CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

CIK
1033984
City
RADNOR
State / Country
PA

Top Portfolio Positions

93 positions · $6,719,794,100 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
WELL
Welltower Inc.
Real Estate
3,006,833 $594,480,952 8.85%
EQIX
Equinix Inc
Real Estate
528,634 $518,188,192 7.71%
PLD
Prologis, Inc.
Real Estate
2,183,891 $288,666,712 4.30%
SPG
Simon Property Group Inc.
Real Estate
1,209,585 $225,623,890 3.36%
XEL
Xcel Energy Inc
Utilities
2,597,721 $206,362,956 3.07%
AMT
American Tower Corp /Ma/
Real Estate
1,110,227 $191,602,975 2.85%
PEG
Public Service Enterprise Group Inc
Utilities
2,201,156 $178,183,578 2.65%
PPL
PPL Corp
Utilities
4,619,677 $176,471,661 2.63%
WEC
Wec Energy Group, Inc.
Utilities
1,376,051 $159,305,424 2.37%
VTR
Ventas, Inc.
Real Estate
1,890,027 $154,566,408 2.30%

Portfolio Trend

47 quarters · across all stocks

Holdings in DOC

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $41,784,923 2,543,209
2025-12-31 $91,605,975 5,696,889
2025-09-30 $111,114,811 5,802,340
2025-06-30 $81,296,723 4,642,874
2025-03-31 $115,413,717 5,707,899
2024-12-31 $96,845,377 4,777,769
2024-09-30 $111,456,075 4,873,462
2024-06-30 $100,141,848 5,109,278
2024-03-31 $97,519,143 5,201,021
2023-12-31 $93,135,873 4,703,832
2023-09-30 $69,809,291 3,802,249
2023-06-30 $95,733,666 4,762,869
2023-03-31 $84,226,894 3,833,723
2022-12-31 $15,275,251 609,304
2022-09-30 $11,941,251 520,997
2022-06-30 $17,996,593 694,581
2022-03-31 $20,845,553 607,211
2021-12-31 $21,401,694 593,009
2021-09-30 $19,101,009 570,520
2021-06-30 $18,992,610 570,520
2021-03-31 $17,511,656 551,722
2020-12-31 $15,853,367 524,425
2020-09-30 $47,297,852 1,742,094
2020-06-30 $149,484,144 5,423,953
2020-03-31 $130,948,782 5,490,515