MondegarAI
CENTERSQUARE INVESTMENT MANAGEMENT LLC

Q3 2024 · 13F-HR

CENTERSQUARE INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2024-11-12 · accession 0001725296-24-000011

$10.66B
Reported value
92
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29444U700EQIXEquinix Inc$815.3M7.65%918,530CommonSOLE
74340W103PLDPrologis Trust$815.2M7.65%6,455,360CommonSOLE
95040Q104WELLWelltower Inc$661.5M6.21%5,166,733CommonSOLE
253868103DLRDigital Realty Trust Inc$491.7M4.61%3,038,105CommonSOLE
30225T102EXRExtra Space Storage Inc$451.4M4.23%2,504,988CommonSOLE
92276F100VTRVentas Inc$441.7M4.14%6,887,537CommonSOLE
902653104UDRUDR Inc$421.4M3.95%9,295,097CommonSOLE
29476L107EQREquity Residential Properties$341.2M3.20%4,581,801CommonSOLE
49446R109KIMKimco Realty Corp$321.7M3.02%13,852,588CommonSOLE
46187W107INVHInvitation Homes Inc$318.3M2.99%9,028,101CommonSOLE
74460D109PSAPublic Storage Inc$303.8M2.85%834,823CommonSOLE
756109104ORealty Income Corp$299.4M2.81%4,720,919CommonSOLE
828806109SPGSimon Property Group Inc$297.3M2.79%1,758,820CommonSOLE
866674104SUISun Communities Inc$278.2M2.61%2,058,368CommonSOLE
133131102CPTCamden Property Trust$268.9M2.52%2,177,067CommonSOLE
32054K103FRFirst Industrial Realty Trust$264.2M2.48%4,719,340CommonSOLE
42250P103DOCHealthpeak Properties Inc$247.4M2.32%10,816,746CommonSOLE
925652109VICIVICI Properties Inc$243.7M2.29%7,315,696CommonSOLE
11120U105BRXBrixmor Property Group Inc$230.6M2.16%8,278,875CommonSOLE
46284V101IRMIron Mountain Inc$207.6M1.95%1,747,219CommonSOLE
101121101BXPBXP Inc$203.6M1.91%2,530,523CommonSOLE
008492100ADCAgree Realty Corp$191.2M1.79%2,538,327CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$173.2M1.62%9,838,186CommonSOLE
76169C100REXRRexford Industrial Realty$170.8M1.60%3,394,817CommonSOLE
76131N101ROICUSDRetail Opportunity Investments$149.6M1.40%9,508,450CommonSOLE
222795502CUZCousins Properties Inc$147.8M1.39%5,015,246CommonSOLE
637417106NNNNNN REIT$141.2M1.32%2,912,524CommonSOLE
681936100OHIOmega Healthcare Investors Inc$123.1M1.15%3,024,124CommonSOLE
03027X100AMTAmerican Tower Corp$112.4M1.05%483,511CommonSOLE
015271109AREAlexandria Real Estate Equitie$111.5M1.05%939,002CommonSOLE
398182303AHRAmerican Healthcare REIT Inc$107.0M1.00%4,100,878CommonSOLE
03064D108COLDAmericold Realty Trust Inc$95.0M0.89%3,359,321CommonSOLE
53566V106LINELineage Inc$93.3M0.88%1,190,210CommonSOLE
512816109LAMRLamar Advertising Company$79.0M0.74%591,375CommonSOLE
229663109CUBECubesmart$77.9M0.73%1,448,000CommonSOLE
11135E203BNLBroadstone Net Lease Inc$71.0M0.67%3,745,991CommonSOLE
277276101EGPEastGroup Properties Inc$69.0M0.65%369,580CommonSOLE
49427F108KRCKilroy Realty Corporation$65.3M0.61%1,688,613CommonSOLE
929042109VNOVornado Realty Trust$54.7M0.51%1,387,058CommonSOLE
78410G104SBACSBA Communications Corp$54.2M0.51%225,151CommonSOLE
14174T107CTRECareTrust REIT Inc$52.5M0.49%1,701,812CommonSOLE
25960P109DEIDouglas Emmett Inc$52.3M0.49%2,976,712CommonSOLE
71844V201PECOPhillips Edison & Company Inc$42.8M0.40%1,135,354CommonSOLE
554382101MACMacerich Company$41.4M0.39%2,271,398CommonSOLE
