account_balance
Investment manager · 13F filer · SEC CIK 1033984
Cbre Investment Management Listed Real Assets LLC
Reported value$6.54Bas of Sep 30, 2026
Positions103 10 new, 8 sold out
Top 10 weight38.7%WELL alone is 9%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WELLWelltower Inc
9.3%Trimmed −7%
EQIXEquinix Inc
5.9%Trimmed −16%
PLDPrologis Inc
4.0%Added +12%
AMTAmerican Tower Corp
3.2%Trimmed −12%
AEPAmerican Electric Power Co Inc
3.1%Added +9%
PPLPPL Corp
2.8%Added +6%
WMBWilliams Cos Inc
2.7%Added +50%
UNPUnion Pacific Corp
2.6%Added +205%
ATOAtmos Energy Corp
2.6%Added +7%
XELXcel Energy Inc
2.5%Trimmed −14%
UDRUDR Inc
2.3%
BRXBrixmor Property Group Inc
2.2%
WELLWelltower Inc
9.3%Trimmed −7%
EQIXEquinix Inc
5.9%Trimmed −16%
PLD4.0%AMT3.2%AEP3.1%PPL2.8%WMB2.7%UNP2.6%ATO2.6%XEL2.5%UDR2.3%BRX2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WELL Welltower Inc 9.3% Trimmed −7%EQIX Equinix Inc 5.9% Trimmed −16%PLD Prologis Inc 4.0% Added +12%AMT American Tower Corp 3.2% Trimmed −12%AEP American Electric Power Co Inc 3.1% Added +9%PPL PPL Corp 2.8% Added +6%WMB Williams Cos Inc 2.7% Added +50%UNP Union Pacific Corp 2.6% Added +205%ATO Atmos Energy Corp 2.6% Added +7%XEL Xcel Energy Inc 2.5% Trimmed −14%UDR UDR Inc 2.3% HeldBRX Brixmor Property Group Inc 2.2% Held
What changed