European Investors

European Investors as of Dec. 31, 2012

Portfolio Holdings for European Investors

European Investors holds 147 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Simon Property (SPG) 12.4 $475M 3.0M 158.09
Equity Residential (EQR) 7.4 $285M 5.0M 56.67
Health Care REIT 6.8 $261M 4.3M 61.29
Boston Properties (BXP) 6.0 $231M 2.2M 105.81
Essex Property Trust (ESS) 5.7 $217M 1.5M 146.65
Public Storage (PSA) 5.6 $216M 1.5M 144.96
Prologis (PLD) 5.4 $208M 5.7M 36.49
Ventas (VTR) 5.1 $194M 3.0M 64.72
American Campus Communities 3.7 $141M 3.1M 46.13
Host Hotels & Resorts (HST) 3.6 $139M 8.9M 15.67
Alexandria Real Estate Equities (ARE) 3.5 $135M 1.9M 69.32
Taubman Centers 3.4 $130M 1.7M 78.72
Kilroy Realty Corporation (KRC) 3.3 $128M 2.7M 47.37
Federal Realty Inv. Trust 2.9 $113M 1.1M 104.02
Starwood Hotels & Resorts Worldwide 2.6 $99M 1.7M 57.36
Ddr Corp 2.4 $91M 5.8M 15.66
Douglas Emmett (DEI) 2.2 $85M 3.6M 23.30
Brookfield Ppty Corp Cad 2.0 $79M 4.6M 17.01
Udr (UDR) 2.0 $76M 3.2M 23.78
Plum Creek Timber 1.9 $74M 1.7M 44.37
Macerich Company (MAC) 1.2 $46M 791k 58.30
AvalonBay Communities (AVB) 0.9 $34M 250k 135.59
Camden Property Trust (CPT) 0.6 $24M 356k 68.21
Vornado Realty Trust (VNO) 0.6 $23M 286k 80.08
Highwoods Properties (HIW) 0.5 $20M 585k 33.45
BRE Properties 0.5 $18M 344k 50.83
HCP 0.4 $16M 353k 45.16
Regency Centers Corporation (REG) 0.4 $16M 337k 47.12
Piedmont Office Realty Trust (PDM) 0.4 $16M 880k 18.05
Kimco Realty Corporation (KIM) 0.4 $15M 772k 19.32
Epr Properties (EPR) 0.4 $14M 295k 46.11
Realty Income (O) 0.3 $13M 321k 40.21
DiamondRock Hospitality Company (DRH) 0.3 $11M 1.2M 9.00
Weingarten Realty Investors 0.3 $11M 421k 26.77
Rayonier (RYN) 0.2 $9.0M 174k 51.83
Urstadt Biddle Properties 0.2 $7.8M 396k 19.68
Mack-Cali Realty (VRE) 0.2 $7.1M 271k 26.11
Healthcare Realty Trust Incorporated 0.1 $5.3M 219k 24.01
EastGroup Properties (EGP) 0.1 $4.3M 80k 53.82
PS Business Parks 0.1 $4.2M 64k 64.98
National Health Investors (NHI) 0.1 $3.6M 64k 56.54
BioMed Realty Trust 0.1 $3.3M 170k 19.33
American Assets Trust Inc reit (AAT) 0.1 $3.4M 121k 27.93
Ramco-Gershenson Properties Trust 0.1 $3.1M 232k 13.31
Colony Financial 0.1 $2.8M 146k 19.50
Liberty Property Trust 0.1 $2.6M 72k 35.79
Hartford Financial Services (HIG) 0.1 $2.2M 98k 22.44
MeadWestva 0.1 $2.1M 67k 31.87
Compuware Corporation 0.1 $2.4M 219k 10.87
Progress Software Corporation (PRGS) 0.1 $2.3M 112k 20.99
Yahoo! 0.1 $2.4M 121k 19.90
Bio-Rad Laboratories (BIO) 0.1 $2.3M 22k 105.07
Chemed Corp Com Stk (CHE) 0.1 $2.2M 32k 68.60
Brink's Company (BCO) 0.1 $2.1M 75k 28.53
Colony Pfd Ser A 8.5% p 0.1 $2.3M 90k 26.13
Spirit Realty Capital 0.1 $2.2M 125k 17.78
Taubman Ctrs 6.5% Pfd J 0.1 $2.4M 95k 25.61
DST Systems 0.1 $2.1M 34k 60.59
Peabody Energy Corporation 0.1 $2.0M 77k 26.61
Regis Corporation 0.1 $1.9M 112k 16.92
Computer Sciences Corporation 0.1 $1.8M 46k 40.04
Buckeye Technologies 0.1 $1.9M 66k 28.71
Denbury Resources 0.1 $1.8M 114k 16.20
McDermott International 0.1 $1.9M 169k 11.02
National Retail Properties (NNN) 0.1 $1.7M 56k 31.20
Babcock & Wilcox 0.1 $2.1M 79k 26.20
Nordion 0.1 $1.9M 301k 6.45
Visteon Corporation (VC) 0.1 $2.0M 38k 53.82
Dupont Fabros Technology 0.1 $1.8M 67k 26.65
Exelis 0.1 $1.9M 166k 11.27
Telephone And Data Systems (TDS) 0.1 $1.9M 85k 22.14
Tronox 0.1 $1.9M 102k 18.25
Urstadt Biddle Pptys Inc Pfd S preferred 0.1 $1.7M 67k 25.96
VCA Antech 0.0 $1.7M 81k 21.05
