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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 3 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PSA Public Storage Real Estate 219,284.0 $59.4M 0.88% -111K -33.6% $270.88 +11.8%
42 AHR American Healthcare REIT Real Estate 1,258,041.0 $59.3M 0.88% -247K -16.4% $47.16 +6.3%
43 CCI Crown Castle Inc Real Estate 562,049.0 $45.7M 0.68% -148K -20.8% $81.31 +13.2%
44 GTY Getty Realty Corp. Real Estate 1,369,988.0 $43.6M 0.65% +567K +70.7% $31.80 +5.1%
45 DOC Healthpeak Properties Inc. Real Estate 2,543,209.0 $41.8M 0.62% -3.2M -55.4% $16.43 +19.5%
46 VNO Vornado Realty Trust Real Estate 1,408,289.0 $36.6M 0.54% -136K -8.8% $25.99 +21.6%
47 SHO Sunstone Hotel Investors Inc. Real Estate 3,961,704.0 $35.7M 0.53% -420K -9.6% $9.01 +17.1%
48 UNP Union Pacific Corp Industrials 136,000.0 $33.0M 0.49% -707K -83.9% $242.62 +9.6%
49 CPK Chesapeake Utilities Corporati Utilities 256,816.0 $32.5M 0.48% +55K +27.0% $126.37 +0.5%
50 OGS One Gas Inc. Utilities 371,334.0 $32.0M 0.47% NEW $86.13 -4.4%
51 CWT California Water Service Group Utilities 647,515.0 $29.4M 0.43% -75K -10.4% $45.34 -4.7%
52 AWK American Water Works Co. Utilities 201,190.0 $27.4M 0.41% +180K +838.8% $136.09 -9.0%
53 CUZ Cousins Properties Inc. Real Estate 1,209,915.0 $27.3M 0.41% +269K +28.6% $22.57 +17.1%
54 SKT Tanger Inc. Real Estate 789,381.0 $26.8M 0.40% -220K -21.8% $33.98 +4.9%
55 OKE ONEOK Inc. Energy 292,800.0 $26.5M 0.39% $90.39 +2.5%
56 EXR Extra Space Storage Inc. Real Estate 194,962.0 $25.6M 0.38% -135K -41.0% $131.13 +9.7%
57 BXP BXP Inc Real Estate 490,192.0 $25.4M 0.38% -133K -21.3% $51.90 +15.9%
58 HLT Hilton Worldwide Holdings Inc. Consumer Cyclical 82,796.0 $25.2M 0.37% +46K +124.0% $304.08 +6.1%
59 AVB AvalonBay Communities Inc. Real Estate 143,874.0 $23.5M 0.35% -22K -13.3% $163.35 +12.7%
60 D Dominion Energy Inc. Utilities 369,494.0 $22.8M 0.34% $61.82 +10.5%
Page 3 of 5  ·  96 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%