CHILTON CAPITAL MANAGEMENT LLC
CIK 1056859
13F filing for Q2 2026・No. 1,239
- Holdings
- US$3.17B
- Quarter change
- +US$294.15M
- Entries
- 592
- Net bought (estimate)
- −US$59.6M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 43
- Sold out 109
- Cut 182
- Added 93
- Corporate actions 4
- Unchanged 273
Largest holdings
591 stocks worth US$3.16B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 1,197,325 | US$239.57M | 7.58% |
| AAPLAppleCOM | Added | 573,291 | US$165.89M | 5.25% |
| GOOGALPHABET INCCAP STK CL C | Added | 430,625 | US$152.15M | 4.81% |
| MSFTMicrosoftCOM | Cut | 362,650 | US$135.28M | 4.28% |
| AMZNAmazonCOM | Cut | 544,152 | US$129.69M | 4.10% |
| AVGOBroadcomCOM | Added | 325,477 | US$122.95M | 3.89% |
| VTRVENTAS INCCOM | Added | 1,085,445 | US$96.53M | 3.05% |
| METAMetaCL A | Added | 168,076 | US$94.68M | 3.00% |
| JPMJPMORGAN CHASE & COCOM | Cut | 268,794 | US$87.98M | 2.78% |
| LLYELI LILLY & COCOM | Cut | 69,286 | US$83.1M | 2.63% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.