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PDN

Pensionfund DSM Netherlands Portfolio holdings

AUM $194M
1-Year Est. Return 19.57%
This Fund
S&P 500
This Quarter Est. Return
+12.64%
1 Year Est. Return
+19.57%
3 Year Est. Return
+36.61%
5 Year Est. Return
+21.54%
10 Year Est. Return
+128%
AUM
$194M
AUM Growth
+$21.4M
Cap. Flow
+$1.24M
Cap. Flow %
0.64%
Top 10 Hldgs %
49.68%
Holding
76
New
–
Increased
7
Reduced
2
Closed
–

Top Buys

1
NHI icon
National Health Investors
NHI
+$398K
2
PECO icon
Phillips Edison & Co
PECO
+$380K
3
KIM icon
Kimco Realty
KIM
+$240K
4
MRP
Millrose Properties Inc
MRP
+$145K
5
LTC
LTC Properties
LTC
+$114K

Top Sells

1
DOC icon
Healthpeak Properties
DOC
+$261K
2
PW
Power REIT
PW
+$8

Sector Composition

1 Real Estate 99.88%
2 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SITC icon
76
SITE Centers
SITC
$232M
$30K 0.02%
7,500
– –
1 2 3
4

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