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Portfolio (Quarterly) Guide ↗

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

· CIK 0001033984
13F Portfolio $6.7B AUM 96 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 30 Added 50 Reduced 9 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AWK American Water Works Co. Utilities 201,190.0 $27.4M 0.41% +180K +838.8% $136.09 -9.0%
22 CUZ Cousins Properties Inc. Real Estate 1,209,915.0 $27.3M 0.41% +269K +28.6% $22.57 +17.1%
23 HLT Hilton Worldwide Holdings Inc. Consumer Cyclical 82,796.0 $25.2M 0.37% +46K +124.0% $304.08 +6.1%
24 FRT Federal Realty Investment Trus Real Estate 174,882.0 $18.6M 0.28% +69K +65.4% $106.21 +11.7%
25 ELS Equity Lifestyle Properties Real Estate 292,716.0 $18.3M 0.27% +254K +664.4% $62.42 +1.0%
26 LAMR Lamar Advertising Co Real Estate 125,028.0 $15.8M 0.23% +7K +5.9% $126.66 +20.5%
27 CSR Centerspace Real Estate 231,462.0 $13.3M 0.20% +180K +353.1% $57.45 +17.3%
28 BNL Broadstone Net Lease Inc Real Estate 670,318.0 $12.2M 0.18% +554K +476.2% $18.27 +11.7%
29 WMB Williams Cos. Energy 16,327.0 $1.2M 0.02% +3K +25.4% $72.78 +7.0%
30 AEE Ameren Corp. Utilities 7,279.0 $800K 0.01% +1K +20.0% $109.92 -0.1%
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 67.7%
Utilities 27.5%
Energy 3.9%
Industrials 0.5%
Consumer Cyclical 0.4%