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Portfolio (Quarterly) Guide ↗

NORDEA INVESTMENT MANAGEMENT AB

· CIK 0001218210
13F Portfolio $122.6B AUM 2,068 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 120 New 447 Added 302 Reduced 63 Exited
Page 39 of 47  ·  921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 RKT ROCKET COS INC Financial Services 129,126.0 $2.0M 0.00% +14K +12.3% $15.80 -11.8%
762 ESS ESSEX PPTY TR INC Real Estate 7,006.0 $2.0M 0.00% +737.0 +11.8% $290.36 -0.5%
763 HST HOST HOTELS & RESORTS INC Real Estate 85,124.0 $2.0M 0.00% NEW $23.73 -2.2%
764 WRB BERKLEY W R CORP Financial Services 28,429.0 $2.0M 0.00% -1K -3.9% $71.00 -3.4%
765 PATH UIPATH INC Technology 189,828.0 $2.0M 0.00% -7K -3.8% $10.54 +55.5%
766 FEDEX FGHT HLDG CO INC 13,514.0 $2.0M 0.00% NEW $146.02
767 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 425,301.0 $1.9M 0.00% NEW $4.57 -22.7%
768 INSP INSPIRE MED SYS INC Healthcare 44,381.0 $1.9M 0.00% +4K +9.8% $43.42 +43.6%
769 RPM RPM INTL INC Basic Materials 17,045.0 $1.9M 0.00% -627K -97.3% $110.77 -1.9%
770 CDE COEUR MNG INC Basic Materials 116,186.0 $1.9M 0.00% NEW $16.22 +29.3%
771 CTRE CARETRUST REIT INC Real Estate 46,090.0 $1.9M 0.00% NEW $40.57 -2.4%
772 MAA MID-AMER APT CMNTYS INC Real Estate 13,429.0 $1.9M 0.00% +2K +17.8% $138.47 -5.2%
773 DKS DICKS SPORTING GOODS INC Consumer Cyclical 8,198.0 $1.9M 0.00% +2K +34.0% $226.49 -19.1%
774 AEE AMEREN CORP Utilities 16,267.0 $1.9M 0.00% +430.0 +2.7% $113.78 -6.7%
775 FELE FRANKLIN ELEC INC Industrials 17,335.0 $1.8M 0.00% NEW $106.62 -2.4%
776 OPCH OPTION CARE HEALTH INC Healthcare 88,327.0 $1.8M 0.00% +7K +8.2% $20.91 +13.3%
777 TOL TOLL BROTHERS INC Consumer Cyclical 11,202.0 $1.8M 0.00% NEW $164.37 -10.5%
778 TDY TELEDYNE TECHNOLOGIES INC Technology 2,765.0 $1.8M 0.00% $663.54 -4.1%
779 IONQ IONQ INC Technology 34,608.0 $1.8M 0.00% +4K +11.9% $52.97 -15.3%
780 INVH INVITATION HOMES INC Real Estate 60,236.0 $1.8M 0.00% +2K +2.7% $30.34 -0.8%
Page 39 of 47  ·  921 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 38.4%
Industrials 11.8%
Healthcare 11.4%
Financial Services 11.1%
Consumer Cyclical 7.9%
Communication Services 6.2%
Consumer Defensive 4.5%
Utilities 3.2%
Basic Materials 2.6%
Real Estate 1.9%