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Portfolio (Quarterly) Guide ↗

Pensionfund PDN

· CIK 0001297731
13F Portfolio $173M AUM 76 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 41 Added 1 Exited
Page 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMH American Homes 4 Rent Real Estate 73,000.0 $2.0M 1.18% +10K +15.9% $27.92 +15.1%
22 MAA Mid-America Apartment Communities Inc Real Estate 16,640.0 $2.0M 1.18% +1K +8.5% $122.12 +7.0%
23 OHI Omega Healthcare Investors Inc Real Estate 46,300.0 $2.0M 1.17% $43.82 +10.6%
24 HST Host Hotels and Resorts Inc Real Estate 104,998.0 $2.0M 1.16% +8K +8.2% $19.16 +20.0%
25 CUBE CubeSmart Real Estate 53,800.0 $2.0M 1.14% +5K +10.2% $36.65 +9.1%
26 STAG STAG Industrial Inc Real Estate 53,880.0 $1.9M 1.12% $36.06 +6.9%
27 SBRA Sabra Health Care REIT Inc Real Estate 97,730.0 $1.9M 1.09% $19.23 +8.4%
28 EPRT Essential Properties Realty Trust Inc Real Estate 60,500.0 $1.8M 1.06% $30.36 +3.5%
29 GLPI Gaming and Leisure Properties Inc Real Estate 40,172.0 $1.8M 1.03% $44.36 +8.0%
30 KRG Kite Realty Group Trust Real Estate 67,500.0 $1.7M 0.96% +4K +6.3% $24.55 +11.8%
31 EPR EPR Properties Real Estate 32,962.0 $1.6M 0.95% +2K +6.5% $49.97 +18.6%
32 BNL Broadstone Net Lease Inc Real Estate 90,000.0 $1.6M 0.95% $18.27 +12.7%
33 LXP Industrial Trust 33,400.0 $1.5M 0.89% $46.26
34 LTC LTC Properties Inc Real Estate 41,500.0 $1.5M 0.89% +12K +40.7% $37.16 +4.2%
35 CTRE CareTrust REIT Inc Real Estate 41,000.0 $1.5M 0.87% $36.66 +14.1%
36 GTY Getty Realty Corp Real Estate 47,000.0 $1.5M 0.86% +4K +9.3% $31.81 +5.0%
37 CPT Camden Property Trust Real Estate 15,086.0 $1.5M 0.85% +1K +9.4% $97.64 +10.6%
38 UDR UDR Inc Real Estate 43,605.0 $1.5M 0.85% +4K +8.7% $33.78 +12.8%
39 SILA Sila Realty Trust Inc Real Estate 60,000.0 $1.4M 0.82% +19K +46.3% $23.68 +27.6%
40 UMH UMH Properties Inc Real Estate 88,900.0 $1.3M 0.74% +45K +102.5% $14.43 +6.9%
Page 2 of 4  ·  76 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 99.2%
Financial Services 0.8%