HoldingsChannel.com
Zimmer Partners LP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ESSENTIAL UTILS INC 8,566,168 +8,566,168 $348,643
     WTRG8,566,168+8,566,168$348,643
ALTICE USA INC 9,838,437 +1,409,120 $219,299
     ATUS9,838,437+1,409,120$219,299
AMERICAN TOWER CORP NEW 979,608 -70,392 $213,310
     AMT979,608-70,392$213,310
DOUGLAS EMMETT INC 6,296,346 -205,654 $192,102
     DEI6,296,346-205,654$192,102
EVERSOURCE ENERGY 2,400,000 +750,000 $187,704
     ES2,400,000+750,000$187,704
PINNACLE WEST CAP CORP 2,412,563 +1,537,563 $182,848
     PNW2,412,563+1,537,563$182,848
FIRSTENERGY CORP 4,377,700 +1,952,538 $175,414
     FE4,377,700+1,952,538$175,414
AGREE REALTY CORP 2,750,000 +1,693,012 $170,225
     ADC2,750,000+1,693,012$170,225
INVITATION HOMES INC 7,926,463 -6,073,537 $169,389
     INVH7,926,463-6,073,537$169,389
NISOURCE INC 6,610,809 -67,291 $165,072
     NI6,610,809-67,291$165,072
WELLTOWER INC      $160,230
     WELL3,000,000-1,930,710$137,340
     Call500,000+500,000$22,890
ALLIANT ENERGY CORP 3,221,100 +221,100 $155,547
     LNT3,221,100+221,100$155,547
CHENIERE ENERGY INC 4,449,250 +1,948,250 $149,050
     LNG4,449,250+1,948,250$149,050
MGM GROWTH PPTYS LLC 5,826,665 -826,502 $137,917
     MGP5,826,665-826,502$137,917
EQUINIX INC 218,750 +166,250 $136,625
     EQIX218,750+166,250$136,625
EDISON INTL 2,325,000 UNCH $127,387
     EIX2,325,000UNCH$127,387
PUBLIC SVC ENTERPRISE GRP IN 2,750,000 -375,000 $123,503
     PEG2,750,000-375,000$123,503
HILTON GRAND VACATIONS INC 7,657,154 +1,417,795 $120,753
     HGV7,657,154+1,417,795$120,753
QTS RLTY TR INC 1,917,253 -165,882 $111,220
     QTS1,917,253-165,882$111,220
HEALTHPEAK PROPERTIES INC 3,900,000 -400,000 $93,015
     PEAK3,900,000-400,000$93,015
PNM RES INC 2,175,000 +2,175,000 $82,650
     PNM2,175,000+2,175,000$82,650
AMERICAN ELEC PWR CO INC 949,405 +949,405 $75,933
     AEP949,405+949,405$75,933
PG&E CORP 8,249,000 +8,249,000 $74,159
     PCG8,249,000+8,249,000$74,159
SOUTHERN CO 1,236,590 -2,269,551 $66,949
     SO1,236,590-2,269,551$66,949
INNOVATIVE INDL PPTYS INC 847,500 +847,500 $64,351
     IIPR847,500+847,500$64,351
REALTY INCOME CORP 1,250,000 -1,350,500 $62,325
     O1,250,000-1,350,500$62,325
MPLX LP 4,607,056 +256,646 $53,534
     MPLX4,607,056+256,646$53,534
ENTERPRISE PRODS PARTNERS L 3,484,904 -1,057,346 $49,834
     EPD3,484,904-1,057,346$49,834
EXELON CORP 1,321,694 +1,321,694 $48,652
     EXC1,321,694+1,321,694$48,652
SIRIUS XM HLDGS INC 8,750,000 +2,750,000 $43,225
     SIRI8,750,000+2,750,000$43,225
SUN CMNTYS INC 287,500 +287,500 $35,894
     SUI287,500+287,500$35,894
PQ GROUP HLDGS INC 3,038,935 +26,318 $33,124
     PQG3,038,935+26,318$33,124
MID AMER APT CMNTYS INC 275,000 +275,000 $28,333
     MAA275,000+275,000$28,333
ENERGY TRANSFER LP 6,093,795 -4,481,546 $28,031
     ET6,093,795-4,481,546$28,031
COGENT COMMUNICATIONS HLDGS 314,172 +96,532 $25,753
     CCOI314,172+96,532$25,753
MARRIOTT INTL INC NEW 295,000 +295,000 $22,069
     MAR295,000+295,000$22,069
XCEL ENERGY INC 298,477 +298,477 $17,998
     XEL298,477+298,477$17,998
ISHARES TR (IWM)      $17,169
     Call150,000+150,000$17,169
FORTIS INC 439,400 -9,337,228 $16,949
     FTS439,400-9,337,228$16,949
RATTLER MIDSTREAM LP 4,794,832 +2,785,278 $16,686
     RTLR4,794,832+2,785,278$16,686
DISCOVERY INC 850,000 +205,000 $16,524
     DISCA850,000+205,000$16,524
SPDR S&P MIDCAP 400 ETF TR (MDY)      $16,430
     Call62,500+62,500$16,430
CHARTER COMMUNICATIONS INC N 37,500 +37,500 $16,362
     CHTR37,500+37,500$16,362
ISHARES TR (IWO)      $15,817
     Call100,000+100,000$15,817
AMEREN CORP 211,565 -2,112,037 $15,408
     AEE211,565-2,112,037$15,408
PLAINS ALL AMERN PIPELINE L 2,889,166 -468,176 $15,255
     PAA2,889,166-468,176$15,255
WESTERN MIDSTREAM PARTNERS L 4,439,749 +1,384,673 $14,385
     WES4,439,749+1,384,673$14,385
MEDICAL PPTYS TRUST INC 800,000 +800,000 $13,832
     MPW800,000+800,000$13,832
ALGONQUIN PWR UTILS CORP 1,000,000 +1,000,000 $13,469
     AQN1,000,000+1,000,000$13,469
WEC ENERGY GROUP INC 135,917 +135,917 $11,978
     WEC135,917+135,917$11,978

See Full List: All Stocks Held By Zimmer Partners LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Zimmer Partners LP

Size ($ in 1000's)
At 03/31/2020: $4,514,151
At 12/31/2019: $7,228,668

Zimmer Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Zimmer Partners LP 13F filings. Link to 13F filings: SEC filings

Zimmer Partners LP Top Holdings 13F Filings | www.HoldingsChannel.com

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