Titelia

Holdings of Goldman Sachs Multi-Manager Real Assets Strategy Fund

Goldman Sachs Trust II · 231 declared positions · as of Apr 30, 2026

Original filing · Net assets 1.5B $ · Ten largest lines: 28.8 % of the equity sleeve

Sector breakdown

  • Real estate 21.1 %
  • Utilities 14.6 %
  • Energy 12.7 %
  • Industrials 3.5 %
  • Funds 1.8 %
  • Communication 0.3 %
  • Materials 0.2 %
  • Consumer discretionary 0.1 %
  • Unattributed 45.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 61.9 %
  • EUR 10.8 %
  • CAD 7.3 %
  • JPY 5.0 %
  • GBP 4.4 %
  • AUD 4.2 %
  • HKD 2.5 %
  • SGD 1.6 %
  • SEK 0.7 %
  • CHF 0.6 %
  • BRL 0.3 %
  • MXN 0.3 %
  • MYR 0.2 %
  • PHP 0.2 %
  • AED 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 61.1 %
  • CA 7.5 %
  • JP 5.0 %
  • GB 4.4 %
  • AU 4.2 %
  • FR 4.1 %
  • ES 2.5 %
  • HK 2.3 %
  • DE 2.2 %
  • SG 1.6 %
  • BE 1.1 %
  • IT 0.8 %
  • Other countries 3.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US104881.6M $61.09 %
CA12107.9M $7.48 %
JP2171.9M $4.98 %
GB1263.5M $4.40 %
AU1560.2M $4.17 %
FR659.2M $4.10 %
ES635.8M $2.48 %
HK933.3M $2.31 %
DE531.6M $2.19 %
SG1223.1M $1.60 %
BE316.3M $1.13 %
IT311M $0.76 %

