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Portfolio (Quarterly) Guide ↗

Resona Asset Management Co.,Ltd.

· CIK 0001944142
13F Portfolio $21.3B AUM 786 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 75 Added 596 Reduced 27 Exited
Page 37 of 40  ·  786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 9,711.0 $275K 0.00% $28.28 -13.4%
722 ACMR ACM RESH INC Technology 2,285.0 $272K 0.00% -500.0 -17.9% $118.88 -33.2%
723 ALX ALEXANDERS INC Real Estate 958.0 $269K 0.00% $281.11 -5.7%
724 GOOD GLADSTONE COMMERCIAL CORP Real Estate 20,761.0 $257K 0.00% -2K -7.0% $12.40 +4.1%
725 BDN BRANDYWINE RLTY TR Real Estate 78,449.0 $254K 0.00% $3.23 -6.3%
726 AHRT AH RLTY TR INC Financial Services 34,738.0 $249K 0.00% $7.17 -7.0%
727 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 5,519.0 $242K 0.00% $43.88 -6.0%
728 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 25,897.0 $241K 0.00% $9.33 -11.0%
729 XRN CHIRON REAL ESTATE INC Financial Services 5,831.0 $219K 0.00% $37.56 -1.1%
730 RL RALPH LAUREN CORP Consumer Cyclical 520.0 $207K 0.00% -8.0 -1.5% $397.61 -6.3%
731 GL GLOBE LIFE INC Financial Services 1,146.0 $205K 0.00% +138.0 +13.7% $179.25 -4.6%
732 AIZ ASSURANT INC Financial Services 762.0 $204K 0.00% +101.0 +15.3% $267.98 +6.0%
733 BFS SAUL CTRS INC Real Estate 5,349.0 $202K 0.00% -53.0 -1.0% $37.71 -10.6%
734 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 10,912.0 $202K 0.00% -97.0 -0.9% $18.47 -19.5%
735 FRONTVIEW REIT INC 9,454.0 $192K 0.00% $20.30
736 CPNG COUPANG INC Consumer Cyclical 10,562.0 $183K 0.00% +10K +1067.1% $17.37 -5.3%
737 RVTY REVVITY INC Healthcare 1,647.0 $183K 0.00% +222.0 +15.6% $111.21 +12.2%
738 FPI FARMLAND PARTNERS INC Real Estate 18,604.0 $182K 0.00% $9.76 +4.1%
739 PNW PINNACLE WEST CAP CORP Utilities 1,662.0 $179K 0.00% $107.86 -9.7%
740 IVZ INVESCO LTD Financial Services 6,586.0 $173K 0.00% +903.0 +15.9% $26.30 +21.7%
Page 37 of 40  ·  786 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 37.4%
Financial Services 11.6%
Healthcare 9.3%
Consumer Cyclical 9.2%
Industrials 9.0%
Communication Services 7.2%
Consumer Defensive 4.9%
Real Estate 4.0%
Energy 2.9%
Utilities 2.7%