Pensionfund PDN

13F filer · CIK 0001297731

Reported Jul 1, 2026

Net buyer this quarter

13F portfolio value$194MU.S. long equity reported on 13F

Positions760 new · 0 closed

Net flow last quarter+$1.24MBuys minus sells

Top 10 positions weight49.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 1, 202676 positions
PLDPrologis, Inc.	$17.5M	9.00%	0.01%	Not reported	Q2 2013
EQIXEquinix Inc	$14.9M	7.68%	0.01%	Not reported	Q4 2019
WELLWelltower Inc.	$13.7M	7.04%	0.01%	Not reported	Q3 2015
SPGSimon Property Group Inc.	$9.51M	4.89%	531.35%	Not reported	Q2 2013
ORealty Income Corp	$8.79M	4.52%	0.02%	Not reported	Q3 2018
DLRDigital Realty Trust, Inc.	$8.46M	4.35%	0.01%	Not reported	Q2 2013
PSAPublic Storage	$7.45M	3.83%	0.01%	Not reported	Q2 2013
VTRVentas, Inc.	$5.92M	3.05%	0.01%	Not reported	Q2 2013
IRMIron Mountain Inc	$5.37M	2.76%	0.01%	Not reported	Q3 2016
VICIVici Properties Inc.	$4.99M	2.57%	0.02%	Not reported	Q1 2021
DOCHealthpeak Properties, Inc.	$4.31M	2.22%	0.03%	-6.5%	Q4 2019
AVBCAvidia Bancorp, Inc.	$4.17M	2.15%	0.11%	Not reported	Q2 2013
VMRKVivmark Residential	$3.67M	1.89%	0.01%	Not reported	Q2 2013
WPCW. P. Carey Inc.	$3.28M	1.69%	0.02%	+3.4%	Q4 2019
EXRExtra Space Storage Inc.	$3.25M	1.67%	0.01%	Not reported	Q3 2021
INVHInvitation Homes Inc.	$3.24M	1.66%	0.02%	Not reported	Q4 2017
ESSEssex Property Trust, Inc.	$3.03M	1.56%	0.02%	Not reported	Q2 2013
BRXBrixmor Property Group Inc.	$3.03M	1.56%	0.03%	Not reported	Q2 2016
LAMRLamar Advertising Co	$2.76M	1.42%	Not reported	Not reported	Q4 2024
NNNNNN REIT, Inc.	$2.55M	1.31%	0.03%	+4.8%	Q3 2018
HSTHost Hotels & Resorts, Inc.	$2.49M	1.28%	0.02%	Not reported	Q2 2013
AMHAmerican Homes 4 Rent	$2.45M	1.26%	Not reported	Not reported	Q2 2016
MAAMid America Apartment Communities Inc.	$2.31M	1.19%	0.01%	Not reported	Q2 2013
