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Barbara Burger

@Zimmer Partners, Lp

Latest period2024 - Q3ReportedManaged Assets$5.483BTotal holdings145
Assets growth rate1.09%Assets growth rate (2-Q avg)8.5%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Zimmer Partners, Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Zimmer Partners, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.483B in assets, with a quarterly growth rate of 1.09% and a 2-quarter average growth rate of 8.5%. The portfolio is managed by Barbara Burger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WELLWelltower Inc
Recent Activity
7.75%
$424.644M
3.317M shares@ $128.04 avg price
RYANRyan Specialty Holdings Inc
Recent Activity
Decreased -10.39%
4.94%
$270.738M
4.078M shares@ $66.4 avg price
AEEAmeren Corp
Recent Activity
Decreased -27.6%
4.73%
$258.916M
2.96M shares@ $87.47 avg price
EVRGEvergy Inc
Recent Activity
Decreased -28.87%
4.71%
$258.037M
4.161M shares@ $62.01 avg price
PNWPinnacle West Cap Corp
Recent Activity
Increased 5.67%
4.69%
$256.882M
2.9M shares@ $88.6 avg price
LNGCheniere Energy Inc
Recent Activity
Decreased -14.92%
4.54%
$248.869M
1.384M shares@ $179.85 avg price
NINisource Inc
Recent Activity
Decreased -17.48%
4.16%
$227.687M
6.571M shares@ $34.65 avg price
TRGPTarga Res Corp
Recent Activity
Decreased -21.54%
3.77%
$206.474M
1.395M shares@ $148.01 avg price
DUKDuke Energy Corp New
Recent Activity
New Position
3.04%
$166.263M
1.442M shares@ $115.3 avg price
FEFirstenergy Corp
Recent Activity
Decreased -34.25%
2.99%
$163.51M
3.687M shares@ $44.36 avg price