Zimmer Partners, LP Q1 2022 Filing

Filed May 16, 2022

Portfolio Value

$7.0B

Holdings

109

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (109 positions)

StockValue
WELLWELLTOWER INC
$338.9M
PCGPG&E CORP
$298.7M
TRGPTARGA RES CORP
$267.9M
ESEVERSOURCE ENERGY
$224.4M
RYANRYAN SPECIALTY GROUP HLDGS I
$193.9M
PPLPPL CORP
$193.8M
CMSCMS ENERGY CORP
$188.2M
CUBECUBESMART
$187.3M
AMHAMERICAN HOMES 4 RENT
$183.1M
DDOMINION ENERGY INC
$181.8M
DTMDT MIDSTREAM INC
$179.3M
STAGSTAG INDL INC
$169.5M
REGREGENCY CTRS CORP
$167.6M
JLLJONES LANG LASALLE INC
$162.8M
GLPIGAMING & LEISURE PPTYS INC
$159.6M
IIPRINNOVATIVE INDL PPTYS INC
$159.2M
ETRNUSDEQUITRANS MIDSTREAM CORP
$157.4M
SWXSOUTHWEST GAS HLDGS INC
$156.6M
ETRENTERGY CORP NEW
$154.6M
EIXEDISON INTL
$142.6M
VACMARRIOTT VACATIONS WORLDWIDE
$141.9M
CBRECBRE GROUP INC
$139.6M
MAAMID-AMER APT CMNTYS INC
$128.3M
OGEOGE ENERGY CORP
$125.4M
DEIDOUGLAS EMMETT INC
$111.1M
EGPEASTGROUP PPTYS INC
$101.6M
TXNMPNM RES INC
$95.3M
TNLTRAVEL PLUS LEISURE CO
$89.8M
RNWRENEW ENERGY GLOBAL PLC
$89.3M
CEGCONSTELLATION ENERGY CORP
$89.1M
SRCUSDSPIRIT RLTY CAP INC NEW
$86.3M
PEGPUBLIC SVC ENTERPRISE GRP IN
$84.9M
XLUSELECT SECTOR SPDR TR
$74.5M
HRUSDHEALTHCARE RLTY TR
$67.3M
DUKDUKE ENERGY CORP NEW
$67.3M
TMUST-MOBILE US INC
$61.0M
NEENEXTERA ENERGY INC
$59.6M
CMCSACOMCAST CORP NEW
$58.5M
CDPCORPORATE OFFICE PPTYS TR
$58.5M
EVRGEVERGY INC
$58.4M
CHTRCHARTER COMMUNICATIONS INC N
$55.0M
ORCLORACLE CORP
$53.8M
RIVNRIVIAN AUTOMOTIVE INC
$50.2M
WTRGESSENTIAL UTILS INC
$46.7M
ENBENBRIDGE INC
$46.4M
AVBAVALONBAY CMNTYS INC
$45.9M
INVHINVITATION HOMES INC
$45.2M
AEEAMEREN CORP
$45.2M
SRESEMPRA
$45.1M
FEFIRSTENERGY CORP
$41.4M
FAFIRST ADVANTAGE CORP NEW
$40.9M
EQIXEQUINIX INC
$40.0M
DISHDISH NETWORK CORPORATION
$38.0M
MACMACERICH CO
$37.9M
PEOEXELON CORP
$34.5M
ZIMMER ENERGY TRANSITION ACQ
$34.3M
NCLHNORWEGIAN CRUISE LINE HLDG L
$32.8M
GOOGLALPHABET INC
$30.0M
AREALEXANDRIA REAL ESTATE EQ IN
$27.7M
FQIDIGITAL RLTY TR INC
$26.6M
BACVERIZON COMMUNICATIONS INC
$23.9M
MSFTMICROSOFT CORP
$23.8M
FISFIDELITY NATL INFORMATION SV
$22.6M
ALGTALLEGIANT TRAVEL CO
$22.3M
TAT&T INC
$20.7M
BLUESCAPE OPPORTUNITIES ACQU
$20.5M
LFG1USDARCHAEA ENERGY INC
$19.7M
OPTUALTICE USA INC
$18.7M
OPADOFFERPAD SOLUTIONS INC
$18.5M
NSCNORFOLK SOUTHN CORP
$17.8M
SRSPIRE INC
$17.6M
OGSONE GAS INC
$17.1M
ENPHENPHASE ENERGY INC
$15.1M
DALDELTA AIR LINES INC DEL
$14.8M
OMFONEMAIN HLDGS INC
$14.2M
HTOSJW GROUP
$13.9M
ALKALASKA AIR GROUP INC
$13.3M
FLNCFLUENCE ENERGY INC
$13.1M
AMZNAMAZON COM INC
$12.1M
SWIMLATHAM GROUP INC
$11.4M
MUMICRON TECHNOLOGY INC
$11.1M
MG1MGE ENERGY INC
$10.9M
EXREXTRA SPACE STORAGE INC
$10.3M
CLDTCHATHAM LODGING TR
$9.1M
SHOSUNSTONE HOTEL INVS INC NEW
$8.8M
SBACSBA COMMUNICATIONS CORP NEW
$8.6M
LUVSOUTHWEST AIRLS CO
$8.0M
RCI/BROGERS COMMUNICATIONS INC
$7.9M
SNCYSUN CTRY AIRLS HLDGS INC
$7.7M
CP.TOCANADIAN PAC RY LTD
$7.5M
ADCAGREE RLTY CORP
$6.6M
NSUSDNUSTAR ENERGY LP
$6.0M
CSXCSX CORP
$5.6M
DHCDIVERSIFIED HEALTHCARE TR
$5.4M
AMCXAMC NETWORKS INC
$5.1M
VREVERIS RESIDENTIAL INC
$4.6M
ROICUSDRETAIL OPPORTUNITY INVTS COR
$4.4M
GOOGALPHABET INC
$4.2M
ELMEWASHINGTON REAL ESTATE INVT
$4.0M
LBTYBLIBERTY GLOBAL PLC
$3.6M
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