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
107 檔
22.0%
截至 Q2 2025 季度末，Cbre Investment Management Listed Real Assets LLC 的美股持倉估值約為 US$71.8億，全數申報部位共有 107 檔。
在 Q2 2025 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。
檢視投資組合結構，前 5 大主力部位（包含 WELL, EQIX, SPG）占據了總市值的 22.0%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | WELL | Welltower Inc | 股票-房地產 | 7.63% | +0.17% | +8.57% | |
| 2 | EQIX | Equinix Inc | 股票-房地產 | 5.86% | -1.10% | +13.47% | |
| 3 | SPG | Simon Property Group Inc | 股票-房地產 | 3.82% | -1.64% | -14.15% | |
| 4 | O | Realty Income CORP | 股票-房地產 | 3.63% | -0.58% | -17.27% | |
| 5 | INVH | Invitation Homes Inc | 股票-房地產 | 3.01% | +0.11% | +5.71% | |
| 6 | EXR | Extra Space Storage Inc | 股票-房地產 | 2.78% | +0.24% | -6.31% | |
| 7 | VICI | Vici Properties Inc | 股票-房地產 | 2.76% | -0.28% | +125.37% | |
| 8 | AMT | American Tower CORP | 股票-房地產 | 2.68% | +0.48% | +31.46% | |
| 9 | PLD | Prologis Inc | 股票-房地產 | 2.60% | -0.87% | -8.97% | |
| 10 | DLR | Digital Realty Trust Inc | 股票-房地產 | 2.53% | -0.40% | -1.16% | |
| 11 | NSC | Norfolk Southern CORP | 股票-工業 | 2.37% | — | -1.07% | |
| 12 | REG | Regency Centers CORP | 股票-房地產 | 2.24% | +0.40% | -17.64% | |
| 13 | EGP | Eastgroup Properties Inc | 股票-房地產 | 2.06% | +0.14% | +31.03% | |
| 14 | UDR | Udr Inc | 股票-房地產 | 1.95% | +1.28% | +150.84% | |
| 15 | STAG | Stag Industrial Inc | 股票-房地產 | 1.94% | -0.29% | +82.30% | |
| 16 | PPL | Ppl CORP | 股票-公用事業 | 1.84% | +0.05% | +44.98% | |
| 17 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 1.81% | -1.28% | +70.54% | |
| 18 | FR | First Industrial Realty Tr | 股票-房地產 | 1.71% | -0.48% | +13.17% | |
| 19 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.67% | -0.73% | -0.33% | |
| 20 | IRM | Iron Mountain Inc | 股票-房地產 | 1.67% | +0.02% | +38.97% | |
| 21 | BRX | Brixmor Property Group Inc | 股票-房地產 | 1.66% | +0.24% | +60.58% | |
| 22 | CUBE | Cubesmart | 股票-房地產 | 1.58% | +0.18% | -31.12% | |
| 23 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.58% | +0.32% | +24.01% | |
| 24 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.57% | -0.05% | +4.41% | |
| 25 | WMB | Williams Cos Inc | 股票-能源 | 1.57% | +1.80% | +12.14% | |
| 26 | CEG | Constellation Energy | 股票-公用事業 | 1.49% | -0.10% | -4.67% | |
| 27 | TRGP | Targa Resources CORP | 股票-能源 | 1.40% | -0.08% | +35.84% | |
| 28 | WTRG | Essential Utilities Inc | 股票-公用事業 | 1.33% | -0.03% | +8.95% | |
| 29 | AES | Aes CORP | 股票-公用事業 | 1.25% | -0.83% | +10.92% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.24% | -0.02% | +64.84% | |
| 31 | PCG | P G & E CORP | 股票-公用事業 | 1.24% | -0.12% | +7.93% | |
| 32 | DOC | Healthpeak Properties Inc | 股票-房地產 | 1.23% | -0.19% | -18.66% | |
| 33 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.20% | +0.06% | -22.64% | |
| 34 | PSA | Public Storage | 股票-房地產 | 1.13% | -0.27% | -25.32% | |
| 35 | CCI | Crown Castle Inc | 股票-房地產 | 1.11% | -0.28% | -5.54% | |
| 36 | LNG | Cheniere Energy Inc | 股票-能源 | 1.10% | -1.19% | — | |
| 37 | CMS | Cms Energy CORP | 股票-公用事業 | 1.03% | -0.90% | -1.63% | |
| 38 | EVRG | Evergy Inc | 股票-公用事業 | 0.97% | +0.45% | +10.24% | |
| 39 | VTR | Ventas Inc | 股票-房地產 | 0.87% | -0.28% | +140.04% | |
| 40 | SO | Southern Co/the | 股票-公用事業 | 0.83% | +0.92% | +114.15% | |
| 41 | VNO | Vornado Realty Trust | 股票-房地產 | 0.83% | +0.14% | +47.97% | |
| 42 | IRT | Independence Realty Trust In | 股票-房地產 | 0.80% | -0.01% | +32.80% | |
| 43 | CUZ | Cousins Properties Inc | 股票-房地產 | 0.74% | +0.28% | +454.88% | |
| 44 | SHO | Sunstone Hotel Investors Inc | 股票-其他 | 0.71% | -0.11% | -2.10% | |
| 45 | OGE | Oge Energy CORP | 股票-公用事業 | 0.67% | -0.07% | +2.74% | |
| 46 | AMH | American Homes 4 Rent- A | 股票-房地產 | 0.64% | +0.30% | -4.15% | |
| 47 | ELME | Elme Communities | 股票-其他 | 0.61% | — | +2.69% | |
| 48 | OKE | Oneok Inc | 股票-能源 | 0.61% | +0.69% | -39.06% | |
| 49 | EPRT | Essential Properties Realty | 股票-房地產 | 0.57% | +0.19% | — | |
| 50 | ESS | Essex Property Trust Inc | 股票-房地產 | 0.56% | +0.07% | — |
根據 SEC 官方 Form 13F 申報備案，Cbre Investment Management Listed Real Assets LLC 在 Q2 2025 季度的美股持倉總市值約為 US$71.8億，共申報了 107 個公開持股部位。
在 Q2 2025 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：WELL (7.6%)、EQIX (5.9%)、SPG (3.8%)。其中最大持股部位 WELL 佔據整體投資組合約 7.6% 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 Q2 2025 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。