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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
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.37%
$19.836M
760,000 shares@ $26.1 avg price
CSWICsw Industrials Inc
Recent Activity
New Position
0.35%
$18.796M
51,300 shares@ $366.39 avg price
FRFirst Indl Rlty Tr Inc
Recent Activity
New Position
0.35%
$18.649M
333,136 shares@ $55.98 avg price
BKVBkv Corp
Recent Activity
New Position
0.34%
$18.601M
1.017M shares@ $18.29 avg price
VVXV2x Inc
Recent Activity
New Position
0.27%
$14.659M
262,420 shares@ $55.86 avg price
IVTInventrust Pptys Corp
Recent Activity
New Position
0.26%
$14.185M
500,000 shares@ $28.37 avg price
LTMLatam Airlines Group Sa
Recent Activity
New Position
0.25%
$13.461M
509,684 shares@ $26.41 avg price
GEGe Aerospace
Recent Activity
New Position
0.23%
$12.258M
65,000 shares@ $188.58 avg price
ASNDAscendis Pharma A S
Recent Activity
New Position
0.22%
$11.646M
78,000 shares@ $149.31 avg price
EXRExtra Space Storage Inc
Recent Activity
New Position
0.2%
$10.811M
60,000 shares@ $180.19 avg price