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
96 檔
25.5%
Cbre Investment Management Listed Real Assets LLC 在 Q1 2026 季度的美股部位總計估值為 US$71.8億，分散於 96 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q1 2026 申報觀察，Cbre Investment Management Listed Real Assets LLC 採取防禦導向的調倉策略，本季減碼 50 檔個股並出清 9 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 WELL, EQIX, PLD）累計市值佔比達 25.5%，是驅動 Cbre Investment Management Listed Real Assets LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 8.81% | +0.17% | -6.90% | |
| 2 | EQIX | Equinix Inc | 股票-房地產 | 7.68% | -1.10% | -10.28% | |
| 3 | PLD | Prologis Inc | 股票-房地產 | 4.28% | -0.87% | +1.47% | |
| 4 | SPG | Simon Property Group Inc | 股票-房地產 | 3.34% | -1.64% | -6.24% | |
| 5 | XEL | Xcel Energy Inc | 股票-公用事業 | 3.06% | -0.05% | +11.75% | |
| 6 | AMT | American Tower CORP | 股票-房地產 | 2.84% | +0.48% | +40.73% | |
| 7 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 2.64% | -1.28% | +13.08% | |
| 8 | PPL | Ppl CORP | 股票-公用事業 | 2.62% | +0.05% | +33.62% | |
| 9 | WEC | Wec Energy Group Inc | 股票-公用事業 | 2.36% | -0.73% | +2.99% | |
| 10 | VTR | Ventas Inc | 股票-房地產 | 2.29% | -0.28% | +2.06% | |
| 11 | EGP | Eastgroup Properties Inc | 股票-房地產 | 2.17% | +0.14% | +11.29% | |
| 12 | VICI | Vici Properties Inc | 股票-房地產 | 2.17% | -0.28% | -24.30% | |
| 13 | LNG | Cheniere Energy Inc | 股票-能源 | 2.14% | -1.19% | -33.04% | |
| 14 | BRX | Brixmor Property Group Inc | 股票-房地產 | 2.10% | +0.24% | -7.96% | |
| 15 | ATO | Atmos Energy CORP | 股票-公用事業 | 2.08% | +0.32% | +43.17% | |
| 16 | ETR | Entergy CORP | 股票-公用事業 | 2.05% | -1.64% | -30.36% | |
| 17 | FR | First Industrial Realty Tr | 股票-房地產 | 1.91% | -0.48% | -4.98% | |
| 18 | IRM | Iron Mountain Inc | 股票-房地產 | 1.87% | +0.02% | -14.43% | |
| 19 | PCG | P G & E CORP | 股票-公用事業 | 1.78% | -0.12% | -1.63% | |
| 20 | CEG | Constellation Energy | 股票-公用事業 | 1.72% | -0.10% | +85.67% | |
| 21 | STAG | Stag Industrial Inc | 股票-房地產 | 1.69% | -0.29% | -12.48% | |
| 22 | EVRG | Evergy Inc | 股票-公用事業 | 1.69% | +0.45% | — | |
| 23 | CUBE | Cubesmart | 股票-房地產 | 1.68% | +0.18% | -10.82% | |
| 24 | CMS | Cms Energy CORP | 股票-公用事業 | 1.53% | -0.90% | -10.01% | |
| 25 | AEP | American Electric Power | 股票-公用事業 | 1.46% | +1.50% | — | |
| 26 | REG | Regency Centers CORP | 股票-房地產 | 1.42% | +0.40% | -32.67% | |
| 27 | EQR | Equity Residential | 股票-房地產 | 1.36% | +0.68% | +122.61% | |
| 28 | AMH | American Homes 4 Rent- A | 股票-房地產 | 1.35% | +0.30% | -32.96% | |
| 29 | OGE | Oge Energy CORP | 股票-公用事業 | 1.29% | -0.07% | -18.07% | |
