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CIK: 0001033984
Total reported value
$7.2B
$7.2B
110 檔
22.4%
According to the latest 13F quarterly dataset, Cbre Investment Management Listed Real Assets LLC managed an equity portfolio of $7.2B at the end of Q1 2025, spanning 110 distinct U.S. exchange-listed positions.
In Q1 2025, Cbre Investment Management Listed Real Assets LLC displayed an active expansion posture, initiating 110 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | Stock-Real Estate | 7.07% | +0.17% | +55.57% | |
| 2 | EQIX | Equinix Inc | Stock-Real Estate | 5.34% | -1.10% | -7.56% | |
| 3 | SPG | Simon Property Group Inc | Stock-Real Estate | 4.64% | -1.64% | +15.33% | |
| 4 | O | Realty Income CORP | Stock-Real Estate | 4.46% | -0.58% | -3.41% | |
| 5 | PLD | Prologis Inc | Stock-Real Estate | 3.07% | -0.87% | +39.41% | |
| 6 | INVH | Invitation Homes Inc | Stock-Real Estate | 3.06% | +0.11% | +2.39% | |
| 7 | EXR | Extra Space Storage Inc | Stock-Real Estate | 3.02% | +0.24% | +21.91% | |
| 8 | REG | Regency Centers CORP | Stock-Real Estate | 2.85% | +0.40% | +63.48% | |
| 9 | CUBE | Cubesmart | Stock-Real Estate | 2.32% | +0.18% | +5.59% | |
| 10 | NSC | Norfolk Southern CORP | Stock-Industrials | 2.23% | — | +91.30% | |
| 11 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.12% | -0.40% | +399.60% | |
| 12 | AMT | American Tower CORP | Stock-Real Estate | 2.02% | +0.48% | -21.05% | |
| 13 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.77% | -0.73% | -20.30% | |
| 14 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 1.77% | -0.19% | +19.47% | |
| 15 | FR | First Industrial Realty Tr | Stock-Real Estate | 1.71% | -0.48% | +381.17% | |
| 16 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 1.67% | +0.14% | +1058.61% | |
| 17 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.65% | +0.06% | +29.32% | |
| 18 | XEL | Xcel Energy Inc | Stock-Utilities | 1.58% | -0.05% | +33.18% | |
| 19 | PSA | Public Storage | Stock-Real Estate | 1.56% | -0.27% | +29.01% | |
| 20 | PCG | P G & E CORP | Stock-Utilities | 1.43% | -0.12% | -13.65% | |
| 21 | PPL | Ppl CORP | Stock-Utilities | 1.36% | +0.05% | +23.41% | |
| 22 | WMB | Williams Cos Inc | Stock-Energy | 1.34% | +1.80% | +362.54% | |
| 23 | AES | Aes CORP | Stock-Utilities | 1.34% | -0.83% | +6.68% | |
| 24 | WTRG | Essential Utilities Inc | Stock-Utilities | 1.31% | -0.03% | +6.06% | |
| 25 | ATO | Atmos Energy CORP | Stock-Utilities | 1.29% | +0.32% | +17.66% | |
| 26 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.28% | +0.04% | +101.38% | |
| 27 | VICI | Vici Properties Inc | Stock-Real Estate | 1.24% | -0.28% | +50.10% | |
| 28 | OKE | Oneok Inc | Stock-Energy | 1.22% | +0.69% | +135.39% | |
| 29 | CCI | Crown Castle Inc | Stock-Real Estate | 1.20% | -0.28% | +1.12% | |
| 30 | TRGP | Targa Resources CORP | Stock-Energy | 1.20% | -0.08% | -14.98% | |
| 31 | CMS | Cms Energy CORP | Stock-Utilities | 1.15% | -0.90% | -29.27% | |
| 32 | STAG | Stag Industrial Inc | Stock-Real Estate | 1.07% | -0.29% | +152.12% | |
| 33 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 1.07% | +0.24% | -13.63% | |
| 34 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.05% | -1.28% | — | |
| 35 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 1.04% | +0.32% | -14.56% | |
| 36 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.02% | +0.02% | +42.73% | |
| 37 | CEG | Constellation Energy | Stock-Utilities | 0.98% | -0.10% | +45.39% | |
| 38 | ADC | Agree Realty CORP | Stock-Real Estate | 0.97% | — | +98.68% | |
| 39 | SUI | Sun Communities Inc | Stock-Real Estate | 0.95% | +0.28% | -40.84% | |
| 40 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 0.92% | +0.43% | +14.78% | |
| 41 | EVRG | Evergy Inc | Stock-Utilities | 0.89% | +0.45% | -30.02% | |
| 42 | UDR | Udr Inc | Stock-Real Estate | 0.87% | +1.28% | +4.96% | |
| 43 | ED | Consolidated Edison Inc | Stock-Utilities | 0.85% | — | +21.00% | |
