ZP

Zimmer Partners Portfolio holdings

AUM $4.37B
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.51B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$135M
3
+$125M
4
BXP icon
Boston Properties
BXP
+$123M
5
CPT icon
Camden Property Trust
CPT
+$123M

Top Sells

1
+$181M
2
+$158M
3
+$148M
4
AMT icon
American Tower
AMT
+$129M
5
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
+$117M

Sector Composition

1 Real Estate 44.77%
2 Utilities 31.12%
3 Financials 7.7%
4 Energy 6.32%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13M 0.28%
75,000
-912,500
52
$12.6M 0.27%
+90,000
53
$10.8M 0.23%
275,000
54
$10.6M 0.23%
175,000
55
$10.4M 0.23%
+137,500
56
$9.64M 0.21%
312,500
+137,500
57
$8.06M 0.17%
+452,500
58
$7.58M 0.16%
+47,500
59
$7.03M 0.15%
125,000
-1,790,420
60
$6.94M 0.15%
+25,000
61
$6.81M 0.15%
+100,100
62
$6.44M 0.14%
+250,000
63
$5.54M 0.12%
+112,500
64
$5.42M 0.12%
150,000
-3,225,000
65
$5.39M 0.12%
+400,000
66
$4.95M 0.11%
5,000,000
+1,250,000
67
$4.75M 0.1%
+83,170
68
$4.39M 0.1%
+212,500
69
$4.38M 0.1%
87,500
+57,500
70
$4.29M 0.09%
20,000
-599,000
71
$3.64M 0.08%
269,700
-147,723
72
$2.91M 0.06%
+62,500
73
$2.79M 0.06%
+85,600
74
$2.78M 0.06%
775,000
+375,000
75
$2.06M 0.04%
+150,000
1 2
3
4 5