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CENTERSQUARE INVESTMENT MANAGEMENT LLC

Q2 2023 · 13F-HR

CENTERSQUARE INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2023-08-14 · accession 0001725296-23-000007

$8.52B
Reported value
88
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74340W103PLDPrologis Trust$820.4M9.63%6,690,244CommonSOLE
253868103DLRDigital Realty Trust Inc$506.3M5.94%4,446,451CommonSOLE
29444U700EQIXEquinix Inc$497.1M5.84%634,129CommonSOLE
74460D109PSAPublic Storage Inc$416.8M4.89%1,427,987CommonSOLE
29476L107EQREquity Residential Properties$387.3M4.55%5,870,928CommonSOLE
95040Q104WELLWelltower Inc$375.8M4.41%4,645,916CommonSOLE
46187W107INVHInvitation Homes Inc$372.1M4.37%10,817,031CommonSOLE
756109104ORealty Income Corp$366.5M4.30%6,129,720CommonSOLE
053484101AVBAvalon Bay Communities$329.5M3.87%1,740,941CommonSOLE
92276F100VTRVentas Inc$288.3M3.38%6,099,105CommonSOLE
866674104SUISun Communities Inc$240.3M2.82%1,841,920CommonSOLE
828806109SPGSimon Property Group Inc$233.7M2.74%2,023,302CommonSOLE
008492100ADCAgree Realty Corp$213.8M2.51%3,270,045CommonSOLE
76169C100REXRRexford Industrial Realty$194.5M2.28%3,724,708CommonSOLE
925652109VICIVICI Properties Inc$193.1M2.27%6,144,913CommonSOLE
32054K103FRFirst Industrial Realty Trust$191.0M2.24%3,629,333CommonSOLE
30225T102EXRExtra Space Storage Inc$189.2M2.22%1,271,401CommonSOLE
42250P103DOCHealthpeak Properties Inc$183.9M2.16%9,149,325CommonSOLE
902653104UDRUDR Inc$179.4M2.11%4,175,201CommonSOLE
015271109AREAlexandria Real Estate Equitie$166.3M1.95%1,465,395CommonSOLE
11120U105BRXBrixmor Property Group Inc$163.4M1.92%7,425,706CommonSOLE
78410G104SBACSBA Communications Corp$133.3M1.57%575,289CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$108.2M1.27%6,428,520CommonSOLE
49446R109KIMKimco Realty Corp$106.7M1.25%5,409,013CommonSOLE
58463J304MPTMedical Properties Trust Inc$102.4M1.20%11,056,716CommonSOLE
53223X107Life Storage Inc$97.3M1.14%731,808CommonSOLE
49427F108KRCKilroy Realty Corporation$93.4M1.10%3,104,717CommonSOLE
11135E203BNLBroadstone Net Lease Inc$92.3M1.08%5,975,329CommonSOLE
03027X100AMTAmerican Tower Corp$83.2M0.98%429,166CommonSOLE
76131N101ROICUSDRetail Opportunity Investments$80.1M0.94%5,927,652CommonSOLE
681936100OHIOmega Healthcare Investors Inc$78.8M0.92%2,566,422CommonSOLE
222795502CUZCousins Properties Inc$76.3M0.90%3,347,780CommonSOLE
984017103XHRXenia Hotels & Resorts Inc$70.8M0.83%5,754,077CommonSOLE
25960P109DEIDouglas Emmett Inc$68.5M0.80%5,451,744CommonSOLE
101121101BXPBoston Properties$66.6M0.78%1,156,425CommonSOLE
59522J103MAAMid-America Apartment Communit$64.5M0.76%424,995CommonSOLE
89612W102Tricon Residential Inc$62.2M0.73%7,059,458CommonSOLE
133131102CPTCamden Property Trust$59.9M0.70%550,011CommonSOLE
74971D101RPTUSDRPT Realty$55.4M0.65%5,300,436CommonSOLE
252784301DRHDiamondRock Hospitality Co$53.7M0.63%6,699,705CommonSOLE
004239109AKRAcadia Realty Trust$52.2M0.61%3,629,714CommonSOLE
758849103REGRegency Centers Corp$42.1M0.49%681,320CommonSOLE
