Skip to main content
Livermore
Livermore
ZHEN

Foresight Group Ltd Liability Partnership

SEC CIK
0001943441
Latest filing
Jul 27, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
31
−7 vs. Q4 2023
Portfolio value
$184.7M
−$92.9M (−33.5%) vs. Q4 2023
Filed
May 14, 2024
SEC
Holdings of Foresight Group Ltd Liability Partnership in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMTAmerican Tower CorpREIT176,945$28.3M15.3%+167,827+1,840.6%AddedHistory
DOCHealthpeak Properties, Inc.COM1,902,565$28.3M15.3%+15,676+0.8%AddedHistory
HRHealthcare Realty Trust IncCL A COM1,928,359$21.8M11.8%−116,193−5.7%ReducedHistory
DLRDigital Realty Trust, Inc.COM184,556$21.4M11.6%−28,242−13.3%ReducedHistory
DEAEasterly Government Properties, Inc.COM1,570,561$14.8M8.0%−1,350,403−46.2%ReducedHistory
EQIXEquinix IncCOM20,133$13.6M7.3%−1,642−7.5%ReducedHistory
CWENClearway Energy, Inc.CL C686,260$12.7M6.9%−90,798−11.7%ReducedHistory
CCICrown Castle Inc.REIT124,218$10.7M5.8%+8,362+7.2%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG480,293$9.29M5.0%+480,293NewHistory
AREAlexandria Real Estate Equities, Inc.COM34,668$3.51M1.9%−3,452−9.1%ReducedHistory
STAGSTAG Industrial, Inc.COM110,069$3.32M1.8%−6,598−5.7%ReducedHistory
AMHAmerican Homes 4 RentCL A83,283$2.39M1.3%+42,106+102.3%AddedHistory
KRCKilroy Realty CorpCOM71,636$2.05M1.1%00.0%UnchangedHistory
MAAMid America Apartment Communities Inc.COM19,743$2.05M1.1%−2,028−9.3%ReducedHistory
WYWeyerhaeuser CoCOM NEW67,399$1.92M1.0%−7,850−10.4%ReducedHistory
PCHPotlatchdeltic CorpCOM48,820$1.82M1.0%−2,590−5.0%ReducedHistory
BXPBXP, Inc.COM27,394$1.37M0.7%−4,285−13.5%ReducedHistory
PLDPrologis, Inc.REIT6,722$686.8K0.4%−1,398−17.2%ReducedHistory
OCOwens CorningStock3,525$467.5K0.3%00.0%UnchangedHistory
WMSAdvanced Drainage Systems, Inc.COM3,397$462.0K0.3%−152−4.3%ReducedHistory
JCIJohnson Controls International plcStock8,867$456.1K0.2%00.0%UnchangedHistory
XYLXylem Inc.COM4,344$445.8K0.2%00.0%UnchangedHistory
GXOGXO Logistics, Inc.Stock10,231$427.0K0.2%+3,479+51.5%AddedHistory
RYNRayonier IncCOM15,989$423.4K0.2%00.0%UnchangedHistory
TTTrane Technologies plcSHS1,695$402.8K0.2%00.0%UnchangedHistory
BFAMBright Horizons Family Solutions Inc.COM4,173$373.4K0.2%00.0%UnchangedHistory
DEDeere & CoStock1,135$368.4K0.2%+186+19.6%AddedHistory
CMCCommercial Metals CoStock5,918$273.5K0.1%−1,010−14.6%ReducedHistory
DBRGDigitalBridge Group, Inc.CL A NEW16,654$254.4K0.1%−2,303−12.1%ReducedHistory
VITLVital Farms, Inc.COM11,902$219.2K0.1%−4,152−25.9%ReducedHistory
CHPTChargePoint Holdings, Inc.COM CL A33,612$50.5K<0.1%00.0%UnchangedHistory

Sold out since Q4 2023 (8)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Foresight Group Ltd Liability Partnership sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
AMTAmerican Tower CorpEquity83,046$18.0M6.5%History
AMTAmerican Tower CorpEquity61,823$13.4M4.8%History
Healthpeak Properties, Inc.71943U104COM924,898$12.6M4.5%–
AMTAmerican Tower CorpEquity14,369$3.12M1.1%History
AMTAmerican Tower CorpEquity4,579$988.5K0.4%History
AMTAmerican Tower CorpEquity3,398$733.6K0.3%History
WCNWaste Connections, Inc.COM3,513$522.8K0.2%History
SHLSShoals Technologies Group, Inc.CL A23,510$372.3K0.1%History