13F-HR 1 a2200971z13f-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: September 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 11/15/2010 ------------------------------- ----------------- ------------- [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: 70 -------------------- Form 13F Information Table Value Total: 2,075,175 -------------------- (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. AMP Capital Brookfield (US) LLC FORM 13F As of September 30, 2010

Kilroy Realty Corp COM 49427F108 39583 1194415 SH Sole 148803 1045612 Kimco Realty Corp COM 49446R109 2821 179100 SH Sole 179100 Kindred Healthcare Inc COM 494580103 3690 283400 SH Sole 51900 231500 Lennar Corp COM 526057104 3605 234400 SH Sole 44100 190300 Lexington Realty Trust COM 529043101 3710 518090 SH Sole 518090 Lexington Rlty Trst Pref 6.50% COM 529043309 1366 32100 SH Sole 32100 Macerich Co/The COM 554382101 4704 109521 SH Sole 109521 Melco Crown Entertainment Ltd COM 585464100 1889 371200 SH Sole 48000 323200 Mercer International Inc COM 588056101 200 40900 SH Sole 40900 Mission West Properties Inc COM 605203108 4143 611027 SH Sole 78400 532627 National Grid PLC COM 636274300 1756 41087 SH Sole 41087 Northeast Utilities COM 664397106 1274 43081 SH Sole 43081 Omega Healthcare Investors Inc COM 681936100 77283 3442462 SH Sole 514100 2928362 ProLogis COM 743410102 62936 5342618 SH Sole 917000 4425618 Public Storage COM 74460D109 55572 572667 SH Sole 82651 490016 Rayonier Inc COM 754907103 66966 1336117 SH Sole 202577 1133540 Simon Property Group Inc COM 828806109 309438 3336621 SH Sole 536632 2799989 Southern Union Co COM 844030106 472 19600 SH Sole 19600 Spectra Energy Corp COM 847560109 8082 358375 SH Sole 358375 St Joe Co/The COM 790148100 3275 131700 SH Sole 23500 108200 Starwood Property Trust COM 85571B105 3917 197144 SH Sole 2744 194400 Sun Healthcare Group Inc. COM 866933401 4235 500000 SH Sole 224700 275300 Taubman Centers Inc COM 876664103 93700 2100415 SH Sole 352223 1748192 Tejon Ranch Co COM 879080109 1153 53200 SH Sole 53200 Toll Brothers Inc COM 889478103 84165 4425090 SH Sole 799900 3625190 TransCanada Corp COM 89353D107 2668 71935 SH Sole 71935 UBS E-Tracs Alerian Infrastruc COM 902641646 1058 37800 SH Sole 37800 UDR Inc COM 902653104 68522 3244400 SH Sole 474500 2769900 UIL Holdings Corp COM 902748102 1214 43100 SH Sole 43100 Ventas Inc COM 92276F100 74417 1443020 SH Sole 186100 1256920 Vornado Realty Trust COM 929042109 6935 81079 SH Sole 81079 W.P. Carey & Co. LLC COM 92930Y107 5252 181400 SH Sole 81300 100100 Weingarten Realty Investors COM 948741103 98818 4528790 SH Sole 705203 3823587 REPORT SUMMARY 70 DATA RECORDS 2,075,175 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED

AMP Capital Brookfield {US} LLC 13F-HR