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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EVRG Evergy Inc. Utilities 1,389,642.0 $113.8M 1.69% NEW $81.92 +2.1%
2 AEP American Electric Power Co. In Utilities 751,551.0 $98.5M 1.46% NEW $131.08 -1.1%
3 OGS One Gas Inc. Utilities 371,334.0 $32.0M 0.47% NEW $86.13 -4.4%
4 MAA Mid-America Apt. Comm. Real Estate 129,562.0 $15.8M 0.23% NEW $122.12 +6.5%
5 Janus Living Inc 527,940.0 $12.4M 0.18% NEW $23.57
6 EPR EPR Properties Real Estate 186,519.0 $9.3M 0.14% NEW $49.96 +17.5%
7 CURB Curbline Properties Corp Real Estate 139,113.0 $3.6M 0.05% NEW $25.79 +11.2%
8 KMI Kinder Morgan Inc. Energy 6,251.0 $210K 0.00% NEW $33.53 -0.1%

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%