CHILTON CAPITAL MANAGEMENT LLC Q4 2021 Filing

Filed February 14, 2022

Portfolio Value

$2.0T

Holdings

666

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (666 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
275,806$92.8B4.70%
2
AAPLAPPLE INC
474,244$84.2B4.27%
3
AMZNAMAZON COM INC
18,360$61.2B3.10%
4
PLDPROLOGIS INC.
303,820$51.2B2.59%
5
SBACSBA COMMUNICATIONS CORP NEW
127,242$49.5B2.51%
6
GOOGALPHABET INC
16,686$48.3B2.45%
7
XOMEXXON MOBIL CORP
720,948$44.1B2.24%
8
JPMJPMORGAN CHASE & CO
259,056$41.0B2.08%
9
UNHUNITEDHEALTH GROUP INC
76,978$38.7B1.96%
10
METAMETA PLATFORMS INC
111,491$37.5B1.90%
11
8CWCROWN CASTLE INTL CORP NEW
177,412$37.0B1.88%
12
EQIXEQUINIX INC
42,717$36.1B1.83%
13
SPYSPDR S&P 500 ETF TR
74,846$35.5B1.80%Put
14
TMOTHERMO FISHER SCIENTIFIC INC
45,802$30.6B1.55%
15
DWDMORGAN STANLEY
296,050$29.1B1.47%
16
AVGOBROADCOM INC
43,212$28.8B1.46%
17
LOWLOWES COS INC
110,589$28.6B1.45%
18
COSTCOSTCO WHSL CORP NEW
50,207$28.5B1.45%
19
VVISA INC
123,588$26.8B1.36%
20
NVDANVIDIA CORPORATION
88,210$25.9B1.32%
21
PGPROCTER AND GAMBLE CO
154,308$25.2B1.28%
22
CPTCAMDEN PPTY TR
140,036$25.0B1.27%
23
WELLWELLTOWER INC
289,020$24.8B1.26%
24
INVHINVITATION HOMES INC
545,118$24.7B1.25%
25
ORLYOREILLY AUTOMOTIVE INC
34,740$24.5B1.24%
26
PSAPUBLIC STORAGE
64,201$24.0B1.22%
27
WMWASTE MGMT INC DEL
143,947$24.0B1.22%
28
COPCONOCOPHILLIPS
325,091$23.5B1.19%
29
NXPINXP SEMICONDUCTORS N V
101,750$23.2B1.18%
30
TJXTJX COS INC NEW
304,405$23.1B1.17%
31
AMHAMERICAN HOMES 4 RENT
520,103$22.7B1.15%
32
GOOGLALPHABET INC
7,576$21.9B1.11%
33
DOVDOVER CORP
120,465$21.9B1.11%
34
CRMSALESFORCE COM INC
83,095$21.1B1.07%
35
SYYSYSCO CORP
268,600$21.1B1.07%
36
AMTAMERICAN TOWER CORP NEW
70,821$20.7B1.05%
37
SSS1EURLIFE STORAGE INC
134,934$20.7B1.05%
38
DGDOLLAR GEN CORP NEW
86,880$20.5B1.04%
39
CATCATERPILLAR INC
94,520$19.5B0.99%
40
DISDISNEY WALT CO
124,850$19.3B0.98%
41
AXPAMERICAN EXPRESS CO
117,468$19.2B0.97%
42
VNQIVANGUARD INTL EQUITY INDEX F
349,738$18.9B0.96%
43
EMREMERSON ELEC CO
201,580$18.7B0.95%
44
AZNASTRAZENECA PLC
317,473$18.5B0.94%
45
SRESEMPRA
139,385$18.4B0.93%
46
T7DTRANSDIGM GROUP INC
28,911$18.4B0.93%
47
VENVENTAS INC
359,111$18.4B0.93%
48
PLYMPLYMOUTH INDL REIT INC
545,134$17.4B0.88%
49
TSLATESLA INC
16,244$17.2B0.87%
