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Portfolio (Quarterly) Guide ↗

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

· CIK 0001083190
13F Portfolio $20.6B AUM 1,759 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 160 New 162 Added 1279 Reduced 156 Exited
Page 3 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EGP EASTGROUP PPTYS INC Real Estate 52,706.0 $10.7M 0.05% +15K +40.9% $202.53 +0.5%
42 DVN DEVON ENERGY CORP NEW Energy 254,656.0 $10.5M 0.05% +135K +113.1% $41.32 +15.1%
43 CVNA CARVANA CO Consumer Cyclical 158,209.0 $10.4M 0.05% +125K +380.2% $65.82 +6.5%
44 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 194,915.0 $10.3M 0.05% +49K +33.1% $52.85 -11.2%
45 FRT FEDERAL RLTY INVT TR NEW Real Estate 83,304.0 $10.3M 0.05% +26K +46.2% $123.44 -4.4%
46 BXP BXP INC Real Estate 151,023.0 $10.0M 0.05% +45K +42.0% $66.31 +0.6%
47 PBR PETROLEO BRASILEIRO S A Energy 617,094.0 $10.0M 0.05% +30K +5.2% $16.16 +12.9%
48 AHR AMERICAN HEALTHCARE REIT INC Real Estate 188,647.0 $9.8M 0.05% +64K +51.0% $52.15 +4.9%
49 BRX BRIXMOR PPTY GROUP INC Real Estate 301,013.0 $9.5M 0.05% +86K +39.9% $31.53 -5.6%
50 CTRE CARETRUST REIT INC Real Estate 222,135.0 $9.0M 0.04% +65K +41.4% $40.35 -2.7%
51 CUBE CUBESMART Real Estate 223,094.0 $8.9M 0.04% +63K +39.4% $39.77 +3.4%
52 ADC AGREE RLTY CORP Real Estate 116,977.0 $8.9M 0.04% +36K +43.6% $75.74 -1.6%
53 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 122,367.0 $8.8M 0.04% +98K +399.8% $71.74 +1.0%
54 NNN NNN REIT INC Real Estate 186,722.0 $8.7M 0.04% +53K +39.9% $46.53 -0.8%
55 REXR REXFORD INDL RLTY INC Real Estate 251,571.0 $8.4M 0.04% +88K +53.7% $33.50 +7.0%
56 MAREX GROUP PLC 135,005.0 $8.2M 0.04% +39K +40.0% $60.95
57 FR FIRST INDL RLTY TR INC Real Estate 130,188.0 $8.0M 0.04% +39K +42.4% $61.31 +2.6%
58 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 60,716.0 $7.8M 0.04% +17K +40.0% $128.55 -3.5%
59 STAG STAG INDUSTRIAL INC Real Estate 188,638.0 $7.2M 0.04% +56K +42.1% $38.06 -3.3%
60 MAC MACERICH CO Real Estate 275,478.0 $6.9M 0.03% +96K +53.7% $25.19 -2.1%
Page 3 of 9  ·  162 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 30.4%
Utilities 11.0%
Financial Services 10.0%
Industrials 9.4%
Consumer Cyclical 8.1%
Communication Services 7.7%
Real Estate 7.5%
Healthcare 7.3%
Energy 4.0%
Consumer Defensive 3.1%