Pensionfund PDN

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 1, 2026), Pensionfund PDN reported 76 stock positions worth $172.9 million. Its top holding was Prologis (PLD) at 9.9% of the portfolio, followed by Equinix (EQIX, 8.1%) and Welltower (WELL, 6.9%). Compared with Q4 2025, it opened 1 new position, sold out of 1 and added to 41. The biggest buy was Equinix (EQIX, shares +10%) and the biggest sale an exit from Plymouth Industrial REIT (PLYM).

Most Recent 13F
Q2 2026
Location
SITTARD, P7
CIK
0001297731
Portfolio Value
$172.9M (Q1 2026)
SEC Filing
0001297731-26-000003 ↗ filed Apr 1, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $186.9M Q1 2024 Q2 2024: $188.1M Q2 2024 Q3 2024: $218.3M Q3 2024 Q4 2024: $160.9M Q4 2024 Q1 2025: $151.2M Q1 2025 Q2 2025: $148.4M Q2 2025 Q3 2025: $154.4M Q3 2025 Q4 2025: $151.9M Q4 2025 Q1 2026: $172.9M $172.9M Q1 2026 Q2 2026: $194.4M Q2 2026

Holdings 76 stocks · $172.9M
PLD Prologis Inc. 9.86% 129,053 $17.1M Add +8.9%
EQIX Equinix Inc. 8.11% 14,314 $14.0M Add +10.0%
WELL Welltower Inc. 6.89% 60,253 $11.9M Add +14.2%
O Realty Income Corp. 5.02% 141,870 $8.7M Add +7.6%
DLR Digital Realty Trust Inc. 4.91% 47,119 $8.5M Add +7.3%
SPG Simon Property Group Inc. 4.59% 42,508 $7.9M Add +7.6%
PSA Public Storage 3.66% 23,389 $6.3M Add +11.4%
VTR Ventas Inc. 3.15% 66,679 $5.5M Add +8.1%
VICI Vici Properties Inc. filed as VICI PPTYS INC 2.97% 188,000 $5.1M Add +6.8%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 2.51% 42,500 $4.3M Add +10.4%
AVB Avalonbay Communities Inc. 2.09% 22,120 $3.6M Add +9.9%
DOC Healthpeak Properties Inc. 2.05% 215,473 $3.5M Add +4.9%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 1.85% 54,056 $3.2M Add +9.1%
WPC WP Carey Inc. 1.74% 44,300 $3.0M No change
EXR Extra Space Storage Inc. 1.69% 22,340 $2.9M Add +25.2%
BRX Brixmor Property Group Inc. 1.60% 96,000 $2.8M Add +6.7%
INVH Invitation Homes Inc. 1.54% 107,110 $2.7M Add +9.2%
ESS Essex Property Trust Inc. 1.46% 10,395 $2.5M Add +7.2%
LAMR Lamar Advertising Co. Class A 1.30% 17,700 $2.2M Add +14.2%
NNN NNN REIT Inc. 1.27% 52,200 $2.2M Add +20.8%
AMH American Homes 4 Rent- A 1.18% 73,000 $2.0M Add +15.9%
MAA Mid-America Apartment Comm 1.18% 16,640 $2.0M Add +8.5%
OHI Omega Healthcare Investors 1.17% 46,300 $2.0M No change
HST Host Hotels & Resorts Inc. 1.16% 104,998 $2.0M Add +8.3%
CUBE Cubesmart 1.14% 53,800 $2.0M Add +10.3%
STAG Stag Industrial Inc. 1.12% 53,880 $1.9M No change
SBRA Sabra Health Care REIT Inc. 1.09% 97,730 $1.9M No change
EPRT Essential Properties Realty 1.06% 60,500 $1.8M No change
GLPI Gaming and Leisure Propertie 1.03% 40,172 $1.8M No change
KRG Kite Realty Group Trust 0.96% 67,500 $1.7M Add +6.3%
EPR Epr Properties filed as EPR PPTYS 0.95% 32,962 $1.6M Add +6.5%
