Equal-WT
WhaleScore 2.0
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Pensionfund DSM Netherlands is based out of Sittard. Their last reported 13F filing for Q4 2024 included $160,945,000 in managed 13F securities
and a top 10 holdings concentration of 46.81%. Pensionfund DSM Netherlands's largest holding is ProLogis, Inc with shares held of 124,353. Whalewisdom has at least 86 13F filings
2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| LAMR Lamar Advertising Co | 0.62% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| PLD ProLogis, Inc | 0.88% |
| PSA Public Storage, Inc | 0.55% |
| O Realty Income Corp | 0.43% |
| NHI National Health Inve | 0.43% |
| IRM Iron Mountain, Inc | 0.35% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| PLD ProLogis, Inc | 8.17% |
| EQIX Equinix Inc | 6.34% |
| DLR Digital Realty Trust | 5.17% |
| SPG Simon Property Group | 4.78% |
| O Realty Income Corp | 4.67% |
2024-12-31
13F Activity
| Market Value | $161m, Prior: $218m |
| Inflows (Outflows) as % of Total MV | (-24.6263)% |
| New Purchases | 1 stocks |
| Added To | 0 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 57 stocks |
| Top 10 Holdings % | 46.81% |
| Turnover %[1] | 2.9% |
| Turnover Alt %[2] | 0.62% |
| Time Held Top 20 | 10.8 quarters |
| Time Held Top 10 | 10.2 quarters |
| Time Held All | 24.51 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31