Filed: 11/14/2022ACC: 0001315863-22-000762
📋 What this filing means
ZIMMER PARTNERS, LP filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $4.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$4.61M
Total AUM (reported)
139.98M
Total Shares
Allocation by class
COM$3.86M83.7%
CL A$308.0K6.7%
SH BEN INT$164.5K3.6%
CL A SHS$61.0K1.3%
COM SHS BEN IN$44.7K1.0%
UNIT 06/16/2026$34.3K0.7%
CAP STK CL A$30.0K0.7%
Portfolio Concentration
Top 3$842.9K18.3%
4–10$1.30M28.1%
11–25$1.50M32.5%
Rest$971.3K21.1%
Top 3 weight
18.3%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 139.98M
Sole
Full voting authority
139.98M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole89
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings89
Rows:
PG&E CORP
SOLEShares28.25M
TypeSH
Market value$353.1K
7.66%
Sole
28.25M
Shared
0.00
None
0.00
WELLTOWER INC
SOLEShares4M
TypeSH
Market value$257.3K
5.58%
Sole
4M
Shared
0.00
None
0.00
CMS ENERGY CORP
SOLEShares3.99M
TypeSH
Market value$232.5K
5.05%
Sole
3.99M
Shared
0.00
None
0.00
TARGA RES CORP
SOLEShares3.51M
TypeSH
Market value$211.9K
4.60%
Sole
3.51M
Shared
0.00
None
0.00
INNOVATIVE INDL PPTYS INC
SOLEShares2.33M
TypeSH
Market value$205.8K
4.47%
Sole
2.33M
Shared
0.00
None
0.00
RYAN SPECIALTY HOLDINGS INC
SOLEShares5M
TypeSH
Market value$203.1K
4.41%
Sole
5M
Shared
0.00
None
0.00
MID-AMER APT CMNTYS INC
SOLEShares1.15M
TypeSH
Market value$178.3K
3.87%
Sole
1.15M
Shared
0.00
None
0.00
REALTY INCOME CORP
SOLEShares2.90M
TypeSH
Market value$168.9K
3.67%
Sole
2.90M
Shared
0.00
None
0.00
CAMDEN PPTY TR
SOLEShares1.38M
TypeSH
Market value$164.5K
3.57%
Sole
1.38M
Shared
0.00
None
0.00
REGENCY CTRS CORP
SOLEShares3.02M
TypeSH
Market value$162.9K
3.54%
Sole
3.02M
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares1.55M
TypeSH
Market value$157.5K
3.42%
Sole
1.55M
Shared
0.00
None
0.00
FIRSTENERGY CORP
SOLEShares3.57M
TypeSH
Market value$132.1K
2.87%
Sole
3.57M
Shared
0.00
None
0.00
EASTGROUP PPTYS INC
SOLEShares900K
TypeSH
Market value$129.9K
2.82%
Sole
900K
Shared
0.00
None
0.00
STAG INDL INC
SOLEShares4.50M
TypeSH
Market value$127.9K
2.78%
Sole
4.50M
Shared
0.00
None
0.00
BOSTON PROPERTIES INC
SOLEShares1.64M
TypeSH
Market value$122.8K
2.66%
Sole
1.64M
Shared
0.00
None
0.00
EVERGY INC
SOLEShares2.04M
TypeSH
Market value$121.1K
2.63%
Sole
2.04M
Shared
0.00
None
0.00
COREBRIDGE FINL INC
SOLEShares5M
TypeSH
Market value$98.5K
2.14%
Sole
5M
Shared
0.00
None
0.00
DOMINION ENERGY INC
SOLEShares1.26M
TypeSH
Market value$87.1K
1.89%
Sole
1.26M
Shared
0.00
None
0.00
UDR INC
SOLEShares1.99M
TypeSH
Market value$82.9K
1.80%
Sole
1.99M
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares282.50K
TypeSH
Market value$80.4K
1.75%
