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Portfolio (Quarterly) Guide ↗

Resona Asset Management Co.,Ltd.

· CIK 0001944142
13F Portfolio $20.8B AUM 804 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 804 New
Page 37 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 APARTMENT INVT & MGMT CO 54,566.0 $325K 0.00% NEW $5.95
722 CASY CASEYS GEN STORES INC Consumer Cyclical 531.0 $293K 0.00% NEW $552.71 +55.8%
723 BMI BADGER METER INC Technology 1,586.0 $283K 0.00% NEW $178.47 -35.0%
724 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 9,115.0 $267K 0.00% NEW $29.34 -2.5%
725 WSR WHITESTONE REIT Real Estate 19,136.0 $266K 0.00% NEW $13.90 +36.6%
726 SAFEHOLD INC 19,097.0 $263K 0.00% NEW $13.75
727 LUV SOUTHWEST AIRLS CO Industrials 6,240.0 $257K 0.00% NEW $41.12 -5.3%
728 CBL CBL & ASSOC PPTYS INC Real Estate 6,531.0 $244K 0.00% NEW $37.32 +24.9%
729 AHRT ARMADA HOFFLER PPTYS INC Financial Services 35,467.0 $237K 0.00% NEW $6.68 -1.9%
730 HUDSON PAC PPTYS INC 22,752.0 $237K 0.00% NEW $10.40
731 CTO CTO RLTY GROWTH INC NEW Real Estate 12,818.0 $234K 0.00% NEW $18.22 +11.1%
732 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 5,618.0 $221K 0.00% NEW $39.29 +3.6%
733 INN SUMMIT HOTEL PPTYS INC Real Estate 44,867.0 $219K 0.00% NEW $4.89 +9.7%
734 GOOD GLADSTONE COMMERCIAL CORP Real Estate 20,731.0 $219K 0.00% NEW $10.56 +17.7%
735 BWXT BWX TECHNOLOGIES INC Industrials 1,225.0 $214K 0.00% NEW $174.76 +16.5%
736 BDN BRANDYWINE RLTY TR Real Estate 72,141.0 $211K 0.00% NEW $2.92 +3.9%
737 PKST PEAKSTONE REALTY TRUST Real Estate 14,545.0 $210K 0.00% NEW $14.46 +45.2%
738 GNRC GENERAC HLDGS INC Industrials 1,510.0 $209K 0.00% NEW $138.48 +91.4%
739 ALX ALEXANDERS INC Real Estate 888.0 $195K 0.00% NEW $219.53 +3.5%
740 XRN GLOBAL MED REIT INC Financial Services 5,381.0 $181K 0.00% NEW $33.55 +0.7%
Page 37 of 41  ·  804 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 34.3%
Financial Services 12.4%
Communication Services 10.4%
Healthcare 10.1%
Consumer Cyclical 9.9%
Industrials 7.8%
Consumer Defensive 4.9%
Real Estate 3.4%
Energy 2.7%
Utilities 2.4%