QDRPAX
Davis Real Estate Portfolio
DAVIS VARIABLE ACCOUNT FUND INC

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
JONES LANG LASALLE INC 0 530 530 2.49% $161.29K
CBRE GROUP INC - CL A 0 1,100 1,100 2.30% $149.01K
FERMI INC 0 12,960 12,960 1.17% $75.69K
STONEX REPO 0 46,000 46,000 0.71% $46.00K
Nomura Repo 0 22,000 22,000 0.34% $22.00K
BREAN REPO 0 11,000 11,000 0.17% $11.00K
JANUS LIVING A-1 0 204 204 0.07% $4.81K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
STONEX REPO REPO - 02Jan26 167,000 0 -167,000 0.00% -$167.00K
UDR INC 2,310 0 -2,310 0.00% -$84.73K
NETSTREIT CORP 3,980 0 -3,980 0.00% -$70.21K
Nomura Repo REPO - 02Jan26 61,000 0 -61,000 0.00% -$61.00K
BREAN REPO REPO - 02Jan26 30,000 0 -30,000 0.00% -$30.00K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
COUSINS PROPERTIES INC 10,565 12,225 1,660 4.25% $3.55K
HEALTHPEAK PROPERTIES INC 9,050 13,280 4,230 3.36% $72.67K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
AVALONBAY COMMUNITIES INC REIT 1,670 1,650 -20 4.15% -$33.26K
PUBLIC STORAGE 840 720 -120 3.01% -$22.95K
GREAT PORTLAND ESTATES PLC REIT GBP.1526316 40,846 39,886 -960 2.31% -$25.00K
SIMON PROPERTY 1,320 780 -540 2.24% -$98.85K
TERRENO REALTY CORP 2,320 2,050 -270 1.94% -$10.30K
MID AMERICA APT CMNTY INC 1,250 1,000 -250 1.88% -$51.52K
DERWENT LONDON PLC REIT GBP.05 6,040 5,840 -200 1.88% -$18.88K
SUNSTONE HOTEL INVS INC 29,430 13,040 -16,390 1.81% -$145.61K
REXFORD INDUSTRIAL REALTY INC 7,570 2,800 -4,770 1.41% -$201.47K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
PROLOGIS INC REIT 3,187 3,187 0 6.49% $14.41K
EQUINIX INC 368 368 0 5.56% $78.78K
BRIXMOR PROPERTY 12,400 12,400 0 5.50% $31.99K
DIGITAL REALTY TRUST INC 1,565 1,565 0 4.35% $39.91K
AMERICAN TOWER CORP 1,570 1,570 0 4.18% -$4.69K
BXP INC 4,990 4,990 0 3.99% -$77.74K
REGENCY CENTERS CORP REIT 2,860 2,860 0 3.33% $18.96K
EASTGROUP PROP 1,090 1,090 0 3.11% $7.58K
CAMDEN PROP TR 1,980 1,980 0 2.98% -$24.59K
VENTAS INC REIT 2,270 2,270 0 2.86% $9.99K
CORPORATE OFFICE PROPERTIES TR 6,000 6,000 0 2.83% $16.80K
AMERICAN HOMES-A 6,050 6,050 0 2.60% -$25.29K
ALEXANDRIA REAL ES EQ INC REIT 3,580 3,580 0 2.56% -$9.02K
EQUITY RESIDENTIAL REIT 2,440 2,440 0 2.22% -$9.49K
SUN COMMUNITIES INC - REIT 920 920 0 1.79% $1.89K
COMMUNITY HEALTHCARE TR INC 6,990 6,990 0 1.71% -$3.70K
VICI PROPERTIES 3,830 3,830 0 1.61% -$3.06K
EXTRA SPACE STORAGE INC 791 791 0 1.60% $720
ESSEX PROPERTY TRUST INC 340 340 0 1.27% -$6.69K
CROWN CASTLE INC 990 990 0 1.24% -$7.48K
CUBESMART 1,890 1,890 0 1.07% $1.13K
DOUGLAS EMMETT INC REIT 6,570 6,570 0 0.95% -$10.31K
HUDSON PACIFIC PROPERTIES INC 7,618 7,618 0 0.69% -$37.48K

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