Centersquare Investment Management LLC
Net buyer this quarter
$11.7B
80
+$906M
53.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WELL | $1.28B | 10.93% | 0.78% | +7.6% | Q1 2018 |
 EQIX | $953M | 8.13% | 0.93% | +11.1% | Q1 2018 |
 PLD | $944M | 8.06% | 0.75% | +11.9% | Q1 2018 |
 DLR | $649M | 5.53% | 0.98% | +17.8% | Q1 2018 |
 VTR | $589M | 5.02% | 1.29% | +11.8% | Q1 2018 |
 BRX | $389M | 3.32% | 4.02% | +11.5% | Q1 2018 |
 PSA | $381M | 3.25% | 0.68% | -0.7% | Q1 2018 |
 EXR | $369M | 3.15% | 1.20% | +1.7% | Q1 2018 |
 UDR | $368M | 3.14% | 2.87% | +10.2% | Q1 2018 |
 SPG | $359M | 3.07% | 20081.30% | +14.7% | Q1 2018 |
 CPT | $339M | 2.89% | 2.95% | +11.8% | Q1 2018 |
 FR | $298M | 2.54% | 3.66% | +12.7% | Q3 2018 |
 IRM | $294M | 2.51% | 0.78% | +0.6% | Q1 2018 |
 ADC | $283M | 2.41% | 3.00% | +8.8% | Q4 2018 |
 KIM | $277M | 2.36% | 1.63% | +4.0% | Q1 2018 |
 INVH | $270M | 2.30% | 1.51% | +20.0% | Q1 2018 |
 KRG | $245M | 2.09% | 4.31% | +9.5% | Q3 2018 |
 O | $243M | 2.08% | 0.41% | -1.0% | Q1 2018 |
 MAC | $227M | 1.93% | 3.17% | +23.7% | Q1 2018 |
 AHR | $219M | 1.87% | 2.16% | +51.1% | Q1 2024 |
 ELS | $206M | 1.76% | 1.65% | +42.0% | Q4 2019 |
 VICI | $167M | 1.42% | 0.57% | +33.2% | Q1 2018 |
 AMH | $147M | 1.26% | Not reported | -26.4% | Q1 2018 |
 HST | $147M | 1.25% | 0.90% | -9.2% | Q1 2018 |
 CUZ | $129M | 1.10% | 2.62% | +12.0% | Q1 2018 |
 ARE | $124M | 1.06% | 1.35% | +16.2% | Q1 2018 |
 VNO | $115M | 0.98% | 1.56% | -14.9% | Q1 2018 |
 SBRA | $113M | 0.97% | 2.28% | +49.9% | Q4 2018 |
 MAA | $110M | 0.94% | 0.68% | +27.3% | Q3 2018 |
 LXP | $95.6M | 0.82% | 3.01% | +41.5% | Q4 2018 |
 REXR | $91.4M | 0.78% | 1.22% | +10.3% | Q1 2018 |
 DRH | $88.5M | 0.75% | 3.55% | +12.8% | Q3 2018 |
 VMRK | $82.9M | 0.71% | 0.33% | +5.7% | Q1 2018 |
 RHP | $73.2M | 0.62% | 0.90% | +11.2% | Q2 2019 |
 JAN | $70.4M | 0.60% | Not reported | +23.7% | Q1 2026 |
 SLG | $63.5M | 0.54% | 1.73% | +14.3% | Q1 2019 |
 ESS | $58.2M | 0.50% | 0.31% | -7.8% | Q1 2018 |
 LAMR | $56.5M | 0.48% | Not reported | +31.1% | Q1 2022 |
 AMT | $53.9M | 0.46% | 0.07% | +4.1% | Q1 2018 |
 CTRE | $52.2M | 0.45% | 0.55% | Not reported | Q3 2018 |
 BNL | $51M | 0.44% | 1.29% | -6.5% | Q3 2020 |
 NTST | $50.8M | 0.43% | 2.37% | -15.8% | Q3 2020 |
 SMA | $46M | 0.39% | 2.56% | Not reported | Q2 2025 |
 COLD | $45M | 0.38% | 1.00% | +37.8% | Q1 2018 |
 KRC | $44.3M | 0.38% | 1.02% | +1576.8% | Q1 2018 |
 SUI | $41.7M | 0.36% | 0.28% | +577.1% | Q1 2018 |
 IRT | $39.2M | 0.33% | 1.00% | +47.7% | Q4 2019 |
 LTC | $35.4M | 0.30% | 1.71% | +14152.5% | Q3 2019 |
 LINE | $29.7M | 0.25% | 0.30% | +48.0% | Q3 2024 |