BNL Broadstone Net Lease Inc. 0.95% 90,000 $1.6M No change
LXP LXP Industrial Trust 0.89% 33,400 $1.5M No change
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.89% 41,500 $1.5M Add +40.7%
CTRE Caretrust REIT Inc. 0.87% 41,000 $1.5M No change
GTY Getty Realty Corp. 0.86% 47,000 $1.5M Add +9.3%
CPT Camden Property Trust 0.85% 15,086 $1.5M Add +9.4%
UDR Udr Inc. 0.85% 43,605 $1.5M Add +8.7%
SILA Sila Realty Trust Inc. 0.82% 60,000 $1.4M Add +46.3%
UMH Umh Properties Inc. filed as UMH PPTYS INC 0.74% 88,900 $1.3M Add +102.5%
KIM Kimco Realty Corp. 0.72% 55,731 $1.3M Add +56.0%
MRP Millrose Properties 0.72% 44,500 $1.2M Add +25.4%
COLD Americold Realty Trust Inc. 0.68% 102,000 $1.2M Add +8.5%
OUT Outfront Media Inc. 0.65% 42,617 $1.1M No change
HR Healthcare Realty Trust Inc. 0.64% 64,719 $1.1M No change
FCPT Four Corners Property Trust 0.61% 44,500 $1.1M Add +50.9%
CUZ Cousins Properties Inc. 0.53% 40,977 $925K Add +13.9%
XRN Chiron Real Estate Inc. 0.53% 27,800 $920K Add +12.1%
ARE Alexandria Real Estate Equit 0.50% 18,700 $868K No change
BXP BXP Inc. 0.41% 13,717 $712K Add +17.1%
REG Regency Centers Corp. 0.39% 9,000 $681K Add +125.0%
IRT Independence Realty Trust Inc. 0.38% 44,500 $663K No change
CHCT Community Healthcare Trust I 0.37% 40,000 $636K Add +33.3%
CSR Centerspace 0.36% 10,780 $619K No change
PECO Phillips Edison & Company Inc. 0.35% 16,000 $599K New
APLE Apple Hospitality REIT Inc. 0.33% 50,000 $576K No change
NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC 0.33% 7,000 $566K No change
PK Park Hotels & Resorts Inc. 0.32% 52,038 $548K No change
RLJ RLJ Lodging Trust 0.30% 69,200 $513K No change
KRC Kilroy Realty Corp. 0.29% 18,000 $508K Add +100.0%
VNO Vornado Realty Trust 0.27% 18,265 $475K No change
HIW Highwoods Properties Inc. 0.25% 19,802 $424K No change
IIPR Innovative Industrial Proper 0.24% 8,400 $421K No change
MPT Medical Properties Trust Inc. 0.23% 87,000 $403K No change
SKT Tanger Inc. 0.22% 11,000 $374K No change
BDN Brandywine Realty Trust 0.21% 131,400 $356K No change
MAC The Macerich Co. 0.20% 18,720 $354K No change
INN Summit Hotel Properties Inc. 0.18% 69,000 $305K No change
GNL Global Net Lease Inc. 0.17% 30,976 $290K No change
CLDT Chatham Lodging Trust 0.16% 36,000 $283K No change
DBRG Digitalbridge Group Inc. 0.13% 14,233 $219K No change
NSA National Storage Affiliates 0.12% 5,300 $200K No change
PEB Pebblebrook Hotel Trust 0.07% 8,911 $113K No change
HPP Hudson Pacific Properties Inc. 0.04% 12,071 $71K No change
POWER REIT 0.04% 78,526 $67K No change
SITC Site Centers Corp. filed as SITE CTRS CORP 0.02% 7,500 $41K No change

Portfolio Sells Q4 2025 → Q1 2026
PLYM Plymouth Industrial REIT Inc. Sold out 0.00% −0.10

