13F-HR 1 a2199920z13f-hr.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2010 ----------------------- Check Here if Amendment / /; Amendment Number: --------- This Amendment (Check only one.): / / is a restatement. / / adds new holdings entries. Institutional Investment Manager Filing this Report: Name: AMP Capital Brookfield (US) LLC ------------------------------------- Address: 71 S. Wacker Drive ------------------------------------- Chicago, IL 60606 ------------------------------------- Form 13F File Number: 28-13827 --------------------- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Seth Gelman ------------------------------- Title: Chief Compliance Officer ------------------------------- Phone: 212-549-8415 ------------------------------- Signature, Place, and Date of Signing: /s/ Seth A. Gelman New York, NY 8/16/2010 ------------------------------- ----------------- --------------- [Signature] [City, State] [Date] Report Type (Check only one.): /X/ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) / / 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) / / 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: None FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 -------------------- Form 13F Information Table Entry Total: 60 -------------------- Form 13F Information Table Value Total: 1,775,449 -------------------- (thousands) List of Other Included Managers: None Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. FORM 13F INFORMATION TABLE AMP Capital Brookfield (US) LLC FORM 13F 30-Jun-10

Host Hotels & Resorts Inc COM 44107P104 57982 4301347 SH Sole 601165 3700182 HRPT Prop Pref 6.50% Series D PFD 40426W507 17330 933200 SH Sole 933200 Inland Real Estate Corp COM 457461200 10649 1344512 SH Sole 548900 795612 KB Home COM 48666K109 4508 409800 SH Sole 182000 227800 Kilroy Realty Corp COM 49427F108 40958 1377665 SH Sole 210503 1167162 Kimco Realty Corp COM 49446R109 2407 179100 SH Sole 179100 Lennar Corp COM 526057104 5782 415700 SH Sole 225400 190300 Lexington Realty Trust COM 529043101 4503 749245 SH Sole 523790 225455 Lexington Rlty Trst Pref 6.50% PFD 529043309 1127 31500 SH Sole 31500 Macerich Co/The COM 554382101 4131 110697 SH Sole 1176 109521 MGM Mirage COM 552953101 1267 131400 SH Sole 131400 Mission West Properties Inc COM 605203108 5446 798600 SH Sole 350638 447962 National Grid PLC COM 636274300 1057 28700 SH Sole 28700 Northeast Utilities COM 664397106 1212 47581 SH Sole 47581 Northwestern Corp COM 668074305 972 37100 SH Sole 37100 Omega Healthcare Investors Inc COM 681936100 76016 3814162 SH Sole 606700 3207462 ProLogis COM 743410102 57264 5652918 SH Sole 1008500 4644418 Public Storage COM 74460D109 93595 1064667 SH Sole 163151 901516 Rayonier Inc COM 754907103 60037 1363867 SH Sole 204077 1159790 Sempra Energy COM 816851109 2517 53800 SH Sole 53800 Simon Property Group Inc COM 828806109 246662 3054637 SH Sole 470352 2584285 Southern Union Co COM 844030106 614 28100 SH Sole 28100 Spectra Energy Corp COM 847560109 2635 131300 SH Sole 131300 St Joe Co/The COM 790148100 3577 154445 SH Sole 95445 59000 Starwood Property Trust COM 85571B105 3342 197144 SH Sole 2744 194400 Taubman Centers Inc COM 876664103 81251 2159215 SH Sole 354723 1804492 Terreno Realty Corp COM 88146M101 9121 514992 SH Sole 217800 297192 Toll Brothers Inc COM 889478103 66704 4077240 SH Sole 688100 3389140 TransCanada Corp COM 89353D107 2377 70900 SH Sole 70900 UBS E-Tracs Alerian Infrastruc ETN 902641646 1176 44800 SH Sole 44800 UDR Inc COM 902653104 31878 1666400 SH Sole 240100 1426300 Union Pacific Corp COM 907818108 612 8800 SH Sole 8800 Ventas Inc COM 92276F100 71262 1517820 SH Sole 187600 1330220 Vornado Realty Trust COM 929042109 5944 81479 SH Sole 81479

W.P. Carey & Co. LLC COM 92930Y107 5014 181400 SH Sole 81300 100100 Weingarten Realty Investors COM 948741103 87004 4567140 SH Sole 710203 3856937 REPORT SUMMARY 60 DATA RECORDS 1,775,449 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED

AMP Capital Brookfield {US} LLC 13F-HR