CHILTON CAPITAL MANAGEMENT LLC Q3 2021 Filing

Filed November 4, 2021

Portfolio Value

$1.8T

Holdings

210

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (210 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
273,556$77.1B4.33%
2
AAPLAPPLE INC
476,241$67.4B3.78%
3
AMZNAMAZON COM INC
17,647$58.0B3.25%
4
XOMEXXON MOBIL CORP
769,395$45.3B2.54%
5
GOOGALPHABET INC
16,515$44.0B2.47%
6
JPMJPMORGAN CHASE & CO
255,018$41.7B2.34%
7
SBACSBA COMMUNICATIONS CORP NEW
125,429$41.5B2.33%
8
SPYSPDR S&P 500 ETF TR
95,271$40.9B2.29%Put
9
PLDPROLOGIS INC.
309,647$38.8B2.18%
10
METAFACEBOOK INC
108,192$36.7B2.06%
11
EQIXEQUINIX INC
41,958$33.2B1.86%
12
8CWCROWN CASTLE INTL CORP NEW
181,976$31.5B1.77%
13
UNHUNITEDHEALTH GROUP INC
77,380$30.2B1.70%
14
VNQIVANGUARD INTL EQUITY INDEX F
504,922$28.4B1.60%
15
DWDMORGAN STANLEY
290,448$28.3B1.59%
16
TMOTHERMO FISHER SCIENTIFIC INC
46,574$26.6B1.49%
17
VVISA INC
114,715$25.6B1.43%
18
WELLWELLTOWER INC
283,542$23.4B1.31%
19
LOWLOWES COS INC
113,861$23.1B1.30%
20
COSTCOSTCO WHSL CORP NEW
51,202$23.0B1.29%
21
COPCONOCOPHILLIPS
326,962$22.2B1.24%
22
AVGOBROADCOM INC
44,589$21.6B1.21%
23
CPTCAMDEN PPTY TR
146,245$21.6B1.21%
24
ORLYOREILLY AUTOMOTIVE INC
34,867$21.3B1.20%
25
PGPROCTER AND GAMBLE CO
152,377$21.3B1.20%
26
INVHINVITATION HOMES INC
554,148$21.2B1.19%
27
CRMSALESFORCE COM INC
78,024$21.2B1.19%
28
WMWASTE MGMT INC DEL
138,869$20.7B1.16%
29
GOOGLALPHABET INC
7,594$20.3B1.14%
30
AMHAMERICAN HOMES 4 RENT
529,660$20.2B1.13%
31
DISDISNEY WALT CO
118,927$20.1B1.13%
32
SYYSYSCO CORP
255,127$20.0B1.12%
33
NXPINXP SEMICONDUCTORS N V
101,299$19.8B1.11%
34
AXPAMERICAN EXPRESS CO
116,754$19.6B1.10%
35
TJXTJX COS INC NEW
294,263$19.4B1.09%
36
DOVDOVER CORP
123,071$19.1B1.07%
37
PSAPUBLIC STORAGE
63,575$18.9B1.06%
38
EMREMERSON ELEC CO
199,579$18.8B1.06%
39
AZNASTRAZENECA PLC
312,896$18.8B1.05%
40
CATCATERPILLAR INC
97,103$18.6B1.05%
41
AMTAMERICAN TOWER CORP NEW
69,877$18.5B1.04%
42
VENVENTAS INC
331,854$18.3B1.03%
43
NVDANVIDIA CORPORATION
87,957$18.2B1.02%
44
DGDOLLAR GEN CORP NEW
84,486$17.9B1.01%
45
SRESEMPRA
141,570$17.9B1.01%
46
T7DTRANSDIGM GROUP INC
27,970$17.5B0.98%
47
HONHONEYWELL INTL INC
82,026$17.4B0.98%
48
MDTMEDTRONIC PLC
130,265$16.3B0.92%
49
PWRQUANTA SVCS INC
141,157$16.1B0.90%
50
CMCSACOMCAST CORP NEW
