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Livermore
Livermore
ZHEN

Pensionfund DSM Netherlands

SEC CIK
0001297731
Latest filing
Jul 1, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 5, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
72
−1 vs. Q1 2023
Portfolio value
$153.6M
+$5.79M (+3.9%) vs. Q1 2023
Filed
Jul 5, 2023
SEC
Holdings of Pensionfund DSM Netherlands in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
PLDPrologis, Inc.REIT136,153$16.7M10.9%00.0%UnchangedHistory
EQIXEquinix IncCOM8,964$7.03M4.6%00.0%UnchangedHistory
PSAPublic StorageCOM23,789$6.94M4.5%00.0%UnchangedHistory
SPGSimon Property Group Inc.REIT53,108$6.13M4.0%+1,000+1.9%AddedHistory
DLRDigital Realty Trust, Inc.COM46,919$5.34M3.5%+3,600+8.3%AddedHistory
ORealty Income CorpREIT77,335$4.62M3.0%00.0%UnchangedHistory
AVBAvalonbay Communities IncCOM24,320$4.60M3.0%00.0%UnchangedHistory
WELLWelltower Inc.REIT55,753$4.51M2.9%00.0%UnchangedHistory
VMRKVivmark ResidentialSH BEN INT60,556$4.00M2.6%00.0%UnchangedHistory
VTRVentas, Inc.REIT76,679$3.63M2.4%00.0%UnchangedHistory
DOCHealthpeak Properties, Inc.COM170,593$3.43M2.2%+26,000+18.0%AddedHistory
IRMIron Mountain IncCOM57,500$3.27M2.1%00.0%UnchangedHistory
INVHInvitation Homes Inc.COM87,810$3.02M2.0%00.0%UnchangedHistory
ESSEssex Property Trust, Inc.COM12,695$2.97M1.9%00.0%UnchangedHistory
HRHealthcare Realty Trust IncCL A COM156,719$2.96M1.9%+12,000+8.3%AddedHistory
MAAMid America Apartment Communities Inc.COM18,540$2.81M1.8%00.0%UnchangedHistory
LSILife Storage, Inc.COM21,050$2.80M1.8%00.0%UnchangedHistory
WPCW. P. Carey Inc.COM40,000$2.70M1.8%+3,200+8.7%AddedHistory
SRCSpirit Realty Capital, Inc.COM NEW67,600$2.66M1.7%00.0%UnchangedHistory
VICIVici Properties Inc.COM84,000$2.64M1.7%00.0%UnchangedHistory
CUBECubeSmartREIT58,800$2.63M1.7%00.0%UnchangedHistory
STAGSTAG Industrial, Inc.COM72,880$2.62M1.7%−4,000−5.2%ReducedHistory
MPTMedical Properties Trust IncCOM275,000$2.55M1.7%00.0%UnchangedHistory
AREAlexandria Real Estate Equities, Inc.COM21,700$2.46M1.6%+3,000+16.0%AddedHistory
CPTCamden Property TrustREIT22,386$2.44M1.6%00.0%UnchangedHistory
UDRUDR, Inc.COM56,105$2.41M1.6%00.0%UnchangedHistory
PLYMPlymouth Industrial REIT, Inc.COM98,000$2.26M1.5%00.0%UnchangedHistory
BRXBrixmor Property Group Inc.COM100,000$2.20M1.4%00.0%UnchangedHistory
GLPIGaming & Leisure Properties, Inc.COM45,172$2.19M1.4%−5,600−11.0%ReducedHistory
BNLBroadstone Net Lease, Inc.COM136,000$2.10M1.4%+49,000+56.3%AddedHistory
OHIOmega Healthcare Investors IncCOM63,000$1.93M1.3%00.0%UnchangedHistory
SBRASabra Health Care REIT, Inc.REIT162,730$1.92M1.2%00.0%UnchangedHistory
HSTHost Hotels & Resorts, Inc.COM109,998$1.85M1.2%−29,000−20.9%ReducedHistory
AIRCApartment Income REIT Corp.COM49,422$1.78M1.2%+3,000+6.5%AddedHistory
LXPLXP Industrial TrustCOM182,000$1.77M1.2%−35,000−16.1%ReducedHistory
