JERCX
Janus Henderson Global Real Estate Fund
JANUS INVESTMENT FUND

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Janus Henderson Cash Liquidity Fund LLC 0 8,324,370 8,324,370 2.61% $8.32M
TERRENO REALTY CORP 0 106,703 106,703 2.05% $6.55M
HILTON WORLDWIDE HOLDINGS INC 0 18,556 18,556 1.77% $5.64M
LAMAR ADVERTISING CO CL A 0 38,374 38,374 1.52% $4.86M
GPT Group (The) NPV (STAPLED SECURITIES) 0 1,211,855 1,211,855 1.19% $3.80M
SIMON PROPERTY 0 18,813 18,813 1.10% $3.51M
JANUS LIVING A-1 0 145,680 145,680 1.07% $3.43M
CATENA AB NPV /SEK/ 0.00000000 0 29,000 29,000 0.43% $1.36M
Janus Henderson Cash Collateral Fund LLC 0 1,226,880 1,226,880 0.38% $1.23M
Accor SA EUR3 0 24,000 24,000 0.36% $1.15M
Singapore Dollar Cash Balance 0 56,951 56,951 0.02% $56.95K
United Kingdom Pound Cash Balance 0 33,152 33,152 0.01% $33.15K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
AMERICAN HOMES-A 263,401 0 -263,401 0.00% -$8.46M
MARRIOTT INTL-A 20,104 0 -20,104 0.00% -$6.24M
HEALTHCARE REALTY TRUST INC 350,686 0 -350,686 0.00% -$5.94M
Stockland Trust Group 1,114,055 0 -1,114,055 0.00% -$4.24M
Janus Henderson Cash Collateral Fund 2,365,834 0 -2,365,834 0.00% -$2.37M
Hammerson PLC ORD GBP0.05 400,000 0 -400,000 0.00% -$1.77M
Janus Henderson Cash Liquidity Fund LLC 1,259,758 0 -1,259,758 0.00% -$1.26M
UNITE GRP. PLC/THE 162,979 0 -162,979 0.00% -$1.23M
Hong Kong Dollar Cash Balance 743,644 0 -743,644 0.00% -$743.64K
Euro Member Countries Cash Balance -1,200 0 1,200 0.00% $1.20K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
WELLTOWER INC 93,668 123,139 29,471 7.62% $6.96M
VENTAS INC REIT 153,703 154,259 556 3.95% $721.76K
China Resources Land Ltd. ORD HKD0.10 1,937,000 2,113,500 176,500 2.48% $1.16M
Goodman Group REIT 373,101 438,927 65,826 2.45% $143.05K
SABRA HEALTHCARE REIT INC 345,685 346,934 1,249 2.09% $124.27K
CBRE GROUP INC - CL A 38,991 48,456 9,465 2.05% $294.49K
FED REALTY INVS 60,262 60,480 218 2.01% $349.17K
MID AMERICA APT CMNTY INC 48,873 52,549 3,676 2.01% -$371.66K
MACERICH COMPANY 305,401 306,505 1,104 1.81% $155.24K
AGREE REALTY CORP 74,377 74,645 268 1.76% $269.36K
Unibail-Rodamco-Westfield SE NPV (1 ORD UNIBAIL-R & 1CLASS A WFD) 48,000 48,550 550 1.70% $208.96K
MITSUI FUDOSAN CO NPV 467,600 488,000 20,400 1.62% -$155.00K
HIGHWOODS PROPERTIES INC 234,609 239,731 5,122 1.61% -$924.96K
EQUITY LIFESTYLE PPTYS INC 78,761 79,046 285 1.54% $160.35K
Japan Retail Fund Investment Corporation 5,108 5,958 850 1.31% $151.66K
MERLIN PROPS. SOCIMI SA 245,000 249,461 4,461 1.27% $490.69K
DR HORTON INC 25,128 25,897 769 1.11% -$65.60K
LINK REIT /HKD/ 0.00000000 586,100 706,400 120,300 1.02% $660.18K
Comforia Residential REIT.Inc REIT 1,128 4,012 2,884 0.86% $343.02K
CENTURION ACCOMMODATION REIT /SGD/ 0.00000000 1,702,352 2,913,152 1,210,800 0.79% $1.04M
Segro PLC REIT 227,696 280,000 52,304 0.76% $232.35K
VGP NV NPV 21,919 22,294 375 0.67% -$375.13K
CTP NV /EUR/ 144A 0.00000000 112,000 127,138 15,138 0.67% -$206.53K
Helical PLC ORD GBP0.01 420,664 550,000 129,336 0.40% $203.23K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
PROLOGIS INC REIT 180,450 174,155 -6,295 7.21% -$16.44K
EQUINIX INC 21,289 20,570 -719 6.31% $3.85M
DIGITAL REALTY TRUST INC 93,590 86,161 -7,429 4.86% $1.05M
PUBLIC STORAGE 43,021 39,312 -3,709 3.33% -$515.11K
NETSTREIT CORP 413,809 317,785 -96,024 1.87% -$1.32M
SUN HUNG KAI PROPS. LTD 371,500 343,500 -28,000 1.82% $1.32M
Hongkong Land Holdings Ltd. ORD USD0.10(SINGAPORE REG) 920,200 646,500 -273,700 1.58% -$1.33M
Sumitomo Realty & Development Company Ltd. 224,000 179,800 -44,200 1.58% -$558.84K
Mitsubishi Estate Company Ltd. 199,551 177,651 -21,900 1.54% $55.57K
CUBESMART 195,759 133,090 -62,669 1.53% -$2.18M
AVALONBAY COMMUNITIES INC REIT 50,510 24,804 -25,706 1.27% -$5.11M
United Urban Investment Corp. REIT 3,522 3,342 -180 1.13% -$509.92K
Scentre Group Ltd. NPV STAPLED UNIT 1,967,987 1,520,079 -447,908 1.10% -$1.99M
REIT - Real Estate Investment Trust 2,127,550 1,942,150 -185,400 1.09% -$458.39K
JAPAN REAL ESTATE INVESTMENT /JPY/ 0.00000000 4,866 4,215 -651 0.97% -$959.71K
Fastighets AB Balder SER'B'NPV 592,000 495,000 -97,000 0.91% -$1.46M
Tritax Big Box REIT PLC ORD GBP0.01 1,680,000 1,470,157 -209,843 0.87% -$665.10K
Vonovia SE NPV 134,681 86,627 -48,054 0.68% -$1.73M
BRITISH LAND CO PLC/THE 430,000 428,380 -1,620 0.64% -$277.46K
Safestore Holdings PLC ORD GBP0.01 274,770 233,136 -41,634 0.62% -$758.98K
TAG Tegernsee Immobilien und Beteiligungs AG. 120,683 106,619 -14,064 0.52% -$204.27K
KEPPEL DC REIT /SGD/ 0.00000000 1,293,432 957,932 -335,500 0.51% -$631.70K
US ULTRA BOND CBT Sep25 591,458 306,720 -284,738 0.10% -$284.74K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CAPITALAND INV. LTD/SINGA 1,487,700 1,487,700 0 0.99% $34.60K
REIT - Real Estate Investment Trust 36,000 36,000 0 0.91% $58.02K

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