CHILTON CAPITAL MANAGEMENT LLC Q2 2019 Filing

Filed August 13, 2019

Portfolio Value

$1.2T

Holdings

187

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (187 positions)

#StockSharesValue% PortfolioType
1
EQIXEQUINIX INC
79,211$39.9B3.43%
2
MSFTMICROSOFT CORP
271,918$36.4B3.13%
3
AMZNAMAZON COM INC
17,641$33.4B2.87%
4
AAPLAPPLE INC
157,665$31.2B2.68%
5
SPYSPDR S&P 500 ETF TR
92,431$30.3B2.60%Put
6
SPGSIMON PPTY GROUP INC NEW
168,903$27.0B2.32%
7
ESSESSEX PPTY TR INC
79,109$23.1B1.98%
8
AVBAVALONBAY CMNTYS INC
108,122$22.0B1.89%
9
JPMJPMORGAN CHASE & CO
189,839$21.2B1.82%
10
8CWCROWN CASTLE INTL CORP NEW
161,555$21.1B1.81%
11
UNHUNITEDHEALTH GROUP INC
82,361$20.1B1.73%
12
SRESEMPRA ENERGY
143,798$19.8B1.70%
13
METAFACEBOOK INC
100,435$19.4B1.66%
14
GOOGALPHABET INC
17,895$19.3B1.66%
15
CPTCAMDEN PPTY TR
180,064$18.8B1.61%
16
BXPBOSTON PROPERTIES INC
143,419$18.5B1.59%
17
SBACSBA COMMUNICATIONS CORP NEW
81,930$18.4B1.58%
18
VVISA INC
98,339$17.1B1.47%
19
DISDISNEY WALT CO
118,673$16.6B1.42%
20
AMTAMERICAN TOWER CORP NEW
80,590$16.5B1.41%
21
WMWASTE MGMT INC DEL
138,404$16.0B1.37%
22
COSTCOSTCO WHSL CORP NEW
58,390$15.4B1.32%
23
VNQIVANGUARD INTL EQUITY INDEX F
255,000$15.0B1.29%
24
INVHINVITATION HOMES INC
552,664$14.8B1.27%
25
LPTUSDLIBERTY PPTY TR
289,763$14.5B1.24%
26
XOMEXXON MOBIL CORP
184,269$14.1B1.21%
27
KRCKILROY RLTY CORP
188,267$13.9B1.19%
28
TMOTHERMO FISHER SCIENTIFIC INC
47,106$13.8B1.19%
29
AXPAMERICAN EXPRESS CO
111,401$13.8B1.18%
30
DEIDOUGLAS EMMETT INC
339,679$13.5B1.16%
31
JNJJOHNSON & JOHNSON
96,719$13.5B1.16%
32
CSCOCISCO SYS INC
244,550$13.4B1.15%
33
CRMSALESFORCE COM INC
88,081$13.4B1.15%
34
TRVCCITIGROUP INC
189,237$13.3B1.14%
35
REXRREXFORD INDL RLTY INC
322,256$13.0B1.12%
36
HSTHOST HOTELS & RESORTS INC
709,160$12.9B1.11%
37
KOCOCA COLA CO
252,201$12.8B1.10%
38
CMCSACOMCAST CORP NEW
302,051$12.8B1.10%
39
CATCATERPILLAR INC DEL
92,383$12.6B1.08%
40
LOWLOWES COS INC
124,312$12.5B1.08%
41
PGPROCTER AND GAMBLE CO
113,198$12.4B1.07%
42
AVGOBROADCOM INC
41,758$12.0B1.03%
43
MDTMEDTRONIC PLC
123,103$12.0B1.03%
44
AMHAMERICAN HOMES 4 RENT
492,233$12.0B1.03%
45
NVSNNOVARTIS A G
130,712$11.9B1.02%
46
AZNASTRAZENECA PLC
286,237$11.8B1.01%
47
EMREMERSON ELEC CO
176,666$11.8B1.01%
48
NOCNORTHROP GRUMMAN CORP
36,474$11.8B1.01%
49
REGREGENCY CTRS CORP
174,624$11.7B1.00%
