0001410368-26-040072.txt : 20260424
0001410368-26-040072.hdr.sgml : 20260424
20260424131936
ACCESSION NUMBER: 0001410368-26-040072
CONFORMED SUBMISSION TYPE: NPORT-P
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20260228
FILED AS OF DATE: 20260424
DATE AS OF CHANGE: 20260424
PERIOD START: 20260831
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS SERIES TRUST XIII
CENTRAL INDEX KEY: 0000356349
ORGANIZATION NAME:
EIN: 000000000
STATE OF INCORPORATION: MA
FISCAL YEAR END: 0331
FILING VALUES:
FORM TYPE: NPORT-P
SEC ACT: 1940 Act
SEC FILE NUMBER: 811-03327
FILM NUMBER: 26892054
BUSINESS ADDRESS:
STREET 1: 111 HUNTINGTON AVENUE
STREET 2: 21ST FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02199
BUSINESS PHONE: 18006372929
MAIL ADDRESS:
STREET 1: 111 HUNTINGTON AVENUE
STREET 2: 21ST FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02199
FORMER COMPANY:
FORMER CONFORMED NAME: MFS GOVERNMENT SECURITIES FUND
DATE OF NAME CHANGE: 19930408
FORMER COMPANY:
FORMER CONFORMED NAME: MFS GOVERNMENT GUARANTEED SECURITIES TRUST
DATE OF NAME CHANGE: 19910522
FORMER COMPANY:
FORMER CONFORMED NAME: WORKING CAPITAL TRUST
DATE OF NAME CHANGE: 19840529
0000356349
S000024971
MFS Global Real Estate Fund
C000074269
A
MGLAX
C000074270
B
MGLDX
C000074271
C
MGLCX
C000074272
I
MGLIX
C000074273
R1
MGLJX
C000074274
R2
MGLKX
C000074275
R3
MGLLX
C000074276
R4
MGLMX
C000117929
R6
MGLRX
NPORT-P
1
primary_doc.xml
NPORT-P
false
0000356349
XXXXXXXX
S000024971
C000074276
C000074273
C000074271
C000074270
C000074275
C000074274
C000074272
C000117929
C000074269
MFS SERIES TRUST XIII
811-03327
0000356349
5493000SCRZM3WD72S74
111 HUNTINGTON AVENUE
BOSTON
02199
617-954-5000
MFS Global Real Estate Fund
S000024971
ROYDM6SL56ZXYAENS860
2026-08-31
2026-02-28
N
2275360679.40
4989520.05
2270371159.35
0.00000000
0.00000000
0.00000000
0.00000000
0.00000000
0.00000000
0.00000000
0.00000000
0.00000000
0.00000000
0.00000000
0.00000000
0.00000000
0.00000000
N
LondonMetric Property PLC
213800OCERWWPQDURL87
LondonMetric Property PLC
000000000
6418818.00000000
NS
18598198.86000000
0.819169975068
Long
EC
CORP
GB
N
1
N
N
N
Equity Residential
5493008RACSH5EP3PI59
Equity Residential
29476L107
643566.00000000
NS
USD
40679806.86000000
1.791769010651
Long
EC
CORP
US
N
1
N
N
N
Derwent London PLC
213800BXKQ9KZNUR1M61
Derwent London PLC
000000000
458169.00000000
NS
11200575.80000000
0.493336772442
Long
EC
CORP
GB
N
1
N
N
N
Swire Properties Ltd
5299001L12PHYVQ92465
Swire Properties Ltd
000000000
6820400.00000000
NS
23538461.54000000
1.036767113740
Long
EC
CORP
HK
N
1
N
N
N
Highwoods Properties Inc
ZIIGTYKL9T0X3HLTDX53
Highwoods Properties Inc
431284108
1336631.00000000
NS
USD
30060831.19000000
1.324049200775
Long
EC
CORP
US
N
1
N
N
N
Essential Properties Realty Trust Inc
2549009LXQLVYCGLZO50
Essential Properties Realty Trust Inc
29670E107
916590.00000000
NS
USD
31109064.60000000
1.370219334926
Long
EC
CORP
US
N
1
N
N
N
Land Securities Group PLC
213800V8IAVKS37D6B88
Land Securities Group PLC
000000000
3868050.00000000
NS
33700626.46000000
1.484366391865
Long
EC
CORP
GB
N
1
N
N
N
Scentre Group
N/A
Scentre Group
000000000
19365252.00000000
NS
52644500.65000000
2.318761865574
Long
EC
CORP
AU
N
1
N
N
N
Ventas Inc
ORQTRC074CWLT3DKHT41
Ventas Inc
92276F100
1039212.00000000
NS
USD
89538505.92000000
3.943782740159
Long
EC
CORP
US
N
1
N
N
N
KDX Realty Investment Corp
353800FFT483NCIHFY42
KDX Realty Investment Corp
000000000
14425.00000000
NS
15702942.40000000
0.691646488519
Long
EC
CORP
JP
N
1
N
N
N
Americold Realty Trust Inc
894500O3S3W62PQPO460
Americold Realty Trust Inc
03064D108
1493238.00000000
NS
USD
