CENTERSQUARE INVESTMENT MANAGEMENT LLC

Q3 2020 13F-HR Holdings

Location
Plymouth Meeting, PA
Holdings as of
9/30/2020
Date filed
11/13/2020
Form type
13F-HR
Num holdings
127
Total value ($000)
$6,722,624
Net value change ($000)
-68,266 (-1.0%)
New positions
10
Sold out positions
17
Turnover %
1.3%
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 Q2 2020
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)
MAA 63,308 38.5%
LIFE STORAGE, INC. 55,806 66.3%
BNL 43,888 NEW
CUBE 38,480 27.4%
FR 37,911 462.8%
OUT 37,045 NEW
DLR 34,837 12.2%
ELS 31,254 111.2%
SPG 30,307 37.6%
REG 27,509 47.8%
Top Reduces (Value $000, Stocks/ETFs)
BXP -131,533 -79.1%
SUI -67,588 -46.6%
AIV -62,498 -90.7%
EQR -49,542 -18.5%
VTR -36,860 -21.9%
STAG -34,820 -35.4%
WPC -34,279 -27.0%
SBRA -29,637 -47.0%
RETAIL PROPERTIES OF AMERICA, INC. -28,236 -27.1%
CyrusOne Holdco LLC -24,284 -31.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type