Pensionfund PDN

CIK: 0001297731Latest portfolio: $151.9M · Q4 2025

Holdings

76

Total Value

$151.9M

New Positions

76

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
PLDPrologis Inc
118,553$15.1M9.96%+1K
2
EQIXEquinix Inc
13,014$10.0M6.57%+2K
3
WELLWelltower Inc
52,753$9.8M6.45%
4
ORealty Income Corp
131,870$7.4M4.89%
5
SPGSimon Property Group Inc
39,508$7.3M4.81%
6
FQIDigital Realty Trust Inc
43,919$6.8M4.47%
7
PSAPublic Storage
20,989$5.4M3.59%+400
8
VICIVICI Properties Inc
176,000$4.9M3.26%+4K
9
VENVentas Inc
61,679$4.8M3.14%
10
AVBAvalonBay Communities Inc
20,120$3.6M2.40%
11
DOCHealthpeak Properties Inc
205,473$3.3M2.18%
12
IRMIron Mountain Inc
38,500$3.2M2.10%
13
EQREquity Residential
49,556$3.1M2.06%
14
WPCWP Carey Inc
44,300$2.9M1.88%-2,000
15
INVHInvitation Homes Inc
98,110$2.7M1.79%+19K
16
ESSEssex Property Trust Inc
9,695$2.5M1.67%
17
BRXBrixmor Property Group Inc
90,000$2.4M1.55%
18
EXRExtra Space Storage Inc
17,840$2.3M1.53%+1K
19
MAAMid-America Apartment Communities Inc
15,340$2.1M1.40%
20
OHIOmega Healthcare Investors Inc
46,300$2.1M1.35%-19,000
21
AMHAmerican Homes 4 Rent
63,000$2.0M1.33%+18K
22
STAGSTAG Industrial Inc
53,880$2.0M1.30%
23
LAMRLamar Advertising Co
15,500$2.0M1.29%
24
SBCSabra Health Care REIT Inc
97,730$1.9M1.22%-13,000
25
GLPIGaming and Leisure Properties Inc
40,172$1.8M1.18%

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
COLD94K+36K
INVH98K+19K
AMH63K+18K
OUT43K+12K
KIM36K+5K
FCPT30K+5K
VICI176K+4K
EQIX13K+2K
PLD119K+1K
EXR18K+1K

Decreased Positions

NameSharesChange
PLYM7K-70000
OHI46K-19000
CTRE41K-3000
WPC44K-2000
CPT14K-2000
CSR11K-2000

Sector Breakdown

Real Estate0.0% ($1.5134997197917436e+241T)
Unknown0.0% ($68.0T)
Industrials0.0% ($1.9M)
Financial Services0.0% ($435K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 12, 2026$151.9M76
Q2 2025Jul 1, 2025$148.4M71
Q1 2025Jun 30, 2025$151.2M71

Fund Information

CIK0001297731
Most Recent FilingJan 12, 2026
Number of Filings3

Pensionfund PDN is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $151.9M across 76 holdings. The largest position is Prologis Inc (PLD), representing 10.0% of the portfolio. Compared to the previous quarter, the fund opened 8 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.