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CENTERSQUARE INVESTMENT MANAGEMENT LLC

Q3 2025 · 13F-HR

CENTERSQUARE INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2025-11-12 · accession 0001725296-25-000049

$9.95B
Reported value
80
Positions
2025-09-30
Period end
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The Brief · CENTERSQUARE INVESTMENT MANAGEMENT LLC · Q3 2025

AI · grounded in 13F

CENTERSQUARE INVESTMENT MANAGEMENT LLC established a new position in Welltower Inc WELL valued at $936.5M. The fund also initiated new stakes in Prologis Trust PLD for $747.3M and Equinix Inc EQIX for $693.9M. Additional new positions include Digital Realty Trust Inc DLR at $539.2M and Ventas Inc VTR at $453.8M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
95040Q104WELLWelltower Inc$936.5M9.41%5,257,190CommonSOLE
74340W103PLDPrologis Trust$747.3M7.51%6,525,094CommonSOLE
29444U700EQIXEquinix Inc$693.9M6.97%885,960CommonSOLE
253868103DLRDigital Realty Trust Inc$539.2M5.42%3,118,869CommonSOLE
92276F100VTRVentas Inc$453.8M4.56%6,484,117CommonSOLE
30225T102EXRExtra Space Storage Inc$411.6M4.14%2,920,697CommonSOLE
74460D109PSAPublic Storage Inc$330.9M3.32%1,145,607CommonSOLE
902653104UDRUDR Inc$327.8M3.29%8,796,358CommonSOLE
133131102CPTCamden Property Trust$291.6M2.93%2,730,472CommonSOLE
828806109SPGSimon Property Group Inc$286.0M2.87%1,523,981CommonSOLE
11120U105BRXBrixmor Property Group Inc$279.8M2.81%10,109,284CommonSOLE
42250P103DOCHealthpeak Properties Inc$270.5M2.72%14,127,673CommonSOLE
49446R109KIMKimco Realty Corp$260.8M2.62%11,935,173CommonSOLE
46284V101IRMIron Mountain Inc$256.3M2.58%2,514,464CommonSOLE
756109104ORealty Income Corp$248.1M2.49%4,081,551CommonSOLE
008492100ADCAgree Realty Corp$205.7M2.07%2,896,229CommonSOLE
46187W107INVHInvitation Homes Inc$187.0M1.88%6,375,385CommonSOLE
49803T300KRGKite Realty Group Trust$181.3M1.82%8,130,960CommonSOLE
02665T306AMHAmerican Homes 4 Rent$175.3M1.76%5,271,280CommonSOLE
29476L107EQREquity Residential Properties$173.9M1.75%2,686,937CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$166.0M1.67%9,754,354CommonSOLE
222795502CUZCousins Properties Inc$164.0M1.65%5,668,140CommonSOLE
925652109VICIVICI Properties Inc$140.2M1.41%4,299,483CommonSOLE
681936100OHIOmega Healthcare Investors Inc$139.3M1.40%3,300,195CommonSOLE
297178105ESSEssex Property Trust Inc$138.3M1.39%516,756CommonSOLE
101121101BXPBXP Inc$135.6M1.36%1,823,510CommonSOLE
398182303AHRAmerican Healthcare REIT Inc$130.4M1.31%3,102,843CommonSOLE
313745101FRTFederal Realty Investment Trus$128.8M1.29%1,270,854CommonSOLE
929042109VNOVornado Realty Trust$128.6M1.29%3,172,261CommonSOLE
76169C100REXRRexford Industrial Realty$124.2M1.25%3,022,339CommonSOLE
32054K103FRFirst Industrial Realty Trust$123.4M1.24%2,397,107CommonSOLE
29472R108ELSEquity Lifestyle Properties$119.2M1.20%1,963,378CommonSOLE
11135E203BNLBroadstone Net Lease Inc$90.3M0.91%5,052,587CommonSOLE
63633D104NHINational Health Investors$78.4M0.79%986,708CommonSOLE
