Zimmer Partners

Zimmer Partners as of Dec. 31, 2017

Portfolio Holdings for Zimmer Partners

Zimmer Partners holds 75 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cheniere Engy Ptnrs 9.6 $396M 14M 27.69
Invitation Homes (INVH) 6.2 $253M 11M 23.57
Healthcare Tr Amer Inc cl a 5.6 $229M 7.6M 30.04
NiSource (NI) 5.3 $218M 8.5M 25.67
Targa Res Corp (TRGP) 4.7 $193M 4.0M 48.42
Park Hotels & Resorts Inc-wi (PK) 4.4 $180M 6.3M 28.75
Equinix (EQIX) 4.3 $178M 394k 453.22
Atmos Energy Corporation (ATO) 4.2 $174M 2.0M 85.89
Parsley Energy Inc-class A 3.3 $136M 4.6M 29.44
Edison International (EIX) 2.9 $118M 1.9M 63.24
Diamondback Energy (FANG) 2.6 $109M 863k 126.25
Grupo Televisa (TV) 2.6 $106M 5.7M 18.67
Trinseo S A 2.5 $104M 1.4M 72.60
Zayo Group Hldgs 2.4 $99M 2.7M 36.80
Iron Mountain (IRM) 2.3 $95M 2.5M 37.73
Venator Materials 2.2 $91M 4.1M 22.12
American Water Works (AWK) 2.1 $85M 933k 91.49
Pq Group Hldgs 2.0 $82M 5.0M 16.45
Altice Usa Inc cl a (ATUS) 1.8 $74M 3.5M 21.23
Mplx (MPLX) 1.6 $67M 1.9M 35.47
American Tower Reit (AMT) 1.6 $65M 455k 142.67
CMS Energy Corporation (CMS) 1.6 $65M 1.4M 47.30
Comcast Corporation (CMCSA) 1.5 $63M 1.6M 40.05
Orion Engineered Carbons (OEC) 1.4 $58M 2.3M 25.60
Duke Energy (DUK) 1.4 $58M 684k 84.11
Charter Communications Inc New Cl A cl a (CHTR) 1.2 $49M 145k 335.96
Interxion Holding 1.1 $44M 752k 58.93
Qts Realty Trust 1.0 $43M 788k 54.16
PG&E Corporation (PCG) 1.0 $42M 930k 44.83
Exelon Corporation (EXC) 0.9 $37M 925k 39.41
Simon Property (SPG) 0.8 $33M 190k 171.74
Rogers Communications -cl B (RCI) 0.8 $32M 625k 50.96
Great Plains Energy Incorporated 0.8 $31M 953k 32.24
HCP 0.7 $30M 1.2M 26.08
NRG Energy (NRG) 0.7 $29M 1.0M 28.48
Eqt Gp Holdings Lp master ltd part 0.7 $27M 1.0M 26.90
Antero Midstream Gp partnerships 0.7 $27M 1.4M 19.72
Pinnacle West Capital Corporation (PNW) 0.7 $27M 313k 85.18
Newmark Group (NMRK) 0.6 $25M 1.6M 15.90
Rice Midstream Partners Lp unit ltd partn 0.6 $24M 1.1M 21.47
Oge Energy Corp (OGE) 0.5 $21M 625k 32.91
Nexeo Solutions 0.5 $19M 2.0M 9.10
Southern Company (SO) 0.4 $18M 379k 48.09
Retail Properties Of America 0.4 $18M 1.3M 13.44
Switch Inc cl a 0.4 $17M 946k 18.19
Tpg Re Finance Trust Inc reit (TRTX) 0.4 $17M 882k 19.05
American Homes 4 Rent-a reit (AMH) 0.4 $16M 750k 21.84
Mgm Growth Properties 0.4 $15M 525k 29.15
CenterPoint Energy (CNP) 0.4 $15M 525k 28.36
Kilroy Realty Corporation (KRC) 0.4 $15M 200k 74.65
Loma Negra Compania Industrial Argentina Sa (LOMA) 0.3 $14M 600k 23.04
PPL Corporation (PPL) 0.3 $13M 412k 30.95
Energy Transfer Equity (ET) 0.3 $12M 706k 17.26
Eqt Midstream Partners 0.3 $12M 167k 73.10
Energy Transfer Partners 0.3 $12M 653k 17.92
Nextera Energy (NEE) 0.3 $11M 73k 156.19
Sempra Energy (SRE) 0.2 $9.3M 87k 106.92
iShares MSCI Mexico Inv. Mt. Idx. (EWW) 0.2 $7.5M 153k 49.29
WESTERN GAS EQUITY Partners 0.2 $7.4M 198k 37.16
FirstEnergy (FE) 0.1 $6.2M 204k 30.62
Metropcs Communications (TMUS) 0.1 $5.7M 91k 63.51
Mongodb Inc. Class A (MDB) 0.1 $4.6M 155k 29.68
Kite Rlty Group Tr (KRG) 0.1 $3.9M 200k 19.60
Sea Ltd Adr Isin Us81141r1005 (SE) 0.1 $3.7M 275k 13.33
Enterprise Products Partners (EPD) 0.1 $3.3M 126k 26.51
Plains All American Pipeline (PAA) 0.1 $2.3M 110k 20.64
Liberty Property Trust 0.1 $2.5M 59k 43.01
Sailpoint Technlgies Hldgs I 0.1 $2.5M 170k 14.50
Forescout Technologies 0.1 $2.2M 70k 31.89
Hess Midstream Partners Lp unit ltd pr int 0.0 $1.5M 75k 19.81
Sendgrid 0.0 $1.5M 64k 23.97
Western Gas Partners 0.0 $1.1M 24k 48.09
Sogou 0.0 $1.2M 100k 11.57
Rhythm Pharmaceuticals (RYTM) 0.0 $1.0M 35k 29.06
Host Hotels & Resorts (HST) 0.0 $590k 30k 19.87