Centersquare Investment Management LLC holds a focused book of 79 stocks worth $9.7B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Cubesmart and trimmed Welltower Inc. Their largest long position is Welltower Inc at 11% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1725296/holdings"
Use Arkolith to show CENTERSQUARE INVESTMENT MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Welltower Inc COM | $1.0B | 5.24M | 10.7% | ▼−5.4% Reduced · −299K sh | |
| 2 | Prologis Trust COM | $823.2M | 6.23M | 8.5% | ▼−5.6% Reduced · −371K sh | |
| 3 | Equinix Inc COM | $806.6M | 822.9K | 8.3% | ▼−7.9% Reduced · −70K sh | |
| 4 | Digital Realty Trust Inc COM | $552.3M | 3.06M | 5.7% | ▼−7.2% Reduced · −237K sh | |
| 5 | Ventas Inc COM | $484.8M | 5.93M | 5.0% | ▼−8.7% Reduced · −563K sh | |
| 6 | Extra Space Storage Inc COM | $327.7M | 2.50M | 3.4% | ▼−18% Reduced · −535K sh | |
| 7 | Public Storage Inc COM | $326.4M | 1.20M | 3.4% | ▼−16% Reduced · −231K sh | |
| 8 | Brixmor Property Group Inc COM | $318.8M | 11.07M | 3.3% | ▼−11% Reduced · −1.3M sh | |
| 9 | UDR Inc COM | $282.7M | 8.37M | 2.9% | ▼−11% Reduced · −1.0M sh | |
| 10 | Simon Property Group Inc COM | $261.2M | 1.40M | 2.7% | ▼−8.6% Reduced · −131K sh | |
| 11 | Camden Property Trust COM | $258.6M | 2.65M | 2.7% | ▼−6.4% Reduced · −180K sh | |
| 12 | Agree Realty Corp COM | $258.5M | 3.43M | 2.7% | ▲+4.0% Added · +130K sh | |
| 13 | First Industrial Realty Trust COM | $249.2M | 4.31M | 2.6% | ▲+63% Added · +1.7M sh | |
| 14 | Realty Income Corp COM | $242.4M | 3.96M | 2.5% | ▼−8.8% Reduced · −385K sh | |
| 15 | Kimco Realty Corp COM | $236.0M | 10.50M | 2.4% | ▼−19% Reduced · −2.4M sh | |
| 16 | Iron Mountain Inc COM | $235.9M | 2.31M | 2.4% | ▼−12% Reduced · −321K sh | |
| 17 | Kite Realty Group Trust COM | $193.9M | 7.90M | 2.0% | ▼−4.1% Reduced · −339K sh | |
| 18 | Invitation Homes Inc COM | $185.1M | 7.45M | 1.9% | ▲+14% Added · +897K sh | |
| 19 | American Homes 4 Rent COM | $166.7M | 5.97M | 1.7% | ▼−2.7% Reduced · −166K sh | |
| 20 | Equity Lifestyle Properties COM | $140.7M | 2.25M | 1.5% | ▼−7.3% Reduced · −179K sh | |
| 21 | Macerich Company COM | $137.5M | 7.27M | 1.4% | ▲+14% Added · +920K sh | |
| 22 | American Healthcare REIT Inc COM | $131.2M | 2.78M | 1.4% | ▼−8.0% Reduced · −240K sh | |
| 23 | Omega Healthcare Investors Inc COM | $131.0M | 2.99M | 1.4% | ▼−11% Reduced · −357K sh | |
| 24 | Host Hotels & Resorts Inc COM | $130.7M | 6.82M | 1.4% | ▼−12% Reduced · −973K sh | |
| 25 | VICI Properties Inc COM | $128.7M | 4.71M | 1.3% | ▲+13% Added · +537K sh | |
| 26 | Healthcare Realty Trust Inc COM | $109.2M | 6.43M | 1.1% | ▲+7.7% Added · +458K sh | |
| 27 | Alexandria Real Estate Equitie COM | $94.0M | 2.02M | 1.0% | ▲+26% Added · +423K sh | |
| 28 | Vornado Realty Trust COM | $89.1M | 3.43M | 0.9% | ▲+14% Added · +426K sh | |
| 29 | Cousins Properties Inc COM | $87.0M | 3.86M | 0.9% | ▼−34% Reduced · −2.0M sh | |
| 30 | Rexford Industrial Realty COM | $80.9M | 2.47M | 0.8% | ▼−14% Reduced · −390K sh | |
| 31 | Mid-America Apartment Communit COM | $75.7M | 620.2K | 0.8% | ▲+289% Added · +461K sh | |
| 32 | Sabra Health Care REIT Inc COM | $74.6M | 3.88M | 0.8% | ▲+46% Added · +1.2M sh | |
| 33 | Equity Residential Properties COM | $68.3M | 1.16M | 0.7% | ▼−48% Reduced · −1.1M sh | |
| 34 | DiamondRock Hospitality Co COM | $60.3M | 6.44M | 0.6% | ▼−17% Reduced · −1.3M sh | |
| 35 | Cubesmart COM | $58.1M | 1.59M | 0.6% | ▲New New position | |
| 36 | LXP Industrial Trust COM | $58.0M | 1.25M | 0.6% | ▲19× Added · +1.2M sh | |
| 37 | American Tower Corp COM | $54.6M | 316.4K | 0.6% | ▼−10% Reduced · −37K sh | |
| 38 | NetSTREIT Corp COM | $53.8M | 2.86M | 0.6% | ▼−22% Reduced · −795K sh | |
| 39 | Essex Property Trust Inc COM | $52.4M | 216.6K | 0.5% | ▼−60% Reduced · −331K sh | |
| 40 | Broadstone Net Lease Inc COM | $48.2M | 2.64M | 0.5% | ▼−29% Reduced · −1.1M sh | |
| 41 | Ryman Hospitality Properties COM | $47.3M | 512.3K | 0.5% | ▲+107% Added · +264K sh | |
| 42 | Janus Living Inc COM | $46.7M | 1.98M | 0.5% | ▲New New position | |
| 43 | SL Green Realty Corp COM | $39.7M | 1.07M | 0.4% | ▲+60% Added · +404K sh | |
| 44 | National Health Investors COM | $37.5M | 463.5K | 0.4% | ▼−60% Reduced · −691K sh | |
| 45 | Federal Realty Investment Trus COM | $36.7M | 346.0K | 0.4% | ▼−43% Reduced · −262K sh | |
| 46 | Lamar Advertising Company COM | $35.0M | 276.1K | 0.4% | ▲+30% Added · +64K sh | |
| 47 | Crown Castle Intl Corp COM | $32.7M | 402.6K | 0.3% | ▲+34% Added · +101K sh | |
| 48 | Regency Centers Corp COM | $26.6M | 351.3K | 0.3% | ▼−0.2% Reduced · −764 sh | |
| 49 | InvenTrust Properties Corp COM | $23.9M | 785.5K | 0.2% | ▼−39% Reduced · −502K sh | |
| 50 | Americold Realty Trust Inc COM | $23.8M | 2.08M | 0.2% | ▼−10% Reduced · −243K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 169 | $9.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 230 | $10.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 223 | $10.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 219 | $9.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 212 | $9.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 205 | $9.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 234 | $10.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 199 | $9.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 203 | $8.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 209 | $8.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 215 | $7.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 224 | $8.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 237 | $8.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 21, 2023 | 223 | $8.6B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 239 | $8.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 254 | $9.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 238 | $10.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 244 | $11.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 255 | $9.8B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 251 | $9.8B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 242 | $8.6B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 237 | $7.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 283 | $6.7B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.