Daiwa Securities Group Inc. Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$23.7B

Holdings

1,279

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,279 positions)

StockValue
AAPLAPPLE INC
$1.1B
MSFTMICROSOFT CORP
$958.8M
NVDANVIDIA CORPORATION
$889.7M
WELLWELLTOWER INC
$833.7M
AMZNAMAZON COM INC
$756.2M
METAMETA PLATFORMS INC
$638.1M
PLDPROLOGIS INC.
$596.8M
FQIDIGITAL RLTY TR INC
$572.8M
GOOGLALPHABET INC
$534.6M
AVGOBROADCOM INC
$487.3M
NFLXNETFLIX INC
$485.8M
INVHINVITATION HOMES INC
$446.3M
KRMAGLOBAL X FDS
$435.1M
EQIXEQUINIX INC
$412.1M
EXREXTRA SPACE STORAGE INC
$409.4M
NOWSERVICENOW INC
$392.8M
CRWDCROWDSTRIKE HLDGS INC
$385.9M
PSAPUBLIC STORAGE OPER CO
$364.6M
SPGSIMON PPTY GROUP INC NEW
$343.0M
SUISUN CMNTYS INC
$340.6M
UDRUDR INC
$323.4M
8CWCROWN CASTLE INC
$277.2M
HSTHOST HOTELS & RESORTS INC
$243.3M
KIMKIMCO RLTY CORP
$238.0M
IRMIRON MTN INC DEL
$236.8M
ESSESSEX PPTY TR INC
$218.5M
HRHEALTHCARE RLTY TR
$210.0M
IBNICICI BANK LIMITED
$206.9M
OHIOMEGA HEALTHCARE INVS INC
$203.7M
VICIVICI PPTYS INC
$199.9M
OREALTY INCOME CORP
$190.2M
ADCAGREE RLTY CORP
$182.1M
GOOGALPHABET INC
$163.0M
WYWEYERHAEUSER CO MTN BE
$154.0M
LAMRLAMAR ADVERTISING CO NEW
$147.3M
TSLATESLA INC
$144.8M
VENVENTAS INC
$138.5M
AMTAMERICAN TOWER CORP NEW
$137.3M
EGPEASTGROUP PPTYS INC
$136.2M
IVVISHARES TR
$133.1M
VVISA INC
$127.0M
COSTCOSTCO WHSL CORP NEW
$122.8M
LLYELI LILLY & CO
$121.8M
JPMJPMORGAN CHASE & CO.
$121.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$117.6M
UNHUNITEDHEALTH GROUP INC
$114.8M
COLDAMERICOLD REALTY TRUST INC
$107.3M
INFYINFOSYS LTD
$102.4M
AVBAVALONBAY CMNTYS INC
$93.1M
NDQINVESCO QQQ TR
$90.6M
HDHOME DEPOT INC
$84.4M
XOMEXXON MOBIL CORP
$80.9M
MAMASTERCARD INCORPORATED
$79.3M
PGPROCTER AND GAMBLE CO
$78.3M
JNJJOHNSON & JOHNSON
$76.2M
CSCOCISCO SYS INC
$72.6M
GSGOLDMAN SACHS GROUP INC
$70.1M
AMGNAMGEN INC
$68.1M
WMTWALMART INC
$66.8M
HIWHIGHWOODS PPTYS INC
$64.7M
LINELINEAGE INC
$62.9M
ELSEQUITY LIFESTYLE PPTYS INC
$61.8M
RHPRYMAN HOSPITALITY PPTYS INC
$60.9M
CRMSALESFORCE INC
$60.4M
CVXCHEVRON CORP NEW
$59.9M
IBMINTERNATIONAL BUSINESS MACHS
$58.9M
MCDMCDONALDS CORP
$57.9M
ABBVABBVIE INC
$57.3M
4I1PHILIP MORRIS INTL INC
$56.4M
QCOMQUALCOMM INC
$55.6M
LINLINDE PLC
$54.0M
CURBCURBLINE PPTYS CORP
$53.4M
CATCATERPILLAR INC
$53.4M
PEPPEPSICO INC
$52.6M
ADBEADOBE INC
$51.1M
ISRGINTUITIVE SURGICAL INC
$50.8M
MRKMERCK & CO INC
$47.5M
KOCOCA COLA CO
$47.5M
INTUINTUIT
$46.9M
BKNGBOOKING HOLDINGS INC
$46.3M
HONHONEYWELL INTL INC
$46.3M
AXPAMERICAN EXPRESS CO
$46.0M
TAT&T INC
$45.1M
BXPBXP INC
$44.7M
TMUST-MOBILE US INC
$44.1M
AMDADVANCED MICRO DEVICES INC
$44.1M
KRCKILROY RLTY CORP
$43.5M
BACBANK AMERICA CORP
$42.6M
BACVERIZON COMMUNICATIONS INC
$42.6M
PLTRPALANTIR TECHNOLOGIES INC
$42.0M
GILDGILEAD SCIENCES INC
$41.2M
GEGE AEROSPACE
$39.7M
SHWSHERWIN WILLIAMS CO
$39.0M
TXNTEXAS INSTRS INC
$39.0M
DISDISNEY WALT CO
$36.0M
TTTRANE TECHNOLOGIES PLC
$35.9M
PGRPROGRESSIVE CORP
$35.2M
CMCSACOMCAST CORP NEW
$34.9M
ORCLORACLE CORP
$34.5M
VRTXVERTEX PHARMACEUTICALS INC
$34.5M
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