Foresight Group Ltd Liability Partnership
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Foresight Group Ltd Liability Partnership reported 34 stock positions worth $189.5 million. Its top holding was American Tower (AMT) at 14.6% of the portfolio, followed by Healthpeak Properties (DOC, 13.3%) and Healthcare Realty Trust (HR, 11.6%). Compared with Q1 2024, it opened 3 new positions, added to 20 and reduced 8. The biggest buy was Equinix (EQIX, shares +54%) and the biggest sale Healthpeak Properties (DOC, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001943441
- Portfolio Value
- $189.5M (Q2 2024)
- SEC Filing
- 0001943441-24-000005 ↗ filed Aug 12, 2024
Holdings Value
Holdings 34 stocks · $189.5M
| AMT American Tower Corp. | 14.58% | 178,902 | $27.6M | Add +1.1% |
| DOC Healthpeak Properties Inc. | 13.27% | 1,648,853 | $25.1M | Reduce -13.3% |
| HR Healthcare Realty Trust Inc. | 11.61% | 1,672,722 | $22.0M | Reduce -13.3% |
| DLR Digital Realty Trust Inc. | 10.72% | 172,196 | $20.3M | Reduce -6.7% |
| EQIX Equinix Inc. | 9.76% | 31,067 | $18.5M | Add +54.3% |
| CWEN Clearway Energy Inc. Class C | 6.76% | 627,715 | $12.8M | Reduce -8.5% |
| DEA Easterly Govt Pptys Inc. | 6.62% | 1,285,120 | $12.5M | Reduce -18.2% |
| CCI Crown Castle Inc. | 5.85% | 143,859 | $11.1M | Add +15.8% |
| BEPC Brookfield Renewable Cor-A | 4.29% | 345,615 | $8.1M | Reduce -28.0% |
| STAG Stag Industrial Inc. | 1.89% | 128,963 | $3.6M | Add +17.2% |
| ARE Alexandria Real Estate Equit | 1.78% | 36,621 | $3.4M | Add +5.6% |
| WY Weyerhaeuser Co. | 1.56% | 132,273 | $3.0M | Add +96.3% |
| PCH Potlatchdeltic Corp. | 1.38% | 84,314 | $2.6M | Add +72.7% |
| AMH American Homes 4 Rent- A | 1.36% | 88,409 | $2.6M | Add +6.2% |
| MAA Mid-America Apartment Comm | 1.11% | 18,943 | $2.1M | Reduce -4.0% |
| KRC Kilroy Realty Corp. | 1.01% | 77,584 | $1.9M | Add +8.3% |
| BXP BXP Inc. filed as BOSTON PROPERTIES INC | 0.70% | 27,394 | $1.3M | No change |
| WCN Waste Connections Inc. | 0.51% | 6,959 | $968K | New |
| XYL Xylem Inc. | 0.47% | 8,222 | $888K | Add +89.3% |
| GXO Gxo Logistics Inc. | 0.47% | 22,601 | $888K | Add +120.9% |
| JCI Johnson Controls Internation | 0.46% | 16,520 | $876K | Add +86.3% |
| TT Trane Technologies PLC | 0.45% | 3,237 | $855K | Add +91.0% |
| OC Owens Corning | 0.43% | 6,010 | $817K | Add +70.5% |
| WMS Advanced Drainage Systems Inc. | 0.40% | 6,000 | $767K | Add +76.6% |
| DE Deere & Co. | 0.38% | 2,418 | $721K | Add +113.0% |
| RYN Rayonier Inc. | 0.37% | 30,397 | $695K | Add +90.1% |
| BFAM Bright Horizons Family Solut | 0.36% | 8,003 | $677K | Add +91.8% |
| DBRG Digitalbridge Group Inc. | 0.35% | 61,397 | $655K | Add +268.7% |
| PLD Prologis Inc. | 0.31% | 6,722 | $592K | No change |
| CMC Commercial Metals Co. | 0.25% | 11,127 | $471K | Add +88.0% |
| COLD Americold Realty Trust Inc. | 0.23% | 22,168 | $440K | New |
| VITL Vital Farms Inc. | 0.18% | 9,790 | $342K | Reduce -17.7% |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 469 | $204K | New |
| CHPT Chargepoint Holdings Inc. | 0.02% | 33,612 | $41K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| DOC Healthpeak Properties Inc. | Reduce -13.3% | 13.27% | −2.05 |
| DEA Easterly Govt Pptys Inc. | Reduce -18.2% | 6.62% | −1.40 |
| DLR Digital Realty Trust Inc. | Reduce -6.7% | 10.72% | −0.85 |
| BEPC Brookfield Renewable Cor-A | Reduce -28.0% | 4.29% | −0.74 |
| HR Healthcare Realty Trust Inc. | Reduce -13.3% | 11.61% | −0.22 |
| CWEN Clearway Energy Inc. Class C | Reduce -8.5% | 6.76% | −0.15 |
| MAA Mid-America Apartment Comm | Reduce -4.0% | 1.11% | +0.00 |
| VITL Vital Farms Inc. | Reduce -17.7% | 0.18% | +0.06 |
Portfolio Buys Q1 2024 → Q2 2024
| EQIX Equinix Inc. | Add +54.3% | 9.76% | +2.42 |
| WY Weyerhaeuser Co. | Add +96.3% | 1.56% | +0.52 |
| WCN Waste Connections Inc. | New | 0.51% | +0.51 |
| PCH Potlatchdeltic Corp. | Add +72.7% | 1.38% | +0.40 |
| GXO Gxo Logistics Inc. | Add +120.9% | 0.47% | +0.24 |
| TT Trane Technologies PLC | Add +91.0% | 0.45% | +0.23 |
| COLD Americold Realty Trust Inc. | New | 0.23% | +0.23 |
| XYL Xylem Inc. | Add +89.3% | 0.47% | +0.23 |
| JCI Johnson Controls Internation | Add +86.3% | 0.46% | +0.22 |
| DBRG Digitalbridge Group Inc. | Add +268.7% | 0.35% | +0.21 |
| DE Deere & Co. | Add +113.0% | 0.38% | +0.18 |
| OC Owens Corning | Add +70.5% | 0.43% | +0.18 |
| BFAM Bright Horizons Family Solut | Add +91.8% | 0.36% | +0.15 |
| WMS Advanced Drainage Systems Inc. | Add +76.6% | 0.40% | +0.15 |
| RYN Rayonier Inc. | Add +90.1% | 0.37% | +0.14 |
| TMO Thermo Fisher Scientific Inc. | New | 0.11% | +0.11 |
| CMC Commercial Metals Co. | Add +88.0% | 0.25% | +0.10 |
| STAG Stag Industrial Inc. | Add +17.2% | 1.89% | +0.09 |
| AMH American Homes 4 Rent- A | Add +6.2% | 1.36% | +0.06 |
| CCI Crown Castle Inc. | Add +15.8% | 5.85% | +0.05 |
| KRC Kilroy Realty Corp. | Add +8.3% | 1.01% | −0.10 |
| ARE Alexandria Real Estate Equit | Add +5.6% | 1.78% | −0.12 |
| AMT American Tower Corp. | Add +1.1% | 14.58% | −0.76 |
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 |