Stock Taper 
DAVIS SELECTED ADVISERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 VICI Properties Inc. | VICI | 215.36K | $5.72M |
 American Express Company | AXP | 209.82K | $70.97M |
 Truist Financial Corporation | TFC | 208.39K | $10.38M |
 Rexford Industrial Realty, Inc. | REXR | 191.96K | $6.43M |
 Prologis, Inc. | PLD | 178.56K | $24.19M |
 Darling Ingredients Inc. | DAR | 170.85K | $9.34M |
 NVIDIA Corporation | NVDA | 154.73K | $30.95M |
 State Street Corporation | STT | 147.97K | $25.1M |
 Johnson Controls International plc | JCI | 141.42K | $20.66M |
 Everest Group, Ltd. | EG | 126.42K | $45.16M |
 Regency Centers Corporation | REG | 116.34K | $9.28M |
 Ventas, Inc. | VTR | 111.42K | $9.89M |
 Terreno Realty Corporation | TRNO | 111.04K | $7.19M |
 Applied Materials, Inc. | AMAT | 102.52K | $74.07M |
 Microsoft Corporation | MSFT | 92.97K | $34.7M |
 Realty Income Corporation | O | 92.72K | $5.74M |
| ER Equity Residential | EQR | 91.86K | $6.24M |
 CubeSmart | CUBE | 90.28K | $3.59M |
 Camden Property Trust | CPT | 86.12K | $9.86M |
 Alexandria Real Estate Equities, Inc. | ARE | 80.47K | $4.25M |