Zimmer Partners
Latest statistics and disclosures from Zimmer Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WTRG, ATUS, AMT, DEI, ES, and represent 25.72% of Zimmer Partners's stock portfolio.
- Added to shares of these 10 stocks: WTRG (+$348.64M), PNW (+$116.53M), ADC (+$104.80M), EQIX (+$103.83M), PNM (+$82.65M), FE (+$78.24M), AEP (+$75.93M), PCG (+$74.16M), LNG (+$65.27M), IIPR (+$64.35M).
- Started 34 new stock positions in IIPR, LSI, IWM, AM, CHTR, PNM, BEAM, ED, HLT, IWO.
- Reduced shares in these 10 stocks: , FTS (-$360.17M), AEE (-$153.82M), EVRG (-$147.69M), CNP (-$143.62M), DTE (-$129.87M), INVH (-$129.79M), Liberty Property Trust (-$127.37M), ARE (-$125.22M), SO (-$122.87M).
- Sold out of its positions in ADPT, ARE, Aqua America, BILL, BBIO, MNRL, CSTL, CUZ, DTE, EVRG.
- Zimmer Partners was a net seller of stock by $1.17B.
- Zimmer Partners has $4.51B in assets under management (AUM), dropping by -37.55%.
Portfolio Holdings for Zimmer Partners
Companies in the Zimmer Partners portfolio as of the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Essential Utils Inc Com (WTRG) | 7.72 | 8.57M | NEW | 40.70 |
| Altice Usa Inc cl a (ATUS) | 4.86 | 9.84M | +16% | 22.29 |
| American Tower Reit (AMT) | 4.73 | 979.61k | -6% | 217.75 |
| Douglas Emmett (DEI) | 4.26 | 6.30M | -3% | 30.51 |
| Eversource Energy (ES) | 4.16 | 2.40M | +45% | 78.21 |
| Pinnacle West Capital Corporation (PNW) | 4.05 | 2.41M | +175% | 75.79 |
| FirstEnergy (FE) | 3.89 | 4.38M | +80% | 40.07 |
| Agree Realty Corporation (ADC) | 3.77 | 2.75M | +160% | 61.90 |
| Invitation Homes (INVH) | 3.75 | 7.93M | -43% | 21.37 |
| NiSource (NI) | 3.66 | 6.61M | 24.97 | |
| Welltower Inc Com reit (WELL) | 3.55 | 3.50M | -29% | 45.78 |
| Alliant Energy Corporation (LNT) | 3.45 | 3.22M | +7% | 48.29 |
| Cheniere Energy (LNG) | 3.30 | 4.45M | +77% | 33.50 |
| Mgm Growth Properties (MGP) | 3.06 | 5.83M | -12% | 23.67 |
| Equinix (EQIX) | 3.03 | 218.75k | +316% | 624.57 |
| Edison International (EIX) | 2.82 | 2.33M | 54.79 | |
| Public Service Enterprise (PEG) | 2.74 | 2.75M | -12% | 44.91 |
| Hilton Grand Vacations (HGV) | 2.67 | 7.66M | +22% | 15.77 |
| Qts Realty Trust Inc stock (QTS) | 2.46 | 1.92M | -7% | 58.01 |
| Peak (PEAK) | 2.06 | 3.90M | -9% | 23.85 |
| PNM Resources (PNM) | 1.83 | 2.17M | NEW | 38.00 |
| American Electric Power Company (AEP) | 1.68 | 949.40k | NEW | 79.98 |
| PG&E Corporation (PCG) | 1.64 | 8.25M | NEW | 8.99 |
| Southern Company (SO) | 1.48 | 1.24M | -64% | 54.14 |
| Innovative Industria A (IIPR) | 1.43 | 847.50k | NEW | 75.93 |
| Realty Income (O) | 1.38 | 1.25M | -51% | 49.86 |
| Mplx (MPLX) | 1.19 | 4.61M | +5% | 11.62 |
| Enterprise Products Partners (EPD) | 1.10 | 3.48M | -23% | 14.30 |
| Exelon Corporation (EXC) | 1.08 | 1.32M | NEW | 36.81 |
| Sirius Xm Holdings (SIRI) | 0.96 | 8.75M | +45% | 4.94 |
| Sun Communities (SUI) | 0.80 | 287.50k | NEW | 124.85 |
| Pq Group Hldgs Inc Com Added stock (PQG) | 0.73 | 3.04M | 10.90 | |
| Mid-America Apartment (MAA) | 0.63 | 275.00k | NEW | 103.03 |
| Energy Transfer Equity (ET) | 0.62 | 6.09M | -42% | 4.60 |
| Cogent Communications (CCOI) | 0.57 | 314.17k | +44% | 81.97 |
| Marriott International (MAR) | 0.49 | 295.00k | NEW | 74.81 |
| Xcel Energy (XEL) | 0.40 | 298.48k | NEW | 60.30 |
| iShares Russell 2000 Index (IWM) | 0.38 | 150.00k | NEW | 114.46 |
| Fortis Inc (FTS) | 0.38 | 439.40k | -95% | 38.57 |
