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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 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PDM Piedmont Office Realty Trust I Real Estate 762,121.0 $5.0M 0.07% -57K -7.0% $6.57 +23.0%
42 SBAC SBA Communications Corp. Real Estate 24,384.0 $4.2M 0.06% -2K -6.4% $172.11 +20.7%
43 ESRT Empire State Realty Trust Inc. Real Estate 687,840.0 $3.6M 0.05% -478K -41.0% $5.20 +8.5%
44 CDP COPT Defense Properties Real Estate 107,503.0 $3.3M 0.05% -909K -89.4% $30.60 +5.6%
45 NEE Nextera Energy Inc Utilities 31,592.0 $2.9M 0.04% -857K -96.4% $92.88 -3.4%
46 LXP Industrial Trust 51,192.0 $2.4M 0.04% -691K -93.1% $46.26
47 WY Weyerhaeuser Co. Real Estate 60,100.0 $1.5M 0.02% -6K -9.3% $24.43 -4.9%
48 MAR Marriott International Inc. Consumer Cyclical 2,792.0 $913K 0.01% -2K -47.2% $327.07 +13.3%
49 NSC Norfolk Southern Corp Industrials 2,368.0 $680K 0.01% -470.0 -16.6% $287.00 +8.5%
50 CNP CenterPoint Energy Inc. Utilities 7,389.0 $319K 0.01% -1.0M -99.3% $43.16 -1.6%
Page 3 of 3  ·  50 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%