HoldingsChannel.com
Chilton Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 229,768 -24,146 $36,237
     MSFT229,768-24,146$36,237
AMAZON COM INC 16,768 -774 $32,693
     AMZN16,768-774$32,693
EQUINIX INC 51,075 -18,405 $31,900
     EQIX51,075-18,405$31,900
APPLE INC 123,031 -25,267 $31,286
     AAPL123,031-25,267$31,286
SBA COMMUNICATIONS CORP NEW 96,083 +4,019 $25,940
     SBAC96,083+4,019$25,940
CROWN CASTLE INTL CORP NEW 169,419 +6,661 $24,464
     CCI169,419+6,661$24,464
PROLOGIS INC. 295,553 +295,553 $23,754
     PLD295,553+295,553$23,754
AMERICAN TOWER CORP NEW 105,641 +16,896 $23,003
     AMT105,641+16,896$23,003
ALPHABET INC 16,446 -727 $19,124
     GOOG16,446-727$19,124
UNITEDHEALTH GROUP INC 74,535 -4,481 $18,588
     UNH74,535-4,481$18,588
JPMORGAN CHASE & CO 194,559 +14,156 $17,516
     JPM194,559+14,156$17,516
AVALONBAY CMNTYS INC 114,420 +6,926 $16,839
     AVB114,420+6,926$16,839
CAMDEN PPTY TR 210,179 +32,702 $16,655
     CPT210,179+32,702$16,655
FACEBOOK INC 98,896 +7,242 $16,496
     FB98,896+7,242$16,496
AMERICOLD RLTY TR 471,705 +112,142 $16,057
     COLD471,705+112,142$16,057
VISA INC 99,140 +2,177 $15,973
     V99,140+2,177$15,973
SEMPRA ENERGY 137,410 -1,834 $15,526
     SRE137,410-1,834$15,526
KILROY RLTY CORP 211,233 +22,974 $13,456
     KRC211,233+22,974$13,456
COSTCO WHSL CORP NEW 46,948 -2,185 $13,386
     COST46,948-2,185$13,386
SPDR S&P 500 ETF TR (SPY)      $13,249
     SPY59,003+1,612$15,208
     Put17,100-16,700$4,408
     Call9,500+4,500$2,449
DOLLAR GEN CORP NEW 86,521 +4,931 $13,066
     DG86,521+4,931$13,066
AMERICAN HOMES 4 RENT 558,417 +70,911 $12,955
     AMH558,417+70,911$12,955
DOUGLAS EMMETT INC 424,328 +64,803 $12,946
     DEI424,328+64,803$12,946
BOSTON PROPERTIES INC 139,176 +3,567 $12,836
     BXP139,176+3,567$12,836
SALESFORCE COM INC 88,711 +1,809 $12,773
     CRM88,711+1,809$12,773
WASTE MGMT INC DEL 137,019 +27 $12,682
     WM137,019+27$12,682
THERMO FISHER SCIENTIFIC INC 44,336 -963 $12,574
     TMO44,336-963$12,574
INVITATION HOMES INC 581,312 +32,304 $12,423
     INVH581,312+32,304$12,423
ASTRAZENECA PLC 273,666 -7,908 $12,222
     AZN273,666-7,908$12,222
COCA COLA CO 275,020 +21,441 $12,170
     KO275,020+21,441$12,170
PROCTER & GAMBLE CO 106,907 -2,569 $11,760
     PG106,907-2,569$11,760
COMCAST CORP NEW 328,046 +26,741 $11,278
     CMCSA328,046+26,741$11,278
NORTHROP GRUMMAN CORP 36,990 +994 $11,191
     NOC36,990+994$11,191
NOVARTIS A G 135,186 +4,654 $11,146
     NVS135,186+4,654$11,146
DISNEY WALT CO 115,023 +3,981 $11,111
     DIS115,023+3,981$11,111
TJX COS INC NEW 231,621 +26,292 $11,074
     TJX231,621+26,292$11,074
MEDTRONIC PLC 121,432 +2,005 $10,951
     MDT121,432+2,005$10,951
KIMBERLY CLARK CORP 83,560 -1,698 $10,685
     KMB83,560-1,698$10,685
BROADCOM INC 43,355 +1,610 $10,279
     AVGO43,355+1,610$10,279
LOWES COS INC 117,542 -1,740 $10,114
     LOW117,542-1,740$10,114
COUSINS PPTYS INC 333,433 +133,745 $9,760
     CUZ333,433+133,745$9,760
AMERICAN EXPRESS CO 113,934 +5,768 $9,754
     AXP113,934+5,768$9,754
REXFORD INDL RLTY INC 236,225 -8,985 $9,688
     REXR236,225-8,985$9,688
AIR PRODS & CHEMS INC 48,435 +44,981 $9,668
     APD48,435+44,981$9,668
ESSEX PPTY TR INC 43,590 +4,772 $9,600
     ESS43,590+4,772$9,600
HONEYWELL INTL INC 71,589 +8,221 $9,578
     HON71,589+8,221$9,578
CATERPILLAR INC DEL 82,415 -1,791 $9,563
     CAT82,415-1,791$9,563
O REILLY AUTOMOTIVE INC NEW 31,534 +31,534 $9,493
     ORLY31,534+31,534$9,493
QTS RLTY TR INC 162,381 +2,508 $9,420
     QTS162,381+2,508$9,420
PROGRESSIVE CORP OHIO 122,801 +4,015 $9,068
     PGR122,801+4,015$9,068

See Full List: All Stocks Held By Chilton Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Chilton Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $996,077
At 12/31/2019: $1,256,224

Chilton Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Chilton Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Chilton Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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