Filed: 10/31/2025ACC: 0001056859-25-000005
📋 What this filing means
CHILTON CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 568 equity positions with a total reported market value of $2.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
568
Positions
$2.98B
Total AUM (reported)
22.16M
Total Shares
Allocation by class
COM$2.18B73.4%
CL A$142.43M4.8%
CAP STK CL C$108.16M3.6%
COM CL A$60.52M2.0%
COM NEW$60.38M2.0%
CL A COM STK$49.48M1.7%
SHS$32.89M1.1%
Portfolio Concentration
Top 3$531.42M17.9%
4–10$606.29M20.4%
11–25$735.04M24.7%
Rest$1.10B37.1%
Top 3 weight
17.9%
Top 10 weight
38.2%
Voting Authority Distribution
Total shares with voting rights: 22.16M
Sole
Full voting authority
21.13M
shares
% of voting shares95.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.03M
shares
% of voting shares4.7%
Investment Discretion (by position count)
Sole568
Shared0
Other0
Dominant voting typeSole · 95.3% of voting shares
Institutional Holdings568
Rows:
MICROSOFT CORP
SOLEShares383.37K
TypeSH
Market value$198.57M
6.67%
Sole
349.42K
Shared
0.00
None
33.95K
NVIDIA CORPORATION
SOLEShares1.05M
TypeSH
Market value$196.34M
6.60%
Sole
953.14K
Shared
0.00
None
99.16K
APPLE INC
SOLEShares536.12K
TypeSH
Market value$136.51M
4.59%
Sole
491.19K
Shared
0.00
None
44.92K
AMAZON COM INC
SOLEShares527.09K
TypeSH
Market value$115.73M
3.89%
Sole
463.07K
Shared
0.00
None
64.02K
ALPHABET INC
SOLEShares444.12K
TypeSH
Market value$108.16M
3.64%
Sole
391.51K
Shared
0.00
None
52.60K
META PLATFORMS INC
SOLEShares145.30K
TypeSH
Market value$106.71M
3.59%
Sole
125.96K
Shared
0.00
None
19.34K
BROADCOM INC
SOLEShares239.12K
TypeSH
Market value$78.89M
2.65%
Sole
202.90K
Shared
0.00
None
36.22K
QUANTA SVCS INC
SOLEShares166.54K
TypeSH
Market value$69.02M
2.32%
Sole
128.42K
Shared
0.00
None
38.12K
WALMART INC
SOLEShares632.49K
TypeSH
Market value$65.18M
2.19%
Sole
489.24K
Shared
0.00
None
143.25K
TJX COS INC NEW
SOLEShares433.03K
TypeSH
Market value$62.59M
2.10%
Sole
344.65K
Shared
0.00
None
88.38K
VISA INC
SOLEShares176.18K
TypeSH
Market value$60.14M
2.02%
Sole
140.70K
Shared
0.00
None
35.48K
THERMO FISHER SCIENTIFIC INC
SOLEShares121.09K
TypeSH
Market value$58.73M
1.97%
Sole
85.81K
Shared
0.00
None
35.28K
EXXON MOBIL CORP
SOLEShares515.96K
TypeSH
Market value$58.17M
1.96%
Sole
515.33K
Shared
0.00
None
631.00
VENTAS INC
SOLEShares811.31K
TypeSH
Market value$56.92M
1.91%
Sole
807.89K
Shared
0.00
None
3.42K
JPMORGAN CHASE & CO.