OHIOmega Healthcare Investors Inc	$2.21M	1.14%	0.02%	Not reported	Q2 2013
CUBECubeSmart	$2.14M	1.10%	0.02%	Not reported	Q1 2018
STAGSTAG Industrial, Inc.	$2.05M	1.06%	0.03%	Not reported	Q2 2015
KRGKite Realty Group Trust	$1.92M	0.99%	0.03%	Not reported	Q4 2015
EPREpr Properties	$1.91M	0.98%	0.04%	Not reported	Q2 2013
SBRASabra Health Care REIT, Inc.	$1.91M	0.98%	0.04%	Not reported	Q4 2014
BNLBroadstone Net Lease, Inc.	$1.86M	0.96%	0.05%	Not reported	Q4 2022
SILASila Realty Trust, Inc.	$1.82M	0.94%	0.11%	Not reported	Q4 2025
EPRTEssential Properties Realty Trust, Inc.	$1.81M	0.93%	0.03%	Not reported	Q1 2020
LXPLXP Industrial Trust	$1.8M	0.93%	0.06%	Not reported	Q2 2019
GLPIGaming & Leisure Properties, Inc.	$1.79M	0.92%	0.01%	Not reported	Q4 2014
UDRUDR, Inc.	$1.74M	0.90%	0.01%	Not reported	Q2 2013
CPTCamden Property Trust	$1.73M	0.89%	0.02%	Not reported	Q2 2013
LTCLTC Properties Inc	$1.71M	0.88%	0.08%	+7.2%	Q4 2025
KIMKimco Realty Corp	$1.67M	0.86%	0.01%	+17.9%	Q2 2013
CTRECareTrust REIT, Inc.	$1.65M	0.85%	0.02%	Not reported	Q1 2025
COLDAmericold Realty Trust	$1.6M	0.82%	0.04%	Not reported	Q1 2025
GTYGetty Realty Corp	$1.57M	0.81%	0.08%	Not reported	Q4 2022
MRPMillrose Properties, Inc.	$1.49M	0.77%	Not reported	+11.2%	Q4 2025
OUTOUTFRONT Media Inc.	$1.4M	0.72%	0.02%	Not reported	Q1 2025
UMHUmh Properties, Inc.	$1.35M	0.69%	0.10%	Not reported	Q1 2018
HRHealthcare Realty Trust Inc	$1.31M	0.67%	0.02%	Not reported	Q2 2013
CUZCousins Properties Inc	$1.23M	0.63%	0.02%	Not reported	Q2 2016
FCPTFour Corners Property Trust, Inc.	$1.09M	0.56%	0.04%	Not reported	Q4 2019
PECOPhillips Edison & Company, Inc.	$1.06M	0.55%	0.02%	+59.4%	Q1 2026
XRNChiron Real Estate Inc.	$1.04M	0.54%	0.21%	Not reported	Q3 2025
AREAlexandria Real Estate Equities, Inc.	$988K	0.51%	0.01%	Not reported	Q2 2013

