Back to CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Q2 2026 13F filing

Updated 27 days ago

171 disclosed positions worth $7.2B

Portfolio value
$7.2B
Total holdings
171
New positions
10
Closed positions
5
Increased
41
Decreased
40
Turnover
8.8%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

W

Welltower Inc

-9.5%
Value
$617.3M
Shares
2.72M
% Port
8.59%
E

Equinix Inc

-22.9%
Value
$424.8M
Shares
407.6K
% Port
5.91%
P

Prologis Inc

-21.0%
Value
$233.9M
Shares
1.73M
% Port
3.25%
S

UDR Inc

+73.1%
Value
$175.3M
Shares
4.39M
% Port
2.44%
B
5.BRX

Brixmor Property Group Inc

+3.9%
Value
$161M
Shares
5.11M
% Port
2.24%
E
6.EGP

EastGroup Properties Inc

-1.2%
Value
$158.3M
Shares
781.6K
% Port
2.20%
V
7.VTR

Ventas Inc

-13.9%
Value
$144.5M
Shares
1.63M
% Port
2.01%
E
8.EQR

Equity Residential

+31.5%
Value
$138.6M
Shares
2.04M
% Port
1.93%
R

Regency Centers Corp

+29.4%
Value
$130.5M
Shares
1.64M
% Port
1.82%
V
10.VICI

VICI Properties Inc

-9.1%
Value
$129.1M
Shares
4.86M
% Port
1.80%
I
11.IRM

Iron Mountain Inc

-18.1%
Value
$128.1M
Shares
1.01M
% Port
1.78%
X

Xcel Energy Inc

-39.3%
Value
$126.6M
Shares
1.58M
% Port
1.76%
C
13.CUBE

CubeSmart

+2.7%
Value
$126.4M
Shares
3.18M
% Port
1.76%
A
14.AMT

American Tower Corp

-31.1%
Value
$125.2M
Shares
765.3K
% Port
1.74%
A
15.AEP

American Electric Power Co Inc

+19.4%
Value
$122.7M
Shares
897.1K
% Port
1.71%
P
16.PPLC

PPL Corp

-29.4%
Value
$118.6M
Shares
3.26M
% Port
1.65%
A
17.AMT

American Tower Corp

-37.5%
Value
$113.4M
Shares
693.4K
% Port
1.58%
S

Simon Property Group Inc

-58.3%
Value
$112.8M
Shares
504.2K
% Port
1.57%
A

American Homes 4 Rent

+2.8%
Value
$112M
Shares
3.34M
% Port
1.56%
F
20.FR

First Industrial Realty Trust Inc

-27.6%
Value
$99M
Shares
1.61M
% Port
1.38%
A
21.ATO

Atmos Energy Corp

-24.4%
Value
$98.6M
Shares
572.6K
% Port
1.37%
S
22.STAG

STAG Industrial Inc

-18.6%
Value
$98.3M
Shares
2.58M
% Port
1.37%
S
23.SUI

Sun Communities Inc

+43.1%
Value
$92.1M
Shares
767.9K
% Port
1.28%
A
24.AEP

American Electric Power Co Inc

-12.5%
Value
$90M
Shares
657.5K
% Port
1.25%
X

Xcel Energy Inc

-57.0%
Value
$89.7M
Shares
1.12M
% Port
1.25%
E
26.EVRG

Evergy Inc

-26.9%
Value
$87.9M
Shares
1.02M
% Port
1.22%
S
27.SOMN

Southern Co/The

+17.4%
Value
$83.7M
Shares
874.8K
% Port
1.17%
C
28.CPT

Camden Property Trust

-9.0%
Value
$80.3M
Shares
701.5K
% Port
1.12%
E
29.EPRT

Essential Properties Realty Trust Inc

+21.9%
Value
$80.2M
Shares
2.69M
% Port
1.12%
F
30.FBTC

Williams Cos Inc/The

+6453.6%
Value
$79.5M
Shares
1.07M
% Port
1.11%
A
31.AHR

American Healthcare REIT Inc

+21.0%
Value
$79.4M
Shares
1.52M
% Port
1.10%
R
32.RHP

Ryman Hospitality Properties Inc

Value
$75M
Shares
583.5K
% Port
1.04%
C
33.CEG

Constellation Energy Corp

-28.1%
Value
$74.2M
Shares
298.6K
% Port
1.03%
A
34.ATO

Atmos Energy Corp

-43.7%
Value
$73.5M
Shares
426.9K
% Port
1.02%
P
35.PPLC

PPL Corp

-56.3%
Value
$73.5M
Shares
2.02M
% Port
1.02%
P

PG&E Corp

-36.3%
Value
$73.2M
Shares
4.35M
% Port
1.02%
E
37.EVRG

Evergy Inc

-45.2%
Value
$65.8M
Shares
760.9K
% Port
0.92%
G
38.GLPI

Gaming and Leisure Properties Inc

-5.3%
Value
$62.1M
Shares
1.39M
% Port
0.86%
P
39.PEG

Public Service Enterprise Group Inc

-65.9%
Value
$60.9M
Shares
750.2K
% Port
0.85%
W
40.WEC

WEC Energy Group Inc

-62.8%
Value
$59.8M
Shares
512.4K
% Port
0.83%
S
41.SOMN

Southern Co/The

-16.6%
Value
$59.5M
Shares
621.5K
% Port
0.83%
W
42.WEC

WEC Energy Group Inc

-64.3%
Value
$57.3M
Shares
491.0K
% Port
0.80%
D

Digital Realty Trust Inc

-31.5%
Value
$54.6M
Shares
304.3K
% Port
0.76%
O
44.OKE

ONEOK Inc

+109.7%
Value
$53.4M
Shares
614.0K
% Port
0.74%
F
45.FBTC

Williams Cos Inc/The

+4129.7%
Value
$51.3M
Shares
690.6K
% Port
0.71%
O
46.OGE

OGE Energy Corp

-43.9%
Value
$49.5M
Shares
1.02M
% Port
0.69%
E
47.EQIX

Equinix Inc

-91.3%
Value
$47.7M
Shares
45.7K
% Port
0.66%
C
48.CUZ

Cousins Properties Inc

+28.1%
Value
$46.4M
Shares
1.55M
% Port
0.65%
V

Vornado Realty Trust

-16.8%
Value
$46M
Shares
1.17M
% Port
0.64%
P

PG&E Corp

-60.0%
Value
$46M
Shares
2.74M
% Port
0.64%