Pensionfund DSM Netherlands 13F 持仓 · 2026年Q3
Pensionfund DSM Netherlands 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 72 只证券，申报市值合计 1.70 亿美元。前几大持仓：PLD（9.32%）、WELL（8.16%）、EQIX（8.04%）。本季前 25 大持仓中：增持 2 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PLD | Prologis Inc | $15.8M | 9.32% | 122,053 | 减持 |
| 2 | WELL | Welltower Inc | $13.9M | 8.16% | 60,253 | 持平 |
| 3 | EQIX | Equinix Inc | $13.7M | 8.04% | 13,514 | 减持 |
| 4 | SPG | Simon Property Group Inc | $8.1M | 4.75% | 40,208 | 减持 |
| 5 | DLR | Digital Realty Trust Inc | $7.9M | 4.66% | 45,119 | 减持 |
| 6 | O | Realty Income Corp | $7.3M | 4.31% | 134,870 | 减持 |
| 7 | VMRK | Vivmark Residential | $6.6M | 3.89% | 108,906 | 增持 |
| 8 | PSA | Public Storage | $6.4M | 3.77% | 22,631 | 减持 |
| 9 | VTR | Ventas Inc | $5.5M | 3.21% | 64,179 | 减持 |
| 10 | VICI | VICI Properties Inc | $4.7M | 2.78% | 206,000 | 增持 |
| 11 | IRM | Iron Mountain Inc | $4.5M | 2.63% | 40,300 | 减持 |
| 12 | DOC | Healthpeak Properties Inc | $3.6M | 2.10% | 178,473 | 减持 |
| 13 | EXR | Extra Space Storage Inc | $2.8M | 1.65% | 21,340 | 减持 |
| 14 | WPC | WP Carey Inc | $2.8M | 1.65% | 43,300 | 减持 |
| 15 | ESS | Essex Property Trust Inc | $2.6M | 1.54% | 9,695 | 减持 |
| 16 | INVH | Invitation Homes Inc | $2.6M | 1.54% | 99,110 | 减持 |
| 17 | BRX | Brixmor Property Group Inc | $2.5M | 1.46% | 90,000 | 减持 |
| 18 | LAMR | Lamar Advertising Co | $2.3M | 1.33% | 15,700 | 减持 |
| 19 | HST | Host Hotels and Resorts Inc | $2.2M | 1.29% | 97,998 | 减持 |
| 20 | NNN | National Retail Properties Inc | $2.1M | 1.24% | 51,200 | 减持 |
| 21 | AMH | American Homes 4 Rent | $2.0M | 1.18% | 66,000 | 减持 |
| 22 | OHI | Omega Healthcare Investors Inc | $2.0M | 1.18% | 43,300 | 减持 |
| 23 | CUBE | CubeSmart | $1.9M | 1.11% | 50,000 | 减持 |
| 24 | MAA | Mid-America Apartment Communities Inc | $1.8M | 1.08% | 15,640 | 减持 |
| 25 | SBRA | Sabra Health Care REIT Inc | $1.8M | 1.05% | 90,730 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR