CHILTON CAPITAL MANAGEMENT LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$1.8T

Holdings

537

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (537 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
283,900$96.7B5.30%
2
AAPLAPPLE INC
430,590$83.5B4.58%
3
XOMEXXON MOBIL CORP
626,541$67.2B3.68%
4
AMZNAMAZON COM INC
401,426$52.3B2.87%
5
GOOGALPHABET INC
374,396$45.3B2.48%
6
NVDANVIDIA CORPORATION
92,152$39.0B2.14%
7
UNHUNITEDHEALTH GROUP INC
73,480$35.3B1.93%
8
PLDPROLOGIS INC.
273,095$33.5B1.83%
9
8CWCROWN CASTLE INC
271,280$30.9B1.69%
10
VVISA INC
127,188$30.2B1.65%
11
SBACSBA COMMUNICATIONS CORP NEW
128,714$29.8B1.63%
12
COPCONOCOPHILLIPS
280,681$29.1B1.59%
13
JPMJPMORGAN CHASE & CO
197,377$28.7B1.57%
14
DWDMORGAN STANLEY
309,400$26.4B1.45%
15
TMOTHERMO FISHER SCIENTIFIC INC
50,116$26.1B1.43%
16
COSTCOSTCO WHSL CORP NEW
47,361$25.5B1.40%
17
LOWLOWES COS INC
112,216$25.3B1.39%
18
AVGOBROADCOM INC
28,947$25.1B1.38%
19
T7DTRANSDIGM GROUP INC
28,020$25.1B1.37%
20
TJXTJX COS INC NEW
294,239$24.9B1.37%
21
PGPROCTER AND GAMBLE CO
164,329$24.9B1.37%
22
SPYSPDR S&P 500 ETF TR
55,455$24.6B1.35%Put
23
AVBAVALONBAY CMNTYS INC
124,690$23.8B1.30%
24
WMWASTE MGMT INC DEL
135,398$23.5B1.29%
25
PWRQUANTA SVCS INC
119,085$23.4B1.28%
26
FQIDIGITAL RLTY TR INC
202,814$23.1B1.27%
27
WELLWELLTOWER INC
284,106$23.0B1.26%
28
TSLATESLA INC
87,673$23.0B1.26%
29
LINLINDE PLC
60,212$22.9B1.26%
30
SYKSTRYKER CORPORATION
73,399$22.4B1.23%
31
PANWPALO ALTO NETWORKS INC
86,953$22.2B1.22%
32
AZNASTRAZENECA PLC
307,072$22.0B1.20%
33
VENVENTAS INC
456,418$21.7B1.19%
34
CATCATERPILLAR INC
88,255$21.7B1.19%
35
INVHINVITATION HOMES INC
614,175$21.1B1.16%
36
INTUINTUIT
45,947$21.1B1.15%
37
EQIXEQUINIX INC
26,806$21.0B1.15%
38
CRMSALESFORCE INC
98,675$20.8B1.14%
39
AXPAMERICAN EXPRESS CO
112,952$19.7B1.08%
40
SRESEMPRA
133,831$19.5B1.07%
41
METAMETA PLATFORMS INC
67,203$19.3B1.06%
42
PSAPUBLIC STORAGE
65,205$19.0B1.04%
43
EMREMERSON ELEC CO
208,096$18.8B1.03%
44
SYYSYSCO CORP
241,827$17.9B0.98%
45
VEAVANGUARD TAX-MANAGED FDS
383,338$17.7B0.97%
46
AMHAMERICAN HOMES 4 RENT
480,254$17.0B0.93%
47
IQVIQVIA HLDGS INC
74,915$16.8B0.92%
48
GOOGLALPHABET INC
137,581$16.5B0.90%
49
HONHONEYWELL INTL INC
79,267$16.4B0.90%
50
KHCKRAFT HEINZ CO
