Cbre Investment Management Listed Real Assets LLC
Annual return '25
+0.6%
SPY '25
+17.7%
Alpha
-17.1ptsvs SPY
Invested
$6.7B
Holdings
96
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WELL
Welltower Inc.
Held since at least Q1 2024
8.8%
02
$EQIX
Equinix Inc
Held since at least Q1 2024
7.7%
03
$PLD
ProLogis Inc.
Held since at least Q1 2024
4.3%
04
$SPG
Simon Property Group Inc.
Held since at least Q1 2024
3.3%
05
$XEL
Xcel Energy Inc.
Held since at least Q1 2024
3.1%
06
$AMT
American Tower Corp.
Held since at least Q1 2024
2.8%
07
$PEG
Public Service Enterprise Grou
Held since at least Q1 2024
2.6%
08
$PPL
PPL Corp.
Held since at least Q1 2024
2.6%
09
$WEC
WEC Energy Group Inc.
Held since at least Q1 2024
2.4%
10
$VTR
Ventas Inc.
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.