account_balance
Investment manager · 13F filer · SEC CIK 1565854
Zimmer Partners, LP
Reported value$4.23Bas of Jun 30, 2026
Positions112 38 new, 46 sold out
Top 10 weight43.0%WELL alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WELLWelltower Inc
6.0%
NINisource Inc
4.8%Trimmed −17%
ESEversource Energy
4.6%Trimmed −19%
KGSKodiak Gas SVCS Inc
4.5%Added +6%
XELXcel Energy Inc
4.4%Trimmed −12%
TRGPTarga Res Corp
4.2%Trimmed −18%
PCGPG&E Corp
3.9%Added +54%
MAIRMadison Air Solutions Corp
3.8%New
PPLPPL Corp
3.4%New
KMIKinder Morgan Inc
3.4%Trimmed −22%
ADCAgree Rlty Corp
3.3%Trimmed −44%
FPSForgent Power Solutions Inc
3.0%Added +16%
WELLWelltower Inc
6.0%
NI4.8%ES4.6%KGSKodiak Gas SVCS Inc
4.5%Added +6%
XELXcel Energy Inc
4.4%Trimmed −12%
TRGPTarga Res Corp
4.2%Trimmed −18%
PCG3.9%MAIR3.8%PPL3.4%KMI3.4%ADC3.3%FPS3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WELL Welltower Inc 6.0% HeldNI Nisource Inc 4.8% Trimmed −17%ES Eversource Energy 4.6% Trimmed −19%KGS Kodiak Gas SVCS Inc 4.5% Added +6%XEL Xcel Energy Inc 4.4% Trimmed −12%TRGP Targa Res Corp 4.2% Trimmed −18%PCG PG&E Corp 3.9% Added +54%MAIR Madison Air Solutions Corp 3.8% NewPPL PPL Corp 3.4% NewKMI Kinder Morgan Inc 3.4% Trimmed −22%ADC Agree Rlty Corp 3.3% Trimmed −44%FPS Forgent Power Solutions Inc 3.0% Added +16%
What changed