Foresight Group Ltd Liability Partnership
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Foresight Group Ltd Liability Partnership reported 31 stock positions worth $184.7 million. Its top holding was American Tower (AMT) at 15.3% of the portfolio, followed by Healthpeak Properties (DOC, 15.3%) and Healthcare Realty Trust (HR, 11.8%). Compared with Q4 2023, it opened 1 new position, sold out of 8, added to 6 and reduced 16. The biggest buy was American Tower (AMT, shares +1841%) and the biggest sale an exit from American Tower.
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001943441
- Portfolio Value
- $184.7M (Q1 2024)
- SEC Filing
- 0001943441-24-000004 ↗ filed May 14, 2024
Holdings Value
Holdings 31 stocks · $184.7M
| AMT American Tower Corp. | 15.34% | 176,945 | $28.3M | Add +1840.6% |
| DOC Healthpeak Properties Inc. | 15.31% | 1,902,565 | $28.3M | Add +0.8% |
| HR Healthcare Realty Trust Inc. | 11.82% | 1,928,359 | $21.8M | Reduce -5.7% |
| DLR Digital Realty Trust Inc. | 11.57% | 184,556 | $21.4M | Reduce -13.3% |
| DEA Easterly Govt Pptys Inc. | 8.01% | 1,570,561 | $14.8M | Reduce -46.2% |
| EQIX Equinix Inc. | 7.34% | 20,133 | $13.6M | Reduce -7.5% |
| CWEN Clearway Energy Inc. Class C | 6.90% | 686,260 | $12.7M | Reduce -11.7% |
| CCI Crown Castle Inc. | 5.80% | 124,218 | $10.7M | Add +7.2% |
| BEPC Brookfield Renewable Cor-A | 5.03% | 480,293 | $9.3M | New |
| ARE Alexandria Real Estate Equit | 1.90% | 34,668 | $3.5M | Reduce -9.1% |
| STAG Stag Industrial Inc. | 1.80% | 110,069 | $3.3M | Reduce -5.7% |
| AMH American Homes 4 Rent- A | 1.30% | 83,283 | $2.4M | Add +102.3% |
| KRC Kilroy Realty Corp. | 1.11% | 71,636 | $2.1M | No change |
| MAA Mid-America Apartment Comm | 1.11% | 19,743 | $2.0M | Reduce -9.3% |
| WY Weyerhaeuser Co. | 1.04% | 67,399 | $1.9M | Reduce -10.4% |
| PCH Potlatchdeltic Corp. | 0.98% | 48,820 | $1.8M | Reduce -5.0% |
| BXP BXP Inc. filed as BOSTON PROPERTIES INC | 0.74% | 27,394 | $1.4M | Reduce -13.5% |
| PLD Prologis Inc. | 0.37% | 6,722 | $687K | Reduce -17.2% |
| OC Owens Corning | 0.25% | 3,525 | $468K | No change |
| WMS Advanced Drainage Systems Inc. | 0.25% | 3,397 | $462K | Reduce -4.3% |
| JCI Johnson Controls Internation | 0.25% | 8,867 | $456K | No change |
| XYL Xylem Inc. | 0.24% | 4,344 | $446K | No change |
| GXO Gxo Logistics Inc. | 0.23% | 10,231 | $427K | Add +51.5% |
| RYN Rayonier Inc. | 0.23% | 15,989 | $423K | No change |
| TT Trane Technologies PLC | 0.22% | 1,695 | $403K | No change |
| BFAM Bright Horizons Family Solut | 0.20% | 4,173 | $373K | No change |
| DE Deere & Co. | 0.20% | 1,135 | $368K | Add +19.6% |
| CMC Commercial Metals Co. | 0.15% | 5,918 | $273K | Reduce -14.6% |