| Rattler Midstream Lp (RTLR) | 0.37 | 4.79M | +138% | 3.48 |
| Discovery Communications (DISCA) | 0.37 | 850.00k | +31% | 19.44 |
| SPDR S&P MidCap 400 ETF (MDY) | 0.36 | 62.50k | NEW | 262.88 |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.36 | 37.50k | NEW | 436.32 |
| iShares Russell 2000 Growth Index (IWO) | 0.35 | 100.00k | NEW | 158.17 |
| Ameren Corporation (AEE) | 0.34 | 211.56k | -90% | 72.83 |
| Plains All American Pipeline (PAA) | 0.34 | 2.89M | -13% | 5.28 |
| Western Midstream Partners Lp (WES) | 0.32 | 4.44M | +45% | 3.24 |
| Medical Properties Trust (MPW) | 0.31 | 800.00k | NEW | 17.29 |
| Algonquin Power & Utilities equs (AQN) | 0.30 | 1.00M | NEW | 13.47 |
| Wec Energy Group Inc Com stock (WEC) | 0.27 | 135.92k | NEW | 88.13 |
| Wyndham Hotels And Resorts Inc (WH) | 0.26 | 375.00k | 31.51 | |
| Hilton Worldwide Holdings (HLT) | 0.25 | 162.50k | NEW | 68.24 |
| Eqt Midstream Partners (EQM) | 0.22 | 855.00k | +63% | 11.80 |
| Public Storage (PSA) | 0.22 | 50.00k | NEW | 198.62 |
| Pembina Pipeline Corp (PBA) | 0.22 | 517.50k | NEW | 18.76 |
| Antero Midstream Corp antero midstream (AM) | 0.21 | 4.46M | NEW | 2.10 |
| CenterPoint Energy (CNP) | 0.20 | 591.51k | -94% | 15.45 |
| Marriott Vacations Wrldwde Cp (VAC) | 0.20 | 162.50k | NEW | 55.58 |
| Gds Holdings ads (GDS) | 0.19 | 149.00k | +19% | 57.97 |
| Phillips 66 Partners (PSXP) | 0.19 | 230.60k | NEW | 36.43 |
| Boston Properties (BXP) | 0.18 | 87.50k | 92.23 | |
| Univar (UNVR) | 0.18 | 750.00k | NEW | 10.72 |
| DISH Network (DISH) | 0.18 | 400.00k | -46% | 19.99 |
| Tallgrass Energy Gp Lp master ltd part | 0.15 | 425.00k | +226% | 16.46 |
| Consolidated Edison (ED) | 0.15 | 88.92k | NEW | 78.00 |
| Ppd Inc (PPD) | 0.13 | 322.00k | NEW | 17.81 |
| Transmedics Group Inc (TMDX) | 0.13 | 470.70k | -4% | 12.08 |
| American Homes 4 Rent-a reit (AMH) | 0.10 | 198.53k | NEW | 23.20 |
| Sba Communications Corp Com stock (SBAC) | 0.07 | 12.50k | -95% | 270.00 |
| Choice Hotels International (CHH) | 0.07 | 50.00k | NEW | 61.26 |
| Life Storage Inc reit (LSI) | 0.04 | 20.00k | NEW | 94.55 |
| Caesars Entertainment (CZR) | 0.01 | 100.00k | NEW | 6.76 |
| Essential Properties Realty reit (EPRT) | 0.01 | 50.00k | NEW | 13.06 |
| Black Diamond Therapeutics Inc (BDTX) | 0.01 | 17.50k | NEW | 24.97 |
| Beam Therapeutics (BEAM) | 0.00 | 12.50k | NEW | 18.00 |
| Revolution Medicines (RVMD) | 0.00 | 10.00k | NEW | 21.90 |
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Past Filings by Zimmer Partners
View past SEC 13F filings by Zimmer Partners
- Zimmer Partners 2019 Q4 filed Feb. 14, 2020
- Zimmer Partners 2019 Q3 filed Nov. 14, 2019
- Zimmer Partners 2019 Q2 filed Aug. 14, 2019
- Zimmer Partners 2019 Q1 filed May 15, 2019
- Zimmer Partners 2018 Q4 filed Feb. 14, 2019
- Zimmer Partners 2018 Q3 filed Nov. 14, 2018
- Zimmer Partners 2018 Q2 filed Aug. 14, 2018
- Zimmer Partners 2018 Q1 filed May 15, 2018
- Zimmer Partners 2017 Q4 filed Feb. 14, 2018
- Zimmer Partners 2017 Q3 filed Nov. 14, 2017
- Zimmer Partners 2017 Q2 filed Aug. 14, 2017
- Zimmer Partners 2017 Q1 filed May 15, 2017
- Zimmer Partners 2016 Q4 filed Feb. 14, 2017
- Zimmer Partners 2016 Q3 filed Nov. 14, 2016
- Zimmer Partners 2016 Q2 filed Aug. 15, 2016
- Zimmer Partners 2015 Q4 amended filed May 16, 2016
- Zimmer Partners 2016 Q1 filed May 16, 2016
- Zimmer Partners 2015 Q4 filed Feb. 16, 2016
- Zimmer Partners 2015 Q3 filed Nov. 16, 2015