The real estate sector performed relatively weaker this month.
During the period, several small-cap funds continued to experience net outflows, which contributed to recurring selling pressure on stocks within the sector. Catena carried out a major new share issue, while many companies temporarily halted their share buyback programs in connection with the reporting season.
The fund's holdings in Boliden and Lundin Mining contributed positively to performance. At the same time, returns were negatively affected by holdings in SCA and Stora Enso.
The largest holdings in the fund's portfolio at the end of the month were John Mattson, SCA, and Castellum, with weights of 9.4, 9.3, and 8.9 percent, respectively.
| PriorNilsson Realinvest, % | January, 2026 |
| Fund MM, change in percent | -1.14 |