| DBRG Digitalbridge Group Inc. | 0.14% | 16,654 | $254K | Reduce -12.2% |
| VITL Vital Farms Inc. | 0.12% | 11,902 | $219K | Reduce -25.9% |
| CHPT Chargepoint Holdings Inc. | 0.03% | 33,612 | $51K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| American Tower Corp | Sold out | 0.00% | −6.50 |
| DEA Easterly Govt Pptys Inc. | Reduce -46.2% | 8.01% | −6.38 |
| American Tower Corp | Sold out | 0.00% | −4.84 |
| PHYSICIANS REALTY TRUST | Sold out | 0.00% | −4.52 |
| American Tower Corp | Sold out | 0.00% | −1.12 |
| HR Healthcare Realty Trust Inc. | Reduce -5.7% | 11.82% | −1.00 |
| CWEN Clearway Energy Inc. Class C | Reduce -11.7% | 6.90% | −0.84 |
| American Tower Corp | Sold out | 0.00% | −0.36 |
| American Tower Corp | Sold out | 0.00% | −0.26 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.19 |
| SHLS Shoals Technologies Group -A | Sold out | 0.00% | −0.13 |
| BXP BXP Inc. | Reduce -13.5% | 0.74% | −0.08 |
| PLD Prologis Inc. | Reduce -17.2% | 0.37% | −0.02 |
| DBRG Digitalbridge Group Inc. | Reduce -12.2% | 0.14% | +0.02 |
| CMC Commercial Metals Co. | Reduce -14.6% | 0.15% | +0.02 |
| VITL Vital Farms Inc. | Reduce -25.9% | 0.12% | +0.03 |
| MAA Mid-America Apartment Comm | Reduce -9.3% | 1.11% | +0.04 |
| PCH Potlatchdeltic Corp. | Reduce -5.0% | 0.98% | +0.07 |
| WMS Advanced Drainage Systems Inc. | Reduce -4.3% | 0.25% | +0.07 |
| WY Weyerhaeuser Co. | Reduce -10.4% | 1.04% | +0.09 |
| ARE Alexandria Real Estate Equit | Reduce -9.1% | 1.90% | +0.13 |
| STAG Stag Industrial Inc. | Reduce -5.7% | 1.80% | +0.14 |
| EQIX Equinix Inc. | Reduce -7.5% | 7.34% | +0.97 |
| DLR Digital Realty Trust Inc. | Reduce -13.3% | 11.57% | +1.14 |
Portfolio Buys Q4 2023 → Q1 2024
| AMT American Tower Corp. | Add +1840.6% | 15.34% | +14.63 |
| BEPC Brookfield Renewable Cor-A | New | 5.03% | +5.03 |
| DOC Healthpeak Properties Inc. | Add +0.8% | 15.31% | +1.62 |
| CCI Crown Castle Inc. | Add +7.2% | 5.80% | +0.96 |
| AMH American Homes 4 Rent- A | Add +102.3% | 1.30% | +0.76 |
| GXO Gxo Logistics Inc. | Add +51.5% | 0.23% | +0.08 |
| DE Deere & Co. | Add +19.6% | 0.20% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $555.8M | ECL, XYL, AWK, A, APTV |
| Q1 2026 | 59 | $566.2M | APTV, ECL, GMED, AWK, TEL |
| Q4 2025 | 58 | $664.4M | NVO, TEL, GMED, TMO, TRMB |
| Q3 2025 | 58 | $669.9M | XYL, TEL, ADSK, TRMB, ECL |
| Q2 2025 | 60 | $704.9M | ADSK, TEL, TRMB, XYL, ECL |
| Q1 2025Amended | 62 | $709.4M | ECL, XYL, TEL, LIN, AZN |
| Q4 2024 | 35 | $645.3M | DOC, AMT, DLR, EQIX, HR |
| Q3 2024 | 33 | $51.9M | BEPC, STAG, ARE, EQIX, AMT |
| Q2 2024 | 34 | $189.5M | AMT, DOC, HR, DLR, EQIX |
| Q1 2024 | 31 | $184.7M | AMT, DOC, HR, DLR, DEA |