ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
-7.32%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$4.51B
AUM Growth
+$4.51B
(-3.6%)
Cap. Flow
+$91.3M
Cap. Flow
% of AUM
2.03%
Top 10 Holdings %
Top 10 Hldgs %
45.32%
Holding
114
New
28
Increased
31
Reduced
22
Closed
24
Top Buys
| 1 |
Regency Centers
REG
|
$163M |
| 2 |
CMS Energy
CMS
|
$135M |
| 3 |
Realty Income
O
|
$125M |
| 4 |
Boston Properties
BXP
|
$123M |
| 5 |
Camden Property Trust
CPT
|
$123M |
Top Sells
| 1 |
PG&E
PCG
|
$181M |
| 2 |
Extra Space Storage
EXR
|
$158M |
| 3 |
American Homes 4 Rent
AMH
|
$148M |
| 4 |
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% |
