ZP

Zimmer Partners Portfolio holdings

AUM $4.09B
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.7B
AUM Growth
+$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$219M
2
+$214M
3
+$200M
4
SRE icon
Sempra
SRE
+$159M
5
SBAC icon
SBA Communications
SBAC
+$144M

Top Sells

1
+$206M
2
+$196M
3
+$182M
4
VICI icon
VICI Properties
VICI
+$172M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$127M

Sector Composition

1 Real Estate 37.96%
2 Utilities 33.53%
3 Energy 7.57%
4 Consumer Discretionary 7.45%
5 Financials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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-2,869
178
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-3,870,779
179
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-564,850
180
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181
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-900,000
182
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-40,000
183
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-172,497
184
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-50,000
185
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-87,500
186
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-237,500
187
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-484,929
4 5 6 7
8