THRIVENT REAL ESTATE SECURITIES PORTFOLIO
Thrivent Series 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
Americold Realty Trust Inc 0 23,108 23,108 0.20% $264.82K
VERIS RESIDENTIAL INC 0 10,004 10,004 0.14% $188.78K
CHIMERA INVESTMENT CORP 0 12,403 12,403 0.12% $155.66K
DIVERSIFIED HEALTHCARE TR 0 20,638 20,638 0.10% $137.04K
REDWOOD TRUST INC REIT 0 18,953 18,953 0.08% $106.33K
Federal Home Loan Bank Discount Notes 0 100,000 100,000 0.08% $99.76K
FRONTVIEW REIT INC 0 6,339 6,339 0.07% $98.06K
EMPIRE STATE REALTY TRUST INC CL A 0 11,459 11,459 0.05% $59.59K
ONE LIBERTY PROPERTIES INC 0 2,200 2,200 0.04% $47.21K
WHITESTONE REIT 0 1,218 1,218 0.01% $19.67K
UNIVERSAL HEALTH REALTY TRUST 0 395 395 0.01% $15.99K
CBL & ASSOC PROP 0 393 393 0.01% $15.10K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
INDUSTRIAL LOGISTICS PROPERTIES TR 204,131 0 -204,131 0.00% -$1.13M
ARMOUR RESIDENTIAL REIT INC 19,406 0 -19,406 0.00% -$343.29K
POTLATCHDELTIC CORP REIT 5,808 0 -5,808 0.00% -$231.04K
RITHM CAPITAL CORP 17,400 0 -17,400 0.00% -$189.66K
UNITI GROUP INC 24,914 0 -24,914 0.00% -$174.65K
NEXPOINT RESIDENTIAL TRUST INC 5,597 0 -5,597 0.00% -$168.47K
ARBOR REALTY TRUST INC 19,602 0 -19,602 0.00% -$152.11K
PARK H&R INC 13,705 0 -13,705 0.00% -$143.35K
INVESCO MORTGAGE CAPITAL INC 14,928 0 -14,928 0.00% -$125.54K
VERTIV HOLDINGS CO 641 0 -641 0.00% -$103.85K
FRANKLIN BSP REALTY TRUST INC 10,136 0 -10,136 0.00% -$101.66K
Federal Home Loan Mortgage Corporation Discount Notes 100,000 0 -100,000 0.00% -$99.75K
DIGITALBRIDGE GROUP INC 5,597 0 -5,597 0.00% -$85.86K
HYATT HOTELS CORP CL A 487 0 -487 0.00% -$78.08K
APPLIED DIGITAL CORP 3,146 0 -3,146 0.00% -$77.14K
PENNYMAC MORTGAGE INV TRUST 5,963 0 -5,963 0.00% -$74.84K
CAESARS ENTERTAINMENT INC 3,089 0 -3,089 0.00% -$72.25K
ARES COMMERCIAL REAL ESTATE CO 13,586 0 -13,586 0.00% -$64.94K
PEBBLEBROOK HOTEL TRUST 5,716 0 -5,716 0.00% -$64.71K
ZILLOW GROUP INC CL C 898 0 -898 0.00% -$61.26K
COMPASS INC - A 3,517 0 -3,517 0.00% -$37.17K
PLYMOUTH INDUSTR 1,108 0 -1,108 0.00% -$24.24K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
EXTRA SPACE STORAGE INC 20,206 20,225 19 2.01% $20.88K
ESSEX PROPERTY TRUST INC 6,298 6,472 174 1.19% -$81.84K
EQUITY LIFESTYLE PPTYS INC 19,980 20,791 811 0.98% $86.79K
CAMDEN PROP TR 10,767 11,722 955 0.87% -$40.46K
AGREE REALTY CORP 13,329 15,136 1,807 0.86% $180.86K
AMERICAN HOMES-A 40,535 40,851 316 0.86% -$160.61K
ANNALY CAPITAL MGMT INC REIT 32,461 37,794 5,333 0.61% $73.52K
ESSENTIAL PROPERTIES REALTY TRUST INC 23,252 25,866 2,614 0.59% $95.64K
CBRE GROUP INC - CL A 5,262 5,508 246 0.56% -$99.96K
AGNC INVESTMENT CORP 59,237 60,447 1,210 0.46% -$28.74K