42226K105HRHealthcare Realty Trust Inc$78.0M0.78%4,325,248CommonSOLE
03027X100AMTAmerican Tower Corp$71.1M0.71%369,506CommonSOLE
64119V303NTSTNetSTREIT Corp$63.8M0.64%3,533,415CommonSOLE
637417106NNNNNN REIT$60.5M0.61%1,420,526CommonSOLE
252784301DRHDiamondRock Hospitality Co$60.0M0.60%7,536,975CommonSOLE
277276101EGPEastGroup Properties Inc$50.3M0.51%297,319CommonSOLE
015271109AREAlexandria Real Estate Equitie$48.2M0.48%578,318CommonSOLE
554382101MACMacerich Company$46.3M0.47%2,546,325CommonSOLE
03064D108COLDAmericold Realty Trust Inc$40.3M0.41%3,295,782CommonSOLE
512816109LAMRLamar Advertising Company$35.4M0.36%289,004CommonSOLE
78410G104SBACSBA Communications Corp$29.8M0.30%154,065CommonSOLE
53566V106LINELineage Inc$27.0M0.27%699,550CommonSOLE
292104106ESRTEmpire State Realty Trust$26.6M0.27%3,475,569CommonSOLE
758849103REGRegency Centers Corp$25.7M0.26%351,963CommonSOLE
25960P109DEIDouglas Emmett Inc$25.6M0.26%1,641,820CommonSOLE
59522J103MAAMid-America Apartment Communit$24.9M0.25%178,050CommonSOLE
053484101AVBAvalon Bay Communities$22.9M0.23%118,290CommonSOLE
22822V101CCICrown Castle Intl Corp$17.7M0.18%183,950CommonSOLE
867892101SHOSunstone Hotel Investors Inc$13.1M0.13%1,398,076CommonSOLE
939653101ELMEElme Communities$13.0M0.13%773,830CommonSOLE
03784Y200APLEApple Hospitality REIT Inc$12.3M0.12%1,024,590CommonSOLE
720190206PDMPiedmont Office Realty Trust I$12.1M0.12%1,348,706CommonSOLE
962166104WYWeyerhaeuser Co$11.5M0.12%463,179CommonSOLE
92540K109VTMXCorp Inmobiliaria Vesta SAB$10.4M0.10%366,102CommonSOLE
444097109Hudson Pacific Properties$7.9M0.08%2,855,185CommonSOLE
866674104SUISun Communities Inc$6.6M0.07%51,323CommonSOLE
85254J102STAGSTAG Industrial$6.5M0.07%184,800CommonSOLE
25525P107DHCDiversified Healthcare Trust$6.4M0.06%1,447,333CommonSOLE
46124J201IVTInvenTrust Properties Corp$5.3M0.05%183,894CommonSOLE
78377T107RHPRyman Hospitality Properties$4.7M0.05%52,590CommonSOLE
529043101LXPUSDLXP Industrial Trust$3.6M0.04%404,405CommonSOLE
49427F108KRCKilroy Realty Corporation$3.5M0.04%82,995CommonSOLE
88146M101TRNOTerreno Realty Corp$3.2M0.03%56,200CommonSOLE
70509V605PEB 6.375 PERP EPebblebrook Hotel 6.375 Serie$2.6M0.03%127,246CommonSOLE
35922N100FVRFrontView REIT Inc$2.5M0.03%184,370CommonSOLE
22002T108CDPCOPT Defense Properties$2.1M0.02%72,000CommonSOLE
25401T603DBRGDigitalBridge Group Inc$1.6M0.02%140,700CommonSOLE
12504L109CBRECBRE Group Inc - A$1.6M0.02%10,400CommonSOLE
45378A106IRTIndependence Realty Trust Inc$1.3M0.01%79,000CommonSOLE
15202L107CSRCenterspace$859,9400.01%14,600CommonSOLE
70509V704PEB 6.3 PERP FPebblebrook Hotel 6.300 Serie$819,9990.01%40,594CommonSOLE
29670E107EPRTEssential Properties Realty$682,1880.01%22,923CommonSOLE
35086T109FCPTFour Corners Property Trust$553,7580.01%22,695CommonSOLE
65339F101NEENEXTERA ENERGY INC$490,6850.00%6,500CommonSOLE
229663109CUBECubesmart$489,3430.00%12,035CommonSOLE
48020Q107JLLJones Lang LaSalle Inc$331,0910.00%1,110CommonSOLE

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.