 OHI | $29.1M | 0.25% | 0.20% | -79.6% | Q1 2019 |
| Q1 2026 | |||||
| WELL | $1.04B | 10.72% | 0.74% | -5.4% | Q1 2018 |
| PLD | $823M | 8.51% | 0.67% | -5.6% | Q1 2018 |
| EQIX | $807M | 8.34% | 0.83% | -7.9% | Q1 2018 |
| DLR | $552M | 5.71% | 0.88% | -7.2% | Q1 2018 |
| VTR | $485M | 5.01% | 1.22% | -8.7% | Q1 2018 |
| EXR | $328M | 3.39% | 1.18% | -17.6% | Q1 2018 |
| PSA | $326M | 3.37% | 0.69% | -16.1% | Q1 2018 |
| BRX | $319M | 3.30% | 3.61% | -10.6% | Q1 2018 |
| UDR | $283M | 2.92% | 2.57% | -10.9% | Q1 2018 |
| SPG | $261M | 2.70% | 17502.44% | -8.6% | Q1 2018 |
| CPT | $259M | 2.67% | 2.60% | -6.4% | Q1 2018 |
| ADC | $259M | 2.67% | 2.86% | +4.0% | Q4 2018 |
| FR | $249M | 2.58% | 3.25% | +62.6% | Q3 2018 |
| O | $242M | 2.51% | 0.42% | -8.9% | Q1 2018 |
| KIM | $236M | 2.44% | 1.56% | -18.6% | Q1 2018 |
| IRM | $236M | 2.44% | 0.78% | -12.2% | Q1 2018 |
| KRG | $194M | 2.00% | 3.89% | -4.1% | Q3 2018 |
| INVH | $185M | 1.91% | 1.25% | +13.7% | Q1 2018 |
| AMH | $167M | 1.72% | Not reported | -2.7% | Q1 2018 |
| ELS | $141M | 1.45% | 1.16% | -7.4% | Q4 2019 |
| MAC | $137M | 1.42% | 2.79% | +14.5% | Q1 2018 |
| AHR | $131M | 1.36% | 1.46% | -8.0% | Q1 2024 |
| OHI | $131M | 1.35% | 1.00% | -10.7% | Q1 2019 |
| HST | $131M | 1.35% | 1.00% | -12.5% | Q1 2018 |
| VICI | $129M | 1.33% | 0.44% | +12.9% | Q1 2018 |
 HR | $109M | 1.13% | 1.86% | +7.7% | Q3 2018 |
| ARE | $94M | 0.97% | 1.17% | +26.4% | Q1 2018 |
| VNO | $89.1M | 0.92% | 1.82% | +14.2% | Q1 2018 |
| CUZ | $87M | 0.90% | 2.34% | -34.1% | Q1 2018 |
| REXR | $80.9M | 0.84% | 1.09% | -13.6% | Q1 2018 |
| MAA | $75.7M | 0.78% | 0.53% | +288.6% | Q3 2018 |
| SBRA | $74.6M | 0.77% | 1.54% | +46.1% | Q4 2018 |
| VMRK | $68.3M | 0.71% | 0.31% | -48.4% | Q1 2018 |
| DRH | $60.3M | 0.62% | 3.15% | -17.3% | Q3 2018 |
 CUBE | $58.1M | 0.60% | 0.70% | Not reported | Q1 2018 |
| LXP | $58M | 0.60% | 2.13% | +1830.6% | Q4 2018 |
| AMT | $54.6M | 0.56% | 0.07% | -10.5% | Q1 2018 |
| NTST | $53.8M | 0.56% | 2.94% | -21.8% | Q3 2020 |
| ESS | $52.4M | 0.54% | 0.34% | -60.5% | Q1 2018 |
| BNL | $48.2M | 0.50% | 1.38% | -29.1% | Q3 2020 |
| RHP | $47.3M | 0.49% | 0.81% | +106.6% | Q2 2019 |
| JAN | $46.7M | 0.48% | Not reported | New | Q1 2026 |
| SLG | $39.7M | 0.41% | 1.51% | +60.2% | Q1 2019 |
 NHI | $37.5M | 0.39% | 0.96% | -59.8% | Q1 2019 |
 FRT | $36.7M | 0.38% | 0.40% | -43.1% | Q1 2018 |
| LAMR | $35M | 0.36% | Not reported | +30.2% | Q1 2022 |
 CCI | $32.7M | 0.34% | 0.09% | +33.6% | Q1 2018 |
 REG | $26.6M | 0.27% | 0.19% | -0.2% | Q1 2018 |
 IVT | $23.9M | 0.25% | 1.01% | -39.0% | Q3 2024 |
