1y return+17.2%S&P 500 +20.9%
3y return+29.5%S&P 500 +68.5%
5y return+13.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2018: $153 against $284 in the S&P 500.2
Centersquare Investment Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WELLWelltower Inc | $1.3B | 10.9% | +7.6% |
| EQIXEquinix Inc | $952.8M | 8.1% | +11.1% |
| PLDPrologis Trust | $944.5M | 8.1% | +11.9% |
| DLRDigital Realty Trust Inc | $648.6M | 5.5% | +17.8% |
| VTRVentas Inc | $588.5M | 5.0% | +11.8% |
| BRXBrixmor Property Group Inc | $389.4M | 3.3% | +11.5% |
| PSAPublic Storage Inc | $380.9M | 3.3% | |
| EXRExtra Space Storage Inc | $369.2M | 3.2% | +1.7% |
| UDRUDR Inc | $368.1M | 3.1% | +10.2% |
| SPGSimon Property Group Inc | $359.3M | 3.1% | +14.7% |
| CPTCamden Property Trust | $339.0M | 2.9% | +11.8% |
| FRFirst Industrial Realty Trust | $297.7M | 2.5% | +12.7% |
| IRMIron Mountain Inc | $293.5M | 2.5% | |
| ADCAgree Realty Corp | $282.6M | 2.4% | +8.8% |
| KIMKimco Realty Corp | $276.8M | 2.4% | +4.0% |
| INVHInvitation Homes Inc | $270.1M | 2.3% | +20.0% |
| KRGKite Realty Group Trust | $245.3M | 2.1% | +9.5% |
| ORealty Income Corp | $243.2M | 2.1% | |
| MACMacerich Company | $226.7M | 1.9% | +23.7% |
| AHRAmerican Healthcare REIT Inc | $219.2M | 1.9% | +51.1% |
| ELSEquity Lifestyle Properties | $206.3M | 1.8% | +42.0% |
| VICIVICI Properties Inc | $166.5M | 1.4% | +33.2% |
| AMHAmerican Homes 4 Rent | $147.2M | 1.3% | −26.4% |
| HSTHost Hotels & Resorts Inc | $146.8M | 1.3% | −9.2% |
| CUZCousins Properties Inc | $129.4M | 1.1% | +11.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WELLWelltower Inc | June 30, 2020 | +338.6% | $1.3B |
| AHRAmerican Healthcare REIT Inc | March 31, 2024 | +253.6% | $219.2M |
| SPGSimon Property Group Inc | June 30, 2020 | +227.1% | $359.3M |
| BRXBrixmor Property Group Inc | June 30, 2020 | +145.9% | $389.4M |
| VTRVentas Inc | June 30, 2020 | +142.5% | $588.5M |
| IRMIron Mountain Inc | March 31, 2023 | +138.7% | $293.5M |
| HSTHost Hotels & Resorts Inc | June 30, 2020 | +119.7% | $146.8M |
| KIMKimco Realty Corp | June 30, 2020 | +97.4% | $276.8M |
| PSAPublic Storage Inc | June 30, 2020 | +65.9% | $380.9M |
| MACMacerich Company | June 30, 2024 | +63.1% | $226.7M |
Sold off last quarter
- IVTInvenTrust Properties Corp was $23.9M
- FVRFrontView REIT Inc was $987K
- ZGZillow Group Inc - A was $210K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.8% | +14.8% |
| March 31, 2026 | +3.7% | −4.6% |
| December 31, 2025 | −2.0% | +2.4% |
| September 30, 2025 | +3.2% | +7.8% |
| June 30, 2025 | −2.1% | +10.5% |
| March 31, 2025 | +0.2% | −4.6% |
| December 31, 2024 | −6.5% | +2.1% |
| September 30, 2024 | +16.5% | +5.4% |
| June 30, 2024 | −0.5% | +4.0% |
| March 31, 2024 | −1.6% | +10.0% |
| December 31, 2023 | +14.9% | +11.2% |
| September 30, 2023 | −8.0% | −3.6% |
| June 30, 2023 | +2.1% | +8.3% |
| March 31, 2023 | +1.7% | +7.0% |
| December 31, 2022 | +3.0% | +7.1% |
| September 30, 2022 | −11.5% | −5.3% |
| June 30, 2022 | −16.9% | −16.5% |
| March 31, 2022 | −4.3% | −4.9% |
| December 31, 2021 | +15.2% | +10.7% |
| September 30, 2021 | +0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Centersquare Investment Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1725296&type=13F-HR&dateb=&owner=include&count=40CIK 1725296
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1725296/000172529626000007/Filed August 7, 2026 · accession 0001725296-26-000007