Chilton Capital Management LLC Top Holdings and 13F Report (2023) About Chilton Capital Management LLCInvestment ActivityChilton Capital Management LLC has $3.17 billion in total holdings as of June 30, 2023.Chilton Capital Management LLC owns shares of 592 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 8.40% of the portfolio was purchased this quarter.About 9.78% of the portfolio was sold this quarter.This quarter, Chilton Capital Management LLC has purchased 658 new stocks and bought additional shares in 95 stocks.Chilton Capital Management LLC sold shares of 180 stocks and completely divested from 109 stocks this quarter.Largest Holdings NVIDIA $239,572,675Apple $165,887,424Alphabet $152,152,801Microsoft $135,275,608Amazon.com $129,693,188 Largest New Holdings this Quarter 313745101 - Federal Realty Investment Trust $9,849,278 Holding09264B107 - BLACKSTONE DIGITAL INFRASTRU $7,037,624 Holding438516205 - HONEYWELL INTL INC $1,382,583 Holding43849R105 - HONEYWELL AEROSPACE INC $1,362,959 Holding92204A702 - Vanguard Information Technology ETF $761,104 Holding Largest Purchases this Quarter Ventas 310,080 shares (about $27.58M)Apple 90,341 shares (about $26.14M)Oracle 178,281 shares (about $26.13M)Dover 109,760 shares (about $24.62M)Broadcom 60,368 shares (about $22.80M) Largest Sales this Quarter GE VERNOVA INC 31,918 shares (about $37.50M)Lowe's Companies 118,870 shares (about $26.21M)Stryker 77,653 shares (about $24.45M)Ameren 208,890 shares (about $23.61M)TJX Companies 143,513 shares (about $21.74M) 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 PortfolioSectorNVDANVIDIA$239,572,675$12,518,426 â–²5.5%1,197,3257.6%TechnologyAAPLApple$165,887,424$26,141,062 â–²18.7%573,2915.2%TechnologyGOOGAlphabet$152,152,801$4,493,300 â–²3.0%430,6254.8%Communication ServicesMSFTMicrosoft$135,275,608$2,569,360 â–¼-1.9%362,6504.3%TechnologyAMZNAmazon.com$129,693,188$7,914,318 â–¼-5.8%544,1524.1%Consumer DiscretionaryAVGOBroadcom$122,949,058$22,804,034 â–²22.8%325,4773.9%TechnologyVTRVentas$96,527,519$27,575,099 â–²40.0%1,085,4453.0%Real EstateMETAMeta Platforms$94,675,570$2,849,122 â–²3.1%168,0763.0%Communication ServicesJPMJPMorgan Chase & Co.$87,984,181$4,751,514 â–¼-5.1%268,7942.8%FinanceLLYEli Lilly and Company$83,103,769$8,330,048 â–¼-9.1%69,2862.6%HealthcarePWRQuanta Services$76,164,393$324,738 â–¼-0.4%105,7782.4%IndustrialsAMDAdvanced Micro Devices$73,618,144$15,296,522 â–¼-17.2%126,7292.3%TechnologyTMOThermo Fisher Scientific$62,347,109$4,491,683 â–²7.8%124,3562.0%HealthcareDOVDover$58,860,706$24,616,969 â–²71.9%262,4431.9%IndustrialsGILDGilead Sciences$52,017,553$1,260,367 â–²2.5%411,7271.6%HealthcareSLBSLB$51,728,672$19,696,759 â–²61.5%1,112,6831.6%EnergyGE VERNOVA INC$44,839,707$37,499,182 â–¼-45.5%38,1661.4%COMWALMART INC$43,091,163$448,623 