Chilton Capital Management LLC Top Holdings and 13F Report (2023) → The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad) About Chilton Capital Management LLCInvestment ActivityChilton Capital Management LLC has $2.12 billion in total holdings as of June 30, 2023.Chilton Capital Management LLC owns shares of 604 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 6.58% of the portfolio was purchased this quarter.About 6.49% of the portfolio was sold this quarter.This quarter, Chilton Capital Management LLC has purchased 602 new stocks and bought additional shares in 112 stocks.Chilton Capital Management LLC sold shares of 150 stocks and completely divested from 68 stocks this quarter.Largest Holdings Microsoft $127,118,782NVIDIA $82,536,829Apple $77,858,523Amazon.com $71,079,461Exxon Mobil $68,994,756 Largest New Holdings this Quarter General Dynamics $23,864,191 HoldingAMERICAN HEALTHCARE REIT INC $7,679,389 HoldingAdvanced Micro Devices $541,470 HoldingHess $457,920 HoldingISHARES BITCOIN TR $214,208 Holding Largest Purchases this Quarter General Dynamics 84,478 shares (about $23.86M)SPDR S&P 500 ETF Trust 36,466 shares (about $19.07M)Kraft Heinz 396,826 shares (about $14.64M)AMERICAN HEALTHCARE REIT INC 515,481 shares (about $7.68M)Crown Castle 71,326 shares (about $7.55M) Largest Sales this Quarter Broadcom 27,845 shares (about $36.91M)Caterpillar 77,669 shares (about $28.46M)IQVIA 49,376 shares (about $12.49M)Invitation Homes 235,591 shares (about $8.42M)CTO Realty Growth 393,145 shares (about $6.66M) 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$127,118,782$5,381,847 ▲4.4%302,1466.0%Computer and TechnologyNVDANVIDIA$82,536,829$3,125,423 ▼-3.6%91,3463.9%Computer and TechnologyAAPLApple$77,858,523$4,803,664 ▲6.6%454,0393.7%Computer and TechnologyAMZNAmazon.com$71,079,461$532,662 ▼-0.7%394,0543.4%Retail/WholesaleXOMExxon Mobil$68,994,756$3,723,983 ▼-5.1%593,5543.3%Oils/EnergyGOOGAlphabet$58,252,088$4,444,165 ▲8.3%382,5832.8%Computer and TechnologyMETAMeta Platforms$49,629,812$720,603 ▼-1.4%102,2072.3%Computer and TechnologyJPMJPMorgan Chase & Co.$38,336,265$332,699 ▼-0.9%191,3941.8%FinanceUNHUnitedHealth Group$38,213,316$837,532 ▲2.2%77,2451.8%MedicalCOPConocoPhillips$36,639,279$312,090 ▲0.9%287,8641.7%Oils/EnergyVVisa$36,021,677$24,001 ▼-0.1%129,0731.7%Business ServicesTDGTransDigm Group$34,493,422$716,791 ▼-2.0%28,0071.6%AerospacePWRQuanta Services$33,362,737$71,185 ▼-0.2%128,4171.6%ConstructionMRKMerck & Co., Inc.