MondegarAI
CENTERSQUARE INVESTMENT MANAGEMENT LLC

Q4 2024 · 13F-HR

CENTERSQUARE INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2025-02-12 · accession 0001725296-25-000041

$9.48B
Reported value
75
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29444U700EQIXEquinix Inc$805.4M8.50%854,186CommonSOLE
74340W103PLDPrologis Trust$675.5M7.13%6,391,033CommonSOLE
95040Q104WELLWelltower Inc$616.8M6.51%4,894,411CommonSOLE
253868103DLRDigital Realty Trust Inc$523.7M5.53%2,953,058CommonSOLE
46187W107INVHInvitation Homes Inc$412.4M4.35%12,898,533CommonSOLE
92276F100VTRVentas Inc$402.3M4.25%6,832,026CommonSOLE
902653104UDRUDR Inc$390.4M4.12%8,993,217CommonSOLE
30225T102EXRExtra Space Storage Inc$358.0M3.78%2,392,766CommonSOLE
29476L107EQREquity Residential Properties$319.9M3.38%4,458,033CommonSOLE
133131102CPTCamden Property Trust$292.7M3.09%2,522,398CommonSOLE
828806109SPGSimon Property Group Inc$285.1M3.01%1,655,351CommonSOLE
925652109VICIVICI Properties Inc$237.2M2.50%8,119,987CommonSOLE
11120U105BRXBrixmor Property Group Inc$228.1M2.41%8,191,779CommonSOLE
74460D109PSAPublic Storage Inc$227.4M2.40%759,484CommonSOLE
42250P103DOCHealthpeak Properties Inc$227.3M2.40%11,215,516CommonSOLE
756109104ORealty Income Corp$209.1M2.21%3,915,283CommonSOLE
49446R109KIMKimco Realty Corp$193.7M2.04%8,266,971CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$193.6M2.04%11,052,156CommonSOLE
866674104SUISun Communities Inc$190.6M2.01%1,550,228CommonSOLE
101121101BXPBXP Inc$188.6M1.99%2,536,118CommonSOLE
46284V101IRMIron Mountain Inc$179.3M1.89%1,706,252CommonSOLE
76169C100REXRRexford Industrial Realty$173.7M1.83%4,492,166CommonSOLE
222795502CUZCousins Properties Inc$171.6M1.81%5,600,905CommonSOLE
008492100ADCAgree Realty Corp$154.8M1.63%2,197,319CommonSOLE
32054K103FRFirst Industrial Realty Trust$134.1M1.41%2,674,565CommonSOLE
313745101FRTFederal Realty Investment Trus$116.7M1.23%1,042,016CommonSOLE
637417106NNNNNN REIT$112.9M1.19%2,763,899CommonSOLE
398182303AHRAmerican Healthcare REIT Inc$108.0M1.14%3,799,365CommonSOLE
681936100OHIOmega Healthcare Investors Inc$102.4M1.08%2,705,265CommonSOLE
929042109VNOVornado Realty Trust$82.5M0.87%1,963,180CommonSOLE
229663109CUBECubesmart$81.9M0.86%1,910,373CommonSOLE
03064D108COLDAmericold Realty Trust Inc$81.2M0.86%3,796,662CommonSOLE
03027X100AMTAmerican Tower Corp$78.2M0.82%426,252CommonSOLE
53566V106LINELineage Inc$75.5M0.80%1,288,601CommonSOLE
277276101EGPEastGroup Properties Inc$74.1M0.78%461,533CommonSOLE
512816109LAMRLamar Advertising Company$73.4M0.77%603,010CommonSOLE
49803T300KRGKite Realty Group Trust$64.4M0.68%2,551,630CommonSOLE
11135E203BNLBroadstone Net Lease Inc$63.6M0.67%4,011,419CommonSOLE
49427F108KRCKilroy Realty Corporation$52.2M0.55%1,289,841CommonSOLE
015271109AREAlexandria Real Estate Equitie$51.8M0.55%531,262CommonSOLE
252784301DRHDiamondRock Hospitality Co$47.7M0.50%5,283,922CommonSOLE
554382101MACMacerich Company$40.1M0.42%2,015,438CommonSOLE
78410G104SBACSBA Communications Corp$39.3M0.41%192,777CommonSOLE
758849103REGRegency Centers Corp$34.2M0.36%461,925CommonSOLE
297178105ESSEssex Property Trust Inc$28.6M0.30%100,100CommonSOLE
63633D104NHINational Health Investors$27.3M0.29%394,433CommonSOLE
64119V303NTSTNetSTREIT Corp$27.3M0.29%1,929,490CommonSOLE
46124J201IVTInvenTrust Properties Corp$26.5M0.28%880,633CommonSOLE
053484101AVBAvalon Bay Communities$25.5M0.27%115,790CommonSOLE
70509V100PEBPebblebrook Hotel Trust$25.5M0.27%1,879,327CommonSOLE
25960P109DEIDouglas Emmett Inc$23.3M0.25%1,255,020CommonSOLE
59522J103MAAMid-America Apartment Communit$18.3M0.19%118,650CommonSOLE
02665T306AMHAmerican Homes 4 Rent$17.8M0.19%475,800CommonSOLE
867892101SHOSunstone Hotel Investors Inc$15.7M0.17%1,322,042CommonSOLE
962166104WYWeyerhaeuser Co$12.5M0.13%442,549CommonSOLE
92540K109VTMXCorp Inmobiliaria Vesta SAB$11.3M0.12%442,212CommonSOLE
29472R108ELSEquity Lifestyle Properties$7.2M0.08%108,687CommonSOLE
78377T107RHPRyman Hospitality Properties$6.9M0.07%65,780CommonSOLE
22822V101CCICrown Castle Intl Corp$5.4M0.06%59,060CommonSOLE
85254J102STAGSTAG Industrial$4.9M0.05%145,800CommonSOLE
88146M101TRNOTerreno Realty Corp$3.6M0.04%61,200CommonSOLE
529043101LXPUSDLXP Industrial Trust$2.9M0.03%354,800CommonSOLE
22002T108CDPCOPT Defense Properties$2.2M0.02%71,882CommonSOLE
25401T603DBRGDigitalBridge Group Inc$1.9M0.02%166,000CommonSOLE
939653101ELMEElme Communities$1.7M0.02%109,800CommonSOLE
35922N100FVRFrontView REIT Inc$1.6M0.02%87,590CommonSOLE
45378A106IRTIndependence Realty Trust Inc$1.6M0.02%79,000CommonSOLE
12504L109CBRECBRE Group Inc - A$1.4M0.02%10,900CommonSOLE
14174T107CTRECareTrust REIT Inc$1.3M0.01%49,168CommonSOLE
65339F101NEENEXTERA ENERGY INC$996,4910.01%13,900CommonSOLE
15202L107CSRCenterspace$965,7900.01%14,600CommonSOLE
29670E107EPRTEssential Properties Realty$705,7710.01%22,563CommonSOLE
35086T109FCPTFour Corners Property Trust$588,0150.01%21,666CommonSOLE
292104106ESRTEmpire State Realty Trust$460,4060.00%44,613CommonSOLE
48020Q107JLLJones Lang LaSalle Inc$303,7680.00%1,200CommonSOLE

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.