Top 50 Cbre Investment Management Listed Real Assets Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WELL | Welltower Inc. | 8.81% | 3.01M | $594.5M | -6.90%(-222.84K) | $112.60(+89.82%) | 2026-03-31 | |
| EQIX | Equinix Inc | 7.68% | 528.6K | $518.2M | -10.28%(-60.60K) | $760.38(+39.33%) | 2026-03-31 | |
| PLD | ProLogis Inc. | 4.28% | 2.18M | $288.7M | +1.47%(+31.71K) | $83.47(+68.36%) | 2026-03-31 | |
| SPG | Simon Property Group Inc. | 3.34% | 1.21M | $225.6M | -6.24%(-80.45K) | $100.64(+98.75%) | 2026-03-31 | |
| XEL | Xcel Energy Inc. | 3.06% | 2.60M | $206.4M | +11.75%(+273.05K) | $66.71(+16.81%) | 2026-03-31 | |
| AMT | American Tower Corp. | 2.84% | 1.11M | $191.6M | +40.73%(+321.31K) | $202.08(-15.56%) | 2026-03-31 | |
| PEG | Public Service Enterprise Grou | 2.64% | 2.20M | $178.2M | +13.08%(+254.64K) | $79.06(-3.32%) | 2026-03-31 | |
| PPL | PPL Corp. | 2.62% | 4.62M | $176.5M | +33.62%(+1.16M) | $32.82(+6.28%) | 2026-03-31 | |
| WEC | WEC Energy Group Inc. | 2.36% | 1.38M | $159.3M | +2.99%(+39.96K) | $94.20(+15.88%) | 2026-03-31 | |
| VTR | Ventas Inc. | 2.29% | 1.89M | $154.6M | +2.06%(+38.06K) | $63.49(+37.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.65% | +14.60% |
| Top 20 Holdings Unweighted | +1.70% | +5.17% |
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