Titelia

Portfolio von THRIVENT REAL ESTATE SECURITIES PORTFOLIO

Thrivent Series Fund, Inc. · 114 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Nettovermögen 132,6 Mio. $ · Zehn größte Positionen: 52.2 % des Aktienteils

Aufteilung nach Branche

  • Immobilien 46,9 %
  • Zyklischer Konsum 0,1 %
  • Nicht zugeordnet 52,9 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

  • USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

  • US 100,0 %

Anteile berechnet auf den Aktienteil.

LandPositionenWertAnteil
US114131,7 Mio. $100,00 %

Positionen

GesellschaftStückeWertGewicht
Welltower Inc 65.89613 Mio. $9,83 %
Prologis Inc 89.98311,9 Mio. $8,97 %
Equinix Inc 8.7418,6 Mio. $6,46 %
American Tower Corp 45.2627,8 Mio. $5,89 %
Digital Realty Trust Inc 32.6145,9 Mio. $4,43 %
Simon Property Group Inc 30.7055,7 Mio. $4,32 %
Realty Income Corp 86.7655,3 Mio. $4,00 %
Public Storage 14.9304 Mio. $3,05 %
Ventas Inc 44.1813,6 Mio. $2,73 %
Iron Mountain Inc 27.8362,8 Mio. $2,14 %
VICI Properties Inc 100.3772,7 Mio. $2,07 %
Crown Castle Inc 33.5522,7 Mio. $2,06 %
Extra Space Storage Inc 20.2252,7 Mio. $2,00 %
AvalonBay Communities, Inc. 13.3032,2 Mio. $1,64 %
Equity Residential 35.3802,1 Mio. $1,58 %
SBA Communications Corp 9.9951,7 Mio. $1,30 %
Weyerhaeuser Co 67.1251,6 Mio. $1,24 %
Essex Property Trust Inc 6.4721,6 Mio. $1,18 %
Invitation Homes Inc 58.3501,4 Mio. $1,09 %
UDR Inc 42.8491,4 Mio. $1,09 %
Sun Communities Inc 11.4281,4 Mio. $1,09 %
Kimco Realty Corp 62.0091,4 Mio. $1,05 %
WP Carey Inc 20.1441,4 Mio. $1,03 %
EastGroup Properties Inc 7.2351,3 Mio. $1,01 %
Mid-America Apartment Communities, Inc. 10.7341,3 Mio. $0,99 %
Equity LifeStyle Properties Inc 20.7911,3 Mio. $0,98 %
Regency Centers Corp 16.6931,3 Mio. $0,95 %
Host Hotels & Resorts Inc 63.3731,2 Mio. $0,92 %
Omega Healthcare Investors Inc 27.3271,2 Mio. $0,90 %
Camden Property Trust 11.7221,1 Mio. $0,86 %
Agree Realty Corp 15.1361,1 Mio. $0,86 %
American Homes 4 Rent 40.8511,1 Mio. $0,86 %
Gaming and Leisure Properties Inc 25.0371,1 Mio. $0,84 %
Healthpeak Properties Inc 63.5881 Mio. $0,79 %
Lamar Advertising Co 7.9071 Mio. $0,76 %
First Industrial Realty Trust Inc 16.604960.541,4 $0,72 %
American Healthcare REIT Inc 19.486918.959,8 $0,69 %
Brixmor Property Group Inc 30.326873.388,8 $0,66 %
Federal Realty Investment Trust 7.664813.993,4 $0,61 %
Annaly Capital Management Inc 37.794799.343,1 $0,60 %
Essential Properties Realty Trust Inc 25.866785.291,8 $0,59 %
CBRE Group Inc 5.508746.113,7 $0,56 %
STAG Industrial Inc 20.399735.587,9 $0,55 %
CareTrust REIT Inc 19.961731.570,7 $0,55 %
NNN REIT Inc 16.769704.801,1 $0,53 %
AGNC Investment Corp 60.447606.283,4 $0,46 %
Cousins Properties Inc 25.490575.309,3 $0,43 %
NETSTREIT Corp 30.364571.754,1 $0,43 %
Terreno Realty Corp 9.208565.555,4 $0,43 %
Sabra Health Care REIT Inc 27.183522.729,1 $0,39 %
Broadstone Net Lease Inc 28.551521.626,8 $0,39 %
Healthcare Realty Trust Inc 28.855490.246,5 $0,37 %
