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DAVIS SERIES INC

CIK: 0000203002 Equity
Report date: 2026-02-26
AUM $124M
Expense Ratio
Category Equity
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

Holdings

From latest SEC N-PORT filing · US-listed stocks only

21 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 NTST NETSTREIT CORP Since 2026-05-10 64119V303 RE
1.02%
$1.27 71,800
2 PSA PUBLIC STORAGE Since 2026-05-10 74460D109 RE
3.24%
$4.03 15,521
3 CUBE CUBESMART Since 2026-05-10 229663109 RE
1.00%
$1.25 34,590
4 DLR DIGITAL REALTY TRUST INC Since 2026-05-10 253868103 RE
3.58%
$4.46 28,795
5 DEI DOUGLAS EMMETT INC Since 2026-05-10 25960P109 RE
1.07%
$1.33 120,930
6 EGP EASTGROUP PROPERTIES INC Since 2026-05-10 277276101 RE
2.88%
$3.58 20,070
7 EQIX EQUINIX INC Since 2026-05-10 29444U700 RE
4.16%
$5.17 6,745
8 EQR EQUITY RESIDENTIAL Since 2026-05-10 29476L107 RE
2.27%
$2.83 44,820
9 ESS ESSEX PROPERTY TRUST INC Since 2026-05-10 297178105 RE
1.30%
$1.62 6,184
10 EXR EXTRA SPACE STORAGE INC Since 2026-05-10 30225T102 RE
1.51%
$1.87 14,379
11 DOC HEALTHPEAK PROPERTIES INC Since 2026-05-10 42250P103 RE
2.15%
$2.68 166,590
12 SPG SIMON PROPERTY GROUP INC Since 2026-05-10 828806109 RE
3.56%
$4.42 23,895
13 SUI SUN COMMUNITIES INC Since 2026-05-10 866674104 RE
1.69%
$2.11 17,000
14 SHO SUNSTONE HOTEL INVESTORS INC Since 2026-05-10 867892101 RE
3.89%
$4.84 541,490
15 UDR UDR INC Since 2026-05-10 902653104 RE
1.23%
$1.53 41,660
16 VTR VENTAS INC Since 2026-05-10 92276F100 RE
2.60%
$3.23 41,780
17 VICI VICI PROPERTIES INC Since 2026-05-10 925652109 RE
1.59%
$1.98 70,460
18 BXP BXP INC Since 2026-05-10 101121101 RE
4.98%
$6.19 91,796
19 BRX BRIXMOR PROPERTY GROUP INC Since 2026-05-10 11120U105 RE
4.81%
$5.99 228,260
20 CPT CAMDEN PROPERTY TRUST Since 2026-05-10 133131102 RE
3.23%
$4.02 36,515
21 CDP COPT DEFENSE PROPERTIES Since 2026-05-10 22002T108 RE
2.47%
$3.07 110,340