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CENTERSQUARE INVESTMENT MANAGEMENT LLC

Q3 2023 · 13F-HR

CENTERSQUARE INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2023-11-13 · accession 0001725296-23-000008

$7.94B
Reported value
86
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74340W103PLDPrologis Trust$743.0M9.36%6,621,751CommonSOLE
29444U700EQIXEquinix Inc$571.2M7.19%786,477CommonSOLE
253868103DLRDigital Realty Trust Inc$381.7M4.81%3,153,665CommonSOLE
95040Q104WELLWelltower Inc$367.3M4.63%4,483,725CommonSOLE
30225T102EXRExtra Space Storage Inc$355.0M4.47%2,919,744CommonSOLE
29476L107EQREquity Residential Properties$306.3M3.86%5,217,635CommonSOLE
756109104ORealty Income Corp$302.2M3.81%6,051,826CommonSOLE
92276F100VTRVentas Inc$279.8M3.52%6,640,697CommonSOLE
74460D109PSAPublic Storage Inc$276.2M3.48%1,048,086CommonSOLE
866674104SUISun Communities Inc$256.6M3.23%2,168,449CommonSOLE
053484101AVBAvalon Bay Communities$255.0M3.21%1,484,988CommonSOLE
46187W107INVHInvitation Homes Inc$241.8M3.04%7,629,460CommonSOLE
008492100ADCAgree Realty Corp$222.5M2.80%4,027,742CommonSOLE
828806109SPGSimon Property Group Inc$219.3M2.76%2,030,093CommonSOLE
902653104UDRUDR Inc$213.0M2.68%5,971,933CommonSOLE
76169C100REXRRexford Industrial Realty$184.1M2.32%3,730,804CommonSOLE
925652109VICIVICI Properties Inc$176.1M2.22%6,051,483CommonSOLE
32054K103FRFirst Industrial Realty Trust$175.2M2.21%3,681,825CommonSOLE
42250P103DOCHealthpeak Properties Inc$170.8M2.15%9,302,583CommonSOLE
49446R109KIMKimco Realty Corp$166.4M2.09%9,457,390CommonSOLE
015271109AREAlexandria Real Estate Equitie$160.1M2.02%1,599,848CommonSOLE
11120U105BRXBrixmor Property Group Inc$154.8M1.95%7,451,727CommonSOLE
02665T306AMHAmerican Homes 4 Rent$151.8M1.91%4,505,527CommonSOLE
03027X100AMTAmerican Tower Corp$142.2M1.79%864,821CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$135.6M1.71%8,437,173CommonSOLE
101121101BXPBoston Properties$90.3M1.14%1,517,757CommonSOLE
222795502CUZCousins Properties Inc$87.5M1.10%4,295,933CommonSOLE
681936100OHIOmega Healthcare Investors Inc$87.0M1.10%2,624,258CommonSOLE
11135E203BNLBroadstone Net Lease Inc$85.9M1.08%6,004,439CommonSOLE
76131N101ROICUSDRetail Opportunity Investments$82.2M1.04%6,642,307CommonSOLE
78410G104SBACSBA Communications Corp$80.4M1.01%401,692CommonSOLE
49427F108KRCKilroy Realty Corporation$79.7M1.00%2,520,674CommonSOLE
89612W102Tricon Residential Inc$76.3M0.96%10,316,561CommonSOLE
25960P109DEIDouglas Emmett Inc$70.7M0.89%5,542,070CommonSOLE
14174T107CTRECareTrust REIT Inc$68.1M0.86%3,323,721CommonSOLE
984017103XHRXenia Hotels & Resorts Inc$64.6M0.81%5,486,281CommonSOLE
58463J304MPTMedical Properties Trust Inc$59.8M0.75%10,974,688CommonSOLE
59522J103MAAMid-America Apartment Communit$56.7M0.71%440,931CommonSOLE
74971D101RPTUSDRPT Realty$55.6M0.70%5,263,763CommonSOLE
03064D108COLDAmericold Realty Trust Inc$38.4M0.48%1,261,213CommonSOLE
