DAVIS SELECTED ADVISERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMH | 286K | $9.50M |
 | AXP | 248K | $82.36M |
 | BXP | 240K | $17.82M |
 | APP | 224K | $160.65M |
 | VICI | 222K | $7.23M |
 | PLD | 198K | $22.69M |
 | UDR | 186K | $6.94M |
 | JCI | 186K | $20.45M |
 | ARE | 180K | $15.01M |
 | TFC | 156K | $7.15M |
 | RNR | 143K | $36.35M |
 | REG | 140K | $10.21M |
 | TRNO | 121K | $6.86M |
 | VTR | 117K | $8.21M |
 | EQR | 107K | $6.94M |
 | STT | 104K | $12.04M |
 | O | 94K | $5.69M |
 | NVDA | 90K | $16.75M |
 | CPT | 89K | $9.52M |
 | DLR | 81K | $14.05M |
American Homes 4 Rent
AMH
Shares Held
286K
Value
$9.50M
American Express Company
AXP
Shares Held
248K
Value
$82.36M
BXP, Inc.
BXP
Shares Held
240K
Value
$17.82M
AppLovin Corporation
APP
Shares Held
224K
Value
$160.65M
VICI Properties Inc.
VICI
Shares Held
222K
Value
$7.23M
Prologis, Inc.
PLD
Shares Held
198K
Value
$22.69M
UDR, Inc.
UDR
Shares Held
186K
Value
$6.94M
Johnson Controls International plc
JCI
Shares Held
186K
Value
$20.45M
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
180K
Value
$15.01M
Truist Financial Corporation
TFC
Shares Held
156K
Value
$7.15M
RenaissanceRe Holdings Ltd.
RNR
Shares Held
143K
Value
$36.35M
Regency Centers Corporation
REG
Shares Held
140K
Value
$10.21M
Terreno Realty Corporation
TRNO
Shares Held
121K
Value
$6.86M
Ventas, Inc.
VTR
Shares Held
117K
Value
$8.21M
Equity Residential
EQR
Shares Held
107K
Value
$6.94M
State Street Corporation
STT
Shares Held
104K
Value
$12.04M
Realty Income Corporation
O
Shares Held
94K
Value
$5.69M
NVIDIA Corporation
NVDA
Shares Held
90K
Value
$16.75M
Camden Property Trust
CPT
Shares Held
89K
Value
$9.52M
Digital Realty Trust, Inc.
DLR
Shares Held
81K
Value
$14.05M