Q1 2026Reported Apr 1, 202676 positions
PLDPrologis, Inc.	$17.1M	9.86%	0.01%	+8.9%	Q2 2013
EQIXEquinix Inc	$14M	8.11%	0.01%	+10.0%	Q4 2019
WELLWelltower Inc.	$11.9M	6.89%	0.01%	+14.2%	Q3 2015
ORealty Income Corp	$8.68M	5.02%	0.02%	+7.6%	Q3 2018
DLRDigital Realty Trust, Inc.	$8.49M	4.91%	0.01%	+7.3%	Q2 2013
SPGSimon Property Group Inc.	$7.93M	4.59%	531.35%	+7.6%	Q2 2013
PSAPublic Storage	$6.34M	3.66%	0.01%	+11.4%	Q2 2013
VTRVentas, Inc.	$5.45M	3.15%	0.01%	+8.1%	Q2 2013
VICIVici Properties Inc.	$5.14M	2.97%	0.02%	+6.8%	Q1 2021
IRMIron Mountain Inc	$4.34M	2.51%	0.01%	+10.4%	Q3 2016
AVBCAvidia Bancorp, Inc.	$3.61M	2.09%	0.11%	+9.9%	Q2 2013
DOCHealthpeak Properties, Inc.	$3.54M	2.05%	0.03%	+4.9%	Q4 2019
VMRKVivmark Residential	$3.2M	1.85%	0.01%	+9.1%	Q2 2013
WPCW. P. Carey Inc.	$3.01M	1.74%	0.02%	Not reported	Q4 2019
EXRExtra Space Storage Inc.	$2.93M	1.69%	0.01%	+25.2%	Q3 2021
BRXBrixmor Property Group Inc.	$2.77M	1.60%	0.03%	+6.7%	Q2 2016
INVHInvitation Homes Inc.	$2.66M	1.54%	0.02%	+9.2%	Q4 2017
ESSEssex Property Trust, Inc.	$2.52M	1.45%	0.02%	+7.2%	Q2 2013
LAMRLamar Advertising Co	$2.24M	1.30%	Not reported	+14.2%	Q4 2024
NNNNNN REIT, Inc.	$2.19M	1.27%	0.03%	+20.8%	Q3 2018
AMHAmerican Homes 4 Rent	$2.04M	1.18%	Not reported	+15.9%	Q2 2016
MAAMid America Apartment Communities Inc.	$2.03M	1.18%	0.01%	+8.5%	Q2 2013
OHIOmega Healthcare Investors Inc	$2.03M	1.17%	0.02%	Not reported	Q2 2013
HSTHost Hotels & Resorts, Inc.	$2.01M	1.16%	0.02%	+8.3%	Q2 2013
CUBECubeSmart	$1.97M	1.14%	0.02%	+10.3%	Q1 2018
STAGSTAG Industrial, Inc.	$1.94M	1.12%	0.03%	Not reported	Q2 2015
SBRASabra Health Care REIT, Inc.	$1.88M	1.09%	0.04%	Not reported	Q4 2014
EPRTEssential Properties Realty Trust, Inc.	$1.84M	1.06%	0.03%	Not reported	Q1 2020
GLPIGaming & Leisure Properties, Inc.	$1.78M	1.03%	0.01%	Not reported	Q4 2014
KRGKite Realty Group Trust	$1.66M	0.96%	0.03%	+6.3%	Q4 2015
EPREpr Properties	$1.65M	0.95%	0.04%	+6.5%	Q2 2013
BNLBroadstone Net Lease, Inc.	$1.64M	0.95%	0.05%	Not reported	Q4 2022
LXPLXP Industrial Trust	$1.55M	0.89%	0.06%	Not reported	Q2 2019
LTCLTC Properties Inc	$1.54M	0.89%	0.08%	+40.7%	Q4 2025
CTRECareTrust REIT, Inc.	$1.5M	0.87%	0.02%	Not reported	Q1 2025
GTYGetty Realty Corp	$1.5M	0.86%	0.08%	+9.3%	Q4 2022
UDRUDR, Inc.	$1.47M	0.85%	0.01%	+8.7%	Q2 2013
CPTCamden Property Trust	$1.47M	0.85%	0.01%	+9.4%	Q2 2013
SILASila Realty Trust, Inc.	$1.42M	0.82%	0.11%	+46.3%	Q4 2025
UMHUmh Properties, Inc.	$1.28M	0.74%	0.10%	+102.5%	Q1 2018
KIMKimco Realty Corp	$1.25M	0.72%	0.01%	+56.0%	Q2 2013
MRPMillrose Properties, Inc.	$1.25M	0.72%	Not reported	+25.4%	Q4 2025
COLDAmericold Realty Trust	$1.17M	0.68%	0.04%	+8.5%	Q1 2025
OUTOUTFRONT Media Inc.	$1.13M	0.65%	0.02%	Not reported	Q1 2025
HRHealthcare Realty Trust Inc	$1.1M	0.64%	0.02%	Not reported	Q2 2013
FCPTFour Corners Property Trust, Inc.	$1.05M	0.61%	0.04%	+50.9%	Q4 2019
CUZCousins Properties Inc	$925K	0.53%	0.02%	+13.9%	Q2 2016
XRNChiron Real Estate Inc.	$920K	0.53%	0.21%	+12.1%	Q3 2025
AREAlexandria Real Estate Equities, Inc.	$868K	0.50%	0.01%	Not reported	Q2 2013
BXPBXP, Inc.	$712K	0.41%	0.01%	+17.1%	Q2 2013

