Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pensionfund DSM Netherlands (CIK 1297731) reported $194.4M across 76 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PLD ($17.5M, 9.00%), EQIX ($14.9M, 7.68%), WELL ($13.7M, 7.04%), SPG ($9.5M, 4.89%), O ($8.8M, 4.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PLD | Prologis Inc | $17.5M | 9.00% | 129,053 | Hold |
| 2 | EQIX | Equinix Inc | $14.9M | 7.68% | 14,314 | Hold |
| 3 | WELL | Welltower Inc | $13.7M | 7.04% | 60,253 | Hold |
| 4 | SPG | Simon Property Group Inc | $9.5M | 4.89% | 42,508 | Hold |
| 5 | O | Realty Income Corp | $8.8M | 4.52% | 141,870 | Hold |
| 6 | DLR | Digital Realty Trust Inc | $8.5M | 4.35% | 47,119 | Hold |
| 7 | PSA | Public Storage | $7.4M | 3.83% | 23,389 | Hold |
| 8 | VTR | Ventas Inc | $5.9M | 3.05% | 66,679 | Hold |
| 9 | IRM | Iron Mountain Inc | $5.4M | 2.76% | 42,500 | Hold |
| 10 | VICI | VICI Properties Inc | $5.0M | 2.57% | 188,000 | Hold |
| 11 | DOC | Healthpeak Properties Inc | $4.3M | 2.22% | 201,473 | Trimmed |
| 12 | AVB | AvalonBay Communities Inc | $4.2M | 2.15% | 22,120 | Hold |
| 13 | EQR | Equity Residential | $3.7M | 1.89% | 54,056 | Hold |
| 14 | WPC | WP Carey Inc | $3.3M | 1.69% | 45,800 | Added |
| 15 | EXR | Extra Space Storage Inc | $3.2M | 1.67% | 22,340 | Hold |
| 16 | INVH | Invitation Homes Inc | $3.2M | 1.66% | 107,110 | Hold |
| 17 | BRX | Brixmor Property Group Inc | $3.0M | 1.56% | 96,000 | Hold |
| 18 | ESS | Essex Property Trust Inc | $3.0M | 1.56% | 10,395 | Hold |
| 19 | LAMR | Lamar Advertising Co | $2.8M | 1.42% | 17,700 | Hold |
| 20 | NNN | National Retail Properties Inc | $2.5M | 1.31% | 54,700 | Added |
| 21 | HST | Host Hotels and Resorts Inc | $2.5M | 1.28% | 104,998 | Hold |
| 22 | AMH | American Homes 4 Rent | $2.4M | 1.26% | 73,000 | Hold |
| 23 | MAA | Mid-America Apartment Communities Inc | $2.3M | 1.19% | 16,640 | Hold |
| 24 | OHI | Omega Healthcare Investors Inc | $2.2M | 1.14% | 46,300 | Hold |
| 25 | CUBE | CubeSmart | $2.1M | 1.10% | 53,800 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30