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Portfolio (Quarterly) Guide ↗

Pensionfund PDN

· CIK 0001297731
13F Portfolio $173M AUM 76 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 41 Added 1 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MAA Mid-America Apartment Communities Inc Real Estate 16,640.0 $2.0M 1.18% +1K +8.5% $122.12 +6.9%
22 HST Host Hotels and Resorts Inc Real Estate 104,998.0 $2.0M 1.16% +8K +8.2% $19.16 +20.6%
23 CUBE CubeSmart Real Estate 53,800.0 $2.0M 1.14% +5K +10.2% $36.65 +9.0%
24 KRG Kite Realty Group Trust Real Estate 67,500.0 $1.7M 0.96% +4K +6.3% $24.55 +11.8%
25 EPR EPR Properties Real Estate 32,962.0 $1.6M 0.95% +2K +6.5% $49.97 +18.4%
26 LTC LTC Properties Inc Real Estate 41,500.0 $1.5M 0.89% +12K +40.7% $37.16 +4.3%
27 GTY Getty Realty Corp Real Estate 47,000.0 $1.5M 0.86% +4K +9.3% $31.81 +5.1%
28 UDR UDR Inc Real Estate 43,605.0 $1.5M 0.85% +4K +8.7% $33.78 +12.6%
29 CPT Camden Property Trust Real Estate 15,086.0 $1.5M 0.85% +1K +9.4% $97.64 +10.3%
30 SILA Sila Realty Trust Inc Real Estate 60,000.0 $1.4M 0.82% +19K +46.3% $23.68 +27.7%
31 UMH UMH Properties Inc Real Estate 88,900.0 $1.3M 0.74% +45K +102.5% $14.43 +7.3%
32 KIM Kimco Realty Corp Real Estate 55,731.0 $1.3M 0.72% +20K +56.0% $22.47 +9.2%
33 Millrose Properties Inc 44,500.0 $1.2M 0.72% +9K +25.4% $28.00
34 COLD Americold Realty Trust Inc Real Estate 102,000.0 $1.2M 0.68% +8K +8.5% $11.46 +29.7%
35 FCPT Four Corners Property Trust Inc Real Estate 44,500.0 $1.1M 0.61% +15K +50.9% $23.64 +7.1%
36 CUZ Cousins Properties Inc Real Estate 40,977.0 $925K 0.54% +5K +13.9% $22.57 +18.7%
37 XRN Chiron Real Estate Inc Financial Services 27,800.0 $920K 0.53% +3K +12.1% $33.09 +13.1%
38 BXP Boston Properties Inc Real Estate 13,717.0 $712K 0.41% +2K +17.1% $51.91 +16.8%
39 REGCO Regency Centers Corp Real Estate 9,000.0 $681K 0.39% +5K +125.0% $75.67 -70.0%
40 CHCT Community Healthcare Trust Inc Real Estate 40,000.0 $636K 0.37% +10K +33.3% $15.90 +10.4%
Page 2 of 3  ·  41 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
Real Estate 99.2%
Financial Services 0.8%