CD
Chris Davis (Davis Selected Advisers) disclosed sold out in NetSTREIT Corp.
Chris Davis (Davis Selected Advisers) filed a 13F change in NetSTREIT Corp. (64119V303) on 2026-05-07, covering period end 2026-03-31.
Action
Sold out
Capital
$0 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
114 changes from Chris Davis (Davis Selected Advisers), filed 2026-05-07 for period end 2026-03-31.
$21.8B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
38222105 Applied Materials, Inc. | Reduced | -$670.5M | $409.2M | 3.08% |
14040H105 Capital One Financial Corp. | Reduced | -$530.0M | $1.6B | 2.43% |
N53745100 LyondellBasell Industries N.V. | New | $450.9M | $450.9M | 2.07% |
127097103 Coterra Energy, Inc. | Increased | $448.0M | $1.3B | 2.06% |
125523100 Cigna Group | Increased | $388.7M | $595.9M | 1.78% |
N4732M103 JBS N.V., Class A | Increased | $300.4M | $471.4M | 1.38% |
30303M102 Meta Platforms, Inc., Class A | Reduced | -$173.5M | $983.6M | 0.80% |
570535104 Markel Group, Inc | Reduced | -$158.5M | $734.0M | 0.73% |
126650100 CVS Health Corporation | Reduced | -$133.6M | $879.1M | 0.61% |
949746101 Wells Fargo & Co. | Reduced | -$117.6M | $652.1M | 0.54% |
81141R100 Sea Ltd., Class A, ADR | Increased | $97.5M | $153.2M | 0.45% |
237266101 Darling Ingredients Inc. | Reduced | -$90.7M | $11.6M | 0.42% |
902494103 Tyson Foods Inc | Increased | $86.8M | $838.7M | 0.40% |
02079K305 Alphabet Inc., Class A | Reduced | -$86.3M | $889.9M | 0.40% |
92556V106 Viatris Inc. | Increased | $83.3M | $1.1B | 0.38% |
91324P102 UnitedHealth Group Inc. | Reduced | -$82.8M | $337.6M | 0.38% |
83444M101 Solventum Corp. | Reduced | -$79.5M | $413.4M | 0.37% |
552953101 MGM Resorts International | Reduced | -$79.5M | $899.2M | 0.36% |
20825C104 ConocoPhillips | Increased | $79.3M | $247.6M | 0.36% |
23135106 Amazon.com, Inc. | Reduced | -$78.2M | $713.4M | 0.36% |
72352L106 Pinterest, Inc., Class A | Reduced | -$78.1M | $227.4M | 0.36% |
882508104 Texas Instruments, Inc. | Increased | $58.2M | $553.2M | 0.27% |
35969L108 Full Truck Alliance Co. Ltd., ADR | Increased | $50.6M | $238.7M | 0.23% |
84670108 Berkshire Hathaway Inc., Class A | Reduced | -$48.9M | $662.8M | 0.22% |
74834L100 Quest Diagnostics Inc. | Increased | $41.2M | $317.1M | 0.19% |
803054204 SAP SE - ADR | Increased | $40.7M | $54.3M | 0.19% |
89677Q107 Trip.com Group Ltd., ADR | Reduced | -$37.0M | $326.4M | 0.17% |
03831W108 AppLovin Corp., Class A | Reduced | -$33.4M | $133.7M | 0.15% |
02079K107 Alphabet Inc., Class C | Reduced | -$28.7M | $194.4M | 0.13% |
1084102 AGCO Corporation | Increased | $28.0M | $241.8M | 0.13% |
878742204 Teck Resources Ltd., Class B | Reduced | -$27.9M | $547.8M | 0.13% |
464287408 iShares S&P 500 Value Index Fund | Reduced | -$24.5M | $2.5M | 0.11% |
46625H100 JPMorgan Chase & Co. | Reduced | -$20.5M | $163.7M | 0.09% |
902973304 U.S. Bancorp | Reduced | -$19.6M | $1.2B | 0.09% |
