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Portfolio (Quarterly) Guide ↗

Aberdeen Group plc

· CIK 0001716774
13F Portfolio $71.2B AUM 1,805 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 51 New 444 Added 398 Reduced 48 Exited
Page 22 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SOFI SOFI TECHNOLOGIES INC Financial Services 48,912.0 $877K 0.00% +37K +301.9% $17.93 +2.1%
422 XHR XENIA HOTELS & RESORTS INC Real Estate 41,864.0 $852K 0.00% +9K +26.4% $20.36 -6.3%
423 SGML SIGMA LITHIUM CORPORATION Basic Materials 66,227.0 $838K 0.00% +1K +2.2% $12.65 -9.6%
424 NTST NETSTREIT CORP Real Estate 39,247.0 $829K 0.00% +10K +33.9% $21.13 -3.3%
425 GTY GETTY RLTY CORP NEW Real Estate 23,841.0 $795K 0.00% +5K +26.6% $33.36 -0.9%
426 DEI DOUGLAS EMMETT INC Real Estate 65,893.0 $778K 0.00% +9K +16.7% $11.80 -1.7%
427 CW CURTISS WRIGHT CORP Industrials 961.0 $728K 0.00% +580.0 +152.2% $757.76 -8.1%
428 SILA SILA REALTY TRUST INC Real Estate 22,629.0 $687K 0.00% +3K +16.7% $30.36 +0.0%
429 STNE STONECO LTD Technology 60,611.0 $657K 0.00% +15K +31.5% $10.84 -14.5%
430 RLJ RLJ LODGING TR Real Estate 53,952.0 $639K 0.00% +11K +25.6% $11.85 -6.6%
431 FTAI AVIATION LTD 2,358.0 $638K 0.00% +1K +112.8% $270.53
432 IOT SAMSARA INC Technology 18,804.0 $610K 0.00% +11K +127.0% $32.43 +20.3%
433 AAT AMERICAN ASSETS TR INC Real Estate 21,422.0 $529K 0.00% +3K +16.3% $24.69 -8.3%
434 UMH UMH PPTYS INC Real Estate 32,953.0 $499K 0.00% +5K +16.7% $15.14 +6.6%
435 PDM PIEDMONT REALTY TRUST INC Real Estate 51,005.0 $467K 0.00% +7K +16.7% $9.15 +2.3%
436 DEA EASTERLY GOVT PPTYS INC Real Estate 17,419.0 $434K 0.00% +2K +16.7% $24.93 -1.6%
437 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 10,281.0 $401K 0.00% +1K +11.0% $38.96 +4.6%
438 JBGS JBG SMITH PPTYS Real Estate 26,703.0 $392K 0.00% +6K +26.9% $14.67 -22.4%
439 CSR CENTERSPACE Real Estate 6,914.0 $388K 0.00% +992.0 +16.8% $56.19 -2.8%
440 SAFEHOLD INC 23,220.0 $365K 0.00% +3K +16.7% $15.70
Page 22 of 23  ·  444 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
Technology 34.9%
Healthcare 12.4%
Consumer Cyclical 11.0%
Communication Services 10.9%
Financial Services 9.1%
Industrials 8.0%
Real Estate 4.4%
Consumer Defensive 3.5%
Utilities 2.1%
Energy 2.0%