Home / Institutions / CENTERSQUARE INVESTMENT MANAGEMENT LLC
13F holdings

CENTERSQUARE INVESTMENT MANAGEMENT LLC portfolio

Managed by . 79 reported positions worth $9.7B as of 2026-03-31, filed with the SEC on 2026-05-08. Parsed from the filing itself, not a reseller.

$9.7B
Book value
79
Positions
54%
Top 10 weight
+4
New this quarter
-6
Exited
134 days
Age today
How old this actually is

Every position on this page is a snapshot of 2026-03-31. It was already 38 days old on 2026-05-08, the day it first became public. Today it is 134 days old.

That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.

What changed

Positions opened and closed

Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.

New positions (4)
TickerIssuerValueShares% of book
CUBECubesmart$58.1M1,585,1140.60%
JANJanus Living Inc$46.7M1,980,0000.48%
WPCWP Carey Inc$679,87210,0040.01%
LTCLTC Properties Inc$240,0546,4600.00%
Closed out (6)
TickerIssuerWas worthShares% of book
RLJRLJ Lodging Trust$13.3M1,779,0100.00%
XHRXenia Hotels & Resorts Inc$4.7M332,9560.00%
PEB 6.375 PERP EPebblebrook Hotel 6.375 Serie$2.4M127,2460.00%
DBRGDigitalBridge Group Inc$797,68052,0000.00%
PEB 6.3 PERP FPebblebrook Hotel 6.300 Serie$773,31640,5940.00%
ELMEElme Communities$684,16839,3200.00%
Added to (20)
TickerIssuerValueShares% of bookShares Δ
ADCAgree Realty Corp$258.5M3,429,5752.67%+4%
FRFirst Industrial Realty Trust$249.2M4,307,5672.58%+63%
INVHInvitation Homes Inc$185.1M7,449,4801.91%+14%
MACMacerich Company$137.5M7,274,6041.42%+14%
VICIVICI Properties Inc$128.7M4,709,8101.33%+13%
HRHealthcare Realty Trust Inc$109.2M6,428,8671.13%+8%
AREAlexandria Real Estate Equitie$94.0M2,024,8920.97%+26%
VNOVornado Realty Trust$89.1M3,429,0470.92%+14%
MAAMid-America Apartment Communit$75.7M620,1750.78%+289%
SBRASabra Health Care REIT Inc$74.6M3,877,8100.77%+46%
LXPLXP Industrial Trust$58.0M1,254,1200.60%+1831%
RHPRyman Hospitality Properties$47.3M512,3350.49%+107%
SLGSL Green Realty Corp$39.7M1,073,9510.41%+60%
LAMRLamar Advertising Company$35.0M276,0740.36%+30%
CCICrown Castle Intl Corp$32.7M402,6400.34%+34%
Trimmed (51)
TickerIssuerValueShares% of bookShares Δ
BXPBXP Inc$740,09414,2600.01%-99%
DEIDouglas Emmett Inc$374,44539,7500.00%-98%
DOCHealthpeak Properties Inc$5.7M344,1320.06%-93%
EGPEastGroup Properties Inc$15.4M83,0410.16%-80%
ESSEssex Property Trust Inc$52.4M216,6160.54%-60%
NHINational Health Investors$37.5M463,5320.39%-60%
EQREquity Residential Properties$68.3M1,155,0330.71%-48%
FRTFederal Realty Investment Trus$36.7M345,9660.38%-43%
IVTInvenTrust Properties Corp$23.9M785,5280.25%-39%
CUZCousins Properties Inc$87.0M3,855,2350.90%-34%
FVRFrontView REIT Inc$987,45063,8300.01%-32%
BNLBroadstone Net Lease Inc$48.2M2,637,6880.50%-29%
WYWeyerhaeuser Co$8.2M334,7490.08%-26%
SBACSBA Communications Corp$12.5M72,8900.13%-24%
NTSTNetSTREIT Corp$53.8M2,858,3550.56%-22%
The book