KRGKite Realty Group TrustCOM NEW74,500$1.66M1.1%00.0%UnchangedHistory
NHINational Health Investors IncCOM31,600$1.66M1.1%+12,300+63.7%AddedHistory
EPRTEssential Properties Realty Trust, Inc.COM67,500$1.59M1.0%+8,000+13.4%AddedHistory
AMHAmerican Homes 4 RentCL A43,000$1.52M1.0%00.0%UnchangedHistory
NSANational Storage Affiliates TrustCOM SHS BEN IN41,800$1.46M0.9%+5,500+15.2%AddedHistory
Chiron Real Estate Inc.37954A204COM NEW150,000$1.37M0.9%+23,000+18.1%Added–
EPREpr PropertiesCOM SH BEN INT28,762$1.35M0.9%+6,000+26.4%AddedHistory
Healthpeak Properties, Inc.71943U104COM95,000$1.33M0.9%00.0%Unchanged–
IRTIndependence Realty Trust, Inc.COM62,000$1.13M0.7%+28,000+82.4%AddedHistory
CUZCousins Properties IncCOM NEW43,977$1.00M0.7%00.0%UnchangedHistory
GTYGetty Realty CorpCOM29,000$981.0K0.6%00.0%UnchangedHistory
CSRCenterspaceCOM15,280$938.0K0.6%00.0%UnchangedHistory
DHCDiversified Healthcare TrustCOM SH BEN INT399,100$898.0K0.6%00.0%UnchangedHistory
UMHUmh Properties, Inc.COM54,900$877.0K0.6%00.0%UnchangedHistory
BDNBrandywine Realty TrustSH BEN INT NEW171,400$797.0K0.5%00.0%UnchangedHistory
BXPBXP, Inc.COM13,717$790.0K0.5%00.0%UnchangedHistory
RLJRLJ Lodging TrustCOM76,200$783.0K0.5%00.0%UnchangedHistory
APLEApple Hospitality REIT, Inc.REIT50,000$756.0K0.5%00.0%UnchangedHistory
FCPTFour Corners Property Trust, Inc.COM28,000$711.0K0.5%+4,000+16.7%AddedHistory
IIPRInnovative Industrial Properties IncCOM8,800$642.0K0.4%00.0%UnchangedHistory
SKTTanger Inc.COM28,000$618.0K0.4%00.0%UnchangedHistory
HIWHighwoods Properties, Inc.COM24,802$593.0K0.4%−5,000−16.8%ReducedHistory
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT170,415$562.0K0.4%00.0%UnchangedHistory
INNSummit Hotel Properties, Inc.COM69,000$449.0K0.3%00.0%UnchangedHistory
VNOVornado Realty TrustSH BEN INT22,765$413.0K0.3%00.0%UnchangedHistory
HPPHudson Pacific Properties, Inc.COM84,500$357.0K0.2%00.0%UnchangedHistory
CLDTChatham Lodging TrustCOM36,000$337.0K0.2%00.0%UnchangedHistory
GNLGlobal Net Lease, Inc.COM NEW30,976$318.0K0.2%−30,000−49.2%ReducedHistory
MACMacerich CoCOM24,720$279.0K0.2%00.0%UnchangedHistory
KRCKilroy Realty CorpCOM9,000$271.0K0.2%00.0%UnchangedHistory
HTHersha Hospitality TrustPR SHS BEN INT40,000$244.0K0.2%00.0%UnchangedHistory
KIMKimco Realty CorpCOM10,731$212.0K0.1%00.0%UnchangedHistory
DBRGDigitalBridge Group, Inc.CL A NEW14,233$209.0K0.1%00.0%UnchangedHistory
SLGSL Green Realty CorpCOM5,618$169.0K0.1%−14,000−71.4%ReducedHistory
PKPark Hotels & Resorts Inc.COM13,038$167.0K0.1%00.0%UnchangedHistory
PWPower REITCOM78,526$129.0K0.1%+3,963+5.3%AddedHistory
PEBPebblebrook Hotel TrustCOM8,911$124.0K0.1%00.0%UnchangedHistory

Sold out since Q1 2023 (1)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Pensionfund DSM Netherlands sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
DEIDouglas Emmett IncCOM6,000$74.0K0.1%History