Ryman Hospitality Properties Inc 5.306489.584,6 $0,37 %
CubeSmart 12.651463.659,2 $0,35 %
Kite Realty Group Trust 18.311449.535,1 $0,34 %
Vornado Realty Trust 15.275396.997,3 $0,30 %
Phillips Edison & Co Inc 10.396389.018,3 $0,29 %
Tanger Inc 11.202380.644 $0,29 %
EPR Properties 7.228361.110,9 $0,27 %
Millrose Properties Inc 12.767357.476 $0,27 %
LXP Industrial Trust 7.621352.547,5 $0,27 %
COPT Defense Properties 11.030337.518 $0,25 %
Independence Realty Trust Inc 22.353332.836,2 $0,25 %
Getty Realty Corp 10.332328.557,6 $0,25 %
Outfront Media Inc 11.999317.973,5 $0,24 %
Four Corners Property Trust Inc 13.415317.264,8 $0,24 %
National Health Investors Inc 3.867312.685,6 $0,24 %
Starwood Property Trust Inc 17.274297.458,3 $0,22 %
Innovative Industrial Properties Inc 5.424272.067,8 $0,21 %
Jones Lang LaSalle Inc 894272.062,1 $0,21 %
InvenTrust Properties Corp 8.916271.581,4 $0,20 %
Americold Realty Trust Inc 23.108264.817,7 $0,20 %
Dynex Capital Inc 20.322259.308,7 $0,20 %
Blackstone Mortgage Trust Inc 13.061250.118,2 $0,19 %
Sunstone Hotel Investors Inc 26.845241.873,5 $0,18 %
UMH Properties Inc 16.701240.995,4 $0,18 %
Curbline Properties Corp 9.191237.035,9 $0,18 %
Acadia Realty Trust 10.998210.281,8 $0,16 %
Smartstop Self Storage REIT Inc 6.852207.478,6 $0,16 %
Veris Residential Inc 10.004188.775,5 $0,14 %
Hilton Worldwide Holdings Inc 606184.272,5 $0,14 %
Sila Realty Trust Inc 7.566179.162,9 $0,14 %
Postal Realty Trust Inc 9.504176.394,2 $0,13 %
CoStar Group Inc 4.371176.326,1 $0,13 %
Medical Properties Trust Inc 35.953166.462,4 $0,13 %
Community Healthcare Trust Inc 10.232162.586,5 $0,12 %
Chimera Investment Corp 12.403155.657,7 $0,12 %
Gladstone Commercial Corp 13.501154.316,4 $0,12 %
Adamas Trust Inc 19.429142.997,4 $0,11 %
Apollo Commercial Real Estate Finance, Inc. 13.213139.529,3 $0,11 %
Diversified Healthcare Trust 20.638137.036,3 $0,10 %
DiamondRock Hospitality Co 14.480135.677,6 $0,10 %
Alexandria Real Estate Equities, Inc. 2.823131.043,7 $0,10 %
Chiron Real Estate Inc 3.875128.185 $0,10 %
Orchid Island Capital Inc 18.098127.228,9 $0,10 %
Centerspace 2.036116.968,2 $0,09 %
Ellington Financial Inc 9.754115.584,9 $0,09 %
CTO Realty Growth Inc 6.230115.192,7 $0,09 %
BXP Inc 2.206114.491,4 $0,09 %
LTC Properties Inc 3.035112.780,6 $0,09 %
Redwood Trust Inc 18.953106.326,3 $0,08 %
FrontView REIT Inc 6.33998.064,3 $0,07 %
Ladder Capital Corp 9.50492.854,1 $0,07 %
RLJ Lodging Trust 12.40692.052,5 $0,07 %
Rexford Industrial Realty Inc 2.71888.960,1 $0,07 %
Xenia Hotels & Resorts Inc 4.75570.516,7 $0,05 %
Empire State Realty Trust Inc 11.45959.586,8 $0,04 %
One Liberty Properties Inc 2.20047.212 $0,04 %
Safehold Inc 2.96440.102,9 $0,03 %
Alpine Income Property Trust Inc 2.03936.702 $0,03 %
Apartment Investment and Management Co 7.70531.359,4 $0,02 %
Whitestone REIT 1.21819.670,7 $0,01 %
Universal Health Realty Income Trust 39515.985,7 $0,01 %
CBL & Associates Properties Inc 39315.103 $0,01 %