 90,593 | $20.2B | 0.74% | |
| 45 | PLDPROLOGIS INC. | 191,613 | $20.1B | 0.74% | |
| 46 | VNQIVANGUARD INTL EQUITY INDEX F | 395,150 | $18.2B | 0.67% | |
| 47 | CPTCAMDEN PPTY TR | 156,632 | $17.8B | 0.65% | |
| 48 | VEAVANGUARD TAX-MANAGED FDS | 309,124 | $17.6B | 0.64% | |
| 49 | FQIDIGITAL RLTY TR INC | 98,723 | $17.2B | 0.63% | |
| 50 | AVBAVALONBAY CMNTYS INC | 82,448 | $16.9B | 0.62% | |
| 51 | IEMGISHARES INC | 250,764 | $15.1B | 0.55% | |
| 52 | AVDEAMERICAN CENTY ETF TR | 199,201 | $14.7B | 0.54% | |
| 53 | SBACSBA COMMUNICATIONS CORP NEW | 62,775 | $14.7B | 0.54% | |
| 54 | WELLWELLTOWER INC | 88,696 | $13.6B | 0.50% | |
| 55 | SUISUN CMNTYS INC | 105,744 | $13.5B | 0.49% | |
| 56 | AMHAMERICAN HOMES 4 RENT | 373,406 | $13.5B | 0.49% | |
| 57 | AHRAMERICAN HEALTHCARE REIT INC | 357,968 | $13.2B | 0.48% | |
| 58 | REXRREXFORD INDL RLTY INC | 366,025 | $13.1B | 0.48% | |
| 59 | PSAPUBLIC STORAGE OPER CO | 44,573 | $13.1B | 0.48% | |
| 60 | HRHEALTHCARE RLTY TR | 804,483 | $12.8B | 0.47% | |
| 61 | INVHINVITATION HOMES INC | 386,152 | $12.8B | 0.47% | |
| 62 | BRXBRIXMOR PPTY GROUP INC | 471,075 | $12.3B | 0.45% | |
| 63 | BACBANK AMERICA CORP | 257,047 | $12.2B | 0.44% | |
| 64 | FNDESCHWAB STRATEGIC TR | 314,379 | $10.4B | 0.38% | |
| 65 | LINELINEAGE INC | 225,175 | $9.9B | 0.36% | |
| 66 | VBVANGUARD INDEX FDS | 40,121 | $9.5B | 0.35% | |
| 67 | SILASILA REALTY TRUST INC | 380,119 | $9.0B | 0.33% | |
| 68 | HIWHIGHWOODS PPTYS INC | 253,320 | $7.9B | 0.29% | |
| 69 | SMASMARTSTOP SELF STORAG REIT I | 214,368 | $7.8B | 0.28% | |
| 70 | JHMMJOHN HANCOCK EXCHANGE TRADED | 125,118 | $7.6B | 0.28% | |
| 71 | VNQVANGUARD INDEX FDS | 83,777 | $7.5B | 0.27% | |
| 72 | NNNNNN REIT INC | 163,969 | $7.1B | 0.26% | |
| 73 | BXPBXP INC | 101,679 | $7.0B | 0.25% | |
| 74 | IVTINVENTRUST PPTYS CORP | 251,913 | $7.0B | 0.25% | |
| 75 | SCHFSCHWAB STRATEGIC TR | 309,248 | $6.8B | 0.25% | |
| 76 | EPDENTERPRISE PRODS PARTNERS L | 218,142 | $6.8B | 0.25% | |
| 77 | VICIVICI PPTYS INC | 197,279 | $6.5B | 0.24% | |
| 78 | EXREXTRA SPACE STORAGE INC | 43,050 | $6.3B | 0.23% | |
| 79 | AREALEXANDRIA REAL ESTATE EQ IN | 80,307 | $5.9B | 0.22% | |
| 80 | SCHASCHWAB STRATEGIC TR | 207,429 | $5.2B | 0.19% | |
| 81 | VWOVANGUARD INTL EQUITY INDEX F | 96,324 | $4.8B | 0.17% | |
| 82 | KOCOCA COLA CO | 64,148 | $4.5B | 0.17% | |
| 83 | IVVISHARES TR | 6,751 | $4.2B | 0.15% | |
| 84 | IBMINTERNATIONAL BUSINESS MACHS | 12,875 | $3.8B | 0.14% | |
| 85 | WSRWHITESTONE REIT | 294,043 | $3.7B | 0.13% | |
| 86 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,958 | $3.4B | 0.12% | |
| 87 | VXFVANGUARD INDEX FDS | 16,293 | $3.1B | 0.11% | |
| 88 | OKEONEOK INC NEW | 37,181 | $3.0B | 0.11% | |
| 89 | MAMASTERCARD INCORPORATED | 4,810 | $2.7B | 0.10% | |
| 90 | SYYSYSCO CORP | 34,882 | $2.6B | 0.10% | |
| 91 | ADBEADOBE INC | 6,335 | $2.5B | 0.09% | |
| 92 | ABBVABBVIE INC | 13,202 | $2.5B | 0.09% | |
| 93 | JNJJOHNSON & JOHNSON | 15,716 | $2.4B | 0.09% | |
| 94 | MRKMERCK & CO INC | 30,115 | $2.4B | 0.09% | |
| 95 | SBRSABINE RTY TR | 35,523 | $2.4B | 0.09% | |
| 96 | AMGNAMGEN INC | 8,395 | $2.3B | 0.09% | |
| 97 | GEGE AEROSPACE | 8,923 | $2.3B | 0.08% | |
| 98 | VOOVANGUARD INDEX FDS | 3,862 | $2.2B | 0.08% | |
| 99 | XLKSELECT SECTOR SPDR TR | 8,639 | $2.2B | 0.08% | |
| 100 | SRESEMPRA | 26,891 | $2.0B | 0.07% |
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