Q4 2025Reported Jan 12, 202676 positions
PLDPrologis, Inc.	$15.1M	9.96%	0.01%	Not reported	Q2 2013
EQIXEquinix Inc	$9.97M	6.57%	0.01%	Not reported	Q4 2019
WELLWelltower Inc.	$9.79M	6.45%	0.01%	Not reported	Q3 2015
ORealty Income Corp	$7.43M	4.89%	0.01%	Not reported	Q3 2018
SPGSimon Property Group Inc.	$7.31M	4.81%	493.85%	Not reported	Q2 2013
DLRDigital Realty Trust, Inc.	$6.8M	4.47%	0.01%	Not reported	Q2 2013
PSAPublic Storage	$5.45M	3.59%	0.01%	Not reported	Q2 2013
VICIVici Properties Inc.	$4.95M	3.26%	0.02%	+2.3%	Q1 2021
VTRVentas, Inc.	$4.77M	3.14%	0.01%	Not reported	Q2 2013
AVBCAvidia Bancorp, Inc.	$3.65M	2.40%	0.10%	Not reported	Q2 2013
DOCHealthpeak Properties, Inc.	$3.3M	2.18%	0.03%	Not reported	Q4 2019
IRMIron Mountain Inc	$3.19M	2.10%	0.01%	Not reported	Q3 2016
VMRKVivmark Residential	$3.12M	2.06%	0.01%	Not reported	Q2 2013
WPCW. P. Carey Inc.	$2.85M	1.88%	0.02%	-4.3%	Q4 2019
INVHInvitation Homes Inc.	$2.73M	1.79%	0.02%	Not reported	Q4 2017
ESSEssex Property Trust, Inc.	$2.54M	1.67%	0.02%	Not reported	Q2 2013
BRXBrixmor Property Group Inc.	$2.36M	1.55%	0.03%	Not reported	Q2 2016
EXRExtra Space Storage Inc.	$2.32M	1.53%	0.01%	+5.9%	Q3 2021
MAAMid America Apartment Communities Inc.	$2.13M	1.40%	0.01%	Not reported	Q2 2013
OHIOmega Healthcare Investors Inc	$2.05M	1.35%	0.02%	-21.9%	Q2 2013
AMHAmerican Homes 4 Rent	$2.02M	1.33%	Not reported	Not reported	Q2 2016
STAGSTAG Industrial, Inc.	$1.98M	1.30%	0.03%	Not reported	Q2 2015
LAMRLamar Advertising Co	$1.96M	1.29%	Not reported	Not reported	Q4 2024
SBRASabra Health Care REIT, Inc.	$1.85M	1.22%	0.04%	Not reported	Q4 2014
GLPIGaming & Leisure Properties, Inc.	$1.8M	1.18%	0.01%	Not reported	Q4 2014
EPRTEssential Properties Realty Trust, Inc.	$1.79M	1.18%	0.03%	Not reported	Q1 2020
CUBECubeSmart	$1.76M	1.16%	0.02%	Not reported	Q1 2018
HSTHost Hotels & Resorts, Inc.	$1.72M	1.13%	0.01%	Not reported	Q2 2013
NNNNNN REIT, Inc.	$1.71M	1.13%	0.02%	Not reported	Q3 2018
LXPLXP Industrial Trust	$1.66M	1.09%	0.06%	Not reported	Q2 2019
BNLBroadstone Net Lease, Inc.	$1.56M	1.03%	0.05%	-6.3%	Q4 2022
EPREpr Properties	$1.55M	1.02%	0.04%	Not reported	Q2 2013
KRGKite Realty Group Trust	$1.52M	1.00%	0.03%	Not reported	Q4 2015
CPTCamden Property Trust	$1.52M	1.00%	0.01%	Not reported	Q2 2013
CTRECareTrust REIT, Inc.	$1.48M	0.98%	0.02%	-6.8%	Q1 2025
UDRUDR, Inc.	$1.47M	0.97%	0.01%	Not reported	Q2 2013
COLDAmericold Realty Trust	$1.21M	0.80%	0.03%	Not reported	Q1 2025
GTYGetty Realty Corp	$1.18M	0.77%	0.07%	Not reported	Q4 2022
HRHealthcare Realty Trust Inc	$1.1M	0.72%	0.02%	-30.9%	Q2 2013
MRPMillrose Properties, Inc.	$1.06M	0.70%	Not reported	New	Q4 2025
OUTOUTFRONT Media Inc.	$1.03M	0.68%	0.02%	+13.3%	Q1 2025
LTCLTC Properties Inc	$1.01M	0.67%	0.06%	New	Q4 2025
SILASila Realty Trust, Inc.	$956K	0.63%	0.07%	New	Q4 2025
CUZCousins Properties Inc	$927K	0.61%	0.02%	Not reported	Q2 2016
AREAlexandria Real Estate Equities, Inc.	$915K	0.60%	0.01%	Not reported	Q2 2013
XRNChiron Real Estate Inc.	$837K	0.55%	0.19%	Not reported	Q3 2025
BXPBXP, Inc.	$791K	0.52%	0.01%	Not reported	Q2 2013
IRTIndependence Realty Trust, Inc.	$778K	0.51%	0.02%	Not reported	Q1 2021
KIMKimco Realty Corp	$724K	0.48%	0.01%	+16.3%	Q2 2013
CSRCenterspace	$719K	0.47%	0.06%	-15.7%	Q2 2021