| 44 | SHO | Sunstone Hotel Investors Inc | Stock-Other | 0.79% | -0.11% | +16.82% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.78% | -0.02% | +68.42% | |
| 46 | IRT | Independence Realty Trust In | Stock-Real Estate | 0.73% | -0.01% | +120.02% | |
| 47 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 0.71% | +0.30% | +206.38% | |
| 48 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 0.70% | -0.01% | -65.27% | |
| 49 | OGE | Oge Energy CORP | Stock-Utilities | 0.68% | -0.07% | +51.39% | |
| 50 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.68% | +0.29% | +22.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | — | NEW | New buy |
| 2 | EQIX | Equinix Inc | — | NEW | New buy |
| 3 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 4 | O | Realty Income CORP | — | NEW | New buy |
| 5 | PLD | Prologis Inc | — | NEW | New buy |
| 6 | INVH | Invitation Homes Inc | — | NEW | New buy |
| 7 | EXR | Extra Space Storage Inc | — | NEW | New buy |
| 8 | REG | Regency Centers CORP | — | NEW | New buy |
| 9 | CUBE | Cubesmart | — | NEW | New buy |
| 10 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 11 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 12 | AMT | American Tower CORP | — | NEW | New buy |
| 13 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 14 | DOC | Healthpeak Properties Inc | — | NEW | New buy |
| 15 | FR | First Industrial Realty Tr | — | NEW | New buy |
| 16 | EGP | Eastgroup Properties Inc | — | NEW | New buy |
| 17 | AVB | Avalonbay Communities Inc | — | NEW | New buy |
| 18 | XEL | Xcel Energy Inc | — | NEW | New buy |
| 19 | PSA | Public Storage | — | NEW | New buy |
| 20 | PCG | P G & E CORP | — | NEW | New buy |
| 21 | PPL | Ppl CORP | — | NEW | New buy |
| 22 | WMB | Williams Cos Inc | — | NEW | New buy |
| 23 | AES | Aes CORP | — | NEW | New buy |
| 24 | WTRG | Essential Utilities Inc | — | NEW | New buy |
| 25 | ATO | Atmos Energy CORP | — | NEW | New buy |
| 26 | ELS | Equity Lifestyle Properties | — | NEW | New buy |
| 27 | VICI | Vici Properties Inc | — | NEW | New buy |
| 28 | OKE | Oneok Inc | — | NEW | New buy |
| 29 | CCI | Crown Castle Inc | — | NEW | New buy |
| 30 | TRGP | Targa Resources CORP | — | NEW | New buy |
| 31 | CMS | Cms Energy CORP | — | NEW | New buy |
| 32 | STAG | Stag Industrial Inc | — | NEW | New buy |
| 33 | BRX | Brixmor Property Group Inc | — | NEW | New buy |
| 34 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
| 35 | FRT | Federal Realty Invs Trust | — | NEW | New buy |
| 36 | IRM | Iron Mountain Inc | — | NEW | New buy |
| 37 | CEG | Constellation Energy | — | NEW | New buy |
| 38 | ADC | Agree Realty CORP | — | NEW | New buy |
| 39 | SUI | Sun Communities Inc | — | NEW | New buy |
| 40 | COLD | Americold Realty Trust Inc | — | NEW | New buy |
| 41 | EVRG | Evergy Inc | — | NEW | New buy |
| 42 | UDR | Udr Inc | — | NEW | New buy |
| 43 | ED | Consolidated Edison Inc | — | NEW | New buy |
| 44 | SHO | Sunstone Hotel Investors Inc | — | NEW | New buy |
| 45 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 46 | IRT | Independence Realty Trust In | — | NEW | New buy |
| 47 | AMH | American Homes 4 Rent- A | — | NEW | New buy |
| 48 | REXR | Rexford Industrial Realty In | — | NEW | New buy |
| 49 | OGE | Oge Energy CORP | — | NEW | New buy |
| 50 | AHR | American Healthcare Reit Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Cbre Investment Management Listed Real Assets LLC reported a total U.S. public equity portfolio value of $7.2B across 110 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including WELL, EQIX, SPG) accounted for 22.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
WELL
市值: $461.7M
During Q1 2025, Cbre Investment Management Listed Real Assets LLC's top holdings by market value included WELL (7.1%)、EQIX (5.3%)、SPG (4.6%). The largest single position, WELL, represented 7.1% of total portfolio value.
In Q1 2025, Cbre Investment Management Listed Real Assets LLC made 110 total portfolio adjustments, initiating 110 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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