CORDA INVESTMENT MANAGEMENT, LLC.

PrivateCIK: 1545812
Location

HOUSTON, TX

80
Positions
$1.45B
Total AUM (reported)
15.10M
Total Shares

Allocation by class

TOTAL AUM$1.45B80 positions
COM$1.05B72.5%
COM NEW$71.12M4.9%
CL A$61.66M4.3%
CAP STK CL A$59.49M4.1%
SH BEN INT$41.69M2.9%
N Y REGISTRY SHS$27.48M1.9%
SHS$23.60M1.6%

Portfolio Concentration

Top 312.7%4–1024.3%11–2538.3%Rest24.6%TOP 1037.1%0%100%
Top 3$184.19M12.7%
4–10$352.16M24.3%
11–25$554.21M38.3%
Rest$355.76M24.6%

Top 3 weight

12.7%

Top 10 weight

37.1%

Voting Authority Distribution

Total shares with voting rights: 15.10M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

15.10M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole80
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings80
Rows:

CME GROUP INC

SOLE
COM
Shares211.46K
TypeSH
Market value$62.45M
4.32%
Sole
0.00
Shared
0.00
None
211.46K

BANK NEW YORK MELLON CORP

SOLE
COM
Shares524.75K
TypeSH
Market value$62.25M
4.30%
Sole
0.00
Shared
0.00
None
524.75K

ALPHABET INC

SOLE
CAP STK CL A
Shares206.86K
TypeSH
Market value$59.49M
4.11%
Sole
0.00
Shared
0.00
None
206.86K

WELLTOWER INC

SOLE
COM
Shares265.72K
TypeSH
Market value$52.54M
3.63%
Sole
0.00
Shared
0.00
None
265.72K

SCHWAB CHARLES CORP

SOLE
COM
Shares553.19K
TypeSH
Market value$51.99M
3.59%
Sole
0.00
Shared
0.00
None
553.19K

MERCK & CO INC

SOLE
COM
Shares427.53K
TypeSH
Market value$51.43M
3.56%
Sole
0.00
Shared
0.00
None
427.53K

DEERE & CO

SOLE
COM
Shares90.02K
TypeSH
Market value$50.71M
3.51%
Sole
0.00
Shared
0.00
None
90.02K

JOHNSON & JOHNSON

SOLE
COM
Shares207.32K
TypeSH
Market value$50.68M
3.50%
Sole
0.00
Shared
0.00
None
207.32K

US BANCORP

SOLE
COM NEW
Shares920.70K
TypeSH
Market value$47.89M
3.31%
Sole
0.00
Shared
0.00
None
920.70K

PEPSICO INC

SOLE
COM
Shares302.26K
TypeSH
Market value$46.94M
3.25%
Sole
0.00
Shared
0.00
None
302.26K

APPLE INC

SOLE
COM
Shares183.91K
TypeSH
Market value$46.67M
3.23%
Sole
0.00
Shared
0.00
None
183.91K

AMAZON COM INC

SOLE
COM
Shares219.11K
TypeSH
Market value$45.63M
3.16%
Sole
0.00
Shared
0.00
None
219.11K

CORNING INC

SOLE
COM
Shares320.02K
TypeSH
Market value$43.51M
3.01%
Sole
0.00
Shared
0.00
None
320.02K

CAMDEN PPTY TR

SOLE
SH BEN INT
Shares426.91K
TypeSH
Market value$41.69M
2.88%
Sole
0.00
Shared
0.00
None
426.91K

NUTRIEN LTD

SOLE
COM
Shares536.43K
TypeSH
Market value$40.48M
2.80%
Sole
0.00
Shared
0.00
None
536.43K

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares791.75K
TypeSH
Market value$39.75M
2.75%
Sole
0.00
Shared
0.00
None
791.75K

SIMON PPTY GROUP INC NEW

SOLE
COM
Shares201.12K
TypeSH
Market value$37.52M
2.59%
Sole
0.00
Shared
0.00
None
201.12K

APPLIED MATLS INC

SOLE
COM
Shares108.42K
TypeSH
Market value$37.06M
2.56%
Sole
0.00
Shared
0.00
None
108.42K

MONDELEZ INTL INC

SOLE
CL A
Shares606.31K
TypeSH
Market value$34.95M
2.42%
Sole
0.00
Shared
0.00
None
606.31K

PROCTER & GAMBLE CO

SOLE
COM
Shares232.34K
TypeSH
Market value$33.56M
2.32%
Sole
0.00
Shared
0.00
None
232.34K

CNA FINL CORP

SOLE
COM
Shares730.22K
TypeSH
Market value$33.53M
2.32%
Sole
0.00
Shared
0.00
None
730.22K

PFIZER INC

SOLE
COM
Shares1.19M
TypeSH
Market value$33.36M
2.31%
Sole
0.00
Shared
0.00
None
1.19M

COCA COLA CO

SOLE
COM
Shares415.34K
TypeSH
Market value$31.59M
2.18%
Sole
0.00
Shared
0.00
None
415.34K

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares20.81K
TypeSH
Market value$27.48M
1.90%
Sole
0.00
Shared
0.00
None
20.81K

HIGHWOODS PPTYS INC

SOLE
COM
Shares1.28M
TypeSH
Market value$27.43M
1.90%
Sole
0.00
Shared
0.00
None
1.28M
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