Sole
282.50K
Shared
0.00
None
0.00
OGE ENERGY CORP
SOLEShares2.19M
TypeSH
Market value$79.8K
1.73%
Sole
2.19M
Shared
0.00
None
0.00
PINNACLE WEST CAP CORP
SOLEShares1.23M
TypeSH
Market value$79.2K
1.72%
Sole
1.23M
Shared
0.00
None
0.00
SOUTHWEST GAS HLDGS INC
SOLEShares1.11M
TypeSH
Market value$77.6K
1.68%
Sole
1.11M
Shared
0.00
None
0.00
RENEW ENERGY GLOBAL PLC
SOLEShares10.14M
TypeSH
Market value$61.0K
1.32%
Sole
10.14M
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
SOLEShares612.50K
TypeSH
Market value$60.7K
1.32%
Sole
612.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PG&E CORPSOLE | COM | 28.25M | SH | $353.1K 7.66% | 28.25M | 0.00 | 0.00 |
WELLTOWER INCSOLE | COM | 4M | SH | $257.3K 5.58% | 4M | 0.00 | 0.00 |
CMS ENERGY CORPSOLE | COM | 3.99M | SH | $232.5K 5.05% | 3.99M | 0.00 | 0.00 |
TARGA RES CORPSOLE | COM | 3.51M | SH | $211.9K 4.60% | 3.51M | 0.00 | 0.00 |
INNOVATIVE INDL PPTYS INCSOLE | COM | 2.33M | SH | $205.8K 4.47% | 2.33M | 0.00 | 0.00 |
RYAN SPECIALTY HOLDINGS INCSOLE | CL A | 5M | SH | $203.1K 4.41% | 5M | 0.00 | 0.00 |
MID-AMER APT CMNTYS INCSOLE | COM | 1.15M | SH | $178.3K 3.87% | 1.15M | 0.00 | 0.00 |
REALTY INCOME CORPSOLE | COM | 2.90M | SH | $168.9K 3.67% | 2.90M | 0.00 | 0.00 |
CAMDEN PPTY TRSOLE | SH BEN INT | 1.38M | SH | $164.5K 3.57% | 1.38M | 0.00 | 0.00 |
REGENCY CTRS CORPSOLE | COM | 3.02M | SH | $162.9K 3.54% | 3.02M | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 1.55M | SH | $157.5K 3.42% | 1.55M | 0.00 | 0.00 |
FIRSTENERGY CORPSOLE | COM | 3.57M | SH | $132.1K 2.87% | 3.57M | 0.00 | 0.00 |
EASTGROUP PPTYS INCSOLE | COM | 900K | SH | $129.9K 2.82% | 900K | 0.00 | 0.00 |
STAG INDL INCSOLE | COM | 4.50M | SH | $127.9K 2.78% | 4.50M | 0.00 | 0.00 |
BOSTON PROPERTIES INCSOLE | COM | 1.64M | SH | $122.8K 2.66% | 1.64M | 0.00 | 0.00 |
EVERGY INCSOLE | COM | 2.04M | SH | $121.1K 2.63% | 2.04M | 0.00 | 0.00 |
COREBRIDGE FINL INCSOLE | COM | 5M | SH | $98.5K 2.14% | 5M | 0.00 | 0.00 |
DOMINION ENERGY INCSOLE | COM | 1.26M | SH | $87.1K 1.89% | 1.26M | 0.00 | 0.00 |
UDR INCSOLE | COM | 1.99M | SH | $82.9K 1.80% | 1.99M | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 282.50K | SH | $80.4K 1.75% | 282.50K | 0.00 | 0.00 |
OGE ENERGY CORPSOLE | COM | 2.19M | SH | $79.8K 1.73% | 2.19M | 0.00 | 0.00 |
PINNACLE WEST CAP CORPSOLE | COM | 1.23M | SH | $79.2K 1.72% | 1.23M | 0.00 | 0.00 |
SOUTHWEST GAS HLDGS INCSOLE | COM | 1.11M | SH | $77.6K 1.68% | 1.11M | 0.00 | 0.00 |
RENEW ENERGY GLOBAL PLCSOLE | CL A SHS | 10.14M | SH | $61.0K 1.32% | 10.14M | 0.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 612.50K | SH | $60.7K 1.32% | 612.50K | 0.00 | 0.00 |
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