| 30 | UDR | Udr Inc | 股票-房地產 | 1.27% | +1.28% | -45.89% | |
| 31 | TRGP | Targa Resources CORP | 股票-能源 | 1.25% | -0.08% | -46.16% | |
| 32 | O | Realty Income CORP | 股票-房地產 | 1.23% | -0.58% | +197.05% | |
| 33 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.19% | -0.40% | +78.58% | |
| 34 | OHI | Omega Healthcare Investors | 股票-房地產 | 1.14% | -0.80% | -20.80% | |
| 35 | CPT | Camden Property Trust | 股票-房地產 | 1.12% | +0.05% | +186.55% | |
| 36 | SO | Southern Co/the | 股票-公用事業 | 1.07% | +0.92% | +303.46% | |
| 37 | SUI | Sun Communities Inc | 股票-房地產 | 1.00% | +0.28% | +104.75% | |
| 38 | EPRT | Essential Properties Realty | 股票-房地產 | 0.99% | +0.19% | +44.94% | |
| 39 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 0.97% | -0.07% | +2121.75% | |
| 40 | AES | Aes CORP | 股票-公用事業 | 0.92% | -0.83% | -44.07% | |
| 41 | PSA | Public Storage | 股票-房地產 | 0.88% | -0.27% | -33.65% | |
| 42 | AHR | American Healthcare Reit Inc | 股票-房地產 | 0.88% | +0.29% | -16.39% | |
| 43 | CCI | Crown Castle Inc | 股票-房地產 | 0.68% | -0.28% | -20.79% | |
| 44 | GTY | Getty Realty CORP | 股票-其他 | 0.65% | -0.03% | +70.68% | |
| 45 | DOC | Healthpeak Properties Inc | 股票-房地產 | 0.62% | -0.19% | -55.36% | |
| 46 | VNO | Vornado Realty Trust | 股票-房地產 | 0.54% | +0.14% | -8.81% | |
| 47 | SHO | Sunstone Hotel Investors Inc | 股票-其他 | 0.53% | -0.11% | -9.59% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.49% | +0.27% | -83.86% | |
| 49 | CPK | Chesapeake Utilities CORP | 股票-其他 | 0.48% | +0.01% | +26.97% | |
| 50 | OGS | One Gas Inc | 股票-公用事業 | 0.47% | +0.05% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EQIX | Equinix Inc | +1.1% | -10.28% | 減碼 |
| 2 | GLPI | Gaming And Leisure Propertie | +0.9% | +2121.75% | 加碼 |
| 3 | O | Realty Income CORP | +0.9% | +197.05% | 加碼 |
| 4 | PPL | Ppl CORP | +0.8% | +33.62% | 加碼 |
| 5 | SO | Southern Co/the | +0.8% | +303.46% | 加碼 |
| 6 | AMT | American Tower CORP | +0.8% | +40.73% | 加碼 |
| 7 | ATO | Atmos Energy CORP | +0.8% | +43.17% | 加碼 |
| 8 | EQR | Equity Residential | +0.7% | +122.61% | 加碼 |
| 9 | CPT | Camden Property Trust | +0.7% | +186.55% | 加碼 |
| 10 | DLR | Digital Realty Trust Inc | +0.6% | +78.58% | 加碼 |
| 11 | CEG | Constellation Energy | +0.6% | +85.67% | 加碼 |
| 12 | XEL | Xcel Energy Inc | +0.5% | +11.75% | 加碼 |
| 13 | SUI | Sun Communities Inc | +0.5% | +104.75% | 加碼 |
| 14 | AWK | American Water Works Co Inc | +0.4% | +838.82% | 加碼 |
| 15 | PEG | Public Service Enterprise Gp | +0.4% | +13.08% | 加碼 |
| 16 | EPRT | Essential Properties Realty | +0.3% | +44.94% | 加碼 |
