CHILTON CAPITAL MANAGEMENT LLC

RIA/Wealth

CHILTON CAPITAL MANAGEMENT LLC is a RIA/Wealth based in Houston, TX led by David Milton Underwood Jr., managing $3.0B across 565 long positions as of Q3 2025 with MSFT as the largest holding (7% allocation).

CEODavid Milton Underwood Jr.

Portfolio Value: $3.0B
Positions: 565
Top Holding: MSFT at 6.69%
Last Reported: Q3 2025

Address1177 West Loop South, Suite 1750, Houston, TX, 77027-9062, United States

Top Holdings

Largest long holdings in CHILTON CAPITAL MANAGEMENT LLC's portfolio (38.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$198.6M	6.69%	+$36.1M Bought	0.01% 383.4K shares	≤ Q2 2013 Held for 12y 5m+
2 Nvidia NVDA	Semiconductors Technology	$196.3M	6.62%	-$1.1M Sold	0.00% 1.1M shares	Q2 2021 Held for 4y 5m
3 Apple AAPL	Consumer Electronics Technology	$136.5M	4.60%	+$18.2M Bought	0.00% 536.1K shares	≤ Q2 2013 Held for 12y 5m+
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$115.7M	3.90%	+$3.9M Bought	0.00% 527.1K shares	Q4 2014 Held for 10y 11m
5 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$108.2M	3.64%	-$5.8M Sold	0.00% 444.1K shares	Q2 2014 Held for 11y 5m
6 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$106.7M	3.60%	+$4.6M Bought	0.01% 145.3K shares	≤ Q2 2013 Held for 12y 5m+
7 Broadcom Inc. AVGO	Semiconductors Technology	$78.9M	2.66%	+$21.0M Bought	0.01% 239.1K shares	Q3 2017 Held for 8y 2m
8 Quanta Services PWR	Engineering & Construction Industrials	$69.0M	2.33%	+$26.8M Bought	0.11% 166.5K shares	Q3 2021 Held for 4y 2m
9 Walmart WMT	Discount Stores Consumer Defensive	$65.2M	2.20%	+$7.5M Bought	0.01% 632.5K shares	Q4 2016 Held for 8y 11m
10 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$62.6M	2.11%	+$20.4M Bought	0.04% 433.0K shares	Q4 2018 Held for 6y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CHILTON CAPITAL MANAGEMENT LLC's latest filing

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Market Value

$3.0B

Prior: $2.7B

Q/Q Change

+8.7%

+$237.4M

Net Flows % of MV

+2.7%

Turnover Ratio

7.78%

New Purchases

53 stocks

$3.5M

Added To

123 stocks

+$290.4M

Sold Out Of

47 stocks

$12.2M

Reduced Holdings

164 stocks

-$201.5M

Increased Positions

Position	Shares Δ	Change
1 LandBridge Company LB	New	0 → 7.3K +$391.2K
2 ILCG iShares Morningstar Growth ILCG	New	0 → 3.5K +$366.3K
3 iShares Morningstar Mid-Cap Value IMCV	New	0 → 4.2K +$339.9K
4 iShares Morningstar Mid-Cap Growth IMCG	New	0 → 3.7K +$306.8K
5 California Resources CRC	New	0 → 4.6K +$243.6K

Decreased Positions

Position	Shares Δ	Change
1 Lineage, Inc. LINE	Sold	225.2K → 0 −$9.9M
2 Stratus Properties STRS	Sold	37.7K → 0 −$712.0K
3 ChampionX CHX	Sold	8.7K → 0 −$215.1K
4 Marsh & McLennan Companies MMC	Sold	815.0 → 0 −$178.2K
5 First Trust California Municipal High Income FCAL	Sold	2.8K → 0 −$134.0K

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Analytics

Portfolio insights and performance metrics for CHILTON CAPITAL MANAGEMENT LLC

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Sector Allocation

Technology

22.90%

Real Estate

13.00%

Financial Services

10.60%

Consumer Cyclical

9.40%

Communication Services

8.90%

Industrials

8.40%

Healthcare

7.00%

ETF

6.30%

Consumer Defensive

4.40%

Energy

4.10%

Basic Materials

2.30%

Utilities

1.20%

Market Cap Distribution

Mega Cap (> $200B)

54.09%

Large Cap ($10B - $200B)

34.28%

Mid Cap ($2B - $10B)

2.92%

Small Cap ($300M - $2B)

0.65%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.49%

N/A (ETF or Unknown)

7.57%

Portfolio Concentration

Top 10 Holdings %

38.33%

Top 20 Holdings %

56.48%

Top 50 Holdings %

84.01%

Top 100 Holdings %

96.16%