50
HONHONEYWELL INTL INC
65,234$11.4B0.98%
51
COLDAMERICOLD RLTY TR
351,155$11.4B0.98%
52
FANGDIAMONDBACK ENERGY INC
102,942$11.2B0.96%
53
TJXTJX COS INC NEW
206,893$10.9B0.94%
54
HLTHILTON WORLDWIDE HLDGS INC
106,489$10.4B0.89%
55
DGDOLLAR GEN CORP NEW
76,226$10.3B0.88%
56
R6C2ROYAL DUTCH SHELL PLC
153,009$10.1B0.86%
57
SCHWTHE CHARLES SCHWAB CORPORATI
230,421$9.3B0.79%
58
AHHARMADA HOFFLER PPTYS INC
505,606$8.4B0.72%
59
GOOGLALPHABET INC
7,705$8.3B0.72%
60
CTOUSDCONSOLIDATED TOMOKA LD CO
137,087$8.2B0.70%
61
BACBANK AMER CORP
275,052$8.0B0.68%
62
VICIVICI PPTYS INC
356,410$7.9B0.67%
63
UEURBAN EDGE PPTYS
440,036$7.6B0.65%
64
MACMACERICH CO
225,646$7.6B0.65%
65
CATCHMARK TIMBER TR INC
712,013$7.4B0.64%
66
EPDENTERPRISE PRODS PARTNERS L
216,224$6.2B0.54%
67
VEAVANGUARD TAX MANAGED INTL FD
132,652$5.5B0.47%
68
SCHFSCHWAB STRATEGIC TR
165,785$5.3B0.46%
69
VOOVANGUARD INDEX FDS
17,904$4.8B0.41%
70
VWOVANGUARD INTL EQUITY INDEX F
109,746$4.7B0.40%
71
WASHINGTON PRIME GROUP NEW
1,194,925$4.6B0.39%
72
SLG2EURSL GREEN RLTY CORP
56,405$4.5B0.39%
73
BNDVANGUARD BD INDEX FD INC
51,780$4.3B0.37%
74
DDDUPONT DE NEMOURS INC
56,843$4.3B0.37%
75
ESRTEMPIRE ST RLTY TR INC
260,492$3.9B0.33%
76
JHMMJOHN HANCOCK ETF TRUST
100,589$3.7B0.32%
77
VBVANGUARD INDEX FDS
21,942$3.4B0.30%
78
VXFVANGUARD INDEX FDS
27,618$3.3B0.28%
79
PXHINVESCO EXCHNG TRADED FD TR
149,487$3.2B0.28%
80
WEPMAGELLAN MIDSTREAM PRTNRS LP
48,477$3.1B0.27%
81
JHMDJOHN HANCOCK ETF TRUST
108,742$3.1B0.26%
82
IEMGISHARES INC
59,516$3.1B0.26%
83
PEPPEPSICO INC
23,090$3.0B0.26%
84
SBRSABINE ROYALTY TR
57,652$2.8B0.24%
85
WESWESTERN MIDSTREAM PARTNERS L
88,876$2.7B0.23%
86
PXFINVESCO EXCHNG TRADED FD TR
67,034$2.7B0.23%
87
EOGEOG RES INC
28,565$2.7B0.23%
88
MRKMERCK & CO INC
31,326$2.6B0.23%
89
EFAISHARES TR
37,659$2.5B0.21%
90
SCHASCHWAB STRATEGIC TR
34,105$2.4B0.21%
91
DRQEURDRIL QUIP INC
40,025$1.9B0.16%
92
FLIRFLIR SYS INC
34,312$1.9B0.16%
93
TILTFLEXSHARES TR
15,500$1.8B0.16%
94
PXDEURPIONEER NAT RES CO
11,716$1.8B0.15%
95
7HPHP INC
86,473$1.8B0.15%
96
SLBSCHLUMBERGER LTD
42,893$1.7B0.15%
97
WFC 7.5 PERP LWELLS FARGO CO NEW
1,230$1.7B0.14%
98
HACKUSDETF MANAGERS TR
41,515$1.7B0.14%
99
GSYINVESCO ACTIVELY MANAGD ETF
32,368$1.6B0.14%
100
WFCWELLS FARGO CO NEW
33,949$1.6B0.14%
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