â–¼-1.0%380,4621.4%COMASMLASML$42,930,126$1,054,403 â–²2.5%21,5791.4%TechnologyVVisa$41,135,605$27,104 â–¼-0.1%119,8971.3%FinanceMSMorgan Stanley$40,820,350$18,356,249 â–¼-31.0%195,2751.3%FinanceGSThe Goldman Sachs Group$39,613,341$97,092 â–²0.2%39,1681.3%FinanceLINDE PLC$39,015,985$577,061 â–¼-1.5%75,1841.2%SHSCOSTCostco Wholesale$38,994,991$306,834 â–¼-0.8%41,6851.2%Consumer StaplesTJXTJX Companies$38,873,889$21,742,247 â–¼-35.9%256,5931.2%Consumer DiscretionaryWMWaste Management$38,868,071$1,107,269 â–²2.9%174,3901.2%IndustrialsCOPConocoPhillips$38,273,280$587,686 â–¼-1.5%368,1541.2%EnergyEQIXEquinix$38,192,128$1,664,697 â–¼-4.2%36,6391.2%Real EstateAZNCFAstraZeneca$38,149,459$1,541,611 â–²4.2%201,1891.2%HealthcareTDGTransdigm Group$37,805,960$18,515,356 â–¼-32.9%28,3821.2%IndustrialsJBLJabil$36,925,515$6,886,986 â–¼-15.7%95,7911.2%TechnologyTSLATesla$36,883,676$297,785 â–¼-0.8%87,6931.2%Consumer DiscretionaryGOOGLAlphabet$36,784,895$254,091 â–²0.7%102,9321.2%Communication ServicesAEEAmeren$34,825,703$23,612,926 â–¼-40.4%308,0831.1%UtilitiesPLDPrologis$34,622,610$3,206,033 â–²10.2%255,5741.1%Real EstateAXPAmerican Express$29,463,611$356,516 â–¼-1.2%87,1060.9%FinanceORCLOracle$26,698,919$26,127,081 â–²4,569.0%182,1830.8%TechnologyVEAVanguard FTSE Developed Markets ETF$25,236,834$45,101 â–¼-0.2%354,2010.8%ETFSPYSPDR S&P 500 ETF Trust$22,898,748$17,148,671 â–²298.2%30,6640.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$21,044,239$77,621 â–¼-0.4%254,0350.7%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$20,166,130$749,219 â–²3.9%449,6350.6%ETFAMTAmerican Tower$18,602,213$2,709,180 â–²17.0%112,6770.6%Real EstateAVDEAvantis International Equity ETF$18,558,596$631,179 â–¼-3.3%208,0560.6%ETFMUMicron Technology$18,420,160$18,229,702 â–²9,571.5%15,9580.6%TechnologyDLRDigital Realty Trust$17,685,937$538,740 â–¼-3.0%98,4850.6%Real EstateXOMExxonMobil$16,912,173$445,298 â–²2.7%123,6990.5%EnergyWELLWelltower$16,854,339$403,553 â–¼-2.3%74,2580.5%Real EstateBXPBXP$15,496,965$1,063,439 â–¼-6.4%231,6590.5%Real EstateIVTInvenTrust Properties$15,435,890$319,436 â–²2.1%433,4030.5%Real EstateBRXBrixmor Property Group$14,219,305$279,545 â–²2.0%450,9770.4%Real EstateCATCaterpillar$14,010,856$107,555 â–¼-0.8%13,1570.4%IndustrialsHRHealthcare Realty Trust$13,410,025$2,659,959 â–¼-16.6%664,8500.4%Real EstateFNDESchwab Fundamental Emerging Markets Equity ETF$13,201,457$8,928 â–¼-0.1%332,6980.4%ETFVBVanguard Small-Cap ETF$12,614,066$45,165 â–¼-0.4%41,6140.4%ETFAVBAvalonBay Communities$12,440,106$524,901 â–¼-4.0%65,3880.4%Real EstateSCHFSchwab International Equity ETF$11,691,423$69,943 â–²0.6%422,0730.4%ETFAMERICAN HEALTHCARE REIT INC$11,670,228$407,641 â–¼-3.4%222,9030.4%COM SHSPSAPublic Storage$11,613,223$321,493 â–¼-2.7%36,4840.4%Real EstateSUISun Communities$11,233,654$884,126 â–¼-7.3%92,9440.4%Real