H1467J104 Chubb Ltd. | Increased | $19.2M | $389.6M | 0.09% |
25816109 American Express Co. | Reduced | -$18.9M | $70.5M | 0.09% |
95082P105 Wesco International, Inc. | Increased | $15.1M | $104.3M | 0.07% |
16935C109 Chime Financial, Inc. | Reduced | -$14.7M | $47.6M | 0.07% |
84670702 Berkshire Hathaway Inc., Class B | Reduced | -$12.6M | $359.3M | 0.06% |
G7496G103 RenaissanceRe Holdings Ltd | Increased | $11.9M | $76.4M | 0.05% |
64110W102 NetEase Inc. - ADR | Reduced | -$11.3M | $47.3M | 0.05% |
00724F101 Adobe Inc. | New | $11.0M | $11.0M | 0.05% |
9.1912E+109 Vale S.A., ADR | Increased | $8.4M | $46.6M | 0.04% |
76131D103 Restaurant Brands International, Inc. | Reduced | -$8.4M | $266.0M | 0.04% |
23908L108 Davis Select Financial ETF | Reduced | -$7.4M | $95.5M | 0.03% |
60505104 Bank of America Corp. | Reduced | -$6.7M | $56.5M | 0.03% |
76169C100 Rexford Industrial Realty, Inc. | Reduced | -$6.5M | $6.9M | 0.03% |
77311W101 Rocket Companies, Inc., Class A | Increased | $6.2M | $68.7M | 0.03% |
871607107 Synopsys, Inc. | Increased | $6.2M | $10.3M | 0.03% |
G3223R108 Everest Group, Ltd. | Increased | $6.0M | $46.1M | 0.03% |
00183L201 ANGI Inc., Class A | Reduced | -$5.8M | $6.5M | 0.03% |
23908L405 Davis Select International ETF | Reduced | -$5.5M | $105.4M | 0.03% |
337738108 Fiserv, Inc. | Reduced | -$5.4M | $32.9M | 0.02% |
29444U700 Equinix, Inc. | Increased | $4.9M | $20.8M | 0.02% |
23908L306 Davis Select Worldwide ETF | Reduced | -$4.6M | $84.8M | 0.02% |
902653104 UDR, Inc. | Sold out | -$4.2M | $0 | 0.02% |
G0772R208 Bank of N.T. Butterfield & Son Limited | Increased | $3.8M | $56.3M | 0.02% |
48020Q107 Jones Lang LaSalle, Inc. | New | $3.8M | $3.8M | 0.02% |
68389X105 Oracle Corporation | Reduced | -$3.6M | $11.8M | 0.02% |
42250P103 Healthpeak Properties, Inc. | Increased | $3.6M | $10.6M | 0.02% |
101121101 BXP, Inc. | Reduced | -$3.5M | $12.3M | 0.02% |
12504L109 CBRE Group, Inc. | New | $3.5M | $3.5M | 0.02% |
867892101 Sunstone Hotel Investors, Inc. | Reduced | -$3.4M | $8.0M | 0.02% |
64119V303 NetSTREIT Corp. | Sold out | -$3.3M | $0 | 0.02% |
828806109 Simon Property Group, Inc. | Reduced | -$2.8M | $9.4M | 0.01% |
59522J103 Mid-America Apartment Communities, Inc. | Reduced | -$2.4M | $5.9M | 0.01% |
540424108 Loews Corp. | Increased | $2.4M | $65.5M | 0.01% |
316773100 Fifth Third Bancorp | Increased | $2.3M | $130.7M | 0.01% |
693475105 PNC Financial Services Group, Inc. | Increased | $2.1M | $112.8M | 0.01% |
253868103 Digital Realty Trust, Inc. | Increased | $2.0M | $14.2M | 0.01% |
314911108 Fermi Inc. | New | $1.8M | $1.8M | 0.01% |
64058100 Bank of New York Mellon Corp. | Increased | $1.7M | $62.3M | 0.01% |
44891N208 IAC Inc. | Reduced | -$1.7M | $96.6M | 0.01% |
690742101 Owens Corning | Reduced | -$1.7M | $227.4M | 0.01% |
11120U105 Brixmor Property Group, Inc. | Increased | $1.6M | $16.2M | 0.01% |
