Barbara Burger

@Zimmer Partners, Lp

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$5.483B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NNNNnn Reit Inc Recent Activity New Position	0.06%	$3.031M 62,500 shares@ $48.49 avg price	New Position
FRTFederal Rlty Invt Tr New Recent Activity New Position	0.06%	$2.874M 25,000 shares@ $114.97 avg price	New Position
BIOABioage Labs Inc Recent Activity New Position	0.05%	$2.6M 125,000 shares@ $20.8 avg price	New Position
TLNTalen Energy Corp Recent Activity New Position	0.04%	$2.169M 12,170 shares@ $178.25 avg price	New Position
AVBAvalonbay Cmntys Inc Recent Activity New Position	0.04%	$2.162M 9,600 shares@ $225.25 avg price	New Position
EQREquity Residential Recent Activity New Position	0.04%	$2.144M 28,800 shares@ $74.46 avg price	New Position
BPMCBlueprint Medicines Corp Recent Activity New Position	0.04%	$1.952M 21,100 shares@ $92.5 avg price	New Position
OSOnestream Inc Recent Activity New Position	0.04%	$1.695M 50,000 shares@ $33.9 avg price	New Position
SJWSjw Group Recent Activity New Position	0.03%	$1.453M 25,000 shares@ $58.11 avg price	New Position
BNLBroadstone Net Lease Inc Recent Activity New Position	0.02%	$947,500 50,000 shares@ $18.95 avg price	New Position