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Livermore
Livermore
ZHEN

Pensionfund DSM Netherlands

SEC CIK
0001297731
Latest filing
Oct 5, 2026

Holdings in Q3 2026

Holdings as of Sep 30, 2026, filed Oct 5, 2026. Long positions only; changes compare share counts with Q2 2026.

Institution overview
Positions
72
−4 vs. Q2 2026
Portfolio value
$170.0M
−$24.4M (−12.5%) vs. Q2 2026
Filed
Oct 5, 2026
SEC
Holdings of Pensionfund DSM Netherlands in Q3 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
PLDPrologis, Inc.REIT122,053$15.8M9.3%−7,000−5.4%ReducedHistory
WELLWelltower Inc.REIT60,253$13.9M8.2%00.0%UnchangedHistory
EQIXEquinix IncCOM13,514$13.7M8.0%−800−5.6%ReducedHistory
SPGSimon Property Group Inc.REIT40,208$8.07M4.7%−2,300−5.4%ReducedHistory
DLRDigital Realty Trust, Inc.COM45,119$7.92M4.7%−2,000−4.2%ReducedHistory
ORealty Income CorpREIT134,870$7.32M4.3%−7,000−4.9%ReducedHistory
VMRKVivmark ResidentialSH BEN INT108,906$6.62M3.9%+54,850+101.5%AddedHistory
PSAPublic StorageCOM22,631$6.40M3.8%−758−3.2%ReducedHistory
VTRVentas, Inc.REIT64,179$5.46M3.2%−2,500−3.7%ReducedHistory
VICIVici Properties Inc.COM206,000$4.73M2.8%+18,000+9.6%AddedHistory
IRMIron Mountain IncCOM40,300$4.47M2.6%−2,200−5.2%ReducedHistory
DOCHealthpeak Properties, Inc.COM178,473$3.56M2.1%−23,000−11.4%ReducedHistory
EXRExtra Space Storage Inc.COM21,340$2.81M1.7%−1,000−4.5%ReducedHistory
WPCW. P. Carey Inc.COM43,300$2.80M1.6%−2,500−5.5%ReducedHistory
ESSEssex Property Trust, Inc.COM9,695$2.61M1.5%−700−6.7%ReducedHistory
INVHInvitation Homes Inc.COM99,110$2.61M1.5%−8,000−7.5%ReducedHistory
BRXBrixmor Property Group Inc.COM90,000$2.48M1.5%−6,000−6.3%ReducedHistory
LAMRLamar Advertising CoREIT15,700$2.26M1.3%−2,000−11.3%ReducedHistory
HSTHost Hotels & Resorts, Inc.COM97,998$2.19M1.3%−7,000−6.7%ReducedHistory
NNNNNN REIT, Inc.REIT51,200$2.10M1.2%−3,500−6.4%ReducedHistory
AMHAmerican Homes 4 RentCL A66,000$2.01M1.2%−7,000−9.6%ReducedHistory
OHIOmega Healthcare Investors IncCOM43,300$2.00M1.2%−3,000−6.5%ReducedHistory
CUBECubeSmartREIT50,000$1.88M1.1%−3,800−7.1%ReducedHistory
MAAMid America Apartment Communities Inc.COM15,640$1.84M1.1%−1,000−6.0%ReducedHistory
SBRASabra Health Care REIT, Inc.REIT90,730$1.79M1.1%−7,000−7.2%ReducedHistory
EPRTEssential Properties Realty Trust, Inc.COM68,500$1.77M1.0%+8,000+13.2%AddedHistory
STAGSTAG Industrial, Inc.COM48,880$1.75M1.0%−5,000−9.3%ReducedHistory
EPREpr PropertiesCOM SH BEN INT30,962$1.74M1.0%−2,000−6.1%ReducedHistory
LTCLTC Properties IncREIT40,500$1.74M1.0%−4,000−9.0%ReducedHistory
LXPLXP Industrial TrustCOM27,400$1.67M1.0%−6,000−18.0%ReducedHistory
GLPIGaming & Leisure Properties, Inc.COM40,172$1.52M0.9%00.0%UnchangedHistory
KRGKite Realty Group TrustCOM NEW62,500$1.52M0.9%−5,000−7.4%ReducedHistory
UMHUmh Properties, Inc.COM94,900$1.46M0.9%+6,000+6.7%AddedHistory
KIMKimco Realty CorpCOM65,731$1.46M0.9%00.0%UnchangedHistory
BNLBroadstone Net Lease, Inc.COM77,000$1.43M0.8%−13,000−14.4%ReducedHistory
CTRECareTrust REIT, Inc.COM38,000$1.39M0.8%−3,000−7.3%ReducedHistory
UDRUDR, Inc.COM39,605$1.33M0.8%−4,000−9.2%ReducedHistory
MRPMillrose Properties, Inc.COM CL A49,500$1.29M0.8%00.0%UnchangedHistory
COLDAmericold Realty TrustCOM92,000$1.29M0.8%−10,000−9.8%ReducedHistory
CPTCamden Property TrustREIT13,086$1.27M0.7%−2,000−13.3%ReducedHistory
FCPTFour Corners Property Trust, Inc.COM57,500$1.25M0.7%+13,000+29.2%AddedHistory
NHINational Health Investors IncCOM19,000$1.25M0.7%+6,800+55.7%AddedHistory
GTYGetty Realty CorpCOM43,000$1.21M0.7%−4,000−8.5%ReducedHistory
HRHealthcare Realty Trust IncCL A COM59,719$1.06M0.6%−5,000−7.7%ReducedHistory
CUZCousins Properties IncCOM NEW36,977$1.02M0.6%−4,000−9.8%ReducedHistory
OUTOUTFRONT Media Inc.REIT34,617$961.0K0.6%−8,000−18.8%ReducedHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK25,500$952.0K0.6%00.0%UnchangedHistory
AREAlexandria Real Estate Equities, Inc.COM18,700$888.0K0.5%00.0%UnchangedHistory
BXPBXP, Inc.COM13,717$838.0K0.5%00.0%UnchangedHistory
APLEApple Hospitality REIT, Inc.REIT50,000$808.0K0.5%00.0%UnchangedHistory
PKPark Hotels & Resorts Inc.COM52,038$802.0K0.5%00.0%UnchangedHistory
XRNChiron Real Estate Inc.COM NEW22,800$793.0K0.5%−5,000−18.0%ReducedHistory
RLJRLJ Lodging TrustCOM69,200$765.0K0.5%00.0%UnchangedHistory
REGRegency Centers CorpCOM9,000$647.0K0.4%00.0%UnchangedHistory
VNOVornado Realty TrustSH BEN INT18,265$619.0K0.4%00.0%UnchangedHistory
KRCKilroy Realty CorpCOM18,000$599.0K0.4%00.0%UnchangedHistory
HIWHighwoods Properties, Inc.COM19,802$575.0K0.3%00.0%UnchangedHistory
CHCTCommunity Healthcare Trust IncCOM40,000$567.0K0.3%00.0%UnchangedHistory
IRTIndependence Realty Trust, Inc.COM34,500$501.0K0.3%−10,000−22.5%ReducedHistory
CLDTChatham Lodging TrustCOM36,000$482.0K0.3%00.0%UnchangedHistory
CSRCenterspaceCOM8,780$478.0K0.3%−2,000−18.6%ReducedHistory
IIPRInnovative Industrial Properties IncCOM8,400$443.0K0.3%00.0%UnchangedHistory
MACMacerich CoCOM18,720$419.0K0.2%00.0%UnchangedHistory
INNSummit Hotel Properties, Inc.COM69,000$412.0K0.2%00.0%UnchangedHistory
SKTTanger Inc.COM11,000$377.0K0.2%00.0%UnchangedHistory
BDNBrandywine Realty TrustSH BEN INT NEW131,400$368.0K0.2%00.0%UnchangedHistory
MPTMedical Properties Trust IncCOM87,000$301.0K0.2%00.0%UnchangedHistory
GNLGlobal Net Lease, Inc.COM NEW30,976$256.0K0.2%00.0%UnchangedHistory
PEBPebblebrook Hotel TrustCOM8,911$167.0K0.1%00.0%UnchangedHistory
HPPHudson Pacific Properties, Inc.COM12,071$139.0K0.1%00.0%UnchangedHistory
PWPower REITCOM NEW7,852$55.0K<0.1%00.0%UnchangedHistory
SITCSITE Centers Corp.COM7,500$25.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2026 (4)

Positions held at the end of Q2 2026 that are gone from this filing.

Positions of Pensionfund DSM Netherlands sold out since Q2 2026
SecurityClassShares in Q2 2026Value in Q2 2026% of portfolio in Q2 2026History
AVBAvalonbay Communities IncCOM22,120$4.17M2.1%History
SILASila Realty Trust, Inc.COMMON STOCK60,000$1.82M0.9%History
NSANational Storage Affiliates TrustCOM SHS BEN IN5,300$236.0K0.1%History
DBRGDigitalBridge Group, Inc.CL A NEW14,233$225.0K0.1%History