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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 3 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EPRT Essential Properties Realty Real Estate 1,520,150.0 $45.1M 0.66% NEW $29.66 +5.8%
42 EQR Equity Residential Real Estate 696,971.0 $43.9M 0.65% NEW $63.04 +4.3%
43 EXR Extra Space Storage Inc. Real Estate 330,346.0 $43.0M 0.63% NEW $130.22 +10.5%
44 BXP BXP Inc Real Estate 622,750.0 $42.0M 0.62% NEW $67.48 -10.9%
45 CNP CenterPoint Energy Inc. Utilities 1,036,825.0 $39.8M 0.58% NEW $38.34 +10.8%
46 SHO Sunstone Hotel Investors Inc. Real Estate 4,381,967.0 $39.2M 0.57% NEW $8.94 +18.0%
47 DLR Digital Realty Trust Inc. Real Estate 248,682.0 $38.5M 0.56% NEW $154.71 +25.6%
48 HST Host Hotels & Resorts Inc. Real Estate 2,169,471.0 $38.5M 0.56% NEW $17.73 +26.4%
49 LXP Industrial Trust 741,884.0 $36.8M 0.54% NEW $49.58
50 SKT Tanger Inc. Real Estate 1,009,226.0 $33.7M 0.49% NEW $33.37 +6.8%
51 IRT Independence Realty Trust Inc Real Estate 1,871,603.0 $32.7M 0.48% NEW $17.48 -3.9%
52 SUI Sun Communities Inc. Real Estate 262,148.0 $32.5M 0.48% NEW $123.91 -0.7%
53 CWT California Water Service Group Utilities 722,345.0 $31.3M 0.46% NEW $43.33 -0.3%
54 AVB AvalonBay Communities Inc. Real Estate 165,953.0 $30.1M 0.44% NEW $181.31 +1.5%
55 CPT Camden Property Trust Real Estate 269,117.0 $29.6M 0.43% NEW $110.08 -3.6%
56 CDP COPT Defense Properties Real Estate 1,016,948.0 $28.3M 0.41% NEW $27.80 +16.2%
57 O Realty Income Corp Real Estate 455,409.0 $25.7M 0.38% NEW $56.37 +10.4%
58 CPK Chesapeake Utilities Corporati Utilities 202,264.0 $25.2M 0.37% NEW $124.76 +1.8%
59 CUZ Cousins Properties Inc. Real Estate 941,187.0 $24.3M 0.36% NEW $25.78 +2.5%
60 REXR Rexford Industrial Realty, Inc Real Estate 603,046.0 $23.3M 0.34% NEW $38.72 -6.9%
Page 3 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%