| 17 | GTY | Getty Realty CORP | +0.3% | +70.68% | 加碼 |
| 18 | EGP | Eastgroup Properties Inc | +0.3% | +11.29% | 加碼 |
| 19 | WEC | Wec Energy Group Inc | +0.3% | +2.99% | 加碼 |
| 20 | PLD | Prologis Inc | +0.3% | +1.47% | 加碼 |
| 21 | ELS | Equity Lifestyle Properties | +0.2% | +664.37% | 加碼 |
| 22 | HLT | Hilton Worldwide Holdings In | +0.2% | +124.03% | 加碼 |
| 23 | VTR | Ventas Inc | +0.2% | +2.06% | 加碼 |
| 24 | BNL | Broadstone Net Lease Inc | +0.2% | +476.16% | 加碼 |
| 25 | CSR | Centerspace | +0.2% | +353.15% | 加碼 |
| 26 | PCG | P G & E CORP | +0.1% | -1.63% | 減碼 |
| 27 | FRT | Federal Realty Invs Trust | +0.1% | +65.41% | 加碼 |
| 28 | CPK | Chesapeake Utilities CORP | +0.1% | +26.97% | 加碼 |
| 29 | IRM | Iron Mountain Inc | +0.1% | -14.43% | 減碼 |
| 30 | OKE | Oneok Inc | +0.1% | — | 不變 |
| 31 | CUZ | Cousins Properties Inc | 0% | +28.55% | 加碼 |
| 32 | BRX | Brixmor Property Group Inc | 0% | -7.96% | 減碼 |
| 33 | D | Dominion Energy Inc | 0% | — | 不變 |
| 34 | WELL | Welltower Inc | 0% | -6.90% | 減碼 |
| 35 | LAMR | Lamar Advertising Co-a | 0% | +5.87% | 加碼 |
| 36 | XIFR | Xplr Infrastructure LP | 0% | — | 不變 |
| 37 | WMB | Williams Cos Inc | 0% | +25.37% | 加碼 |
| 38 | CMS | Cms Energy CORP | 0% | -10.01% | 減碼 |
| 39 | PEB 6.3 PERP F債券 | Pebblebrook Hotel Trust | 0% | — | 不變 |
| 40 | AEE | Ameren Corporation | — | +20.00% | 加碼 |
| 41 | NSC | Norfolk Southern CORP | — | -16.56% | 減碼 |
| 42 | WY | Weyerhaeuser Co | — | -9.32% | 減碼 |
| 43 | PEB 6.375 PERP E債券 | Pebblebrook Hotel Trust | — | — | 不變 |
| 44 | SBAC | Sba Communications CORP | 0% | -6.40% | 減碼 |
| 45 | MAR | Marriott International -cl A | 0% | -47.17% | 減碼 |
| 46 | ARE | Alexandria Real Estate Equit | 0% | — | 不變 |
| 47 | LINE | Lineage Inc | 0% | — | 不變 |
| 48 | CWT | California Water Service Grp | 0% | -10.36% | 減碼 |
| 49 | LNG | Cheniere Energy Inc | 0% | -33.04% | 減碼 |
| 50 | ESS | Essex Property Trust Inc | 0% | -5.70% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cbre Investment Management Listed Real Assets LLC 在 Q1 2026 季度的美股持倉總市值約為 US$71.8億，共申報了 96 個公開持股部位。
在 Q1 2026 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 (8.8%)、EQIX (7.7%)、PLD (4.3%)。其中最大持股部位 WELL 佔據整體投資組合約 8.8% 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。
本季最大新建倉標的
EVRG
市值: US$1.1億
本季最大獲利了結 / 清倉標的
ED
前期市值: US$5047.7萬
在 Q1 2026 季度中，Cbre Investment Management Listed Real Assets LLC 共進行了 98 項持倉異動，包含新建倉 8 個部位、加碼 31 個部位、減碼 50 個部位以及清倉 9 個部位。 其中最大新建倉標的為 EVRG。 本季清倉部位包含 ED。
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。