91704F104UEUrban Edge Properties$34.3M0.43%2,245,232CommonSOLE
252784301DRHDiamondRock Hospitality Co$30.8M0.39%3,840,815CommonSOLE
939653101ELMEElme Communities$20.7M0.26%1,516,722CommonSOLE
962166104WYWeyerhaeuser Co$14.3M0.18%467,750CommonSOLE
004239109AKRAcadia Realty Trust$14.1M0.18%982,704CommonSOLE
431284108HIWHighwoods Properties Inc$12.3M0.16%597,311CommonSOLE
45378A106IRTIndependence Realty Trust Inc$11.7M0.15%833,718CommonSOLE
637417106NNNNNN REIT$9.3M0.12%262,862CommonSOLE
22822V101CCICrown Castle Intl Corp$8.1M0.10%88,420CommonSOLE
297178105ESSEssex Property Trust Inc$8.1M0.10%38,015CommonSOLE
92540K109VTMXCorp Inmobiliaria Vesta SAB$7.8M0.10%237,600CommonSOLE
69007J106Outfront Media Inc$7.4M0.09%732,660CommonSOLE
92936U109WPCWP Carey Inc$7.0M0.09%129,189CommonSOLE
758849103REGRegency Centers Corp$6.7M0.08%112,455CommonSOLE
29472R108ELSEquity Lifestyle Properties$6.4M0.08%100,130CommonSOLE
133131102CPTCamden Property Trust$5.1M0.06%53,420CommonSOLE
229663109CUBECubesmart$4.7M0.06%122,057CommonSOLE
277276101EGPEastGroup Properties Inc$3.8M0.05%23,111CommonSOLE
313745101FRTFederal Realty Investment Trus$3.6M0.05%40,069CommonSOLE
85254J102STAGSTAG Industrial$3.3M0.04%95,730CommonSOLE
42226K105HRHealthcare Realty Trust Inc$3.1M0.04%205,629CommonSOLE
84860W300SRCUSDSpirit Realty Capital$2.6M0.03%77,256CommonSOLE
49803T300KRGKite Realty Group Trust$2.5M0.03%118,692CommonSOLE
22002T108CDPCOPT Defense Properties$2.4M0.03%101,500CommonSOLE
512816109LAMRLamar Advertising Company$2.1M0.03%25,147CommonSOLE
71844V201PECOPhillips Edison & Company Inc$2.1M0.03%62,000CommonSOLE
03750L109AIRCUSDApartment Income REIT Corp$1.9M0.02%61,689CommonSOLE
88146M101TRNOTerreno Realty Corp$1.7M0.02%30,614CommonSOLE
529043101LXPUSDLXP Industrial Trust$1.4M0.02%153,900CommonSOLE
71943U104DOCUSDPhysicians Realty Trust$1.2M0.01%96,605CommonSOLE
46284V101IRMIron Mountain Inc$1.1M0.01%19,135CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.1M0.01%18,500CommonSOLE
25401T603DBRGDigitalBridge Group Inc$1.1M0.01%60,070CommonSOLE
G4701H109IHSIHS Holding Ltd$666,0000.01%120,000CommonSOLE
292104106ESRTEmpire State Realty Trust$650,5240.01%80,911CommonSOLE
03748R747AIVApartment Investment and Manag$529,7200.01%77,900CommonSOLE
105368203BDNBrandywine Realty Trust$519,6030.01%114,450CommonSOLE
444097109Hudson Pacific Properties$438,7670.01%65,980CommonSOLE
64119V303NTSTNetSTREIT Corp$415,9860.01%26,700CommonSOLE
024013104AATAmerican Assets Trust$402,0320.01%20,670CommonSOLE
903002103UMHUMH Properties Inc$395,3640.00%28,200CommonSOLE
46590V100JBGSJBG Smith Properties$389,4660.00%26,934CommonSOLE
35086T109FCPTFour Corners Property Trust$295,8370.00%13,332CommonSOLE
29670E107EPRTEssential Properties Realty$271,2830.00%12,542CommonSOLE
804395101BFSSaul Centers Inc$264,5250.00%7,500CommonSOLE
720190206PDMPiedmont Office Realty Trust I$259,1380.00%46,110CommonSOLE

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.