CHILTON CAPITAL MANAGEMENT LLC Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$1.6T

Holdings

228

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (228 positions)

#StockSharesValue% PortfolioType
1
XOMEXXON MOBIL CORP
667,799$73.7B4.58%
2
MSFTMICROSOFT CORP
283,435$68.0B4.23%
3
AAPLAPPLE INC
458,110$59.5B3.70%
4
UNHUNITEDHEALTH GROUP INC
69,166$36.7B2.28%
5
SBACSBA COMMUNICATIONS CORP NEW
129,744$36.4B2.26%
6
COPCONOCOPHILLIPS
281,048$33.2B2.06%
7
GOOGALPHABET INC
372,550$33.1B2.06%
8
AMZNAMAZON COM INC
389,777$32.7B2.04%
9
8CWCROWN CASTLE INC
235,026$31.9B1.98%
10
PLDPROLOGIS INC.
282,629$31.9B1.98%
11
JPMJPMORGAN CHASE & CO
211,366$28.3B1.76%
12
TMOTHERMO FISHER SCIENTIFIC INC
48,331$26.6B1.66%
13
AVGOBROADCOM INC
47,037$26.3B1.64%
14
VVISA INC
126,423$26.3B1.63%
15
ORLYOREILLY AUTOMOTIVE INC
30,093$25.4B1.58%
16
DWDMORGAN STANLEY
296,165$25.2B1.57%
17
TJXTJX COS INC NEW
306,667$24.4B1.52%
18
PGPROCTER AND GAMBLE CO
156,620$23.7B1.48%
19
LOWLOWES COS INC
111,550$22.2B1.38%
20
CATCATERPILLAR INC
91,888$22.0B1.37%
21
WMWASTE MGMT INC DEL
137,321$21.5B1.34%
22
COSTCOSTCO WHSL CORP NEW
47,053$21.5B1.34%
23
VENVENTAS INC
463,395$21.1B1.31%
24
AZNASTRAZENECA PLC
307,106$20.8B1.30%
25
PWRQUANTA SVCS INC
144,149$20.5B1.28%
26
WELLWELLTOWER INC
307,432$20.2B1.25%
27
DGDOLLAR GEN CORP NEW
79,954$19.7B1.22%
28
AVBAVALONBAY CMNTYS INC
118,400$19.3B1.20%
29
EMREMERSON ELEC CO
200,388$19.2B1.20%
30
SYYSYSCO CORP
251,490$19.2B1.20%
31
INVHINVITATION HOMES INC
647,766$19.2B1.19%
32
PSAPUBLIC STORAGE
68,492$19.2B1.19%
33
SRESEMPRA
120,398$18.6B1.16%
34
LINLINDE PLC
56,993$18.6B1.16%
35
T7DTRANSDIGM GROUP INC
29,176$18.4B1.14%
36
EQIXEQUINIX INC
27,341$17.9B1.11%
37
SPYSPDR S&P 500 ETF TR
46,245$17.7B1.10%
38
SYKSTRYKER CORPORATION
70,067$17.1B1.07%
39
AXPAMERICAN EXPRESS CO
109,849$16.2B1.01%
40
HONHONEYWELL INTL INC
74,599$16.0B0.99%
41
AMHAMERICAN HOMES 4 RENT
513,106$15.5B0.96%
42
AMGNAMGEN INC
58,082$15.3B0.95%
43
CPTCAMDEN PPTY TR
134,767$15.2B0.94%
44
TAPMOLSON COORS BEVERAGE CO
293,703$15.1B0.94%
45
AMTAMERICAN TOWER CORP NEW
70,818$15.1B0.94%
46
IQVIQVIA HLDGS INC
73,079$15.0B0.93%
47
SUISUN CMNTYS INC
101,720$14.6B0.91%
48
ALEXALEXANDER & BALDWIN INC NEW
732,836$13.9B0.86%
49
DOVDOVER CORP
102,071$13.8B0.86%
50
NVDANVIDIA CORPORATION
