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Pacific Heights Asset Management LLC

All holdings · as of Mar 31, 2026

77 positions

CompanyClassValueShares% of portfolio
OUTFRONT Media Inc.OUTREIT$22.52M850,0000.8%
FEDERAL REALTY INVESTMENT TRUST$21.24M200,0000.7%
Viper Energy, Inc.$21.15M450,0000.7%
Millrose Properties, Inc.$21.00M750,0000.7%
REGENCY CENTERS CORP$20.81M275,0000.7%
RYDER SYSTEM INC$20.47M100,0000.7%
Wynn Resorts, Limited$19.80M195,0000.7%
BIRCHCLIFF ENERGY LTD$19.21M3,500,0000.6%
Walt Disney Co$18.79M195,0000.6%
Fluor Corp$18.66M400,0000.6%
Phillips 66$18.22M100,0000.6%
STAG Industrial, Inc.$18.03M500,0000.6%
Agilent Technologies Inc$17.10M150,0000.6%
CUBESMART$16.49M450,0000.6%
BP PLC$16.45M350,0000.6%
CENTERSPACE$15.80M275,0000.5%
Weyerhaeuser Co$14.66M600,0000.5%
BXP, Inc.$12.97M250,0000.4%
Kimco Realty Corporation$12.36M550,0000.4%
UDR, Inc.$11.82M350,0000.4%
Lululemon Athletica Inc$11.48M75,0000.4%
UMH PROPERTIES, INC.$9.38M650,0000.3%
VORNADO REALTY TRUST$9.10M350,0000.3%
Vale S.A.VALEADR$7.96M500,0000.3%
SOUTH32 LTD$7.57M500,0000.3%
HIGHWOODS PROPERTIES, INC.$7.49M350,0000.3%
Quantum Computing Inc.$6.85M1,000,0000.2%
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