CENTERSQUARE INVESTMENT MANAGEMENT LLC Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$7.9B

Holdings

86

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (86 positions)

#StockSharesValue% PortfolioType
1
PLDPrologis Trust
6,621,751$743.0B9357.17%
2
EQIXEquinix Inc
786,477$571.2B7193.12%
3
FQIDigital Realty Trust Inc
3,153,665$381.7B4806.32%
4
WELLWelltower Inc
4,483,725$367.3B4625.59%
5
EXRExtra Space Storage Inc
2,919,744$355.0B4470.40%
6
EQREquity Residential Properties
5,217,635$306.3B3857.66%
7
ORealty Income Corp
6,051,826$302.2B3806.04%
8
VENVentas Inc
6,640,697$279.8B3523.24%
9
PSAPublic Storage Inc
1,048,086$276.2B3478.16%
10
SUISun Communities Inc
2,168,449$256.6B3231.61%
11
AVBAvalon Bay Communities
1,484,988$255.0B3211.67%
12
INVHInvitation Homes Inc
7,629,460$241.8B3044.76%
13
ADCAgree Realty Corp
4,027,742$222.5B2801.89%
14
SPGSimon Property Group Inc
2,030,093$219.3B2761.84%
15
UDRUDR Inc
5,971,933$213.0B2682.61%
16
REXRRexford Industrial Realty
3,730,804$184.1B2318.61%
17
VICIVICI Properties Inc
6,051,483$176.1B2217.64%
18
FRFirst Industrial Realty Trust
3,681,825$175.2B2206.56%
19
DOCHealthpeak Properties Inc
9,302,583$170.8B2150.87%
20
KIMKimco Realty Corp
9,457,390$166.4B2094.95%
21
AREAlexandria Real Estate Equitie
1,599,848$160.1B2016.74%
22
BRXBrixmor Property Group Inc
7,451,727$154.8B1950.02%
23
AMHAmerican Homes 4 Rent
4,505,527$151.8B1911.53%
24
AMTAmerican Tower Corp
864,821$142.2B1791.00%
25
HSTHost Hotels & Resorts Inc
8,437,173$135.6B1707.46%
26
BXPBoston Properties
1,517,757$90.3B1136.84%
27
CUZCousins Properties Inc
4,295,933$87.5B1101.98%
28
OHIOmega Healthcare Investors Inc
2,624,258$87.0B1095.85%
29
BNLBroadstone Net Lease Inc
6,004,439$85.9B1081.29%
30
ROICUSDRetail Opportunity Investments
6,642,307$82.2B1035.56%
31
SBACSBA Communications Corp
401,692$80.4B1012.56%
32
KRCKilroy Realty Corporation
2,520,674$79.7B1003.39%
33
TCN1EURTricon Residential Inc
10,316,561$76.3B961.38%
34
DEIDouglas Emmett Inc
5,542,070$70.7B890.54%
35
CTRECareTrust REIT Inc
3,323,721$68.1B858.02%
36
XHRXenia Hotels & Resorts Inc
5,486,281$64.6B813.87%
37
MPTMedical Properties Trust Inc
10,974,688$59.8B753.21%
38
MAAMid-America Apartment Communit
440,931$56.7B714.36%
39
RPTUSDRPT Realty
5,263,763$55.6B699.99%
40
COLDAmericold Realty Trust Inc
1,261,213$38.4B482.98%
41
UEUrban Edge Properties
2,245,232$34.3B431.46%
42
DRHDiamondRock Hospitality Co
3,840,815$30.8B388.39%
43
ELMEElme Communities
1,516,722$20.7B260.51%
44
WYWeyerhaeuser Co
467,750$14.3B180.59%
45
AKRAcadia Realty Trust
982,704$14.1B177.58%
46
HIWHighwoods Properties Inc
597,311$12.3B155.02%
47
IRTIndependence Realty Trust Inc
833,718$11.7B147.71%
48
NNNNNN REIT
262,862$9.3B116.98%
49
8CWCrown Castle Intl Corp
88,420$8.1B102.47%
50
ESSEssex Property Trust Inc
38,015$8.1B101.53%
51
VTMXCorp Inmobiliaria Vesta SAB
237,600$7.8B98.34%
52
OUTOutfront Media Inc
732,660$7.4B93.18%
53
WPCWP Carey Inc
129,189$7.0B87.98%
54
REGRegency Centers Corp
112,455$6.7B84.17%
55
ELSEquity Lifestyle Properties
100,130$6.4B80.33%
56
CPTCamden Property Trust
53,420$5.1B63.62%
57
CUBECubesmart
122,057$4.7B58.61%
58
EGPEastGroup Properties Inc
23,111$3.8B48.46%
59
FRTFederal Realty Investment Trus
40,069$3.6B45.73%
60
STAGSTAG Industrial
95,730$3.3B41.60%
61
HRHealthcare Realty Trust Inc
205,629$3.1B39.53%
62
SRCUSDSpirit Realty Capital
77,256$2.6B32.62%
63
KRGKite Realty Group Trust
118,692$2.5B32.01%
64
CDPCOPT Defense Properties
101,500$2.4B30.45%
65
LAMRLamar Advertising Company
25,147$2.1B26.43%
66
PECOPhillips Edison & Company Inc
62,000$2.1B26.18%
67
AIRCUSDApartment Income REIT Corp
61,689$1.9B23.84%
68
TRNOTerreno Realty Corp
30,614$1.7B21.89%
69
LXPUSDLXP Industrial Trust
153,900$1.4B17.24%
70
DOCUSDPhysicians Realty Trust
96,605$1.2B14.82%
71
IRMIron Mountain Inc
19,135$1.1B14.32%
72
NEENEXTERA ENERGY INC
18,500$1.1B13.34%
73
DBRGDigitalBridge Group Inc
60,070$1.1B13.30%
74
IHSIHS Holding Ltd
120,000$666.0M8.39%
75
ESRTEmpire State Realty Trust
80,911$650.0M8.19%
76
AIVApartment Investment and Manag
77,900$529.0M6.66%
77
BDNBrandywine Realty Trust
114,450$519.0M6.54%
78
HPPHudson Pacific Properties
65,980$438.0M5.52%
79
NTSTNetSTREIT Corp
26,700$415.0M5.23%
80
AATAmerican Assets Trust
20,670$402.0M5.06%
81
UMHUMH Properties Inc
28,200$395.0M4.97%
82
JBGSJBG Smith Properties
26,934$389.0M4.90%
83
FCPTFour Corners Property Trust
13,332$295.0M3.72%
84
EPRTEssential Properties Realty
12,542$271.0M3.41%
85
BFSSaul Centers Inc
7,500$264.0M3.32%
86
PDMPiedmont Office Realty Trust I
46,110$259.0M3.26%