Zeist, P7CIK 14721904 filings on record
Reported 13F value by quarter
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UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Welltower Inc | 2.04M | $378.3K | 6.0% | −762.5K | Reduced |
| 2 | Prologis Inc. | 2.54M | $324.1K | 5.1% | +574.4K | Added |
| 3 | Equinix Inc | 365.2K | $279.8K | 4.4% | −6.8K | Reduced |
| 4 | Thermo Fisher Scientific Inc |
| 346.4K |
| $200.7K |
| 3.2% |
| −45.5K |
| Reduced |
| 5 | Microsoft Corp | 408.7K | $197.6K | 3.1% | +29.1K | Added |
| 6 | Extra Space Storage Inc | 1.41M | $183.5K | 2.9% | −48.2K | Reduced |
| 7 | Alphabet Inc | 544.0K | $170.3K | 2.7% | −8.6K | Reduced |
| 8 | Albemarle Corp | 1.19M | $167.6K | 2.7% | 0 | Held |
| 9 | Invitation Homes Inc | 5.87M | $163.1K | 2.6% | +195.8K | Added |
| 10 | Udr Inc | 4.13M | $151.6K | 2.4% | +154.1K | Added |
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