Portfolio Buys Q4 2025 → Q1 2026
EQIX Equinix Inc. Add +10.0% 8.11% +1.55
WELL Welltower Inc. Add +14.2% 6.89% +0.44
DLR Digital Realty Trust Inc. Add +7.3% 4.91% +0.44
IRM Iron Mountain Inc. Add +10.4% 2.51% +0.41
PECO Phillips Edison & Company Inc. New 0.35% +0.35
UMH Umh Properties Inc. Add +102.5% 0.74% +0.28
KIM Kimco Realty Corp. Add +56.0% 0.72% +0.25
LTC LTC Properties Inc. Add +40.7% 0.89% +0.22
REG Regency Centers Corp. Add +125.0% 0.39% +0.21
SILA Sila Realty Trust Inc. Add +46.3% 0.82% +0.19
EXR Extra Space Storage Inc. Add +25.2% 1.69% +0.16
FCPT Four Corners Property Trust Add +50.9% 0.61% +0.16
NNN NNN REIT Inc. Add +20.8% 1.27% +0.14
O Realty Income Corp. Add +7.6% 5.02% +0.13
GTY Getty Realty Corp. Add +9.3% 0.86% +0.09
PSA Public Storage Add +11.4% 3.66% +0.08
KRC Kilroy Realty Corp. Add +100.0% 0.29% +0.07
BRX Brixmor Property Group Inc. Add +6.7% 1.60% +0.05
CHCT Community Healthcare Trust I Add +33.3% 0.37% +0.04
HST Host Hotels & Resorts Inc. Add +8.3% 1.16% +0.03
MRP Millrose Properties Add +25.4% 0.72% +0.02
VTR Ventas Inc. Add +8.1% 3.15% +0.01
LAMR Lamar Advertising Co. Class A Add +14.2% 1.30% +0.00
CUBE Cubesmart Add +10.3% 1.14% −0.02
XRN Chiron Real Estate Inc. Add +12.1% 0.53% −0.02
KRG Kite Realty Group Trust Add +6.3% 0.96% −0.04
EPR Epr Properties Add +6.5% 0.95% −0.06
CUZ Cousins Properties Inc. Add +13.9% 0.53% −0.08
PLD Prologis Inc. Add +8.9% 9.86% −0.10
BXP BXP Inc. Add +17.1% 0.41% −0.11
UDR Udr Inc. Add +8.7% 0.85% −0.12
COLD Americold Realty Trust Inc. Add +8.5% 0.68% −0.12
DOC Healthpeak Properties Inc. Add +4.9% 2.05% −0.13
CPT Camden Property Trust Add +9.4% 0.85% −0.15
AMH American Homes 4 Rent- A Add +15.9% 1.18% −0.15
VMRK Vivmark Residential Add +9.1% 1.85% −0.21
ESS Essex Property Trust Inc. Add +7.2% 1.46% −0.22
MAA Mid-America Apartment Comm Add +8.5% 1.18% −0.23
SPG Simon Property Group Inc. Add +7.6% 4.59% −0.23
INVH Invitation Homes Inc. Add +9.2% 1.54% −0.26
VICI Vici Properties Inc. Add +6.8% 2.97% −0.29
AVB Avalonbay Communities Inc. Add +9.9% 2.09% −0.31

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 76$194.4MPLD, EQIX, WELL, SPG, O
Q1 2026 76$172.9MPLD, EQIX, WELL, O, DLR
Q4 2025 76$151.9MPLD, EQIX, WELL, O, SPG
Q3 2025 71$154.4MPLD, EQIX, WELL, O, DLR
Q2 2025 71$148.4MPLD, EQIX, WELL, DLR, O
Q1 2025 71$151.2MPLD, EQIX, WELL, O, SPG
Q4 2024 68$160.9MPLD, EQIX, DLR, SPG, O
Q3 2024 68$218.3MPLD, EQIX, O, PSA, SPG
Q2 2024 68$188.1MPLD, SPG, O, EQIX, PSA
Q1 2024 70$186.9MPLD, SPG, O, EQIX, PSA