All reported holdings

TickerIssuerValueShares% of bookShares Δ
WELLWelltower Inc$1.0B5,242,70910.72%
PLDPrologis Trust$823.2M6,228,1138.51%
EQIXEquinix Inc$806.6M822,8838.34%
DLRDigital Realty Trust Inc$552.3M3,064,9095.71%
VTRVentas Inc$484.8M5,928,5215.01%
EXRExtra Space Storage Inc$327.7M2,499,1903.39%
PSAPublic Storage Inc$326.4M1,204,9813.37%
BRXBrixmor Property Group Inc$318.8M11,071,0673.30%
UDRUDR Inc$282.7M8,369,9932.92%
SPGSimon Property Group Inc$261.2M1,400,1952.70%
CPTCamden Property Trust$258.6M2,648,1722.67%
ADCAgree Realty Corp$258.5M3,429,5752.67%
FRFirst Industrial Realty Trust$249.2M4,307,5672.58%
ORealty Income Corp$242.4M3,961,8812.51%
KIMKimco Realty Corp$236.0M10,501,3402.44%
IRMIron Mountain Inc$235.9M2,310,0452.44%
KRGKite Realty Group Trust$193.9M7,897,7872.00%
INVHInvitation Homes Inc$185.1M7,449,4801.91%
AMHAmerican Homes 4 Rent$166.7M5,969,0321.72%
ELSEquity Lifestyle Properties$140.7M2,254,3511.45%
MACMacerich Company$137.5M7,274,6041.42%
AHRAmerican Healthcare REIT Inc$131.2M2,781,4531.36%
OHIOmega Healthcare Investors Inc$131.0M2,989,8041.35%
HSTHost Hotels & Resorts Inc$130.7M6,819,5511.35%
VICIVICI Properties Inc$128.7M4,709,8101.33%
HRHealthcare Realty Trust Inc$109.2M6,428,8671.13%
AREAlexandria Real Estate Equitie$94.0M2,024,8920.97%
VNOVornado Realty Trust$89.1M3,429,0470.92%
CUZCousins Properties Inc$87.0M3,855,2350.90%
REXRRexford Industrial Realty$80.9M2,472,9240.84%
MAAMid-America Apartment Communit$75.7M620,1750.78%
SBRASabra Health Care REIT Inc$74.6M3,877,8100.77%
EQREquity Residential Properties$68.3M1,155,0330.71%
DRHDiamondRock Hospitality Co$60.3M6,437,0640.62%
CUBECubesmart$58.1M1,585,1140.60%
LXPLXP Industrial Trust$58.0M1,254,1200.60%
AMTAmerican Tower Corp$54.6M316,4160.56%
NTSTNetSTREIT Corp$53.8M2,858,3550.56%
ESSEssex Property Trust Inc$52.4M216,6160.54%
BNLBroadstone Net Lease Inc$48.2M2,637,6880.50%
RHPRyman Hospitality Properties$47.3M512,3350.49%
JANJanus Living Inc$46.7M1,980,0000.48%
SLGSL Green Realty Corp$39.7M1,073,9510.41%
NHINational Health Investors$37.5M463,5320.39%
FRTFederal Realty Investment Trus$36.7M345,9660.38%
LAMRLamar Advertising Company$35.0M276,0740.36%
CCICrown Castle Intl Corp$32.7M402,6400.34%
REGRegency Centers Corp$26.6M351,2700.27%
IVTInvenTrust Properties Corp$23.9M785,5280.25%
COLDAmericold Realty Trust Inc$23.8M2,077,6120.25%
IRTIndependence Realty Trust Inc$23.7M1,591,2640.24%
PDMPiedmont Office Realty Trust I$22.9M3,479,4730.24%
DHCDiversified Healthcare Trust$19.0M2,862,4310.20%
AVBAvalon Bay Communities$17.1M104,5900.18%
ESRTEmpire State Realty Trust$16.9M3,251,7720.17%
EGPEastGroup Properties Inc$15.4M83,0410.16%
LINELineage Inc$15.2M463,8200.16%
SBACSBA Communications Corp$12.5M72,8900.13%
SHOSunstone Hotel Investors Inc$11.9M1,319,9260.12%
VTMXCorp Inmobiliaria Vesta SAB$11.3M338,0600.12%
WYWeyerhaeuser Co$8.2M334,7490.08%
HLTHilton Worldwide Holdings Inc$7.8M25,7310.08%
SUISun Communities Inc$6.5M51,3230.07%
DOCHealthpeak Properties Inc$5.7M344,1320.06%
STAGSTAG Industrial$5.3M147,8000.06%
TRNOTerreno Realty Corp$3.4M55,2000.04%
KRCKilroy Realty Corporation$2.0M70,4910.02%
CBRECBRE Group Inc - A$1.6M11,8300.02%
CDPCOPT Defense Properties$1.6M52,0000.02%
FVRFrontView REIT Inc$987,45063,8300.01%
BXPBXP Inc$740,09414,2600.01%
WPCWP Carey Inc$679,87210,0040.01%
NEENEXTERA ENERGY INC$441,1804,7500.00%
EPRTEssential Properties Realty$430,20114,1700.00%
DEIDouglas Emmett Inc$374,44539,7500.00%
JLLJones Lang LaSalle Inc$343,8821,1300.00%
FCPTFour Corners Property Trust$334,41114,1400.00%
LTCLTC Properties Inc$240,0546,4600.00%
ZGZillow Group Inc - A$209,7715,0700.00%

Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.

Read the original

This page was built from one document: the 2026-03-31 Form 13F info table filed by CENTERSQUARE INVESTMENT MANAGEMENT LLC (CIK 1725296, accession 0001725296-26-000003). Every other 13F site is reading the same file.

If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager

What a 13F cannot show you

A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:

  • No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
  • No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
  • No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
  • Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
  • Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.

Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test

Free · no spam

Get the weekly edge report

The best-performing indicator per asset, what changed this week, and the honest caveats — straight to your inbox.