Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

CORDA Investment Management, LLC. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

CORDA Investment Management, LLC. (CIK 1545812) reported $1.45B across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CME ($62.5M, 4.32%), BK ($62.3M, 4.30%), GOOGL ($59.5M, 4.11%), WELL ($52.5M, 3.63%), SCHW ($52.0M, 3.59%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CMECME GROUP INC$62.5M4.32%211,456Trimmed
2BKBANK NEW YORK MELLON CORP$62.3M4.30%524,747Trimmed
3GOOGLALPHABET INC$59.5M4.11%206,862Trimmed
4WELLWELLTOWER INC$52.5M3.63%265,721Trimmed
5SCHWSCHWAB CHARLES CORP$52.0M3.59%553,189Trimmed
6MRKMERCK & CO INC$51.4M3.56%427,526Trimmed
7DEDEERE & CO$50.7M3.51%90,016Trimmed
8JNJJOHNSON & JOHNSON$50.7M3.50%207,324Trimmed
9USBUS BANCORP$47.9M3.31%920,704Trimmed
10PEPPEPSICO INC$46.9M3.25%302,262Added
11AAPLAPPLE INC$46.7M3.23%183,910Trimmed
12AMZNAMAZON COM INC$45.6M3.16%219,106Added
13GLWCORNING INC$43.5M3.01%320,020Trimmed
14CPTCAMDEN PPTY TR$41.7M2.88%426,913Added
15NTRNUTRIEN LTD$40.5M2.80%536,435Trimmed
16VZVERIZON COMMUNICATIONS INC$39.7M2.75%791,752Added
17SPGSIMON PPTY GROUP INC NEW$37.5M2.59%201,122Trimmed
18AMATAPPLIED MATLS INC$37.1M2.56%108,421Trimmed
19MDLZMONDELEZ INTL INC$34.9M2.42%606,311Added
20CNACNA FINL CORP$33.5M2.32%730,219Added
21PGPROCTER & GAMBLE CO$33.6M2.32%232,339Added
22PFEPFIZER INC$33.4M2.31%1.2MAdded
23KOCOCA COLA CO$31.6M2.18%415,342Trimmed
24HIWHIGHWOODS PPTYS INC$27.4M1.90%1.3MAdded
25ASMLASML HLDG NV$27.5M1.90%20,807Trimmed

Source: SEC Form 13F filings · as of 2026-03-31