282,485$15.8B0.89%
51
SSS1EURLIFE STORAGE INC
137,024$15.7B0.88%
52
GTYGETTY RLTY CORP NEW
497,917$14.6B0.82%
53
COLDAMERICOLD RLTY TR
471,408$13.7B0.77%
54
PLYMPLYMOUTH INDL REIT INC
598,303$13.6B0.76%
55
LDOSLEIDOS HOLDINGS INC
136,148$13.1B0.73%
56
VEAVANGUARD TAX-MANAGED INTL FD
251,197$12.7B0.71%
57
CUZCOUSINS PPTYS INC
333,428$12.4B0.70%
58
SUISUN CMNTYS INC
65,720$12.2B0.68%
59
ALEXALEXANDER & BALDWIN INC NEW
509,822$11.9B0.67%
60
AATAMERICAN ASSETS TR INC
317,641$11.9B0.67%
61
AVBAVALONBAY CMNTYS INC
53,388$11.8B0.66%
62
PGRPROGRESSIVE CORP
126,470$11.4B0.64%
63
ESSESSEX PPTY TR INC
35,154$11.2B0.63%
64
CTOCTO RLTY GROWTH INC NEW
186,826$10.0B0.56%
65
AHHARMADA HOFFLER PPTYS INC
744,430$10.0B0.56%
66
KOCOCA COLA CO
186,501$9.8B0.55%
67
VICIVICI PPTYS INC
341,165$9.7B0.54%
68
IEMGISHARES INC
154,069$9.5B0.53%
69
ACCUSDAMERICAN CAMPUS CMNTYS INC
186,498$9.0B0.51%
70
SBCSABRA HEALTH CARE REIT INC
611,711$9.0B0.51%
71
HRUSDHEALTHCARE RLTY TR
301,783$9.0B0.50%
72
FQIDIGITAL RLTY TR INC
59,743$8.6B0.48%
73
SCHFSCHWAB STRATEGIC TR
186,825$7.2B0.41%
74
BACBK OF AMERICA CORP
164,470$7.0B0.39%
75
VBVANGUARD INDEX FDS
30,568$6.7B0.38%
76
JHMMJOHN HANCOCK EXCHANGE TRADED
115,532$6.0B0.33%
77
VWOVANGUARD INTL EQUITY INDEX F
114,013$5.7B0.32%
78
JHMDJOHN HANCOCK EXCHANGE TRADED
163,467$5.5B0.31%
79
EPDENTERPRISE PRODS PARTNERS L
240,089$5.2B0.29%
80
PXHINVESCO EXCH TRADED FD TR II
211,661$4.7B0.27%
81
IYRISHARES TR
45,518$4.7B0.26%
82
SCHASCHWAB STRATEGIC TR
44,249$4.4B0.25%
83
VXFVANGUARD INDEX FDS
21,913$4.0B0.22%
84
VOOVANGUARD INDEX FDS
10,043$4.0B0.22%
85
PFEPFIZER INC
88,171$3.8B0.21%
86
ADBEADOBE SYSTEMS INCORPORATED
6,328$3.6B0.20%
87
LLYLILLY ELI & CO
15,632$3.6B0.20%
88
VCSHVANGUARD SCOTTSDALE FDS
41,679$3.4B0.19%
89
BNDVANGUARD BD INDEX FDS
40,132$3.4B0.19%
90
PXFINVESCO EXCH TRADED FD TR II
72,670$3.4B0.19%
91
MRKMERCK & CO INC
43,846$3.3B0.18%
92
JNJJOHNSON & JOHNSON
17,730$2.9B0.16%
93
FNDESCHWAB STRATEGIC TR
85,442$2.8B0.15%
94
INTCINTEL CORP
50,940$2.7B0.15%
95
WEPMAGELLAN MIDSTREAM PRTNRS LP
54,784$2.5B0.14%
96
SBRSABINE RTY TR
55,829$2.4B0.13%
97
TRVCCITIGROUP INC
33,894$2.4B0.13%
98
TAT&T INC
82,773$2.2B0.13%
99
EFAISHARES TR
26,855$2.1B0.12%
100
IVVISHARES TR
4,863$2.1B0.12%
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