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PENSIONFUND DSM NETHERLANDS

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HEERLEN P7
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Pensionfund DSM Netherlands is based out of Heerlen. Their last reported 13F filing for Q4 2023 included $165,855,000 in managed 13F securities and a top 10 holdings concentration of 41.87%. Pensionfund DSM Netherlands's largest holding is ProLogis, Inc. with shares held of 136,153. Whalewisdom has at least 82 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
PLD ProLogis, Inc. 10.94%
SPG Simon Property Group 4.71%
PSA Public Storage, Inc. 4.47%
EQIX Equinix Inc 4.35%
DLR Digital Realty Trust 3.81%

2023-12-31

13F Activity

Market Value $166m, Prior: $144m
New Purchases 1 stocks
Added To 11 stocks
Sold out of 1 stocks
Reduced holdings in 3 stocks
Top 10 Holdings % 41.87%
Turnover %[1] 2.82%
Turnover Alt %[2] 0.55%
Time Held Top 20 8 quarters
Time Held Top 10 7.6 quarters
Time Held All 21.07 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance