Pensionfund PDN
PensionFiling Date
Global Rank
#4,202
/ 8,232
▲ 525
Top Industry
REIT - Specialty
19.5%
3Y Alpha vs SPY
-7.5%
Period ended 2 months ago
Filed Apr 1, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+45.3%
SPY
+76.3%
Annualised alpha
-7.5%
Max drawdown
−18.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
76 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.9%
−0.1 pts
Top 5
34.8%
+2.1 pts
Top 10
51.7%
+2.1 pts
HHI
373
Diversified+23
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 99.9% | $172,700,055 |
| Financial Services | 0.1% | $219,472 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UMH | Umh Properties, Inc. | +45,000 | 88,900 | $1,282,827 | |
| KIM | Kimco Realty Corp | +20,000 | 55,731 | $1,252,275 | |
| SILA | Sila Realty Trust, Inc. | +19,000 | 60,000 | $1,420,800 | |
| FCPT | Four Corners Property Trust, Inc. | +15,000 | 44,500 | $1,052,425 | |
| VICI | Vici Properties Inc. | +12,000 | 188,000 | $5,136,160 | |
| LTC | Ltc Properties Inc | +12,000 | 41,500 | $1,542,140 | |
| PLD | Prologis, Inc. | +10,500 | 129,053 | $17,058,225 | |
| O | Realty Income Corp | +10,000 | 141,870 | $8,679,606 | |
| DOC | Healthpeak Properties, Inc. | +10,000 | 215,473 | $3,540,221 | |
| CHCT | Community Healthcare Trust Inc | +10,000 | 40,000 | $635,600 | |
| AMH | American Homes 4 Rent | +10,000 | 73,000 | $2,038,160 | |
| NNN | Nnn REIT, Inc. | +9,000 | 52,200 | $2,193,966 | |
| INVH | Invitation Homes Inc. | +9,000 | 107,110 | $2,661,683 | |
| MRP | Millrose Properties, Inc. | +9,000 | 44,500 | $1,246,000 | |
| KRC | Kilroy Realty Corp | +9,000 | 18,000 | $507,780 | |
| COLD | Americold Realty Trust | +8,000 | 102,000 | $1,168,920 | |
| HST | Host Hotels & Resorts, Inc. | +8,000 | 104,998 | $2,011,761 | |
| WELL | Welltower Inc. | +7,500 | 60,253 | $11,912,620 | |
| BRX | Brixmor Property Group Inc. | +6,000 | 96,000 | $2,764,800 | |
| REG | Regency Centers Corp | +5,000 | 9,000 | $680,940 | |
| CUBE | CubeSmart | +5,000 | 53,800 | $1,971,770 | |
| CUZ | Cousins Properties Inc | +5,000 | 40,977 | $924,850 | |
| VTR | Ventas, Inc. | +5,000 | 66,679 | $5,453,008 | |
| EXR | Extra Space Storage Inc. | +4,500 | 22,340 | $2,929,444 | |
| EQR | Equity Residential | +4,500 | 54,056 | $3,197,412 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PECO | Phillips Edison & Company, Inc. | 16,000 | $598,720 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
76 positions ·
$172,919,527 total
· as of Mar 31, 2026
Showing 1–50
of 76 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PLD |
Prologis, Inc.
Real Estate
|
Added | 129,053 | $17,058,225 | 9.86% | |
| EQIX |
Equinix Inc
Real Estate
|
Added | 14,314 | $14,031,155 | 8.11% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 60,253 | $11,912,620 | 6.89% | |
| O |
Realty Income Corp
Real Estate
|
Added | 141,870 | $8,679,606 | 5.02% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Added | 47,119 | $8,491,314 | 4.91% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 42,508 | $7,929,017 | 4.59% | |
| PSA |
Public Storage
Real Estate
|
Added | 23,389 | $6,335,612 | 3.66% | |
| VTR |
Ventas, Inc.
Real Estate
|
Added | 66,679 | $5,453,008 | 3.15% | |
| VICI |
Vici Properties Inc.
Real Estate
|
Added | 188,000 | $5,136,160 | 2.97% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Added | 42,500 | $4,340,950 | 2.51% | |
| AVB |
Avalonbay Communities Inc
Real Estate
|
Added | 22,120 | $3,613,302 | 2.09% | |
| DOC |
Healthpeak Properties, Inc.
Real Estate
|
Added | 215,473 | $3,540,221 | 2.05% | |
| EQR |
Equity Residential
Real Estate
|
Added | 54,056 | $3,197,412 | 1.85% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Held | 44,300 | $3,010,628 | 1.74% | |
| EXR |
Extra Space Storage Inc.
