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Portfolio (Quarterly) Guide ↗

Ilmarinen Mutual Pension Insurance Co

· CIK 0001661580
13F Portfolio $14.8B AUM 445 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 87 Added 136 Reduced 31 Exited
Page 22 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 KIM KIMCO RLTY CORP Real Estate 52,000.0 $1.3M 0.01% -32K -38.5% $25.35 -4.7%
422 TYL TYLER TECHNOLOGIES INC Technology 4,418.0 $1.3M 0.01% $292.44 +21.8%
423 LULU LULULEMON ATHLETICA INC Consumer Cyclical 11,254.0 $1.3M 0.01% -10K -47.0% $114.18 +7.1%
424 INSM INSMED INC Healthcare 12,000.0 $1.3M 0.01% $106.58 +16.4%
425 CRCL CIRCLE INTERNET GROUP INC Financial Services 20,146.0 $1.3M 0.01% NEW $62.64 +40.5%
426 COOPER COS INC 17,500.0 $1.3M 0.01% $71.71
427 GLPI GAMING & LEISURE PPTYS INC Real Estate 27,500.0 $1.2M 0.01% -20K -42.7% $44.55 -1.5%
428 PODD INSULET CORP Healthcare 8,000.0 $1.2M 0.01% $152.25 -4.1%
429 JXN JACKSON FINL INC Financial Services 11,508.0 $1.2M 0.01% $102.36 +29.0%
430 SATS ECHOSTAR CORP Technology 11,087.0 $1.1M 0.01% $101.47 -14.3%
431 CHTR CHARTER COMMUNICATIONS INC NEW Communication Services 6,496.0 $924K 0.01% $142.24 +5.4%
432 IOT SAMSARA INC Technology 27,128.0 $880K 0.01% $32.44 +23.4%
433 VNO VORNADO RLTY TR Real Estate 22,000.0 $865K 0.01% -10K -31.2% $39.32 -1.1%
434 SUI SUN CMNTYS INC Real Estate 7,000.0 $839K 0.01% -6K -44.0% $119.86 +2.7%
435 SBRA SABRA HEALTH CARE REIT INC Real Estate 39,000.0 $761K 0.01% -31K -44.3% $19.51 +4.8%
436 NWSA NEWS CORP NEW Communication Services 29,154.0 $724K 0.01% $24.83 +23.7%
437 OHI OMEGA HEALTHCARE INVS INC Real Estate 14,500.0 $691K 0.01% -10K -42.0% $47.66 -2.0%
438 REXR REXFORD INDL RLTY INC Real Estate 19,500.0 $653K 0.00% -14K -42.6% $33.49 +12.2%
439 EPR EPR PPTYS Real Estate 10,800.0 $627K 0.00% -7K -39.7% $58.06 +4.1%
440 COLD AMERICOLD RLTY TR INC Real Estate 38,000.0 $597K 0.00% -17K -30.9% $15.71 -1.4%
Page 22 of 23  ·  445 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 40.5%
Communication Services 10.7%
Financial Services 10.5%
Consumer Cyclical 9.8%
Healthcare 9.3%
Industrials 8.5%
Consumer Defensive 4.2%
Energy 2.9%
Basic Materials 1.5%
Utilities 1.3%