13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001033984
申報總市值
US$71.8億
US$71.8億
109 檔
20.3%
在 Q1 2024 的 13F 官方備案中，Cbre Investment Management Listed Real Assets LLC 管理的美股投資組合規模來到 US$71.8億，整體持股檔數為 109 檔。
在 Q1 2024 期間，Cbre Investment Management Listed Real Assets LLC 的持倉組合保持高度穩定，未出現顯著的大幅度增減碼操作，顯示機構對現有持股結構維持較高之延續性。
在資產配置集中度方面，Cbre Investment Management Listed Real Assets LLC 的前 5 大核心持股（包含 O, EQIX, SPG 等）合計佔整體申報市值的 20.3%，反映機構在主要關鍵部位上的權重分佈。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | O | Realty Income CORP | 股票-房地產 | 5.92% | -0.58% | +172.15% | |
| 2 | EQIX | Equinix Inc | 股票-房地產 | 5.80% | -1.10% | +30.07% | |
| 3 | SPG | Simon Property Group Inc | 股票-房地產 | 5.35% | -1.64% | -8.67% | |
| 4 | PSA | Public Storage | 股票-房地產 | 5.00% | -0.27% | -15.25% | |
| 5 | WELL | Welltower Inc | 股票-房地產 | 4.89% | +0.17% | -1.95% | |
| 6 | PLD | Prologis Inc | 股票-房地產 | 3.90% | -0.87% | +0.42% | |
| 7 | REXR | Rexford Industrial Realty In | 股票-房地產 | 3.31% | -0.01% | +10.37% | |
| 8 | AMT | American Tower CORP | 股票-房地產 | 2.64% | +0.48% | -10.59% | |
| 9 | SUI | Sun Communities Inc | 股票-房地產 | 2.38% | +0.28% | +155.74% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.32% | -0.02% | -11.61% | |
| 11 | INVH | Invitation Homes Inc | 股票-房地產 | 2.32% | +0.11% | -23.13% | |
| 12 | CUBE | Cubesmart | 股票-房地產 | 2.26% | +0.18% | -11.35% | |
| 13 | AVB | Avalonbay Communities Inc | 股票-房地產 | 2.17% | +0.06% | -24.37% | |
| 14 | ARE | Alexandria Real Estate Equit | 股票-房地產 | 2.16% | +0.01% | -5.98% | |
| 15 | CSX | Csx CORP | 股票-工業 | 1.82% | — | -3.45% | |
| 16 | DOC | Healthpeak Properties Inc | 股票-房地產 | 1.81% | -0.19% | +10.57% | |
| 17 | SBAC | Sba Communications CORP | 股票-房地產 | 1.78% | — | -4.51% | |
| 18 | VICI | Vici Properties Inc | 股票-房地產 | 1.73% | -0.28% | +26.50% | |
| 19 | AES | Aes CORP | 股票-公用事業 | 1.63% | -0.83% | +55.38% | |
| 20 | CCI | Crown Castle Inc | 股票-房地產 | 1.61% | -0.28% | -23.74% | |
| 21 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.57% | -0.73% | -1.60% | |
| 22 | AIRCUSD | Apartment Income Reit Co | 股票-其他 | 1.48% | — | -4.37% | |
| 23 | SRE | Sempra | 股票-公用事業 | 1.35% | — | -13.48% | |
| 24 | BRX | Brixmor Property Group Inc | 股票-房地產 | 1.30% | +0.24% | -8.07% | |
| 25 | TRGP | Targa Resources CORP | 股票-能源 | 1.28% | -0.08% | -16.10% | |
| 26 | EXR | Extra Space Storage Inc | 股票-房地產 | 1.24% | +0.24% | +276.11% | |
| 27 | PPL | Ppl CORP | 股票-公用事業 | 1.11% | +0.05% | -5.79% | |
| 28 | PK | Park Hotels & Resorts Inc | 股票-房地產 | 1.09% | — | +1.43% | |
| 29 | HST | Host Hotels & Resorts Inc | 股票-房地產 | 1.04% | -0.09% | -20.78% | |
| 30 | PCG | P G & E CORP | 股票-公用事業 | 0.98% | -0.12% | +16.75% | |
| 31 | VTR | Ventas Inc | 股票-房地產 | 0.91% | -0.28% | -23.79% | |
| 32 | MAC | Macerich Co/the | 股票-其他 | 0.89% | +0.35% | NEW | |
| 33 | OGE | Oge Energy CORP | 股票-公用事業 | 0.86% | -0.07% | -8.75% | |
| 34 | ESS | Essex Property Trust Inc | 股票-房地產 | 0.84% | +0.07% | -60.91% | |
| 35 | ATO | Atmos Energy CORP | 股票-公用事業 | 0.84% | +0.32% | +7486.91% | |
| 36 | CMS | Cms Energy CORP | 股票-公用事業 | 0.83% | -0.90% | -26.73% | |
| 37 | SO | Southern Co/the | 股票-公用事業 | 0.81% | +0.92% | -23.68% | |
| 38 | HIW | Highwoods Properties Inc | 股票-房地產 | 0.77% | — | +62.71% | |
| 39 | BNL | Broadstone Net Lease Inc | 股票-房地產 | 0.73% | -0.04% | -11.85% | |
| 40 | REG | Regency Centers CORP | 股票-房地產 | 0.69% | +0.40% | +62.83% | |
| 41 | CPT | Camden Property Trust | 股票-房地產 | 0.67% | +0.05% | -42.48% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事業 | 0.66% | — | -14.07% | |
| 43 | ES | Eversource Energy | 股票-公用事業 | 0.66% | — | -1.16% | |
| 44 | XIFR | Xplr Infrastructure LP | 股票-公用事業 | 0.63% | — | +4.89% | |
| 45 | AEBA | Allete Inc | 股票-其他 | 0.62% | — | +0.37% | |
| 46 | NI | Nisource Inc | 股票-公用事業 | 0.61% | — | +16.32% | |
| 47 | AMH | American Homes 4 Rent- A | 股票-房地產 | 0.61% | +0.30% | +566.77% | |
| 48 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.60% | +0.05% | +14.50% | |
| 49 | NEE 6.926 09-01-25債券 | Nextera Energy Inc | 債券 | 0.59% | — | +10.92% | |
| 50 | SHO | Sunstone Hotel Investors Inc | 股票-其他 | 0.59% | -0.11% | -10.37% |
根據 SEC 官方 Form 13F 申報備案，Cbre Investment Management Listed Real Assets LLC 在 Q1 2024 季度的美股持倉總市值約為 US$71.8億，共申報了 109 個公開持股部位。
在 Q1 2024 季度，Cbre Investment Management Listed Real Assets LLC 按市值排列的前三大核心持股分別為：O (5.9%)、EQIX (5.8%)、SPG (5.3%)。其中最大持股部位 O 佔據整體投資組合約 5.9% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
在 Q1 2024 季度中，Cbre Investment Management Listed Real Assets LLC 的持倉組合維持高度穩定，未出現大規模調倉操作。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。