SOLEShares177.29K
TypeSH
Market value$55.92M
1.88%
Sole
176.50K
Shared
0.00
None
788.00
LOWES COS INC
SOLEShares212.52K
TypeSH
Market value$53.41M
1.80%
Sole
165.58K
Shared
0.00
None
46.94K
ELI LILLY & CO
SOLEShares66.05K
TypeSH
Market value$50.39M
1.69%
Sole
65.83K
Shared
0.00
None
216.00
ARES MANAGEMENT CORPORATION
SOLEShares309.45K
TypeSH
Market value$49.48M
1.66%
Sole
227.79K
Shared
0.00
None
81.66K
GILEAD SCIENCES INC
SOLEShares441.46K
TypeSH
Market value$49.00M
1.65%
Sole
335.08K
Shared
0.00
None
106.38K
MORGAN STANLEY
SOLEShares292.18K
TypeSH
Market value$46.44M
1.56%
Sole
291.33K
Shared
0.00
None
850.00
TESLA INC
SOLEShares96.57K
TypeSH
Market value$42.95M
1.44%
Sole
96.30K
Shared
0.00
None
277.00
AMERICAN EXPRESS CO
SOLEShares123.54K
TypeSH
Market value$41.04M
1.38%
Sole
122.81K
Shared
0.00
None
729.00
COSTCO WHSL CORP NEW
SOLEShares42.84K
TypeSH
Market value$39.65M
1.33%
Sole
42.61K
Shared
0.00
None
228.00
CONOCOPHILLIPS
SOLEShares390K
TypeSH
Market value$36.89M
1.24%
Sole
388.80K
Shared
0.00
None
1.20K
TRANSDIGM GROUP INC
SOLEShares27.24K
TypeSH
Market value$35.90M
1.21%
Sole
27.16K
Shared
0.00
None
84.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 383.37K | SH | $198.57M 6.67% | 349.42K | 0.00 | 33.95K |
NVIDIA CORPORATIONSOLE | COM | 1.05M | SH | $196.34M 6.60% | 953.14K | 0.00 | 99.16K |
APPLE INCSOLE | COM | 536.12K | SH | $136.51M 4.59% | 491.19K | 0.00 | 44.92K |
AMAZON COM INCSOLE | COM | 527.09K | SH | $115.73M 3.89% | 463.07K | 0.00 | 64.02K |
ALPHABET INCSOLE | CAP STK CL C | 444.12K | SH | $108.16M 3.64% | 391.51K | 0.00 | 52.60K |
META PLATFORMS INCSOLE | CL A | 145.30K | SH | $106.71M 3.59% | 125.96K | 0.00 | 19.34K |
BROADCOM INCSOLE | COM | 239.12K | SH | $78.89M 2.65% | 202.90K | 0.00 | 36.22K |
QUANTA SVCS INCSOLE | COM | 166.54K | SH | $69.02M 2.32% | 128.42K | 0.00 | 38.12K |
WALMART INCSOLE | COM | 632.49K | SH | $65.18M 2.19% | 489.24K | 0.00 | 143.25K |
TJX COS INC NEWSOLE | COM | 433.03K | SH | $62.59M 2.10% | 344.65K | 0.00 | 88.38K |
VISA INCSOLE | COM CL A | 176.18K | SH | $60.14M 2.02% | 140.70K | 0.00 | 35.48K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 121.09K | SH | $58.73M 1.97% | 85.81K | 0.00 | 35.28K |
EXXON MOBIL CORPSOLE | COM | 515.96K | SH | $58.17M 1.96% | 515.33K | 0.00 | 631.00 |
VENTAS INCSOLE | COM | 811.31K | SH | $56.92M 1.91% | 807.89K | 0.00 | 3.42K |
JPMORGAN CHASE & CO.SOLE | COM | 177.29K | SH | $55.92M 1.88% | 176.50K | 0.00 | 788.00 |
LOWES COS INCSOLE | COM | 212.52K | SH | $53.41M 1.80% | 165.58K | 0.00 | 46.94K |
ELI LILLY & COSOLE | COM | 66.05K | SH | $50.39M 1.69% | 65.83K | 0.00 | 216.00 |
ARES MANAGEMENT CORPORATIONSOLE | CL A COM STK | 309.45K | SH | $49.48M 1.66% | 227.79K | 0.00 | 81.66K |
GILEAD SCIENCES INCSOLE | COM | 441.46K | SH | $49.00M 1.65% | 335.08K | 0.00 | 106.38K |
MORGAN STANLEYSOLE | COM NEW | 292.18K | SH | $46.44M 1.56% | 291.33K | 0.00 | 850.00 |
TESLA INCSOLE | COM | 96.57K | SH | $42.95M 1.44% | 96.30K | 0.00 | 277.00 |
AMERICAN EXPRESS COSOLE | COM | 123.54K | SH | $41.04M 1.38% | 122.81K | 0.00 | 729.00 |
COSTCO WHSL CORP NEWSOLE | COM | 42.84K | SH | $39.65M 1.33% | 42.61K | 0.00 | 228.00 |
CONOCOPHILLIPSSOLE | COM | 390K | SH | $36.89M 1.24% | 388.80K | 0.00 | 1.20K |
TRANSDIGM GROUP INCSOLE | COM | 27.24K | SH | $35.90M 1.21% | 27.16K | 0.00 | 84.00 |
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