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.

RankCountryLinesValueShare
1US104881.6M $61.09 %
2CA12107.9M $7.48 %
3JP2171.9M $4.98 %
4GB1263.5M $4.40 %
5AU1560.2M $4.17 %
6FR659.2M $4.10 %
7ES635.8M $2.48 %
8HK933.3M $2.31 %
9DE531.6M $2.19 %
10SG1223.1M $1.60 %
11BE316.3M $1.13 %
12IT311M $0.76 %

Positions

RankCompanySharesValueWeight
1Welltower Inc 268,57858.4M $4.02 %
2Equinix Inc 49,10853.2M $3.66 %
3Williams Cos Inc/The 643,34849.1M $3.38 %
4TC Energy Corp 722,29048.4M $3.33 %
5Prologis Inc 289,98341.2M $2.83 %
6National Grid PLC 2,101,95637.6M $2.59 %
7Vinci SA 244,79537M $2.55 %
8Targa Resources Corp 119,52831.1M $2.14 %
9American Tower Corp 166,06330.3M $2.09 %
10Sempra 304,02428.9M $1.99 %
11Enbridge Inc 478,11226.5M $1.82 %
12Goldman Sachs Financial Square Government Fund 26,400,66026.4M $1.82 %
13Goodman Group 1,095,46023.7M $1.63 %
14E.ON SE 984,67821.8M $1.50 %
15Extra Space Storage Inc 146,39221M $1.44 %
16PG&E Corp 1,241,78920.6M $1.42 %
17Digital Realty Trust Inc 100,83720.3M $1.39 %
18Simon Property Group Inc 94,84919.3M $1.33 %
19Ventas Inc 205,57418.1M $1.24 %
20Unibail-Rodamco-Westfield 139,02816.9M $1.16 %
21Crown Castle Inc 188,44916.7M $1.15 %
22Iron Mountain Inc 132,00116.6M $1.14 %
23Atmos Energy Corp 84,44516M $1.10 %
24Agree Realty Corp 202,13715.6M $1.07 %
25Kinder Morgan, Inc. 468,38315.4M $1.06 %
26CenterPoint Energy Inc 350,75215.3M $1.05 %
27First Industrial Realty Trust Inc 239,20414.8M $1.02 %
28NiSource Inc 302,03814.6M $1.00 %
29American Healthcare REIT Inc 268,08813.6M $0.94 %
30Sumitomo Realty & Development Co Ltd 425,52913.2M $0.91 %
31Mitsubishi Estate Co Ltd 455,20213M $0.89 %
32Cellnex Telecom SA 357,04812M $0.83 %
33Exelon Corp 261,12312M $0.83 %
34SBA Communications Corp 52,77611.7M $0.80 %
35DT Midstream Inc 78,34011.6M $0.80 %
36Curbline Properties Corp 394,53910.9M $0.75 %
37Consolidated Edison Inc 93,29110.4M $0.72 %
38Mitsui Fudosan Co Ltd 930,13310.2M $0.70 %
39Regency Centers Corp 121,2659.4M $0.65 %
40UDR Inc 245,7478.9M $0.61 %
41Chartwell Retirement Residences 562,8958.9M $0.61 %
42Essential Properties Realty Trust Inc 280,8418.8M $0.61 %
43Aena SME SA 323,1288.8M $0.61 %
44Sun Hung Kai Properties Ltd 497,4158.7M $0.60 %
45Goldman Sachs Central Government Fund 8,536,3438.5M $0.59 %
46Nippon Building Fund Inc 10,0068.4M $0.58 %
47Link REIT 1,644,5628.3M $0.57 %
48ONEOK Inc 85,9617.9M $0.55 %
49NEXTDC Ltd 760,1817.9M $0.54 %
50Independence Realty Trust Inc 449,4007.3M $0.50 %
51American Homes 4 Rent 229,5677.3M $0.50 %
52Brixmor Property Group Inc 231,1807M $0.48 %
53Castellum AB 540,0506.9M $0.48 %
54Equity Residential 102,3666.7M $0.46 %
55CSX Corp 143,4076.5M $0.45 %
56Aedifica SA 76,6956.5M $0.44 %
57Keyera Corp 165,1486.4M $0.44 %
58TAG Immobilien AG 357,0976.2M $0.43 %
59Invitation Homes Inc 216,0586.2M $0.43 %
60Redeia Corp SA 351,9256.2M $0.42 %
61Eversource Energy 85,2296M $0.41 %
62Janus Living Inc 227,4686M $0.41 %
63Transurban Group 586,6625.9M $0.41 %
64Warehouses De Pauw CVA 220,9205.8M $0.40 %
65BXP Inc 97,8695.7M $0.39 %
66Waste Connections Inc 34,3035.7M $0.39 %
67AvalonBay Communities, Inc. 30,4775.6M $0.38 %
68Tritax Big Box REIT PLC 2,689,4875.5M $0.38 %
69Sabra Health Care REIT Inc 252,7985.2M $0.36 %
70Equity LifeStyle Properties Inc 81,9855.2M $0.36 %
71Snam SpA 648,0085.1M $0.35 %
72City Developments Ltd 787,6055.1M $0.35 %
73Scentre Group 1,830,3154.9M $0.34 %
74LondonMetric Property PLC 1,903,9944.9M $0.34 %
75Camden Property Trust 46,4504.9M $0.34 %
76Cheniere Energy Inc 17,6754.9M $0.33 %
77Merlin Properties Socimi SA 277,5294.9M $0.33 %
78PSP Swiss Property AG 24,2694.9M $0.33 %
79CapitaLand Ascendas REIT 2,435,7544.8M $0.33 %
80British Land Co PLC/The 877,0444.6M $0.32 %
81ENN Energy Holdings Ltd 589,3004.6M $0.32 %
82Terna - Rete Elettrica Nazionale 381,6964.6M $0.32 %
83Kimco Realty Corp 193,5704.6M $0.31 %
84Essex Property Trust Inc 17,2434.5M $0.31 %
85Spire Inc 46,7154.3M $0.29 %
86Severn Trent PLC 95,5604.2M $0.29 %
87Mitsui Fudosan Accommodations Fund Inc 5,0804.2M $0.29 %
88DTE Energy Co 27,7694.2M $0.29 %
89Kite Realty Group Trust 159,0604.2M $0.29 %
90American Water Works Co Inc 32,0504.1M $0.28 %
91EastGroup Properties Inc 20,4034.1M $0.28 %
92Public Storage 13,4804.1M $0.28 %
93Elia Group SA/NV 24,1494M $0.28 %
94Stockland 1,341,8173.9M $0.27 %
95Cia Paranaense de Energia - Copel 1,217,6753.9M $0.27 %
96Swire Properties Ltd 1,216,0593.9M $0.27 %
97APA Group 510,5453.8M $0.26 %
98NATIONAL HEALTHCARE PROPERTIES INC 292,5593.8M $0.26 %
99Alliant Energy Corp 49,4493.6M $0.25 %
100Cousins Properties Inc 139,6693.6M $0.25 %