Holdings
Real Estate Portfolio
As of Jun 30, 2026, Real Estate Portfolio reported 41 positions worth US$343M. Largest: Welltower Inc., Equinix, Inc. and Prologis, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Welltower Inc. | 190K | US$43.1M | +16,099 | Jun 30, 2026 |
| Equinix, Inc. | 37,092 | US$38.7M | −1,746 | Jun 30, 2026 |
| Prologis, Inc. | 170K | US$23M | −6,855 | Jun 30, 2026 |
| Ventas, Inc. | 246K | US$21.8M | −37,800 | Jun 30, 2026 |
| Extra Space Storage Inc | 119K | US$17.3M | −7,866 | Jun 30, 2026 |
| Avalonbay Communities, Inc. | 72,001 | US$13.6M | −16,108 | Jun 30, 2026 |
| Essex Property Trust, Inc. | 41,831 | US$12.2M | +7,750 | Jun 30, 2026 |
| American Homes 4 Rent | 357K | US$12M | +34,778 | Jun 30, 2026 |
| Iron Mountain Incorporated (delaware) | 91,502 | US$11.6M | −4,789 | Jun 30, 2026 |
| Digital Realty Trust, Inc. | 64,213 | US$11.5M | −1,476 | Jun 30, 2026 |