93,853$13.7B0.85%
51
SSS1EURLIFE STORAGE INC
133,286$13.1B0.82%
52
GOOGLALPHABET INC
148,188$13.1B0.81%
53
COLDAMERICOLD REALTY TRUST INC
447,675$12.8B0.79%
54
VNQIVANGUARD INTL EQUITY INDEX F
296,515$12.3B0.76%
55
IVTINVENTRUST PPTYS CORP
511,382$12.2B0.76%
56
SITCUSDSITE CTRS CORP
877,754$12.1B0.75%
57
CRMSALESFORCE INC
90,573$12.0B0.75%
58
AVDEAMERICAN CENTY ETF TR
224,477$11.9B0.74%
59
EGPEASTGROUP PPTYS INC
77,715$11.6B0.72%
60
PANWPALO ALTO NETWORKS INC
80,422$11.2B0.70%
61
PLYMPLYMOUTH INDL REIT INC
570,949$11.1B0.69%
62
FQIDIGITAL RLTY TR INC
107,627$10.9B0.68%
63
EQREQUITY RESIDENTIAL
159,646$9.5B0.59%
64
VNQVANGUARD INDEX FDS
110,062$9.1B0.56%
65
CTOCTO RLTY GROWTH INC NEW
493,418$9.0B0.56%
66
METAMETA PLATFORMS INC
66,852$8.0B0.50%
67
DISDISNEY WALT CO
91,718$8.0B0.50%
68
VBVANGUARD INDEX FDS
36,926$6.8B0.42%
69
IYRISHARES TR
73,162$6.2B0.38%
70
VEAVANGUARD TAX-MANAGED FDS
145,495$6.1B0.38%
71
EPDENTERPRISE PRODS PARTNERS L
250,169$6.0B0.38%
72
AATAMERICAN ASSETS TR INC
226,925$6.0B0.37%
73
LLYLILLY ELI & CO
15,632$5.7B0.36%
74
JHMMJOHN HANCOCK EXCHANGE TRADED
122,228$5.7B0.35%
75
BACBANK AMERICA CORP
169,631$5.6B0.35%
76
IEMGISHARES INC
117,978$5.5B0.34%
77
PFEPFIZER INC
96,697$5.0B0.31%
78
SCHFSCHWAB STRATEGIC TR
148,324$4.8B0.30%
79
KOCOCA COLA CO
70,082$4.5B0.28%
80
SBRSABINE RTY TR
50,108$4.3B0.27%
81
AHHARMADA HOFFLER PPTYS INC
358,937$4.2B0.26%
82
VWOVANGUARD INTL EQUITY INDEX F
98,671$3.8B0.24%
83
MRKMERCK & CO INC
33,650$3.7B0.23%
84
SCHASCHWAB STRATEGIC TR
82,437$3.3B0.21%
85
JNJJOHNSON & JOHNSON
17,268$3.1B0.19%
86
VOOVANGUARD INDEX FDS
8,629$3.0B0.19%
87
CVXCHEVRON CORP NEW
15,766$2.8B0.18%
88
WEPMAGELLAN MIDSTREAM PRTNRS LP
53,034$2.7B0.17%
89
TSLATESLA INC
20,543$2.5B0.16%
90
VXFVANGUARD INDEX FDS
18,229$2.4B0.15%
91
ABBVABBVIE INC
14,683$2.4B0.15%
92
BRK/BBERKSHIRE HATHAWAY INC DEL
7,240$2.2B0.14%
93
WESWESTERN MIDSTREAM PARTNERS L
79,999$2.1B0.13%
94
ADBEADOBE SYSTEMS INCORPORATED
6,380$2.1B0.13%
95
PXDEURPIONEER NAT RES CO
9,333$2.1B0.13%
96
VCSHVANGUARD SCOTTSDALE FDS
28,263$2.1B0.13%
97
IVVISHARES TR
5,273$2.0B0.13%
98
BMYBRISTOL-MYERS SQUIBB CO
27,030$1.9B0.12%
99
APDAIR PRODS & CHEMS INC
6,204$1.9B0.12%
100
IBMINTERNATIONAL BUSINESS MACHS
12,725$1.8B0.11%
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