Chilton Capital Management LLC Top Holdings and 13F Report (2023) About Chilton Capital Management LLCInvestment ActivityChilton Capital Management LLC has $2.32 billion in total holdings as of June 30, 2023.Chilton Capital Management LLC owns shares of 532 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 12.55% of the portfolio was purchased this quarter.About 6.07% of the portfolio was sold this quarter.This quarter, Chilton Capital Management LLC has purchased 549 new stocks and bought additional shares in 77 stocks.Chilton Capital Management LLC sold shares of 194 stocks and completely divested from 69 stocks this quarter.Largest Holdings Microsoft $121,750,195NVIDIA $103,368,904Apple $99,491,173Amazon.com $83,687,193Meta Platforms $71,692,262 Largest New Holdings this Quarter 101121101 - Boston Properties $6,224,333 Holding084670108 - Berkshire Hathaway $798,442 HoldingY41053102 - International Seaways $166,000 Holding651639106 - Newmont $132,770 Holding25434V500 - Dimensional U.S. Small Cap ETF $128,523 Holding Largest Purchases this Quarter NVIDIA 953,664 shares (about $103.36M)Walmart 378,087 shares (about $33.19M)Broadcom 161,003 shares (about $26.96M)Gilead Sciences 235,131 shares (about $26.35M)Corteva 372,254 shares (about $23.43M) Largest Sales this Quarter QUALCOMM 146,627 shares (about $22.52M)Sempra 296,724 shares (about $21.17M)Comcast 485,872 shares (about $17.93M)Crown Castle 162,652 shares (about $16.95M)Welltower 33,209 shares (about $5.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofChilton Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$121,750,195$2,080,035 ▼-1.7%324,3305.3%Computer and TechnologyNVDANVIDIA$103,368,904$103,358,066 ▲953,664.0%953,7644.5%Computer and TechnologyAAPLApple$99,491,173$819,438 ▼-0.8%447,8964.3%Computer and TechnologyAMZNAmazon.com$83,687,193$2,909,266 ▲3.6%439,8573.6%Retail/WholesaleMETAMeta Platforms$71,692,262$1,165,400 ▲1.7%124,3883.1%Computer and TechnologyGOOGAlphabet$61,862,407$938,630 ▲1.5%395,9702.7%Computer and TechnologyXOMExxon Mobil$61,611,834$3,287,821 ▼-5.1%518,0512.7%EnergyLLYEli Lilly and Company$57,343,783$944,016 ▼-1.6%69,4312.5%MedicalJPMJPMorgan Chase & Co.$51,111,089$797,714 ▼-1.5%208,3622.2%FinanceVVisa$44,786,488$3,985,795 ▼-8.2%127,7931.9%Business ServicesTDGTransDigm Group$42,097,665$1,062,367 ▲2.6%30,4331.8%AerospaceTJXTJX Companies$41,827,407$1,554,531 ▲3.9%343,4111.8%Retail/WholesaleMSMorgan Stanley$40,560,453$3,953,247 ▲10.8%347,6511.7%FinanceCOSTCostco Wholesale$39,404,046$382,095 ▼-1.0%41,6631.7%Retail/WholesaleUNHUnitedHealth Group$37,581,535$5,007,554 ▼-11.8%71,7551.6%MedicalLOWLowe's Companies$37,064,071$2,547,811 ▲7.4%158,9161.6%Retail/WholesaleCOPConocoPhillips$35,922,895$396,450 ▲1.1%342,0581.5%EnergyWMTWalmart$35,383,672$33,192,258 ▲1,514.7%403,0491.5%Retail/WholesalePWRQuanta Services$35,051,426$598,848 ▼-1.7%137,9001.5%ConstructionWMWaste Management$33,515,238$12,965 ▲0.0%144,7681.4%Business ServicesAXPAmerican Express$32,787,514$327,972 ▲1.0%121,8641.4%FinancePGProcter & Gamble$32,471,499$2,140,817 ▲7.1%190,5381.4%Consumer StaplesTMOThermo Fisher Scientific$31,699,513$1,443,036 ▲4.8%63,7051.4%MedicalARESAres Management$31,471,156$11,652,709 ▲58.8%214,6591.4%FinanceEQIXEquinix$29,178,116$1,743,218 ▼-5.6%35,7861.3%FinanceSYKStryker$29,074,594$594,856 ▲2.1%78,1051.3%MedicalLINDE PLC$28,922,298$124,792 ▲0.4%62,1131.2%SHSCRMSalesforce$28,836,816$1,247,871 ▲4.5%107,4561.2%Computer and TechnologyAVGOBroadcom$28,815,373$26,956,733 ▲1,450.3%172,1041.2%Computer and TechnologyEMREmerson Electric$28,061,308$1,041,472 ▲3.9%255,9401.2%IndustrialsAZNAstraZeneca$27,256,186$616,445 ▲2.3%370,8321.2%MedicalGILDGilead Sciences$26,367,382$26,346,429 ▲125,738.5%235,3181.1%MedicalGDGeneral Dynamics$26,235,844$237,417 ▲0.9%96,2501.1%AerospaceTRMBTrimble$24,987,900$1,781,413 ▲7.7%380,6231.1%IndustrialsVTRVentas$24,932,823$1,752,752 ▼-6.6%360,6881.1%FinanceTSLATesla$24,591,693$703,879 ▼-2.8%94,8901.1%Auto/Tires/TrucksKDPKeurig Dr Pepper$24,551,917$208,845 ▲0.9%717,4731.1%Consumer StaplesCTVACorteva$23,450,613$23,425,944 ▲94,962.8%372,6461.0%Consumer StaplesDOVDover$23,406,586$882,618 ▲3.9%133,2341.0%IndustrialsAMGNAmgen$22,609,198$17,447 ▼-0.1%72,5701.0%MedicalPLDPrologis$21,231,604$860,224 ▼-3.9%189,9240.9%FinanceSPYSPDR S&P 500 ETF Trust$20,770,002$19,203,721 ▲1,226.1%37,1300.9%FinanceAMTAmerican Tower$20,020,941$16,538 ▲0.1%92,0080.9%FinanceCPTCamden Property Trust$19,479,648$780,684 ▼-3.9%158,0710.8%FinanceGOOGLAlphabet$18,726,076$279,124 ▲1.5%121,0950.8%Computer and TechnologyAVBAvalonBay Communities$17,693,303$58,366 ▼-0.3%81,8490.8%FinanceWELLWelltower$17,070,352$5,087,951 ▼-23.0%111,4180.7%FinancePSAPublic Storage$16,838,056$1,019,082 ▼-5.7%56,2600.7%FinanceVEAVanguard FTSE Developed Markets ETF$15,994,431$581,953 ▼-3.5%314,6650.7%ETFDISWalt Disney$15,943,702$1,480,895 ▲10.2%161,5370.7%Consumer DiscretionaryVNQIVanguard Global ex-U.S. Real Estate ETF$14,715,707$121,137 ▲0.8%363,7100.6%ETFSBACSBA Communications$14,240,368$45,322 ▼-0.3%64,7260.6%FinanceAMHAmerican Homes 4 Rent$13,955,558$140,086 ▼-1.0%369,0970.6%FinanceSUISun Communities$13,897,102$335,831 ▼-2.4%107,3430.6%FinanceINVHInvitation Homes$13,833,956$559,026 ▼-3.9%394,4100.6%FinanceREXRRexford Industrial Realty$13,775,645$937,767 ▲7.3%348,9130.6%FinanceIEMGiShares Core MSCI Emerging Markets ETF$13,677,172$366,456 ▼-2.6%253,4220.6%ETFDLRDigital Realty Trust$13,502,148$396,498 ▼-2.9%94,1580.6%FinanceAVDEAvantis International Equity ETF$13,398,602$249,838 ▼-1.8%202,1820.6%ETFBRXBrixmor Property Group$12,804,189$80,367 ▲0.6%482,2670.6%FinanceBACBank of America$12,255,601$185,198 ▼-1.5%293,6880.5%FinanceCOLDAmericold Realty Trust$11,996,711$1,293,801 ▲12.1%553,7510.5%FinanceHRHealthcare Realty Trust$11,807,574$1,048,983 ▼-8.2%698,6730.5%FinanceSILA REALTY TRUST INC$10,480,390$530,701 ▼-4.8%392,3770.5%COMMON STOCKFNDESchwab Fundamental Emerging Markets Large Company Index ETF$9,829,050$245,692 ▼-2.4%319,1250.4%ETFVBVanguard Small-Cap ETF$9,314,543$577,211 ▼-5.8%42,0050.4%ETFAMERICAN HEALTHCARE REIT INC$8,066,790$991,360 ▼-10.9%264,3010.3%COM SHSVNQVanguard Real Estate ETF$8,024,017$1,225,731 ▼-13.3%88,6240.3%ETFEPDEnterprise Products Partners$7,601,954$381,378 ▼-4.8%222,6700.3%EnergyJHMMJohn Hancock Multifactor Mid Cap ETF$7,548,932$295,955 ▼-3.8%131,7440.3%ETFHIWHighwoods Properties$7,377,426$2,805,841 ▲61.4%248,9010.3%FinanceIVTInvenTrust Properties$7,355,419$513,712 ▼-6.5%248,6640.3%FinanceAREAlexandria Real Estate Equities$6,921,042$607,273 ▲9.6%73,9090.3%FinanceNNNNNN REIT$6,882,900$3,743,647 ▼-35.2%161,3810.3%FinanceVICIVICI Properties$6,611,211$496,953 ▼-7.0%200,6300.3%FinanceEXRExtra Space Storage$6,464,661$536,940 ▼-7.7%43,5360.3%FinanceBXPBoston Properties$6,224,333$6,224,333 ▲New Holding91,2630.3%FinanceSCHFSchwab International Equity ETF$6,119,893$26,921 ▼-0.4%309,3980.3%ETFSCHASchwab US Small-Cap ETF$4,860,058$99,999 ▼-2.0%207,4290.2%ETFSPYSPDR S&P 500 ETF Trust$4,810,754$3,244,462 ▲207.1%8,6000.2%FinanceKOCoca-Cola$4,482,481$552,262 ▼-11.0%62,5870.2%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$4,392,936$567,560 ▼-11.4%97,0600.2%ETFOKEONEOK$3,752,699$176,512 ▼-4.5%37,8220.2%EnergyBRK.BBerkshire Hathaway$3,575,743$54,856 ▼-1.5%6,7140.2%FinanceIBMInternational Business Machines$3,286,291$75,344 ▼-2.2%13,2160.1%Computer and TechnologyVXFVanguard Extended Market ETF$2,912,573$1,206 ▼0.0%16,9080.1%ETFMRKMerck & Co., Inc.$2,831,121$4,301,839 ▼-60.3%31,5410.1%MedicalIVViShares Core S&P 500 ETF$2,797,307$100,586 ▼-3.5%4,9780.1%ETFSYYSysco$2,780,983$175,894 ▼-5.9%37,0600.1%Consumer StaplesSBRSabine Royalty Trust$2,767,682$341,752 ▼-11.0%41,0270.1%EnergyABBVAbbVie$2,757,912$51,123 ▼-1.8%13,1630.1%MedicalJNJJohnson & Johnson$2,542,442$4,809 ▼-0.2%15,3310.1%MedicalMAMastercard$2,512,034$11,511 ▼-0.5%4,5830.1%Business ServicesADBEAdobe$2,335,315$63,282 ▼-2.6%6,0890.1%Computer and TechnologySRESempra$2,331,189$21,174,229 ▼-90.1%32,6680.1%UtilitiesCVXChevron$2,179,120$165,617 ▼-7.1%13,0260.1%EnergyVOOVanguard S&P 500 ETF$2,116,282$140,811 ▼-6.2%4,1180.1%ETFWESWestern Midstream Partners$2,019,206$54,927 ▼-2.6%49,2970.1%EnergyXLKTechnology Select Sector SPDR Fund$1,874,013$41,090 ▼-2.1%9,0760.1%ETFGEGE Aerospace$1,815,161$48,436 ▼-2.6%9,0690.1%IndustrialsShowing largest 100 holdings. 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