EstateSPGSimon Property Group$10,511,327$9,001,689 â–²596.3%46,9990.3%Real EstateCUZCousins Properties$10,485,356$215,376 â–²2.1%349,7450.3%Real EstateCPTCamden Property Trust$10,089,367$1,714,081 â–¼-14.5%87,4390.3%Real EstateEGPEastGroup Properties$9,873,970$479,509 â–²5.1%48,4320.3%Real EstateVNQVanguard Real Estate ETF$9,872,600$602,880 â–¼-5.8%102,3810.3%ETFFRTFederal Realty Investment Trust$9,849,278$9,849,278 â–²New Holding79,7900.3%Real EstateJHMMJohn Hancock Multifactor Mid Cap ETF$9,564,971$229,078 â–¼-2.3%127,6010.3%ETFHEALTHPEAK PROPERTIES INC$9,131,552$1,247,299 â–²15.8%426,7080.3%COMFRONTVIEW REIT INC$9,117,359$654,251 â–²7.7%447,1090.3%COMSBRASabra Healthcare REIT$7,940,161$7,655,081 â–²2,685.2%406,9790.3%Real EstateGTYGetty Realty$7,850,748$91,002 â–¼-1.1%232,7570.2%Real EstateSCHASchwab US Small-Cap ETF$7,250,2080.0%200,6700.2%ETFEPDEnterprise Products Partners$7,140,336$177,367 â–¼-2.4%194,2420.2%EnergyNNNNNN REIT$7,124,628$298,769 â–¼-4.0%153,1190.2%Real EstateSMARTSTOP SELF STORAG REIT I$7,084,309$225,563 â–¼-3.1%217,2440.2%COMMON STOCKBLACKSTONE DIGITAL INFRASTRU$7,037,624$7,037,624 â–²New Holding325,3640.2%COMMON STOCKVWOVanguard FTSE Emerging Markets ETF$6,737,450$55,750 â–¼-0.8%112,8740.2%ETFSPYSPDR S&P 500 ETF Trust$5,750,1290.0%7,7000.2%ETFJNJJohnson & Johnson$5,345,482$102,348 â–¼-1.9%21,0480.2%HealthcareBRK.ABerkshire Hathaway$5,241,9500.0%70.2%FinanceDEDeere & Company$5,152,663$35,522 â–¼-0.7%8,1230.2%IndustrialsBSMBlack Stone Minerals$4,711,565$2,920 â–¼-0.1%337,2630.1%EnergyKOCocaCola$4,596,794$7,802 â–¼-0.2%56,5620.1%Consumer StaplesMRKMerck & Co., Inc.$3,768,777$12,208 â–²0.3%29,3290.1%HealthcareIBMInternational Business Machines$3,537,341$65,522 â–²1.9%12,5790.1%TechnologyVXFVanguard Extended Market ETF$3,457,774$294,713 â–¼-7.9%14,0440.1%ETFABBVAbbVie$3,424,217$53,598 â–²1.6%13,6080.1%HealthcareXLKTechnology Select Sector SPDR Fund$3,201,3310.0%16,8030.1%ETFEMREmerson Electric$3,137,562$322,374 â–¼-9.3%21,9180.1%IndustrialsLOWLowe's Companies$3,018,950$26,209,654 â–¼-89.7%13,6920.1%Consumer DiscretionaryBRK.BBerkshire Hathaway$2,985,327$161,126 â–¼-5.1%5,9660.1%FinanceIVViShares Core S&P 500 ETF$2,961,336$2,515,713 â–¼-45.9%3,9540.1%ETFGEGE Aerospace$2,845,207$1,370,094 â–²92.9%7,6130.1%IndustrialsBACBank of America$2,733,394$11,718,876 â–¼-81.1%47,9710.1%FinanceSYYSysco$2,724,374$37,277 â–¼-1.3%32,5960.1%Consumer StaplesPGProcter & Gamble$2,533,296$73,465 â–²3.0%17,2760.1%Consumer StaplesMAMastercard$2,496,610$64,200 â–²2.6%4,8610.1%FinanceOKEONEOK$2,307,661$54,077 â–¼-2.3%26,5430.1%EnergyVOOVanguard S&P 500 ETF$2,271,281$80,357 â–¼-3.4%3,3070.1%ETFARISTA NETWORKS INC$2,248,872$5,606 â–¼-0.2%13,2380.1%COM SHSLAM RESEARCH CORP$2,180,9500.0%5,0330.1%COM NEWShowing largest 100 holdings. 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