CENTERSQUARE INVESTMENT MANAGEMENT LLC

Q4 2020 13F-HR Holdings

Location
Plymouth Meeting, PA
Holdings as of
12/31/2020
Date filed
2/12/2021
Form type
13F-HR
Num holdings
95
Total value ($000)
$7,708,593
Net value change ($000)
+985,969 (14.7%)
New positions
6
Sold out positions
38
Turnover %
6.2%
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 Q3 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)
VEREIT, Inc. 191,396 NEW
WELL 172,352 125.8%
UDR 160,055 114.2%
ESS 104,783 269.3%
ADC 94,486 1059.7%
FR 78,565 170.4%
LIFE STORAGE, INC. 77,083 55.1%
BRX 74,407 114.8%
SUI 71,407 92.4%
PSA 69,825 214.6%
Top Reduces (Value $000, Stocks/ETFs)
CUBE -162,794 -90.9%
VEREIT, Inc. -156,230 -100.0%
AVB -72,072 -50.9%
SBAC -70,994 -38.3%
WPC -61,498 -66.2%
STAG -57,576 -90.7%
IRM -55,592 -100.0%
HR -50,934 -86.9%
CyrusOne Holdco LLC -37,975 -71.0%
VTR -32,325 -24.7%
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