test

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
IIPRInnovative Indl Pptys Inc
Recent Activity
Decreased -40.36%
0.81%
$44.047M
327,240 shares@ $134.6 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
New Position
0.81%
$43.872M
300,000 shares@ $146.24 avg price
SBACSba Communications Corp New
Recent Activity
Increased 346.16%
0.69%
$37.694M
156,600 shares@ $240.7 avg price
VIKViking Holdings Ltd
Recent Activity
Increased 70%
0.68%
$37.071M
1.062M shares@ $34.89 avg price
KNTKKinetik Holdings Inc
Recent Activity
Decreased -37.3%
0.67%
$36.187M
799,547 shares@ $45.26 avg price
ESEversource Energy
Recent Activity
Decreased -90.18%
0.66%
$35.726M
525,000 shares@ $68.05 avg price
ULSUl Solutions Inc
Recent Activity
Increased 136.67%
0.64%
$35.003M
710,000 shares@ $49.3 avg price
VSTVistra Corp
Recent Activity
Decreased -3.82%
0.58%
$31.413M
265,000 shares@ $118.54 avg price
YORWYork Wtr Co
Recent Activity
Increased 1.01%
0.49%
$26.592M
709,867 shares@ $37.47 avg price
NHINational Health Invs Inc
Recent Activity
New Position
0.46%
$25.218M
300,000 shares@ $84.06 avg price