DAVIS SELECTED ADVISERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SPG | 77K | $14.40M |
 | ORCL | 67K | $18.86M |
 | AVB | 67K | $12.86M |
 | AMT | 66K | $12.63M |
 | MAA | 61K | $8.50M |
 | EXR | 55K | $7.76M |
 | EGP | 53K | $8.96M |
 | MSFT | 52K | $27.09M |
 | MTB | 51K | $10.08M |
 | SAP | 47K | $12.50M |
 | PSA | 45K | $12.89M |
 | SUI | 44K | $5.67M |
 | CCI | 43K | $4.17M |
 | EQIX | 22K | $17.08M |
 | ESS | 17K | $4.54M |
 | LRCX | 12K | $1.64M |
 | SNPS | 9K | $4.27M |
 | CCK | 9K | $827.78K |
 | TSM | 7K | $2.01M |
 | RH | 2K | $455.08K |
Simon Property Group, Inc.
SPG
Shares Held
77K
Value
$14.40M
Oracle Corporation
ORCL
Shares Held
67K
Value
$18.86M
AvalonBay Communities, Inc.
AVB
Shares Held
67K
Value
$12.86M
American Tower Corporation
AMT
Shares Held
66K
Value
$12.63M
Mid-America Apartment Communities, Inc.
MAA
Shares Held
61K
Value
$8.50M
Extra Space Storage Inc.
EXR
Shares Held
55K
Value
$7.76M
EastGroup Properties, Inc.
EGP
Shares Held
53K
Value
$8.96M
Microsoft Corporation
MSFT
Shares Held
52K
Value
$27.09M
M&T Bank Corporation
MTB
Shares Held
51K
Value
$10.08M
SAP SE
SAP
Shares Held
47K
Value
$12.50M
Public Storage
PSA
Shares Held
45K
Value
$12.89M
Sun Communities, Inc.
SUI
Shares Held
44K
Value
$5.67M
Crown Castle Inc.
CCI
Shares Held
43K
Value
$4.17M
Equinix, Inc.
EQIX
Shares Held
22K
Value
$17.08M
Essex Property Trust, Inc.
ESS
Shares Held
17K
Value
$4.54M
Lam Research Corporation
LRCX
Shares Held
12K
Value
$1.64M
Synopsys, Inc.
SNPS
Shares Held
9K
Value
$4.27M
Crown Holdings, Inc.
CCK
Shares Held
9K
Value
$827.78K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
7K
Value
$2.01M
Rh
RH
Shares Held
2K
Value
$455.08K