Strategic Hotels & Resorts 0.0 $1.4M 224k 6.40
Allscripts Healthcare Solutions (MDRX) 0.0 $1.6M 168k 9.42
Marvell Technology Group 0.0 $1.7M 232k 7.26
Northwest Bancshares (NWBI) 0.0 $1.7M 141k 12.14
Potlatch Corporation (PCH) 0.0 $1.6M 40k 39.15
Apollo Commercial Real Est. Finance (ARI) 0.0 $1.4M 85k 16.23
Post Properties 8.5% $2.125 preferred 0.0 $1.6M 25k 63.99
Alexandria Real Estate Equitie conv prf 0.0 $1.4M 53k 26.74
Hawaiian Telcom Holdco 0.0 $1.5M 79k 19.50
Bre Properties Inc Pfd D 6.75% 0.0 $1.4M 55k 25.34
Health Care Reit Pfd I 6.5% 0.0 $1.7M 30k 57.20
Pebblebrook Hotel Trust 0.0 $1.6M 62k 25.96
Realty Income Corp Monthy In 0.0 $1.5M 55k 26.52
Ps Business Parks 0.0 $1.6M 61k 25.79
Vornado Realty Trust Series K 0.0 $1.5M 58k 25.53
Ddr Corp p 0.0 $1.6M 64k 24.46
Apollo Commercial 8.625% Pfd Ser A 0.0 $1.4M 52k 26.08
Willis Group Holdings 0.0 $1.1M 34k 33.52
Amdocs Ltd ord (DOX) 0.0 $1.1M 32k 33.98
Gardner Denver 0.0 $1.2M 17k 68.47
LaSalle Hotel Properties 0.0 $1.3M 49k 25.38
Sovran Self Storage 0.0 $1.1M 19k 62.11
Brandywine Realty Trust (BDN) 0.0 $1.1M 87k 12.19
ViewPoint Financial 0.0 $1.2M 58k 20.94
Oritani Financial 0.0 $1.3M 87k 15.32
Excel Trust 0.0 $1.2M 93k 12.67
Hudson Pacific Properties P 0.0 $990k 38k 26.05
Universal American 0.0 $1.3M 148k 8.59
Stag Industrial (STAG) 0.0 $1.2M 69k 17.97
Prologis Inc 6.75% Pfd M 0.0 $1.0M 40k 25.16
Hersha Hospitality 8.0% Pfd Series B 0.0 $1.3M 51k 25.50
Essex Ppty Tr Inc Pfd H 7.125% 0.0 $1.1M 43k 25.93
Chesapeake Lodging Trust 0.0 $1.1M 40k 26.45
Regency Centers Corp 0.0 $1.1M 42k 25.17
Summit Hotel Pptys 7.875% Pfd p 0.0 $1.1M 42k 25.31
Standard Parking Corporation 0.0 $613k 28k 21.99
Cbl & Assoc Pptys Inc Pfd 1/10 0.0 $822k 33k 25.06
Cousins Properties (CUZPRA) 0.0 $632k 25k 25.28
Duke Realty Corp Pfd K 6.5% 0.0 $762k 31k 24.98
Saul Centers Inc 9.00% Pfd B 0.0 $598k 23k 26.00
Weingarten Rlty Invs Pfd F 6.5 0.0 $739k 30k 24.97
Lasalle Hotel Pr G 0.0 $928k 37k 25.15
Ramco-gershenson Pptys Tr perp pfd-d cv 0.0 $882k 17k 53.13
Public Storage 0.0 $909k 35k 25.97
National Retail Properties I 0.0 $607k 23k 26.56
Kimco Realty Corp 0.0 $744k 30k 24.80
Epr Properties Pfd Ser F 6.625 0.0 $640k 26k 24.62
Starwood Property Trust (STWD) 0.0 $459k 20k 22.95
Hersha Hospitality Trust 0.0 $287k 57k 5.00
Equity One 0.0 $294k 14k 21.00
Chesapeake Lodging Trust sh ben int 0.0 $315k 15k 20.86
Kite Realty Grp A Prptl P referred 0.0 $257k 10k 25.70
First Indl Rlty Tr Pfd 7.25% p 0.0 $430k 17k 25.10
Realty Income (O-E) 0.0 $295k 12k 25.50
Sl Green Realty 7.625% Pfd C 0.0 $391k 16k 25.09
Vornado Realty Trust Pfd H 6.7 0.0 $405k 16k 25.16
Weingarten Realty Investors (WRIPRD) 0.0 $225k 9.0k 25.00
Summit Hotel Properties (INN) 0.0 $475k 50k 9.50
Lasalle Hotel Pptys Pfd Ser H p 0.0 $201k 7.8k 25.77
Prologis Tr p 0.0 $463k 19k 25.03
Prologis Inc 6.75% Pfd R 0.0 $207k 8.2k 25.24
Digital Realty Trust 0.0 $453k 17k 26.65
Apartment Investment And Management Company Pfd Cl Z 7% preffered 0.0 $206k 8.0k 25.75
Kimco Realty Corporation 0.0 $474k 19k 25.62
Ps Business Parks 0.0 $200k 7.6k 26.32
Regency Centers Corporation 0.0 $385k 15k 26.55
Digital Realty Trust 6.625% Pfd Series F 0.0 $352k 14k 26.07
Cubesmart 7.75% Pfd Series A 0.0 $326k 13k 26.08
Prologis Inc 8.54% Pfd Q (PLDGP) 0.0 $492k 7.7k 63.90
Cbl & Associates Pr E 0.0 $300k 12k 25.00
Unknown 0.0 $371k 14k 25.94
Kilroy Realty Corp 0.0 $376k 15k 25.07
Epr Properties Pfd C 5.75% (EPR.PC) 0.0 $498k 23k 21.94