Q3 2025Reported Mar 26, 202671 positions
PLDPrologis, Inc.	$13.6M	8.79%	0.01%	+1.0%	Q2 2013
EQIXEquinix Inc	$10.2M	6.60%	0.01%	+22.6%	Q4 2019
WELLWelltower Inc.	$9.4M	6.09%	0.01%	Not reported	Q3 2015
ORealty Income Corp	$8.02M	5.19%	0.01%	Not reported	Q3 2018
DLRDigital Realty Trust, Inc.	$7.59M	4.92%	0.01%	Not reported	Q2 2013
SPGSimon Property Group Inc.	$7.41M	4.80%	493.85%	Not reported	Q2 2013
PSAPublic Storage	$6.06M	3.93%	0.01%	+1.9%	Q2 2013
VICIVici Properties Inc.	$5.61M	3.63%	0.02%	Not reported	Q1 2021
VTRVentas, Inc.	$4.32M	2.80%	0.01%	Not reported	Q2 2013
DOCHealthpeak Properties, Inc.	$3.94M	2.55%	0.03%	Not reported	Q4 2019
IRMIron Mountain Inc	$3.93M	2.54%	0.01%	Not reported	Q3 2016
AVBCAvidia Bancorp, Inc.	$3.89M	2.52%	0.10%	Not reported	Q2 2013
VMRKVivmark Residential	$3.21M	2.08%	0.01%	Not reported	Q2 2013
WPCW. P. Carey Inc.	$3.13M	2.03%	0.02%	Not reported	Q4 2019
INVHInvitation Homes Inc.	$2.88M	1.86%	0.02%	+24.0%	Q4 2017
ESSEssex Property Trust, Inc.	$2.6M	1.68%	0.02%	Not reported	Q2 2013
OHIOmega Healthcare Investors Inc	$2.5M	1.62%	0.02%	-9.2%	Q2 2013
BRXBrixmor Property Group Inc.	$2.49M	1.61%	0.03%	Not reported	Q2 2016
EXRExtra Space Storage Inc.	$2.37M	1.54%	0.01%	Not reported	Q3 2021
MAAMid America Apartment Communities Inc.	$2.14M	1.39%	0.01%	Not reported	Q2 2013
AMHAmerican Homes 4 Rent	$2.1M	1.36%	Not reported	+40.0%	Q2 2016
CUBECubeSmart	$1.98M	1.28%	0.02%	Not reported	Q1 2018
STAGSTAG Industrial, Inc.	$1.9M	1.23%	0.03%	Not reported	Q2 2015
LAMRLamar Advertising Co	$1.9M	1.23%	Not reported	Not reported	Q4 2024
GLPIGaming & Leisure Properties, Inc.	$1.87M	1.21%	0.01%	Not reported	Q4 2014
NNNNNN REIT, Inc.	$1.84M	1.19%	0.02%	Not reported	Q3 2018
SBRASabra Health Care REIT, Inc.	$1.82M	1.18%	0.04%	-11.7%	Q4 2014
EPRTEssential Properties Realty Trust, Inc.	$1.8M	1.17%	0.03%	Not reported	Q1 2020
EPREpr Properties	$1.8M	1.16%	0.04%	Not reported	Q2 2013
BNLBroadstone Net Lease, Inc.	$1.72M	1.11%	0.05%	-12.7%	Q4 2022
HRHealthcare Realty Trust Inc	$1.69M	1.09%	0.03%	-31.0%	Q2 2013
HSTHost Hotels & Resorts, Inc.	$1.65M	1.07%	0.01%	Not reported	Q2 2013
AREAlexandria Real Estate Equities, Inc.	$1.56M	1.01%	0.01%	Not reported	Q2 2013
CTRECareTrust REIT, Inc.	$1.53M	0.99%	0.02%	Not reported	Q1 2025
LXPLXP Industrial Trust	$1.5M	0.97%	0.06%	Not reported	Q2 2019
UDRUDR, Inc.	$1.49M	0.97%	0.01%	Not reported	Q2 2013
CPTCamden Property Trust	$1.47M	0.95%	0.01%	-12.7%	Q2 2013
KRGKite Realty Group Trust	$1.42M	0.92%	0.03%	Not reported	Q4 2015
PLYMPlymouth Industrial REIT, Inc.	$1.18M	0.77%	0.12%	-31.2%	Q1 2021
GTYGetty Realty Corp	$1.15M	0.75%	0.07%	Not reported	Q4 2022
COLDAmericold Realty Trust	$1.15M	0.75%	0.03%	+62.1%	Q1 2025
CUZCousins Properties Inc	$1.04M	0.67%	0.02%	Not reported	Q2 2016
BXPBXP, Inc.	$871K	0.56%	0.01%	Not reported	Q2 2013
XRNChiron Real Estate Inc.	$836K	0.54%	0.19%	New	Q3 2025
CSRCenterspace	$753K	0.49%	0.08%	Not reported	Q2 2021
VNOVornado Realty Trust	$740K	0.48%	0.01%	Not reported	Q2 2013
IRTIndependence Realty Trust, Inc.	$729K	0.47%	0.02%	Not reported	Q1 2021
OUTOUTFRONT Media Inc.	$689K	0.45%	0.02%	+22.9%	Q1 2025
KIMKimco Realty Corp	$671K	0.43%	0.00%	Not reported	Q2 2013
UMHUmh Properties, Inc.	$652K	0.42%	0.05%	Not reported	Q1 2018

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