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| Portfolios |
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| CBRE Clarion Securities LLC
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| CRD # | 106256 |
| SEC # | 801-49083 |
| CIK # | 1033984 |
| AUM | $8.1 BB (98% Disc, 63% US, 2020-03-30) |
| Employees | 64 (45% Investors, 11% Brokers) |
| Phone | 610-995-2500 |
| Address | 201 King of Prussia Road Radnor, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Issuer | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPG | 18,120.0 | 489.5 | |
| PLD | 66,490.0 | 398.6 | |
| WELL | 21,340.0 | 363.6 | |
| EQR | 22,430.0 | 351.1 | |
| EXR | 11,900.0 | 268.3 | |
| AVB | 22,570.0 | 249.1 | |
| SUI | 13,770.0 | 237.1 | |
| REG | 7,650.0 | 215.8 | |
| EQIX | 58,240.0 | 208.5 | |
| ARE | 18,990.0 | 203.4 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | CBRE Clarion Midstream Fund LP | [2016-04-13] | 27.9 | 2.3 |
| Other | CBRE Clarion Global Real Estate Fund LP | [2012-11-15] | 139.0 | 84.5 |
| Other | CB Richard Ellis Global REIT Fund US LP | [2009-10-09] | 21.0 | 33.7 |
| HF | CBRE Clarion Global Ltd | [2009-03-13] | 70.9 | 37.1 |
| Other | CBRE Clarion Global Listed Infrastructure Fund LP | 11.9 | ||
| HF | CBRE Clarion Global LP | 106.2 | ||
| Other | CBRE Clarion Real Asset Long/Short Fund LP | 8.1 | ||
| Other | CB Richard Ellis Global REIT Fund LP | 33.7 | ||
| View All | ||||
| Fund Directors | # Filings | # Firms | 2011 - 2020 |
|---|---|---|---|
| Scott Dakers | 50 | 30 | |
| Vijayabalan Murugesu | 51 | 25 | |
| Inderjit Singh | 29 | 22 | |
| Cormac Sheehan | 17 | 14 | |
| Thomas Parsons | 3 | 3 | |
| Joseph Smith | 5 | 2 | |
| Thomas Ferguson | 2 | 2 | |
| Jeremy Anagnos | 2 | 1 | |
| William Morrill Jr | 1 | 1 | |
| Kenneth Melani | 1 | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RWC Asset Advisors US LLC
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|
FL | 8.5 |
|
MidOcean Credit Fund Management LP
✚
|
NY | 8.5 |
|
Sprott Asset Management LP
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|
8.4 | |
|
Entrust Global Partners Offshore LP
✚
|
NY | 8.4 |
|
Ryan Labs Asset Management Inc
✚
|
NY | 8.4 |
|
Laurion Capital Management LP
✚
|
NY | 8.4 |
|
Autonomy Americas LLC
✚
|
NY | 8.1 |
|
OrbiMed Capital LLC
✚
|
NY | 8.0 |
|
Concordia Advisors LLP
✚
|
8.0 | |
|
Gotham Asset Management LLC
✚
|
NY | 7.9 |