CIK 1323414
PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
79
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–79 of 79
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | BIRCHCLIFF ENERGY LTD | 3.5M | $1M+ | SH |
| REG | REGENCY CTRS CORP | 275K | $1M+ | SH |
| CNQ | CANADIAN NAT RES LTD | 550K | $1M+ | SH |
| OXY | OCCIDENTAL PETE CORP | 450K | $1M+ | SH |
| STAG | STAG INDL INC | 500K | $1M+ | SH |
| CSR | CENTERSPACE | 275K | $1M+ | SH |
| WYNN | WYNN RESORTS LTD | 150K | $1M+ | SH |
| VNOM | VIPER ENERGY INC | 450K | $1M+ | SH |
| MUR | MURPHY OIL CORP | 550K | $1M+ | SH |
| DIS | DISNEY WALT CO | 150K | $1M+ | SH |
| BXP | BXP INC (formerly Boston Properties, Inc.) | 250K | $1M+ | SH |
| CUBE | CUBESMART | 450K | $1M+ | SH |
| IPGP | IPG PHOTONICS CORP | 225K | $1M+ | SH |
| FLR | FLUOR CORP NEW | 400K | $1M+ | SH |
| LULU | LULULEMON ATHLETICA INC | 75K | $1M+ | SH |
| WY | WEYERHAEUSER CO | 600K | $1M+ | SH |
| APA | APA CORPORATION | 550K | $1M+ | SH |
| PSX | PHILLIPS 66 | 100K | $1M+ | SH |
| UDR | UDR INC | 350K | $1M+ | SH |
| BP | BP PLC | 350K | $1M+ | SH |
| VNO | VORNADO RLTY TR | 350K | $1M+ | SH |
| KIM | KIMCO RLTY CORP | 550K | $1M+ | SH |
| UMH | UMH PPTYS INC | 650K | $1M+ | SH |
| QUBT | QUANTUM COMPUTING INC | 900K | $1M+ | SH |
| HIW | HIGHWOODS PPTYS INC | 350K | $1M+ | SH |
| VALE | VALE SA | 500K | $1M+ | SH |
| — | SOUTH32 LTD | 500K | $1M+ | SH |
| ALEX | ALEXANDER & BALDWIN INC | 200K | $1M+ | SH |
| OXY.WS | OCCIDENTAL PETROLEUM CORP WARRANT | 100K | $1M+ | SH |