02665T306AMHAmerican Homes 4 Rent$41.4M0.49%1,169,065CommonSOLE
91704F104UEUrban Edge Properties$40.9M0.48%2,648,798CommonSOLE
03064D108COLDAmericold Realty Trust Inc$40.0M0.47%1,238,618CommonSOLE
78573L106SBRASabra Health Care REIT Inc$32.2M0.38%2,739,622CommonSOLE
22822V101CCICrown Castle Intl Corp$30.0M0.35%263,015CommonSOLE
431284108HIWHighwoods Properties Inc$21.0M0.25%880,225CommonSOLE
92936U109WPCWP Carey Inc$21.0M0.25%311,294CommonSOLE
85254J102STAGSTAG Industrial$19.1M0.22%531,504CommonSOLE
962166104WYWeyerhaeuser Co$15.7M0.18%468,740CommonSOLE
297178105ESSEssex Property Trust Inc$12.9M0.15%55,007CommonSOLE
69007J106Outfront Media Inc$8.3M0.10%528,659CommonSOLE
29472R108ELSEquity Lifestyle Properties$6.7M0.08%100,185CommonSOLE
92540K109VTMXCorp Inmobiliaria Vesta SAB$6.4M0.08%200,000CommonSOLE
939653101ELMEElme Communities$5.8M0.07%349,920CommonSOLE
229663109CUBECubesmart$5.7M0.07%128,411CommonSOLE
277276101EGPEastGroup Properties Inc$5.2M0.06%29,756CommonSOLE
637417106NNNNational Retail Properties$4.4M0.05%103,320CommonSOLE
42226K105HRHealthcare Realty Trust Inc$3.9M0.05%205,626CommonSOLE
14174T107CTRECareTrust REIT Inc$3.9M0.05%194,828CommonSOLE
313745101FRTFederal Realty Investment Trus$3.8M0.04%39,543CommonSOLE
84860W300SRCUSDSpirit Realty Capital$3.0M0.04%77,416CommonSOLE
512816109LAMRLamar Advertising Company$2.9M0.03%29,317CommonSOLE
49803T300KRGKite Realty Group Trust$2.7M0.03%119,043CommonSOLE
22002T108CDPCorporate Office Properties Tr$2.5M0.03%103,332CommonSOLE
637870106NSANational Storage Affiliates Tr$2.3M0.03%65,228CommonSOLE
03750L109AIRCUSDApartment Income REIT Corp$2.2M0.03%61,628CommonSOLE
71844V201PECOPhillips Edison & Company Inc$2.1M0.02%62,000CommonSOLE
88146M101TRNOTerreno Realty Corp$2.0M0.02%33,265CommonSOLE
G4701H109IHSIHS Holding Ltd$1.6M0.02%160,000CommonSOLE
529043101LXPUSDLXP Industrial Trust$1.5M0.02%153,900CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.4M0.02%18,500CommonSOLE
71943U104DOCUSDPhysicians Realty Trust$1.4M0.02%96,603CommonSOLE
46284V101IRMIron Mountain Inc$1.1M0.01%18,638CommonSOLE
25401T603DBRGDigitalBridge Group Inc$883,6300.01%60,070CommonSOLE
03748R747AIVApartment Investment and Manag$663,7080.01%77,900CommonSOLE
292104106ESRTEmpire State Realty Trust$606,9750.01%81,038CommonSOLE
105368203BDNBrandywine Realty Trust$532,1930.01%114,450CommonSOLE
64119V303NTSTNetSTREIT Corp$477,1290.01%26,700CommonSOLE
903002103UMHUMH Properties Inc$450,6360.01%28,200CommonSOLE
46590V100JBGSJBG Smith Properties$403,7340.00%26,844CommonSOLE
024013104AATAmerican Assets Trust$396,8640.00%20,670CommonSOLE
720190206PDMPiedmont Office Realty Trust I$334,4200.00%46,000CommonSOLE
444097109Hudson Pacific Properties$278,4360.00%65,980CommonSOLE
29670E107EPRTEssential Properties Realty$276,1710.00%11,732CommonSOLE
35086T109FCPTFour Corners Property Trust$276,1230.00%10,871CommonSOLE
03784Y200APLEApple Hospitality REIT Inc$230,5630.00%15,259CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.