444097406 Hudson Pacific Properties, Inc. | Reduced | -$1.6M | $1.9M | 0.01% |
512807306 Lam Research Corp. | Reduced | -$1.5M | $593,975 | 0.01% |
482497104 KE Holdings Inc., Class A, ADR | Reduced | -$1.5M | $27.7M | 0.01% |
53484101 AvalonBay Communities, Inc. | Reduced | -$1.2M | $13.1M | 0.01% |
55261F104 M & T Bank Corp | Increased | $1.2M | $12.5M | 0.01% |
02665T306 American Homes 4 Rent - Class A | Reduced | -$1.2M | $7.7M | 0.01% |
74340W103 Prologis, Inc. | Increased | $1.1M | $24.1M | 0.01% |
47215P106 JD.com Inc., Class A, ADR | Reduced | -$1.1M | $8.4M | 0.00% |
758849103 Regency Centers Corporation | Increased | $1.1M | $10.5M | 0.00% |
133131102 Camden Property Trust | Reduced | -$974,197 | $8.6M | 0.00% |
22002T108 COPT Defense Properties | Increased | $961,748 | $9.2M | 0.00% |
808513105 Charles Schwab Corp. | Reduced | -$916,259 | $29.2M | 0.00% |
67066G104 NVIDIA Corp. | Reduced | -$904,572 | $19.8M | 0.00% |
89832Q109 Truist Financial Corp. | Increased | $883,358 | $10.3M | 0.00% |
857477103 State Street Corp. | Increased | $714,277 | $19.3M | 0.00% |
756109104 Realty Income Corp. | Increased | $654,940 | $5.8M | 0.00% |
25960P109 Douglas Emmett, Inc | Reduced | -$501,097 | $2.9M | 0.00% |
23908L207 Davis Select U.S. Equity ETF | Reduced | -$499,058 | $172.6M | 0.00% |
277276101 Eastgroup Properties, Inc. | Increased | $495,795 | $9.7M | 0.00% |
92276F100 Ventas, Inc. | Increased | $459,243 | $9.3M | 0.00% |
222795502 Cousins Properties, Inc. | Increased | $356,440 | $13.2M | 0.00% |
594918104 Microsoft Corp. | Reduced | -$350,294 | $29.1M | 0.00% |
22822V101 Crown Castle, Inc. | Reduced | -$338,244 | $3.4M | 0.00% |
29476L107 Equity Residential | Reduced | -$332,626 | $6.3M | 0.00% |
15271109 Alexandria Real Estate Equities, Inc. | Reduced | -$324,474 | $8.4M | 0.00% |
297178105 Essex Property Trust, Inc. | Reduced | -$264,436 | $4.1M | 0.00% |
G51502105 Johnson Controls International plc | Increased | $245,931 | $25.4M | 0.00% |
874039100 Taiwan Semiconductor Manufacturing, ADR | Increased | $245,232 | $2.4M | 0.00% |
471024109 Janus Living, Inc. | New | $235,700 | $235,700 | 0.00% |
866674104 Sun Communities, Inc. | Increased | $162,139 | $5.5M | 0.00% |
65487X102 Noah Holdings Ltd., Class A, ADS | Reduced | -$143,022 | $10.1M | 0.00% |
74460D109 Public Storage, Inc. | Reduced | -$116,931 | $11.2M | 0.00% |
229663109 CubeSmart | Increased | $103,669 | $3.4M | 0.00% |
20369C106 Community Healthcare Trust, Inc. | Reduced | -$101,359 | $5.2M | 0.00% |
03027X100 American Tower Corp | Reduced | -$79,093 | $11.2M | 0.00% |
925652109 VICI Properties, Inc. | Reduced | -$65,351 | $6.0M | 0.00% |
30225T102 Extra Space Storage, Inc. | Increased | $49,043 | $3.7M | 0.00% |
88146M101 Terreno Realty Corp. | Increased | $47,519 | $7.0M | 0.00% |
228368106 Crown Holdings, Inc. | Reduced | -$23,310 | $859,143 | 0.00% |