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Portfolio (Quarterly) Guide ↗

Daiwa Securities Group Inc.

· CIK 0001481045
13F Portfolio $51.1B AUM 1,672 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1194 New
Page 55 of 60  ·  1,194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 22,917.0 $203K NEW $8.87 -4.1%
1082 IQ IQIYI INC Communication Services 191,700.0 $199K NEW $1.04 +17.3%
1083 RMBS RAMBUS INC DEL Technology 1,460.0 $194K NEW $132.74 -29.5%
1084 CNA CNA FINL CORP Financial Services 3,972.0 $193K NEW $48.61 +3.5%
1085 B BARRICK MNG CORP Basic Materials 5,000.0 $184K NEW $36.73 +14.2%
1086 ATKR ATKORE INC Industrials 2,380.0 $181K NEW $76.04 +22.8%
1087 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 9,731.0 $178K NEW $18.28 -18.8%
1088 BNTX BIONTECH SE Healthcare 1,910.0 $178K NEW $93.05 -0.7%
1089 XRN CHIRON REAL ESTATE INC Financial Services 4,722.0 $177K NEW $37.52 -2.7%
1090 BFS SAUL CTRS INC Real Estate 4,729.0 $177K NEW $37.39 -7.9%
1091 BPOP POPULAR INC Financial Services 964.0 $158K NEW $164.18 +6.8%
1092 SOC CALL SABLE OFFSHORE CORP Energy 50,000.0 $154K NEW $3.08 +30.7%
1093 FPI FARMLAND PARTNERS INC Real Estate 15,863.0 $154K NEW $9.68 +3.2%
1094 OLP ONE LIBERTY PPTYS INC Real Estate 6,141.0 $150K NEW $24.42 -0.7%
1095 CHYM CHIME FINL INC Financial Services 7,280.0 $149K NEW $20.48 +58.7%
1096 FRMI PUT FERMI INC Utilities 16,000.0 $147K NEW $9.16 -34.2%
1097 VIKING HOLDINGS LTD 1,388.0 $145K NEW $104.67
1098 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,604.0 $140K NEW $87.22 +7.8%
1099 WTRG ESSENTIAL UTILS INC Utilities 3,455.0 $132K NEW $38.31 +5.9%
1100 CANOPY GROWTH CORPORATION 139,000.0 $132K NEW $0.95
Page 55 of 60  ·  1,194 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 43.3%
Real Estate 20.2%
Communication Services 12.0%
Consumer Cyclical 6.5%
Industrials 4.8%
Financial Services 4.7%
Healthcare 3.8%
Consumer Defensive 1.9%
Utilities 1.1%
Energy 1.0%