PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WY | 350K | $8.68M |
 | VNOM | 350K | $13.38M |
 | DINO | 350K | $18.32M |
 | RIO | 325K | $21.45M |
 | FLR | 325K | $13.67M |
 | BP | 300K | $10.34M |
 | NTR | 300K | $17.61M |
 | CUBE | 300K | $12.20M |
 | UBER | 260K | $25.47M |
 | SCHW | 260K | $24.82M |
 | HIW | 250K | $7.96M |
 | MS | 240K | $38.15M |
 | AVGO | 240K | $79.18M |
 | REG | 225K | $16.40M |
 | CSR | 225K | $13.25M |
 | PLD | 225K | $25.77M |
 | UDR | 225K | $8.38M |
 | XOM | 210K | $23.68M |
 | CVX | 210K | $32.61M |
 | COP | 210K | $19.86M |
Weyerhaeuser Company
WY
Shares Held
350K
Value
$8.68M
Viper Energy, Inc.
VNOM
Shares Held
350K
Value
$13.38M
HF Sinclair Corporation
DINO
Shares Held
350K
Value
$18.32M
Rio Tinto Group
RIO
Shares Held
325K
Value
$21.45M
Fluor Corporation
FLR
Shares Held
325K
Value
$13.67M
BP p.l.c.
BP
Shares Held
300K
Value
$10.34M
Nutrien Ltd.
NTR
Shares Held
300K
Value
$17.61M
CubeSmart
CUBE
Shares Held
300K
Value
$12.20M
Uber Technologies, Inc.
UBER
Shares Held
260K
Value
$25.47M
The Charles Schwab Corporation
SCHW
Shares Held
260K
Value
$24.82M
Highwoods Properties, Inc.
HIW
Shares Held
250K
Value
$7.96M
Morgan Stanley
MS
Shares Held
240K
Value
$38.15M
Broadcom Inc.
AVGO
Shares Held
240K
Value
$79.18M
Regency Centers Corporation
REG
Shares Held
225K
Value
$16.40M
Centerspace
CSR
Shares Held
225K
Value
$13.25M
Prologis, Inc.
PLD
Shares Held
225K
Value
$25.77M
UDR, Inc.
UDR
Shares Held
225K
Value
$8.38M
Exxon Mobil Corporation
XOM
Shares Held
210K
Value
$23.68M
Chevron Corporation
CVX
Shares Held
210K
Value
$32.61M
ConocoPhillips
COP
Shares Held
210K
Value
$19.86M