252784301DRHDiamondRock Hospitality Co$38.8M0.36%4,449,416CommonSOLE
03784Y200APLEApple Hospitality REIT Inc$38.2M0.36%2,571,126CommonSOLE
46124J201IVTInvenTrust Properties Corp$35.4M0.33%1,248,411CommonSOLE
297178105ESSEssex Property Trust Inc$29.5M0.28%99,950CommonSOLE
053484101AVBAvalon Bay Communities$26.1M0.25%115,976CommonSOLE
78377T107RHPRyman Hospitality Properties$25.4M0.24%236,520CommonSOLE
64119V303NTSTNetSTREIT Corp$24.8M0.23%1,499,848CommonSOLE
758849103REGRegency Centers Corp$24.5M0.23%339,834CommonSOLE
63633D104NHINational Health Investors$24.4M0.23%290,247CommonSOLE
529043101LXPUSDLXP Industrial Trust$20.5M0.19%2,040,666CommonSOLE
962166104WYWeyerhaeuser Co$19.9M0.19%588,709CommonSOLE
59522J103MAAMid-America Apartment Communit$18.9M0.18%118,650CommonSOLE
02665T306AMHAmerican Homes 4 Rent$16.6M0.16%432,976CommonSOLE
22822V101CCICrown Castle Intl Corp$15.5M0.15%130,737CommonSOLE
26884U109EPREPR Properties$13.3M0.12%271,318CommonSOLE
313745101FRTFederal Realty Investment Trus$11.6M0.11%100,602CommonSOLE
92540K109VTMXCorp Inmobiliaria Vesta SAB$11.0M0.10%407,592CommonSOLE
984017103XHRXenia Hotels & Resorts Inc$10.9M0.10%736,337CommonSOLE
12504L109CBRECBRE Group Inc - A$7.9M0.07%63,580CommonSOLE
29472R108ELSEquity Lifestyle Properties$7.7M0.07%108,030CommonSOLE
22160N109CSGPCOSTAR Group Inc$6.4M0.06%84,250CommonSOLE
85254J102STAGSTAG Industrial$5.7M0.05%145,800CommonSOLE
88146M101TRNOTerreno Realty Corp$5.5M0.05%82,328CommonSOLE
48020Q107JLLJones Lang LaSalle Inc$2.6M0.02%9,770CommonSOLE
25401T603DBRGDigitalBridge Group Inc$2.1M0.02%151,140CommonSOLE
98954M200ZZillow Group Inc - C$2.1M0.02%32,280CommonSOLE
45378A106IRTIndependence Realty Trust Inc$2.0M0.02%99,000CommonSOLE
22002T108CDPCOPT Defense Properties$1.7M0.02%54,450CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.2M0.01%13,900CommonSOLE
15202L107CSRCenterspace$1.0M0.01%14,600CommonSOLE
70509V100PEBPebblebrook Hotel Trust$975,4480.01%73,730CommonSOLE
939653101ELMEElme Communities$939,3060.01%53,400CommonSOLE
29670E107EPRTEssential Properties Realty$705,1630.01%20,649CommonSOLE
98954M101ZGZillow Group Inc - A$701,7270.01%11,320CommonSOLE
804395101BFSSaul Centers Inc$683,9480.01%16,300CommonSOLE
35086T109FCPTFour Corners Property Trust$602,2030.01%20,546CommonSOLE
44267T102HHHHoward Hughes Holdings Inc.$515,6840.00%6,660CommonSOLE
20464U100COMPCOMPASS INC - CLASS A$488,3110.00%79,920CommonSOLE
65158N102NMRKNewmark Group, Inc.$457,6770.00%29,480CommonSOLE
790148100JOESt. Joe Company$419,8320.00%7,200CommonSOLE
75737F108RDFNRedfin Corporation$306,2390.00%24,460CommonSOLE
91325V108UNITI Group Inc$275,9090.00%48,920CommonSOLE
92936U109WPCWP Carey Inc$253,1870.00%4,064CommonSOLE
489398107KWKennedy-Wilson Holdings Inc$249,1780.00%22,550CommonSOLE
683712103OPENOpendoor Technologies Inc.$240,0190.00%119,710CommonSOLE
30212W100AGNTEXP WORLD HOLDINGS INC$220,5840.00%15,600CommonSOLE
566324109MMIMarcus & Millichap, Inc.$204,0950.00%5,150CommonSOLE
75605Y106Anywhere Real Estate Inc$97,7390.00%19,240CommonSOLE

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.