$33,226,858$1,161,292 ▲3.6%251,8141.6%MedicalCOSTCostco Wholesale$32,787,913$857,172 ▼-2.5%44,7541.5%Retail/WholesaleMSMorgan Stanley$31,214,035$2,240,254 ▲7.7%331,5001.5%FinanceTJXTJX Companies$30,749,005$738,134 ▲2.5%303,1851.5%Retail/WholesaleLOWLowe's Companies$30,296,033$194,104 ▼-0.6%118,9341.4%Retail/WholesaleCRMSalesforce$28,943,700$674,944 ▲2.4%96,1011.4%Computer and TechnologyWMWaste Management$27,894,796$441,008 ▼-1.6%130,8691.3%Business ServicesINTUIntuit$27,813,500$848,250 ▲3.1%42,7901.3%Computer and TechnologyTMOThermo Fisher Scientific$27,674,068$192,960 ▼-0.7%47,6151.3%MedicalAXPAmerican Express$26,723,293$168,035 ▼-0.6%117,3671.3%FinanceSYKStryker$25,999,614$386,142 ▼-1.5%72,6511.2%MedicalPGProcter & Gamble$25,792,396$126,068 ▼-0.5%158,9671.2%Consumer StaplesLINDE PLC$25,095,568$61,755 ▼-0.2%54,0481.2%SHSEMREmerson Electric$24,830,425$706,832 ▼-2.8%218,9251.2%Industrial ProductsPLDPrologis$24,036,715$1,866,961 ▼-7.2%184,5601.1%FinanceGDGeneral Dynamics$23,864,191$23,864,191 ▲New Holding84,4781.1%AerospaceCMCSAComcast$23,851,431$2,809,600 ▲13.4%550,2061.1%Consumer DiscretionaryDLRDigital Realty Trust$22,842,296$525,458 ▼-2.2%158,5831.1%FinanceAZNAstraZeneca$22,456,037$642,677 ▲2.9%331,4541.1%MedicalSBACSBA Communications$22,228,870$1,079,599 ▲5.1%102,5791.1%FinanceAVBAvalonBay Communities$21,952,981$518,871 ▼-2.3%117,7041.0%FinanceCCICrown Castle$21,546,918$7,548,443 ▲53.9%203,5991.0%FinanceEQIXEquinix$21,525,982$310,320 ▼-1.4%26,0821.0%FinanceSRESempra$21,092,243$1,437,391 ▲7.3%293,6411.0%UtilitiesVTRVentas$20,741,703$799,235 ▲4.0%473,7271.0%FinanceDOVDover$20,700,633$1,029,477 ▲5.2%116,8271.0%Industrial ProductsSPYSPDR S&P 500 ETF Trust$20,591,218$19,074,312 ▲1,257.4%39,3661.0%FinanceKHCKraft Heinz$20,439,944$14,642,880 ▲252.6%553,9281.0%Consumer StaplesGOOGLAlphabet$19,718,703$677,978 ▼-3.3%130,6480.9%Computer and TechnologyKDPKeurig Dr Pepper$19,320,076$1,601,342 ▲9.0%629,9340.9%Consumer StaplesAMGNAmgen$19,224,297$1,072,739 ▲5.9%67,6150.9%MedicalPSAPublic Storage$19,215,412$414,788 ▼-2.1%66,2460.9%FinanceWELLWelltower$18,865,225$1,062,878 ▼-5.3%201,8970.9%FinanceHONHoneywell International$18,566,502$1,549,432 ▲9.1%90,4580.9%Multi-Sector ConglomeratesSUISun Communities$18,178,301$712,130 ▲4.1%140,8050.9%FinanceAMHAmerican Homes 4 Rent$18,122,720$187,725 ▲1.0%492,7330.9%FinanceTSLATesla$17,585,681$2,228,314 ▲14.5%100,0380.8%Auto/Tires/TrucksVEAVanguard FTSE Developed Markets ETF$17,568,762$253,509 ▼-1.4%350,1850.8%ETFAMTAmerican Tower$17,203,371$117,368 ▼-0.7%87,0660.8%FinanceDISWalt Disney$16,311,690$199,814 ▲1.2%133,3090.8%Consumer DiscretionaryCPTCamden Property Trust$14,938,065$962,179 ▲6.9%150,9520.7%FinanceAVDEAvantis International Equity ETF$14,772,957$219,329 ▼-1.5%231,7690.7%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$14,719,123$1,098,463 ▼-6.9%349,2910.7%ETFEXRExtra Space Storage$13,898,448$1,018,624 ▼-6.8%94,5280.7%FinanceBACBank of America$13,733,032$21,425 ▼-0.2%362,1580.6%FinanceIVTInvenTrust Properties$12,484,039$200,582 ▼-1.6%483,4120.6%FinanceHRHealthcare Realty Trust$12,472,306$4,920,380 ▲65.2%881,4350.6%FinanceIEMGiShares