CENTERSQUARE INVESTMENT MANAGEMENT LLC

Q4 2022 13F-HR/A Holdings

Location
Plymouth Meeting, PA
Holdings as of
12/31/2022
Date filed
2/21/2023
Form type
13F-HR/A - RESTATEMENT
Num holdings
87
Total value ($000)
$8,576,188
Net value change ($000)
+56,538 (0.7%)
New positions
4
Sold out positions
7
Turnover %
2.9%
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 2022
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)
PLD 238,390 37.2%
O 135,429 53.7%
WELL 109,086 54.0%
ARE 89,599 58.0%
DLR 58,722 18.6%
HST 58,468 188.3%
REG 48,275 79.6%
SPG 43,626 19.5%
DEI 43,354 158.7%
CUBE 43,256 679.9%
Top Reduces (Value $000, Stocks/ETFs)
DUKE REALTY CORP -158,572 -100.0%
AMH -82,669 -34.8%
INVH -78,688 -19.7%
JBGS -60,252 -98.7%
PSA -57,208 -12.4%
LIFE STORAGE, INC. -56,029 -23.5%
UDR -41,367 -15.8%
RHP -33,958 -93.5%
VTR -31,594 -9.9%
GLPI -31,580 -100.0%
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