Positions

CompanySharesValueWeight
Welltower Inc 268,57858.4M $4.02 %
Equinix Inc 49,10853.2M $3.66 %
Williams Cos Inc/The 643,34849.1M $3.38 %
TC Energy Corp 722,29048.4M $3.33 %
Prologis Inc 289,98341.2M $2.83 %
National Grid PLC 2,101,95637.6M $2.59 %
Vinci SA 244,79537M $2.55 %
Targa Resources Corp 119,52831.1M $2.14 %
American Tower Corp 166,06330.3M $2.09 %
Sempra 304,02428.9M $1.99 %
Enbridge Inc 478,11226.5M $1.82 %
Goldman Sachs Financial Square Government Fund 26,400,66026.4M $1.82 %
Goodman Group 1,095,46023.7M $1.63 %
E.ON SE 984,67821.8M $1.50 %
Extra Space Storage Inc 146,39221M $1.44 %
PG&E Corp 1,241,78920.6M $1.42 %
Digital Realty Trust Inc 100,83720.3M $1.39 %
Simon Property Group Inc 94,84919.3M $1.33 %
Ventas Inc 205,57418.1M $1.24 %
Unibail-Rodamco-Westfield 139,02816.9M $1.16 %
Crown Castle Inc 188,44916.7M $1.15 %
Iron Mountain Inc 132,00116.6M $1.14 %
Atmos Energy Corp 84,44516M $1.10 %
Agree Realty Corp 202,13715.6M $1.07 %
Kinder Morgan, Inc. 468,38315.4M $1.06 %
CenterPoint Energy Inc 350,75215.3M $1.05 %
First Industrial Realty Trust Inc 239,20414.8M $1.02 %
NiSource Inc 302,03814.6M $1.00 %
American Healthcare REIT Inc 268,08813.6M $0.94 %
Sumitomo Realty & Development Co Ltd 425,52913.2M $0.91 %
Mitsubishi Estate Co Ltd 455,20213M $0.89 %
Cellnex Telecom SA 357,04812M $0.83 %
Exelon Corp 261,12312M $0.83 %
SBA Communications Corp 52,77611.7M $0.80 %
DT Midstream Inc 78,34011.6M $0.80 %
Curbline Properties Corp 394,53910.9M $0.75 %
Consolidated Edison Inc 93,29110.4M $0.72 %
Mitsui Fudosan Co Ltd 930,13310.2M $0.70 %
Regency Centers Corp 121,2659.4M $0.65 %
UDR Inc 245,7478.9M $0.61 %
Chartwell Retirement Residences 562,8958.9M $0.61 %
Essential Properties Realty Trust Inc 280,8418.8M $0.61 %
Aena SME SA 323,1288.8M $0.61 %
Sun Hung Kai Properties Ltd 497,4158.7M $0.60 %
Goldman Sachs Central Government Fund 8,536,3438.5M $0.59 %
Nippon Building Fund Inc 10,0068.4M $0.58 %
Link REIT 1,644,5628.3M $0.57 %
ONEOK Inc 85,9617.9M $0.55 %
NEXTDC Ltd 760,1817.9M $0.54 %
Independence Realty Trust Inc 449,4007.3M $0.50 %
American Homes 4 Rent 229,5677.3M $0.50 %
Brixmor Property Group Inc 231,1807M $0.48 %
Castellum AB 540,0506.9M $0.48 %
Equity Residential 102,3666.7M $0.46 %
CSX Corp 143,4076.5M $0.45 %
Aedifica SA 76,6956.5M $0.44 %
Keyera Corp 165,1486.4M $0.44 %
TAG Immobilien AG 357,0976.2M $0.43 %
Invitation Homes Inc 216,0586.2M $0.43 %
Redeia Corp SA 351,9256.2M $0.42 %
Eversource Energy 85,2296M $0.41 %
Janus Living Inc 227,4686M $0.41 %
Transurban Group 586,6625.9M $0.41 %
Warehouses De Pauw CVA 220,9205.8M $0.40 %
BXP Inc 97,8695.7M $0.39 %
Waste Connections Inc 34,3035.7M $0.39 %
AvalonBay Communities, Inc. 30,4775.6M $0.38 %
Tritax Big Box REIT PLC 2,689,4875.5M $0.38 %
Sabra Health Care REIT Inc 252,7985.2M $0.36 %
Equity LifeStyle Properties Inc 81,9855.2M $0.36 %
Snam SpA 648,0085.1M $0.35 %
City Developments Ltd 787,6055.1M $0.35 %
Scentre Group 1,830,3154.9M $0.34 %
LondonMetric Property PLC 1,903,9944.9M $0.34 %
Camden Property Trust 46,4504.9M $0.34 %
Cheniere Energy Inc 17,6754.9M $0.33 %
Merlin Properties Socimi SA 277,5294.9M $0.33 %
PSP Swiss Property AG 24,2694.9M $0.33 %
CapitaLand Ascendas REIT 2,435,7544.8M $0.33 %
British Land Co PLC/The 877,0444.6M $0.32 %
ENN Energy Holdings Ltd 589,3004.6M $0.32 %
Terna - Rete Elettrica Nazionale 381,6964.6M $0.32 %
Kimco Realty Corp 193,5704.6M $0.31 %
Essex Property Trust Inc 17,2434.5M $0.31 %
Spire Inc 46,7154.3M $0.29 %
Severn Trent PLC 95,5604.2M $0.29 %
Mitsui Fudosan Accommodations Fund Inc 5,0804.2M $0.29 %
DTE Energy Co 27,7694.2M $0.29 %
Kite Realty Group Trust 159,0604.2M $0.29 %
American Water Works Co Inc 32,0504.1M $0.28 %
EastGroup Properties Inc 20,4034.1M $0.28 %
Public Storage 13,4804.1M $0.28 %
Elia Group SA/NV 24,1494M $0.28 %
Stockland 1,341,8173.9M $0.27 %
Cia Paranaense de Energia - Copel 1,217,6753.9M $0.27 %
Swire Properties Ltd 1,216,0593.9M $0.27 %
APA Group 510,5453.8M $0.26 %
NATIONAL HEALTHCARE PROPERTIES INC 292,5593.8M $0.26 %
Alliant Energy Corp 49,4493.6M $0.25 %
Cousins Properties Inc 139,6693.6M $0.25 %