50
HONHONEYWELL INTL INC
81,529$17.0B0.86%
51
PWRQUANTA SVCS INC
144,182$16.5B0.84%
52
COLDAMERICOLD RLTY TR
472,185$15.5B0.79%
53
GTYGETTY RLTY CORP NEW
482,374$15.5B0.78%
54
VEAVANGUARD TAX-MANAGED INTL FD
288,465$14.7B0.75%
55
AVBAVALONBAY CMNTYS INC
56,257$14.2B0.72%
56
CUZCOUSINS PPTYS INC
347,408$14.0B0.71%
57
CMCSACOMCAST CORP NEW
273,135$13.7B0.70%
58
SUISUN CMNTYS INC
64,524$13.5B0.69%
59
MDTMEDTRONIC PLC
123,970$12.8B0.65%
60
IVTINVENTRUST PPTYS CORP
463,313$12.6B0.64%
61
ALEXALEXANDER & BALDWIN INC NEW
498,579$12.5B0.63%
62
ESSESSEX PPTY TR INC
35,049$12.3B0.63%
63
AATAMERICAN ASSETS TR INC
325,296$12.2B0.62%
64
CTOCTO RLTY GROWTH INC NEW
183,935$11.3B0.57%
65
AHHARMADA HOFFLER PPTYS INC
735,006$11.2B0.57%
66
ACCUSDAMERICAN CAMPUS CMNTYS INC
193,326$11.1B0.56%
67
IEMGISHARES INC
167,818$10.0B0.51%
68
SBCSABRA HEALTH CARE REIT INC
712,364$9.6B0.49%
69
HRUSDHEALTHCARE RLTY TR
302,907$9.6B0.49%
70
SITCUSDSITE CTRS CORP
604,066$9.6B0.48%
71
BACBK OF AMERICA CORP
177,583$7.9B0.40%
72
VBVANGUARD INDEX FDS
33,915$7.7B0.39%
73
SCHFSCHWAB STRATEGIC TR
183,332$7.1B0.36%
74
JHMMJOHN HANCOCK EXCHANGE TRADED
118,340$6.6B0.33%
75
JHMDJOHN HANCOCK EXCHANGE TRADED
177,504$6.0B0.30%
76
VWOVANGUARD INTL EQUITY INDEX F
112,787$5.6B0.28%
77
IYRISHARES TR
45,488$5.3B0.27%
78
PFEPFIZER INC
87,818$5.2B0.26%
79
EPDENTERPRISE PRODS PARTNERS L
232,343$5.1B0.26%
80
PXHINVESCO EXCH TRADED FD TR II
221,282$4.8B0.25%
81
LDOSLEIDOS HOLDINGS INC
53,005$4.7B0.24%
82
SCHASCHWAB STRATEGIC TR
44,249$4.5B0.23%
83
LLYLILLY ELI & CO
15,632$4.3B0.22%
84
VOOVANGUARD INDEX FDS
9,886$4.3B0.22%
85
VXFVANGUARD INDEX FDS
21,853$4.0B0.20%
86
KOCOCA COLA CO
64,202$3.8B0.19%
87
PXFINVESCO EXCH TRADED FD TR II
77,266$3.7B0.19%
88
VCSHVANGUARD SCOTTSDALE FDS
43,599$3.5B0.18%
89
ADBEADOBE SYSTEMS INCORPORATED
6,228$3.5B0.18%
90
BNDVANGUARD BD INDEX FDS
39,934$3.4B0.17%
91
MRKMERCK & CO INC
42,746$3.3B0.17%
92
JNJJOHNSON & JOHNSON
17,693$3.0B0.15%
93
FNDESCHWAB STRATEGIC TR
92,644$2.9B0.15%
94
INTCINTEL CORP
50,940$2.6B0.13%
95
WEPMAGELLAN MIDSTREAM PRTNRS LP
50,284$2.3B0.12%
96
IVVISHARES TR
4,872$2.3B0.12%
97
ABBVABBVIE INC
16,780$2.3B0.12%
98
SBRSABINE RTY TR
53,381$2.2B0.11%
99
PEPPEPSICO INC
12,435$2.2B0.11%
100
EFAISHARES TR
26,829$2.1B0.11%
Page 1 of 7Next