LEGG MASON, INC.
Filing Date
Mar 31, 2020
Global Rank
#5,273
/ 5,301
· as of Mar 2020
Top Industry
REIT - Specialty
25.9%
3Y Alpha vs SPY
-6.6%
Period ended 6 years ago
Filed May 15, 2020 · 6y
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+47.8%
SPY
+76.5%
Annualised alpha
-7.0%
Max drawdown
−21.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
9 positions · as of Mar 31, 2020Top Position
18.7%
of portfolio value
Top 5
69.2%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
1,253
Diversified
Sector Breakdown
As of Mar 31, 2020| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 100.0% | $245,288 |
9 positions ·
$245,288 total
· as of Mar 31, 2020
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
First | 330 | $45,840 | 18.69% | |
| OHI |
Omega Healthcare Investors Inc
Real Estate
|
First | 1,435 | $38,084 | 15.53% | |
| MAA |
Mid America Apartment Communities Inc.
Real Estate
|
First | 329 | $33,896 | 13.82% | |
| STAG |
STAG Industrial, Inc.
Real Estate
|
First | 1,392 | $31,347 | 12.78% | |
| BDN |
Brandywine Realty Trust
Real Estate
|
First | 1,962 | $20,640 | 8.41% | |
| RHP |
Ryman Hospitality Properties, Inc.
Real Estate
|
First | 566 | $20,291 | 8.27% | |
| KIM |
Kimco Realty Corp
Real Estate
|
First | 1,990 | $19,243 | 7.85% | |
| XHR |
Xenia Hotels & Resorts, Inc.
Real Estate
|
First | 1,783 | $18,364 | 7.49% | |
| EPR |
Epr Properties
Real Estate
|
First | 726 | $17,583 | 7.17% |