CENTERSQUARE INVESTMENT MANAGEMENT LLC

Q3 2021 13F-HR Holdings

Location
Plymouth Meeting, PA
Holdings as of
9/30/2021
Date filed
11/12/2021
Form type
13F-HR
Num holdings
102
Total value ($000)
$9,765,219
Net value change ($000)
-71,401 (-0.7%)
New positions
4
Sold out positions
3
Turnover %
1.6%
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 2021
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)
PSA 114,720 71.4%
XHR 65,824 616.3%
MPT 62,143 50.3%
SLG 58,744 841.4%
BRX 56,958 29.4%
MGM Growth Properties LLC 52,405 77.5%
SPG 49,484 21.3%
REXR 47,055 36.1%
VICI 43,178 45.3%
RPT Realty 41,014 NEW
Top Reduces (Value $000, Stocks/ETFs)
WELL -148,773 -31.9%
REG -92,229 -84.1%
EXR -72,059 -32.0%
COLUMBIA PROPERTY TRUST, INC. -71,859 -95.8%
SBAC -67,072 -22.9%
CyrusOne Holdco LLC -52,548 -75.8%
RHP -51,319 -100.0%
CUZ -47,498 -27.0%
VEREIT, Inc. -46,542 -32.3%
BNL -38,658 -53.9%
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