$74.23B13F报告持仓市值
136持仓明细
6包含的其他管理人
+22新增
30已增持
65减持
−19已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| KKR KKR & Co. Inc. | $26.09M | 0.0% |
| BX Blackstone Inc. | $25.94M | 0.0% |
| DEO Diageo plc | $22.27M | 0.0% |
| ELS Equity LifeStyle Properties… | $19.43M | 0.0% |
| APC | $17.73M | 0.0% |
| WPC W. P. Carey Inc. | $14.95M | 0.0% |
| SBRA Sabra Health Care REIT, Inc. | $9.71M | 0.0% |
| EQR Equity Residential | $8.05M | 0.0% |
| VICI VICI Properties Inc. | $6.32M | 0.0% |
| CUZ Cousins Properties… | $5.55M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| BBUC Brookfield Business… | ▲ Add | +202.2% | $4.52B |
| NI NiSource Inc | ▲ Add | +154.7% | $171.72M |
| LNG Cheniere Energy, Inc. | ▼ Trim | -0.5% | $256.08M |
| PAA Plains All American Pipeline… | ▲ Add | +428.2% | $82.43M |
| TRGP Targa Resources Corp. | ▼ Trim | -12.3% | $366.66M |
| ES Eversource Energy | ▼ Trim | -70.2% | $19.64M |
| KMI Kinder Morgan, Inc. | ▲ Add | +28.0% | $95.96M |
| MPLX MPLX Lp | ▼ Trim | -26.6% | $124.06M |
| SWX Southwest Gas Holdings, Inc. | ▲ Add | +107.0% | $60.80M |
| EQIX Equinix, Inc. | ▲ Add | +9.8% | $109.06M |
数据来源: 元数据来源于 EDGAR 表单索引；分析基于已解析信息表（本季度最新接受版本）。非编辑性评述——仅为计算字段。