Real Estate
|
Added | 22,340 | $2,929,444 | 1.69% | |
| BRX |
Brixmor Property Group Inc.
Real Estate
|
Added | 96,000 | $2,764,800 | 1.60% | |
| INVH |
Invitation Homes Inc.
Real Estate
|
Added | 107,110 | $2,661,683 | 1.54% | |
| ESS |
Essex Property Trust, Inc.
Real Estate
|
Added | 10,395 | $2,515,590 | 1.45% | |
| LAMR |
Lamar Advertising Co/New
Real Estate
|
Added | 17,700 | $2,241,882 | 1.30% | |
| NNN |
Nnn REIT, Inc.
Real Estate
|
Added | 52,200 | $2,193,966 | 1.27% | |
| AMH |
American Homes 4 Rent
Real Estate
|
Added | 73,000 | $2,038,160 | 1.18% | |
| MAA |
Mid America Apartment Communities Inc.
Real Estate
|
Added | 16,640 | $2,032,076 | 1.18% | |
| OHI |
Omega Healthcare Investors Inc
Real Estate
|
Held | 46,300 | $2,028,866 | 1.17% | |
| HST |
Host Hotels & Resorts, Inc.
Real Estate
|
Added | 104,998 | $2,011,761 | 1.16% | |
| CUBE |
CubeSmart
Real Estate
|
Added | 53,800 | $1,971,770 | 1.14% | |
| STAG |
STAG Industrial, Inc.
Real Estate
|
Held | 53,880 | $1,942,912 | 1.12% | |
| SBRA |
Sabra Health Care REIT, Inc.
Real Estate
|
Held | 97,730 | $1,879,347 | 1.09% | |
| EPRT |
Essential Properties Realty Trust, Inc.
Real Estate
|
Held | 60,500 | $1,836,780 | 1.06% | |
| GLPI |
Gaming & Leisure Properties, Inc.
Real Estate
|
Held | 40,172 | $1,782,431 | 1.03% | |
| KRG |
Kite Realty Group Trust
Real Estate
|
Added | 67,500 | $1,657,125 | 0.96% | |
| EPR |
Epr Properties
Real Estate
|
Added | 32,962 | $1,646,781 | 0.95% | |
| BNL |
Broadstone Net Lease, Inc.
Real Estate
|
Held | 90,000 | $1,644,300 | 0.95% | |
| LXP |
LXP Industrial Trust
Real Estate
|
Held | 33,400 | $1,545,084 | 0.89% | |
| LTC |
Ltc Properties Inc
Real Estate
|
Added | 41,500 | $1,542,140 | 0.89% | |
| CTRE |
CareTrust REIT, Inc.
Real Estate
|
Held | 41,000 | $1,502,650 | 0.87% | |
| GTY |
Getty Realty Corp /Md/
Real Estate
|
Added | 47,000 | $1,494,600 | 0.86% | |
| CPT |
Camden Property Trust
Real Estate
|
Added | 15,086 | $1,473,298 | 0.85% | |
| UDR |
UDR, Inc.
Real Estate
|
Added | 43,605 | $1,472,976 | 0.85% | |
| SILA |
Sila Realty Trust, Inc.
Real Estate
|
Added | 60,000 | $1,420,800 | 0.82% | |
| UMH |
Umh Properties, Inc.
Real Estate
|
Added | 88,900 | $1,282,827 | 0.74% | |
| KIM |
Kimco Realty Corp
Real Estate
|
Added | 55,731 | $1,252,275 | 0.72% | |
| MRP |
Millrose Properties, Inc.
Real Estate
|
Added | 44,500 | $1,246,000 | 0.72% | |
| COLD |
Americold Realty Trust
Real Estate
|
Added | 102,000 | $1,168,920 | 0.68% | |
| OUT |
OUTFRONT Media Inc.
Real Estate
|
Held | 42,617 | $1,129,350 | 0.65% | |
| HR |
Healthcare Realty Trust Inc
Real Estate
|
Held | 64,719 | $1,099,575 | 0.64% | |
| FCPT |
Four Corners Property Trust, Inc.
Real Estate
|
Added | 44,500 | $1,052,425 | 0.61% | |
| CUZ |
Cousins Properties Inc
Real Estate
|
Added | 40,977 | $924,850 | 0.53% | |
| XRN |
Chiron Real Estate Inc.
Real Estate
|
Added | 27,800 | $919,624 | 0.53% | |
| ARE |
Alexandria Real Estate Equities, Inc.
Real Estate
|
Held | 18,700 | $868,054 | 0.50% | |
| BXP |
BXP, Inc.
Real Estate
|
Added | 13,717 | $711,912 | 0.41% |