COUSINS PROPERTIES INC 23,128 25,490 2,362 0.44% -$20.93K
NETSTREIT CORP 26,220 30,364 4,144 0.43% $109.23K
BROADSTONE NET LEASE INC 22,833 28,551 5,718 0.39% $125.02K
CORPORATE OFFICE PROPERTIES TR 8,716 11,030 2,314 0.26% $95.21K
INDEPENDENCE REALTY TR INC 21,064 22,353 1,289 0.25% -$35.36K
GETTY REALTY CORP 8,464 10,332 1,868 0.25% $96.90K
FOUR CORNERS PRO 8,701 13,415 4,714 0.24% $116.62K
NATL HEALTH INV 3,700 3,867 167 0.24% $30.12K
STARWOOD PROPERTY TRUST INC 15,099 17,274 2,175 0.23% $25.53K
INNOVATIVE INDUS 4,750 5,424 674 0.21% $47.11K
JONES LANG LASALLE INC 618 894 276 0.21% $64.12K
INVENTRUST PROPE 6,936 8,916 1,980 0.21% $75.92K
DYNEX CAPITAL 19,354 20,322 968 0.20% -$11.84K
BLACKSTONE MORTGAGE TR CL A 7,434 13,061 5,627 0.19% $107.91K
SUNSTONE HOTEL INVS INC 23,426 26,845 3,419 0.18% $32.45K
UMH PROPERTIES INC 14,956 16,701 1,745 0.18% $3.05K
ACADIA RLTY TR REIT 9,752 10,998 1,246 0.16% $9.98K
HILTON WORLDWIDE HOLDINGS INC 239 606 367 0.14% $115.62K
SILA REALTY TRUST INC 2,597 7,566 4,969 0.14% $118.63K
POSTAL REALTY TRUST INC 6,419 9,504 3,085 0.13% $72.79K
COSTAR GROUP INC 3,817 4,371 554 0.13% -$80.33K
GLADSTONE COMMERCIAL CORP 9,401 13,501 4,100 0.12% $54.01K
NEW YORK MTGE 11,191 19,429 8,238 0.11% $61.30K
APOLLO COMMERCIA 10,147 13,213 3,066 0.11% $41.31K
DIAMONDROCK HOSPITALITY CO 12,852 14,480 1,628 0.10% $20.52K
ALEXANDRIA REAL ES EQ INC REIT 1,961 2,823 862 0.10% $35.07K
GLOBAL MEDICAL REIT INC 3,143 3,875 732 0.10% $22.14K
CENTERSPACE 1,947 2,036 89 0.09% -$12.94K
ELLINGTON FINANCIAL INC 7,611 9,754 2,143 0.09% $12.23K
LTC PROPERTIES INC REIT 2,521 3,035 514 0.09% $26.11K
LADDER CAPITAL CORP CL A 7,139 9,504 2,365 0.07% $14.40K
SAFEHOLD INC 2,075 2,964 889 0.03% $11.70K
ALPINE INCOME PROPERTY TRUST INC 1,052 2,039 987 0.03% $19.11K
APARTMENT INVEST 3,879 7,705 3,826 0.02% $8.32K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
DIGITAL REALTY TRUST INC 33,148 32,614 -534 4.45% $749.04K
SIMON PROPERTY 31,260 30,705 -555 4.34% -$59.13K
REALTY INCOME CORP REIT 88,184 86,765 -1,419 4.02% $337.35K
PUBLIC STORAGE 15,157 14,930 -227 3.06% $111.00K
VENTAS INC REIT 44,862 44,181 -681 2.73% $141.70K
VICI PROPERTIES 101,915 100,377 -1,538 2.08% -$123.55K
CROWN CASTLE INC 34,131 33,552 -579 2.07% -$305.11K
AVALONBAY COMMUNITIES INC REIT 13,521 13,303 -218 1.64% -$278.45K
EQUITY RESIDENTIAL REIT 35,923 35,380 -543 1.58% -$171.86K
SBA COMMUNICATIONS CORP 10,141 9,995 -146 1.30% -$241.33K
WEYERHAEUSER CO 67,981 67,125 -856 1.24% $29.39K
INVITATION HOMES INC 64,254 58,350 -5,904 1.10% -$335.62K
UDR INC 48,453 42,849 -5,604 1.10% -$329.82K
EASTGROUP PROP 7,243 7,235 -8 1.01% $48.86K