445,840$15.8B0.87%
51
DOVDOVER CORP
106,025$15.7B0.86%
52
SSS1EURLIFE STORAGE INC
116,232$15.5B0.85%
53
CPTCAMDEN PPTY TR
135,044$14.8B0.81%
54
VNQIVANGUARD INTL EQUITY INDEX F
353,191$14.2B0.78%
55
SUISUN CMNTYS INC
105,783$13.9B0.76%
56
AVDEAMERICAN CENTY ETF TR
238,293$13.7B0.75%
57
COLDAMERICOLD REALTY TRUST INC
412,118$13.4B0.73%
58
AMGNAMGEN INC
60,133$13.4B0.73%
59
IEMGISHARES INC
265,306$13.1B0.72%
60
EGPEASTGROUP PPTYS INC
74,048$12.9B0.71%
61
IVTINVENTRUST PPTYS CORP
522,346$12.2B0.67%
62
DISDISNEY WALT CO
133,657$11.9B0.65%
63
SITCUSDSITE CTRS CORP
889,609$11.9B0.65%
64
PLYMPLYMOUTH INDL REIT INC
491,939$11.4B0.63%
65
EQREQUITY RESIDENTIAL
153,708$10.2B0.56%
66
HIWHIGHWOODS PPTYS INC
421,815$10.1B0.55%
67
FNDESCHWAB STRATEGIC TR
343,762$9.2B0.50%
68
CTOCTO RLTY GROWTH INC NEW
472,318$8.1B0.44%
69
VBVANGUARD INDEX FDS
37,039$7.4B0.40%
70
LLYLILLY ELI & CO
15,632$7.3B0.40%
71
EPDENTERPRISE PRODS PARTNERS L
255,096$6.7B0.37%
72
IYRISHARES TR
71,137$6.2B0.34%
73
JHMMJOHN HANCOCK EXCHANGE TRADED
122,218$6.1B0.33%
74
SCHFSCHWAB STRATEGIC TR
165,074$5.9B0.32%
75
BACBANK AMERICA CORP
165,364$4.7B0.26%
76
VWOVANGUARD INTL EQUITY INDEX F
116,604$4.7B0.26%
77
KOCOCA COLA CO
71,704$4.3B0.24%
78
MRKMERCK & CO INC
35,665$4.1B0.23%
79
PFEPFIZER INC
99,367$3.6B0.20%
80
SCHASCHWAB STRATEGIC TR
81,315$3.6B0.20%
81
AHHARMADA HOFFLER PPTYS INC
286,161$3.4B0.19%
82
SBRSABINE RTY TR
51,224$3.4B0.18%
83
VOOVANGUARD INDEX FDS
8,016$3.3B0.18%
84
WEPMAGELLAN MIDSTREAM PRTNRS LP
52,041$3.2B0.18%
85
JNJJOHNSON & JOHNSON
18,344$3.0B0.17%
86
BRK/BBERKSHIRE HATHAWAY INC DEL
8,191$2.8B0.15%
87
IVVISHARES TR
6,001$2.7B0.15%
88
VXFVANGUARD INDEX FDS
17,746$2.6B0.14%
89
CVXCHEVRON CORP NEW
16,192$2.5B0.14%
90
SPGSIMON PPTY GROUP INC NEW
21,800$2.5B0.14%
91
WESWESTERN MIDSTREAM PARTNERS L
77,346$2.1B0.11%
92
APDAIR PRODS & CHEMS INC
6,839$2.0B0.11%
93
ABBVABBVIE INC
15,083$2.0B0.11%
94
STRSSTRATUS PPTYS INC
75,122$2.0B0.11%
95
PXDEURPIONEER NAT RES CO
9,473$2.0B0.11%
96
MAMASTERCARD INCORPORATED
4,634$1.8B0.10%
97
IBMINTERNATIONAL BUSINESS MACHS
13,198$1.8B0.10%
98
VTVVANGUARD INDEX FDS
11,652$1.7B0.09%
99
EFAISHARES TR
22,652$1.6B0.09%
100
NVONOVO-NORDISK A S
10,063$1.6B0.09%
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