Core MSCI Emerging Markets ETF$12,252,078$152,323 ▼-1.2%237,4430.6%ETFLLYEli Lilly and Company$12,183,632$22,561 ▲0.2%15,6610.6%MedicalHIWHighwoods Properties$11,455,705$362,855 ▼-3.1%437,5750.5%FinanceCOLDAmericold Realty Trust$10,465,931$917,150 ▲9.6%417,9640.5%FinanceVBVanguard Small-Cap ETF$10,303,580$1,654,096 ▲19.1%45,0740.5%ETFPLYMPlymouth Industrial REIT$10,097,960$113,553 ▼-1.1%446,1470.5%FinanceNNNNNN REIT$10,088,250$1,180,050 ▲13.2%236,0380.5%FinanceINVHInvitation Homes$10,048,003$8,424,387 ▼-45.6%280,9960.5%FinanceREXRRexford Industrial Realty$9,367,449$1,698,148 ▲22.1%185,4130.4%FinanceBRXBrixmor Property Group$8,607,511$1,038,999 ▲13.7%367,0580.4%FinanceFNDESchwab Fundamental Emerging Markets Large Company Index ETF$8,601,270$231,296 ▼-2.6%309,8440.4%ETFVNQVanguard Real Estate ETF$8,324,998$5,458,272 ▲190.4%96,2650.4%ETFSYYSysco$8,296,515$36,856 ▼-0.4%102,1990.4%Consumer StaplesJHMMJohn Hancock Multifactor Mid Cap ETF$8,194,783$1,195,971 ▲17.1%142,8160.4%ETFEQREquity Residential$7,922,990$894,883 ▼-10.1%124,6950.4%FinanceAMERICAN HEALTHCARE REIT INC$7,679,389$7,679,389 ▲New Holding515,4810.4%COM SHSEPDEnterprise Products Partners$7,113,968$50,511 ▼-0.7%243,7960.3%Oils/EnergySCHFSchwab International Equity ETF$6,227,163$37,030 ▼-0.6%159,5890.3%ETFSCHASchwab US Small-Cap ETF$5,090,672$1,018,134 ▲25.0%103,3850.2%ETFSPYSPDR S&P 500 ETF Trust$4,916,858$3,399,955 ▲224.1%9,4000.2%FinanceKOCoca-Cola$4,554,179$111,409 ▼-2.4%74,4390.2%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$4,050,772$585,407 ▼-12.6%96,9780.2%ETFBRK.BBerkshire Hathaway$3,545,825$67,283 ▲1.9%8,4320.2%FinanceIVViShares Core S&P 500 ETF$3,236,508$223,443 ▼-6.5%6,1560.2%ETFOKEONEOK$3,084,301$110,474 ▼-3.5%38,4720.1%Oils/EnergySBRSabine Royalty Trust$3,025,358$120,731 ▼-3.8%47,8620.1%Oils/EnergyVXFVanguard Extended Market ETF$3,011,139$10,691 ▲0.4%17,1800.1%ETFPXDPioneer Natural Resources$3,005,412$8,400 ▼-0.3%11,4490.1%Oils/EnergyMAMastercard$2,728,095$171,921 ▲6.7%5,6650.1%Business ServicesSPGSimon Property Group$2,642,021$326,751 ▼-11.0%16,8830.1%FinanceJNJJohnson & Johnson$2,638,301$129,242 ▼-4.7%16,6780.1%MedicalNVONovo Nordisk A/S$2,582,895$14,894 ▲0.6%20,1160.1%MedicalVOOVanguard S&P 500 ETF$2,578,956$1,690,142 ▼-39.6%5,3650.1%ETFCVXChevron$2,539,141$13,092 ▼-0.5%16,0970.1%Oils/EnergyIBMInternational Business Machines$2,474,651$91,279 ▼-3.6%12,9590.1%Computer and TechnologyABBVAbbVie$2,451,795$220,705 ▼-8.3%13,4640.1%MedicalWESWestern Midstream Partners$2,393,226$205,835 ▼-7.9%67,3200.1%Oils/EnergyINTCIntel$2,154,260$22,085 ▲1.0%48,7720.1%Computer and TechnologyCATCaterpillar$1,971,394$28,460,260 ▼-93.5%5,3800.1%Industrial ProductsPFEPfizer$1,938,504$191,142 ▼-9.0%69,8560.1%MedicalShowing largest 100 holdings. 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