MID AMERICA APT CMNTY INC 10,885 10,734 -151 0.99% -$201.20K
FIRST INDUSTRIAL REALTY TRUST 17,874 16,604 -1,270 0.73% -$63.10K
AMERICAN HEALTHCARE REIT INC 21,313 19,486 -1,827 0.70% -$84.03K
BRIXMOR PROPERTY 34,319 30,326 -3,993 0.66% -$26.46K
NNN REIT INC 18,746 16,769 -1,977 0.53% -$38.10K
TERRENO REALTY CORP 9,242 9,208 -34 0.43% $22.96K
SABRA HEALTHCARE REIT INC 28,531 27,183 -1,348 0.40% -$17.65K
HEALTHCARE REALTY TRUST INC 31,379 28,855 -2,524 0.37% -$41.63K
RYMAN HOSPITALITY PPTYS INC 5,721 5,306 -415 0.37% -$51.74K
CUBESMART 28,154 12,651 -15,503 0.35% -$551.29K
EPR PROPERTIES 8,673 7,228 -1,445 0.27% -$71.67K
OUTFRONT MEDIA INC 15,721 11,999 -3,722 0.24% -$60.90K
State Street Navigator Securities Lending Portfolio II 389,911 281,119 -108,792 0.21% -$108.79K
SMARTSTOP SELF STORAGE REIT INC 7,500 6,852 -648 0.16% -$24.57K
COMMUNITY HEALTHCARE TR INC 13,381 10,232 -3,149 0.12% -$57.13K
ORCHID ISLAND CAPITAL INC 25,598 18,098 -7,500 0.10% -$57.08K
CTO REALTY GROWTH INC 11,849 6,230 -5,619 0.09% -$102.95K
BXP INC 4,926 2,206 -2,720 0.09% -$217.92K
REXFORD INDUSTRIAL REALTY INC 22,115 2,718 -19,397 0.07% -$767.33K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
WELLTOWER INC 65,896 65,896 0 9.86% $797.34K
PROLOGIS INC REIT 89,983 89,983 0 9.00% $406.72K
EQUINIX INC 8,741 8,741 0 6.49% $1.87M
AMERICAN TOWER CORP 45,262 45,262 0 5.91% -$135.33K
IRON MOUNTAIN INC 27,836 27,836 0 2.15% $534.17K
SUN COMMUNITIES INC - REIT 11,428 11,428 0 1.09% $23.43K
KIMCO REALTY CORPORATION 62,009 62,009 0 1.05% $136.42K
WP CAREY INC 20,144 20,144 0 1.04% $72.52K
REGENCY CENTERS CORP REIT 16,693 16,693 0 0.96% $110.67K
HOST HOTELS & RE 63,373 63,373 0 0.92% $90.62K
OMEGA HEALTHCARE INVESTORS INC 27,327 27,327 0 0.91% -$14.21K
GAMING AND LEISURE PROPRTI INC 25,037 25,037 0 0.84% -$8.01K
HEALTHPEAK PROPERTIES INC 63,588 63,588 0 0.79% $22.26K
LAMAR ADVERTISING CO CL A 7,907 7,907 0 0.76% $633
FED REALTY INVS 7,664 7,664 0 0.62% $41.46K
STAG INDUSTRIAL INC CL A 20,399 20,399 0 0.56% -$14.28K
CARETRUST REIT INC 19,961 19,961 0 0.55% $9.78K
KITE REALTY GROUP TRUST 18,311 18,311 0 0.34% $10.62K
VORNADO RLTY TST 15,275 15,275 0 0.30% -$111.35K
PHILLIPS EDISON and CO INC 10,396 10,396 0 0.29% $19.23K
TANGER INC- REIT 11,202 11,202 0 0.29% $6.83K
MILLROSE PROPERTIES INC 12,767 12,767 0 0.27% -$23.87K
LXP INDUSTRIAL TRUST REIT 7,621 7,621 0 0.27% -$25.30K
CURBLINE PROPERTIES CORP 9,191 9,191 0 0.18% $23.71K
MEDICAL PROPERTI 35,953 35,953 0 0.13% -$13.30K
RLJ LODGING TRUST 12,406 12,406 0 0.07% -$372
XENIA HOTELS & R 4,755 4,755 0 0.05% $3.28K
Ultra 10-Yr. U.S. Treasury Note 26 26 0 -0.01% -$5.42K

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