| COLD | $23.8M | 0.25% | 0.73% | -10.5% | Q1 2018 |
| Q4 2025 | |||||
| WELL | $1.03B | 10.15% | 0.80% | +5.4% | Q1 2018 |
| PLD | $842M | 8.31% | 0.71% | +1.1% | Q1 2018 |
| EQIX | $684M | 6.75% | 0.91% | +0.8% | Q1 2018 |
| DLR | $511M | 5.04% | 0.96% | +5.9% | Q1 2018 |
| VTR | $502M | 4.96% | 1.37% | +0.1% | Q1 2018 |
| EXR | $395M | 3.90% | 1.44% | +3.9% | Q1 2018 |
| PSA | $373M | 3.68% | 0.82% | +25.4% | Q1 2018 |
| UDR | $344M | 3.40% | 2.86% | +6.7% | Q1 2018 |
| BRX | $325M | 3.20% | 4.05% | +22.5% | Q1 2018 |
| CPT | $311M | 3.07% | 2.71% | +3.6% | Q1 2018 |
| SPG | $284M | 2.80% | 19144.76% | +0.5% | Q1 2018 |
| KIM | $262M | 2.58% | 1.91% | +8.1% | Q1 2018 |
| O | $245M | 2.42% | 0.47% | +6.5% | Q1 2018 |
| ADC | $238M | 2.35% | 2.75% | +13.9% | Q4 2018 |
| IRM | $218M | 2.15% | 0.89% | +4.7% | Q1 2018 |
| KRG | $197M | 1.95% | 3.94% | +1.3% | Q3 2018 |
| AMH | $197M | 1.94% | Not reported | +16.4% | Q1 2018 |
| INVH | $182M | 1.80% | 1.07% | +2.8% | Q1 2018 |
| FR | $152M | 1.50% | 2.00% | +10.5% | Q3 2018 |
| CUZ | $151M | 1.49% | 3.48% | +3.2% | Q1 2018 |
| OHI | $148M | 1.46% | 1.13% | +1.4% | Q1 2019 |
| ELS | $147M | 1.46% | 1.26% | +23.9% | Q4 2019 |
| ESS | $143M | 1.42% | 0.85% | +6.1% | Q1 2018 |
| AHR | $142M | 1.40% | 1.63% | -2.6% | Q1 2024 |
| VMRK | $141M | 1.39% | 0.59% | -16.7% | Q1 2018 |
| HST | $138M | 1.36% | 1.13% | -20.1% | Q1 2018 |
| VICI | $117M | 1.16% | 0.39% | -2.9% | Q1 2018 |
| MAC | $117M | 1.16% | 2.47% | +149.6% | Q1 2018 |
 BXP | $117M | 1.16% | 1.09% | -4.8% | Q1 2018 |
| REXR | $111M | 1.09% | 1.24% | -5.3% | Q1 2018 |
| HR | $101M | 1.00% | 1.70% | +38.0% | Q3 2018 |
| VNO | $100M | 0.99% | 1.58% | -5.3% | Q1 2018 |
| NHI | $88.1M | 0.87% | 2.39% | +17.0% | Q1 2019 |
 DOC | $84M | 0.83% | 0.75% | -63.0% | Q4 2019 |
| ARE | $78.4M | 0.77% | 0.94% | +177.0% | Q1 2018 |
 EGP | $75.2M | 0.74% | 0.79% | +42.0% | Q3 2018 |
| DRH | $69.7M | 0.69% | 3.82% | +3.2% | Q3 2018 |
| BNL | $64.6M | 0.64% | 1.94% | -26.4% | Q3 2020 |
| NTST | $64.4M | 0.64% | 3.93% | +3.4% | Q3 2020 |
| AMT | $62.1M | 0.61% | 0.08% | -4.3% | Q1 2018 |
| FRT | $61.3M | 0.60% | 0.70% | -52.2% | Q1 2018 |
| SBRA | $50.3M | 0.50% | 1.05% | Not reported | Q4 2018 |
| IVT | $36.3M | 0.36% | 1.66% | +600.3% | Q3 2024 |
| SLG | $30.7M | 0.30% | 0.94% | Not reported | Q1 2019 |
| COLD | $29.8M | 0.29% | 0.81% | -29.6% | Q1 2018 |
 PDM | $28.6M | 0.28% | 2.75% | +154.3% | Q4 2019 |
 DEI | $27.9M | 0.28% | 1.52% | +54.7% | Q1 2018 |
| LAMR | $26.8M | 0.26% | Not reported | -26.6% | Q1 2022 |
| CCI | $26.8M | 0.26% | 0.07% | +63.8% | Q1 2018 |
