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CENTERSQUARE INVESTMENT MANAGEMENT LLC

Q1 2026 · 13F-HR

CENTERSQUARE INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2026-05-08 · accession 0001725296-26-000003

$9.67B
Reported value
79
Positions
2026-03-31
Period end
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The Brief · CENTERSQUARE INVESTMENT MANAGEMENT LLC · Q1 2026

AI · grounded in 13F

CENTERSQUARE INVESTMENT MANAGEMENT LLC established a new position in CUBE valued at $58.09M. The fund also initiated a new stake in JAN for $46.67M and increased its holding in LXP by 1,830.6%. Conversely, the manager reduced exposure to several holdings, most notably trimming BXP by 99.18% and DOC by 93.42%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
95040Q104WELLWelltower Inc$1.04B10.7%5,242,709CommonSOLE
74340W103PLDPrologis Trust$823.2M8.51%6,228,113CommonSOLE
29444U700EQIXEquinix Inc$806.6M8.34%822,883CommonSOLE
253868103DLRDigital Realty Trust Inc$552.3M5.71%3,064,909CommonSOLE
92276F100VTRVentas Inc$484.8M5.01%5,928,521CommonSOLE
30225T102EXRExtra Space Storage Inc$327.7M3.39%2,499,190CommonSOLE
74460D109PSAPublic Storage Inc$326.4M3.37%1,204,981CommonSOLE
11120U105BRXBrixmor Property Group Inc$318.8M3.30%11,071,067CommonSOLE
902653104UDRUDR Inc$282.7M2.92%8,369,993CommonSOLE
828806109SPGSimon Property Group Inc$261.2M2.70%1,400,195CommonSOLE
133131102CPTCamden Property Trust$258.6M2.67%2,648,172CommonSOLE
008492100ADCAgree Realty Corp$258.5M2.67%3,429,575CommonSOLE
32054K103FRFirst Industrial Realty Trust$249.2M2.58%4,307,567CommonSOLE
756109104ORealty Income Corp$242.4M2.51%3,961,881CommonSOLE
49446R109KIMKimco Realty Corp$236.0M2.44%10,501,340CommonSOLE
46284V101IRMIron Mountain Inc$235.9M2.44%2,310,045CommonSOLE
49803T300KRGKite Realty Group Trust$193.9M2.00%7,897,787CommonSOLE
46187W107INVHInvitation Homes Inc$185.1M1.91%7,449,480CommonSOLE
02665T306AMHAmerican Homes 4 Rent$166.7M1.72%5,969,032CommonSOLE
29472R108ELSEquity Lifestyle Properties$140.7M1.45%2,254,351CommonSOLE
554382101MACMacerich Company$137.5M1.42%7,274,604CommonSOLE
398182303AHRAmerican Healthcare REIT Inc$131.2M1.36%2,781,453CommonSOLE
681936100OHIOmega Healthcare Investors Inc$131.0M1.35%2,989,804CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$130.7M1.35%6,819,551CommonSOLE
925652109VICIVICI Properties Inc$128.7M1.33%4,709,810CommonSOLE
42226K105HRHealthcare Realty Trust Inc$109.2M1.13%6,428,867CommonSOLE
015271109AREAlexandria Real Estate Equitie$94.0M0.97%2,024,892CommonSOLE
929042109VNOVornado Realty Trust$89.1M0.92%3,429,047CommonSOLE
222795502CUZCousins Properties Inc$87.0M0.90%3,855,235CommonSOLE
76169C100REXRRexford Industrial Realty$80.9M0.84%2,472,924CommonSOLE
59522J103MAAMid-America Apartment Communit$75.7M0.78%620,175CommonSOLE
78573L106SBRASabra Health Care REIT Inc$74.6M0.77%3,877,810CommonSOLE
29476L107EQREquity Residential Properties$68.3M0.71%1,155,033CommonSOLE
