Titelia

Holdings of Transamerica BlackRock Real Estate Securities VP

TRANSAMERICA SERIES TRUST · 86 declared positions · as of Mar 31, 2026

Original filing · Net assets 196.9M $ · Ten largest lines: 38.3 % of the equity sleeve

Sector breakdown

  • Real estate 29.6 %
  • Communication 1.6 %
  • Unattributed 68.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 61.7 %
  • JPY 12.0 %
  • EUR 7.5 %
  • AUD 5.6 %
  • HKD 4.0 %
  • GBP 3.2 %
  • SGD 3.2 %
  • SEK 1.6 %
  • CHF 0.7 %
  • CAD 0.5 %

The quoted currency of each line, as declared.

Country breakdown

  • US 60.9 %
  • JP 12.0 %
  • AU 5.6 %
  • GB 3.2 %
  • SG 3.2 %
  • HK 2.7 %
  • FR 2.6 %
  • ES 2.1 %
  • SE 1.6 %
  • DE 1.5 %
  • KY 1.3 %
  • BE 1.3 %
  • Other countries 1.9 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US36117.4M $60.91 %
JP1123.2M $12.03 %
AU710.9M $5.64 %
GB56.2M $3.21 %
SG56.2M $3.20 %
HK55.1M $2.65 %
FR35.1M $2.62 %
ES24M $2.09 %
SE33.1M $1.62 %
DE32.9M $1.50 %
KY12.5M $1.32 %
BE22.4M $1.26 %

Positions

CompanySharesValueWeight
Welltower Inc 68,05813.5M $6.83 %
Equinix Inc 12,98812.7M $6.47 %
Prologis Inc 95,96912.7M $6.44 %
Mitsui Fudosan Co Ltd 557,0005.9M $3.02 %
Public Storage 20,6175.6M $2.84 %
Simon Property Group Inc 27,6855.2M $2.62 %
Iron Mountain Inc 48,6645M $2.52 %
American Healthcare REIT Inc 95,2574.5M $2.28 %
WP Carey Inc 65,8674.5M $2.27 %
Equity Residential 74,8094.4M $2.25 %
Goodman Group 245,7194.4M $2.24 %
Agree Realty Corp 58,3564.4M $2.23 %
EastGroup Properties Inc 20,2193.7M $1.90 %
Broadstone Net Lease Inc 203,2303.7M $1.89 %
COPT Defense Properties 108,0473.3M $1.68 %
Host Hotels & Resorts Inc 164,9543.2M $1.61 %
Sun Hung Kai Properties Ltd 189,5003.2M $1.60 %
Sun Communities Inc 24,5093.1M $1.57 %
Essex Property Trust Inc 12,6243.1M $1.55 %
Tritax Big Box REIT PLC 1,572,0093M $1.50 %
Regency Centers Corp 38,9492.9M $1.50 %
Mitsubishi Estate Co Ltd 105,1002.9M $1.48 %
CareTrust REIT Inc 77,2372.8M $1.44 %
Merlin Properties Socimi SA 167,5312.7M $1.39 %
CK Asset Holdings Ltd 445,0002.5M $1.29 %
Unibail-Rodamco-Westfield 23,0782.5M $1.29 %
Alexandria Real Estate Equities, Inc. 54,5632.5M $1.29 %
UDR Inc 72,5862.5M $1.25 %
American Homes 4 Rent 81,9282.3M $1.16 %
Daiwa House Industry Co Ltd 72,4002.3M $1.15 %
CapitaLand Integrated Commercial Trust 1,252,9002.2M $1.14 %
Tokyu Fudosan Holdings Corp 259,7002.2M $1.13 %
Aedifica SA 26,3582.1M $1.08 %
GPT Group/The 653,5392.1M $1.05 %
United Urban Investment Corp 1,7841.9M $0.98 %
Federal Realty Investment Trust 17,9861.9M $0.97 %
Extra Space Storage Inc 13,8971.8M $0.93 %
Klepierre SA 48,0121.8M $0.92 %
Orix JREIT Inc 2,9151.8M $0.90 %
InvenTrust Properties Corp 55,4411.7M $0.86 %
KDX Realty Investment Corp 1,5511.6M $0.80 %
Hongkong Land Holdings Ltd 194,3001.5M $0.77 %
Keppel DC REIT 880,6841.5M $0.76 %
Outfront Media Inc 54,0481.4M $0.73 %
Stockland 476,4231.4M $0.73 %
Wharf Real Estate Investment Co Ltd 462,0001.3M $0.68 %
Swiss Prime Site AG 7,9361.3M $0.68 %
Vonovia SE 53,4401.3M $0.68 %
Neinor Homes SA 67,6121.3M $0.66 %
Mitsui Fudosan Logistics Park Inc 1,7351.2M $0.63 %
Pandox AB 65,0201.2M $0.63 %
BXP Inc 23,5401.2M $0.62 %
Daito Trust Construction Co Ltd 51,8001.2M $0.62 %
Janus Living Inc 49,9071.2M $0.60 %
GLP J-Reit 1,4141.2M $0.59 %
CapitaLand Ascendas REIT 594,2001.1M $0.58 %
Sirius Real Estate Ltd 877,6961.1M $0.55 %
NEXTDC Ltd 126,7031M $0.51 %
Invincible Investment Corp 2,588973.7K $0.49 %
Fastighets AB Balder 164,371962.7K $0.49 %
Great Portland Estates PLC 256,056962.2K $0.49 %
Castellum AB 79,859923.7K $0.47 %
Primaris Real Estate Investment Trust 70,776877.6K $0.45 %
LEG Immobilien SE 13,212863K $0.44 %
Cousins Properties Inc 36,061813.9K $0.41 %
Scentre Group 334,702772.3K $0.39 %
Carmila SA 36,520709.7K $0.36 %
TAG Immobilien AG 44,162693.3K $0.35 %
UNITE Group PLC/The 114,244692.2K $0.35 %
Frasers Logistics & Commercial Trust 986,100691.1K $0.35 %
DigiCo Infrastructure REIT 515,117633.7K $0.32 %
CapitaLand Investment Ltd/Singapore 279,300594.5K $0.30 %
Lendlease Corp Ltd 235,281541.7K $0.28 %
CBRE Group Inc 3,800514.7K $0.26 %
Grainger PLC 230,485494.2K $0.25 %
Hudson Pacific Properties Inc 71,066420K $0.21 %
VGP NV 3,142301.3K $0.15 %
Wharf Holdings Ltd/The 94,000259.4K $0.13 %
Hang Lung Properties Ltd 174,000194.7K $0.10 %
Applied Digital Corp 7,072167.9K $0.09 %
Terawulf Inc 11,632167.8K $0.09 %
Core Scientific Inc 11,135166.6K $0.08 %
Hut 8 Corp 3,500164.2K $0.08 %
Hang Lung Group Ltd 84,000160.6K $0.08 %
Cipher Digital Inc 12,254157.7K $0.08 %
Cleanspark Inc 13,168112.1K $0.06 %