| REG | $24.3M | 0.24% | 0.19% | 0.0% | Q1 2018 |
| Q3 2025 | |||||
| WELL | $937M | 9.41% | 0.77% | +5.2% | Q1 2018 |
| PLD | $747M | 7.51% | 0.70% | -3.9% | Q1 2018 |
| EQIX | $694M | 6.97% | 0.90% | -1.4% | Q1 2018 |
| DLR | $539M | 5.42% | 0.91% | +5.0% | Q1 2018 |
| VTR | $454M | 4.56% | 1.38% | -7.5% | Q1 2018 |
| EXR | $412M | 4.14% | 1.38% | +8.4% | Q1 2018 |
| PSA | $331M | 3.32% | 0.65% | +38.0% | Q1 2018 |
| UDR | $328M | 3.29% | 2.66% | -1.5% | Q1 2018 |
| CPT | $292M | 2.93% | 2.57% | +1.5% | Q1 2018 |
| SPG | $286M | 2.87% | 19049.76% | -3.9% | Q1 2018 |
| BRX | $280M | 2.81% | 3.30% | -3.2% | Q1 2018 |
| DOC | $271M | 2.72% | 2.03% | -4.3% | Q4 2019 |
| KIM | $261M | 2.62% | 1.76% | +1.6% | Q1 2018 |
| IRM | $256M | 2.58% | 0.85% | +23.8% | Q1 2018 |
| O | $248M | 2.49% | 0.44% | -11.4% | Q1 2018 |
| ADC | $206M | 2.07% | 2.54% | +1.8% | Q4 2018 |
| INVH | $187M | 1.88% | 1.04% | -7.7% | Q1 2018 |
| KRG | $181M | 1.82% | 3.75% | +9.9% | Q3 2018 |
| AMH | $175M | 1.76% | Not reported | +25.9% | Q1 2018 |
| VMRK | $174M | 1.75% | 0.71% | -35.1% | Q1 2018 |
| HST | $166M | 1.67% | 1.42% | -8.9% | Q1 2018 |
| CUZ | $164M | 1.65% | 3.37% | +2.4% | Q1 2018 |
| VICI | $140M | 1.41% | 0.40% | +1.7% | Q1 2018 |
| OHI | $139M | 1.40% | 1.12% | -8.3% | Q1 2019 |
| ESS | $138M | 1.39% | 0.80% | +473.5% | Q1 2018 |
| BXP | $136M | 1.36% | 1.15% | -10.3% | Q1 2018 |
| AHR | $130M | 1.31% | 1.84% | -8.6% | Q1 2024 |
| FRT | $129M | 1.29% | 1.47% | +2.2% | Q1 2018 |
| VNO | $129M | 1.29% | 1.65% | +1.4% | Q1 2018 |
| REXR | $124M | 1.25% | 1.30% | -30.2% | Q1 2018 |
| FR | $123M | 1.24% | 1.81% | -4.1% | Q3 2018 |
| ELS | $119M | 1.20% | 1.01% | +2448.9% | Q4 2019 |
| BNL | $90.3M | 0.91% | 2.67% | +3.0% | Q3 2020 |
| NHI | $78.4M | 0.79% | 2.16% | +21.8% | Q1 2019 |
| HR | $78M | 0.78% | 1.23% | -0.5% | Q3 2018 |
| AMT | $71.1M | 0.71% | 0.08% | -13.9% | Q1 2018 |
| NTST | $63.8M | 0.64% | 4.23% | +37.9% | Q3 2020 |
 NNN | $60.5M | 0.61% | 0.75% | -24.9% | Q3 2018 |
| DRH | $60M | 0.60% | 3.70% | +6.0% | Q3 2018 |
| EGP | $50.3M | 0.51% | 0.56% | +619.9% | Q3 2018 |
| ARE | $48.2M | 0.48% | 0.33% | +5.5% | Q1 2018 |
| MAC | $46.3M | 0.47% | 0.99% | +8.9% | Q1 2018 |
| COLD | $40.3M | 0.41% | 1.16% | -11.6% | Q1 2018 |
| LAMR | $35.4M | 0.36% | Not reported | -2.9% | Q1 2022 |
 SBAC | $29.8M | 0.30% | 0.14% | -4.7% | Q1 2018 |
| LINE | $27M | 0.27% | 0.31% | -44.2% | Q3 2024 |
 ESRT | $26.6M | 0.27% | Not reported | +22.0% | Q4 2018 |
| REG | $25.7M | 0.26% | 0.19% | +5.7% | Q1 2018 |
| DEI | $25.6M | 0.26% | 0.98% | -0.2% | Q1 2018 |
| MAA | $24.9M | 0.25% | 0.15% | +43.4% | Q3 2018 |