CBRE CLARION SECURITIES LLC

Q1 2014 13F-HR Holdings

Location
Radnor, PA
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
101
Total value ($000)
$12,734,230
Net value change ($000)
+1,248,726 (10.9%)
New positions
9
Sold out positions
8
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPIRIT REALTY CAPITAL, INC. 165,196 311.0%
AVB 116,693 47.3%
EQR 95,522 21.8%
DCT INDUSTRIAL TRUST INC COM 79,719 173.8%
UDR 76,661 17.3%
PLD 74,432 13.7%
BRE PROPERTIES INC 71,489 27.5%
SPG 70,024 8.1%
BXP 56,667 18.2%
KRC 47,736 13.9%
Top Reduces (Value $000, Stocks/ETFs)
MAC -54,128 -11.2%
DHC -49,074 -38.2%
*POST PPTYS INC -37,442 -16.0%
COLE REAL ESTATE INVTS INC COM -35,653 -100.0%
EXTENDED STAY AMERICA INC -20,709 -34.9%
KIM -19,708 -8.2%
WY -18,030 -20.8%
VTR -15,325 -8.6%
OHI -14,433 -31.3%
HCP Inc -14,028 -10.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type