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Portfolio (Quarterly) Guide ↗

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

· CIK 0001033984
13F Portfolio $6.8B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 97 New
Page 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GTY Getty Realty Corp. Real Estate 802,660.0 $22.0M 0.32% NEW $27.37 +22.1%
62 D Dominion Energy Inc. Utilities 369,494.0 $21.6M 0.32% NEW $58.59 +16.6%
63 OKE ONEOK Inc. Energy 292,800.0 $21.5M 0.32% NEW $73.50 +26.0%
64 CWEN Clearway Energy Inc. Class C Utilities 608,327.0 $20.2M 0.30% NEW $33.26 +14.7%
65 VRE Veris Residential Inc Real Estate 1,350,832.0 $20.1M 0.29% NEW $14.88 +27.7%
66 CSX CSX Corporation Industrials 542,675.0 $19.7M 0.29% NEW $36.25 +26.6%
67 ESS Essex Property Trust Inc. Real Estate 64,350.0 $16.8M 0.25% NEW $261.68 +4.6%
68 SO Southern Co. Utilities 184,682.0 $16.1M 0.24% NEW $87.20 +7.4%
69 LAMR Lamar Advertising Co Real Estate 118,094.0 $14.9M 0.22% NEW $126.58 +20.6%
70 BIP Brookfield Infrastructure Part Utilities 417,500.0 $14.5M 0.21% NEW $34.74 +14.4%
71 SMA SmartStop Self Storage REIT In Real Estate 371,785.0 $11.5M 0.17% NEW $30.94 -0.4%
72 FRT Federal Realty Investment Trus Real Estate 105,726.0 $10.7M 0.16% NEW $100.80 +17.7%
73 HLT Hilton Worldwide Holdings Inc. Consumer Cyclical 36,958.0 $10.6M 0.16% NEW $287.25 +12.4%
74 Pebblebrook Hotel Trust 541,950.0 $10.3M 0.15% NEW $19.05
75 COLD Americold Realty Trust Real Estate 753,292.0 $9.7M 0.14% NEW $12.86 +12.3%
76 NTST Netstreit Corp Real Estate 506,241.0 $8.9M 0.13% NEW $17.64 +16.9%
77 NSA National Storage Affiliates Tr Real Estate 316,068.0 $8.9M 0.13% NEW $28.21 +51.6%
78 ARE Alexandria Real Estate Equitie Real Estate 178,107.0 $8.7M 0.13% NEW $48.94 -2.2%
79 PK Park Hotels & Resorts Inc Real Estate 800,659.0 $8.4M 0.12% NEW $10.46 +8.9%
80 XPLR Infrastructure LP 794,852.0 $7.9M 0.12% NEW $10.00
Page 4 of 5  ·  97 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 68.7%
Utilities 23.5%
Energy 4.3%
Industrials 3.3%
Consumer Cyclical 0.2%