252784301DRHDiamondRock Hospitality Co$60.3M0.62%6,437,064CommonSOLE
229663109CUBECubesmart$58.1M0.60%1,585,114CommonSOLE
529043408LXPLXP Industrial Trust$58.0M0.60%1,254,120CommonSOLE
03027X100AMTAmerican Tower Corp$54.6M0.56%316,416CommonSOLE
64119V303NTSTNetSTREIT Corp$53.8M0.56%2,858,355CommonSOLE
297178105ESSEssex Property Trust Inc$52.4M0.54%216,616CommonSOLE
11135E203BNLBroadstone Net Lease Inc$48.2M0.50%2,637,688CommonSOLE
78377T107RHPRyman Hospitality Properties$47.3M0.49%512,335CommonSOLE
471024109JANJanus Living Inc$46.7M0.48%1,980,000CommonSOLE
78440X887SLGSL Green Realty Corp$39.7M0.41%1,073,951CommonSOLE
63633D104NHINational Health Investors$37.5M0.39%463,532CommonSOLE
313745101FRTFederal Realty Investment Trus$36.7M0.38%345,966CommonSOLE
512816109LAMRLamar Advertising Company$35.0M0.36%276,074CommonSOLE
22822V101CCICrown Castle Intl Corp$32.7M0.34%402,640CommonSOLE
758849103REGRegency Centers Corp$26.6M0.27%351,270CommonSOLE
46124J201IVTInvenTrust Properties Corp$23.9M0.25%785,528CommonSOLE
03064D108COLDAmericold Realty Trust Inc$23.8M0.25%2,077,612CommonSOLE
45378A106IRTIndependence Realty Trust Inc$23.7M0.24%1,591,264CommonSOLE
720190206PDMPiedmont Office Realty Trust I$22.9M0.24%3,479,473CommonSOLE
25525P107DHCDiversified Healthcare Trust$19.0M0.20%2,862,431CommonSOLE
053484101AVBAvalon Bay Communities$17.1M0.18%104,590CommonSOLE
292104106ESRTEmpire State Realty Trust$16.9M0.17%3,251,772CommonSOLE
277276101EGPEastGroup Properties Inc$15.4M0.16%83,041CommonSOLE
53566V106LINELineage Inc$15.2M0.16%463,820CommonSOLE
78410G104SBACSBA Communications Corp$12.5M0.13%72,890CommonSOLE
867892101SHOSunstone Hotel Investors Inc$11.9M0.12%1,319,926CommonSOLE
92540K109VTMXCorp Inmobiliaria Vesta SAB$11.3M0.12%338,060CommonSOLE
962166104WYWeyerhaeuser Co$8.2M0.08%334,749CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$7.8M0.08%25,731CommonSOLE
866674104SUISun Communities Inc$6.5M0.07%51,323CommonSOLE
42250P103DOCHealthpeak Properties Inc$5.7M0.06%344,132CommonSOLE
85254J102STAGSTAG Industrial$5.3M0.06%147,800CommonSOLE
88146M101TRNOTerreno Realty Corp$3.4M0.04%55,200CommonSOLE
49427F108KRCKilroy Realty Corporation$2.0M0.02%70,491CommonSOLE
12504L109CBRECBRE Group Inc - A$1.6M0.02%11,830CommonSOLE
22002T108CDPCOPT Defense Properties$1.6M0.02%52,000CommonSOLE
35922N100FVRFrontView REIT Inc$987,4500.01%63,830CommonSOLE
101121101BXPBXP Inc$740,0940.01%14,260CommonSOLE
92936U109WPCWP Carey Inc$679,8720.01%10,004CommonSOLE
65339F101NEENEXTERA ENERGY INC$441,1800.00%4,750CommonSOLE
29670E107EPRTEssential Properties Realty$430,2010.00%14,170CommonSOLE
25960P109DEIDouglas Emmett Inc$374,4450.00%39,750CommonSOLE
48020Q107JLLJones Lang LaSalle Inc$343,8820.00%1,130CommonSOLE
35086T109FCPTFour Corners Property Trust$334,4110.00%14,140CommonSOLE
502175102LTCLTC Properties Inc$240,0540.00%6,460CommonSOLE
98954M101ZGZillow Group Inc - A$209,7710.00%5,070CommonSOLE

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.