Which New Zealand managed funds hold ORIX JREIT INC?

10 New Zealand managed funds hold ORIX JREIT INC as a direct holding, across 6 fund managers. Weights range from 0.000% to 0.570% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding ORIX JREIT INC indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in ORIX JREIT INC?

Mercer Global Listed Real Estate Fund has the largest direct holding at 0.570% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold ORIX JREIT INC?

10 funds hold ORIX JREIT INC directly, across 6 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold ORIX JREIT INC indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Mercer Global Listed Real Estate Fund	Mercer	0.570%
Pathfinder Global Property Fund	Pathfinder	0.330%
Mercer Income Generator Fund	Mercer	0.030%
Kernel Balanced Fund	Kernel	0.010%
Kernel High Growth Fund	Kernel	0.010%
Kernel World ex-US Fund	Kernel	0.010%
ACI Conservative Fund	AACI	0.000%
ACI Growth Fund	AACI	0.000%
Harbour Balanced Growth Fund	Harbour	0.000%
Dimensional Global Sustainability PIE Fund (NZD Hedged)	Dimensional	0.000%

Funds holding ORIX JREIT INC usually also hold

Companies that appear alongside ORIX JREIT INC in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as ORIX JREIT INC — shown so you can check the grouping rather than take it on trust.

ORIX JREIT INC
Orix JREIT Inc
Orix Jreit Inc

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