19994456.82000000
0.880669080808
Long
EC
CORP
US
N
1
N
N
N
Regency Centers Corp
529900053A7X7FJ97S58
Regency Centers Corp
758849103
441382.00000000
NS
USD
34869178.00000000
1.535836017666
Long
EC
CORP
US
N
1
N
N
N
Mitsui Fudosan Co Ltd
353800ND4ZKNZDYKMF33
Mitsui Fudosan Co Ltd
000000000
4904600.00000000
NS
66157845.23000000
2.913966069272
Long
EC
CORP
JP
N
1
N
N
N
BXP Inc
549300OF70FSEUQBT254
BXP Inc
101121101
510820.00000000
NS
USD
29413015.60000000
1.295515734459
Long
EC
CORP
US
N
1
N
N
N
Prologis Inc
529900DFH19P073LZ636
Prologis Inc
74340W103
1322788.00000000
NS
USD
188589885.16000000
8.306566280290
Long
EC
CORP
US
N
1
N
N
N
American Homes 4 Rent
549300ZJUO7A58PNUW40
American Homes 4 Rent
02665T306
1375523.00000000
NS
USD
41265690.00000000
1.817574621226
Long
EC
CORP
US
N
1
N
N
N
Star Asia Investment Corp
N/A
Star Asia Investment Corp
000000000
32419.00000000
NS
12621747.51000000
0.555933220787
Long
EC
CORP
JP
N
1
N
N
N
Unibail-Rodamco-Westfield
N/A
Unibail-Rodamco-Westfield
000000000
458740.00000000
NS
57538314.57000000
2.534313137877
Long
EC
CORP
N/A
N
1
N
N
N
Acadia Realty Trust
254900C5XLB1YYJQSH07
Acadia Realty Trust
004239109
1909273.00000000
NS
USD
39941991.16000000
1.759271429938
Long
EC
CORP
US
N
1
N
N
N
Goodman Group
N/A
Goodman Group
000000000
4351036.00000000
NS
89610251.92000000
3.946942840203
Long
EC
CORP
AU
N
1
N
N
N
Big Yellow Group PLC
213800W7Q4V2ZI8LIW31
Big Yellow Group PLC
000000000
1682716.00000000
NS
23584220.63000000
1.038782603138
Long
EC
CORP
GB
N
1
N
N
N
POUND STERLING
N/A
POUND STERLING
000000000
257.52000000
NS
347.05000000
0.000015286046
Long
GB
N
1
N
N
N
INDIAN RUPEE
N/A
INDIAN RUPEE
000000000
96863.00000000
NS
1064.71000000
0.000046895856
Long
IN
N
1
N
N
N
SWISS FRANC
N/A
SWISS FRANC
000000000
0.10000000
NS
0.13000000
0.000000005725
Long
CH
N
1
N
N
N
Federal Realty Investment Trust
549300FHEI1SLVZ0RB48
Federal Realty Investment Trust
313745101
403777.00000000
NS
USD
43918824.29000000
1.934433676587
Long
EC
CORP
US
N
1
N
N
N
Shurgard Self Storage Ltd
549300J0UEIKU81XO336
Shurgard Self Storage Ltd
000000000
998600.00000000
NS
32920490.13000000
1.450004771000
Long
EC
CORP
GG
N
1
N
N
N
Ryman Hospitality Properties Inc
529900GCCWW9SRMPJR11
Ryman Hospitality Properties Inc
78377T107
299903.00000000
NS
USD
29615421.25000000
1.304430825243
Long
EC
CORP
US
N
1
N
N
N
Lamar Advertising Co
529900Y8WW4MKVPTB543
Lamar Advertising Co
512816109
317439.00000000
NS
USD
43724047.86000000
1.925854619846
Long
EC
CORP
US
N
1
N
N
N
Parkway Life Real Estate Investment Trust
549300I4DKVD2OF5LW91
Parkway Life Real Estate Investment Trust
000000000
4660967.00000000
NS
14813097.75000000
0.652452692107
Long
EC
CORP
SG
N
1
N
N
N
Mitsui Fudosan Accommodations Fund Inc
N/A
Mitsui Fudosan Accommodations Fund Inc
000000000
19728.00000000
NS
17420620.50000000
0.767302757007
Long
EC
CORP
JP
N
1
N
N
N
Exchange traded
N/A
EQU05059 MFS
000000000
3922.00000000
NC
USD
4314200.00000000
0.190021793671
N/A
DE
US
N
2
BofA Securities, Inc.
549300HN4UKV1E2R3U73
Call
Purchased
Welltower, Inc.
Welltower, Inc.
100.00000000
210.00000000
USD
2026-06-18
XXXX
2529690.00000000
N
N
N
Sunstone Hotel Investors Inc
529900ZQ2V52V96ATF67
Sunstone Hotel Investors Inc
867892101
2475806.00000000
NS
USD
22975479.68000000
1.011970205196
Long
EC
CORP
US
N
1
N
N
N
Douglas Emmett Inc
N/A
Douglas Emmett Inc
25960P109
1353881.00000000
NS
USD
13389883.09000000
0.589766260677
Long
EC
CORP
US
N
1
N
N
N
AUSTRALIAN DOLLAR
N/A
AUSTRALIAN DOLLAR
000000000
0.02000000
NS
0.01000000
0.000000000440
Long
AU
N
1
N
N
N
Grainger PLC
2138007CEIRKZMNI2979
Grainger PLC
000000000
11494205.00000000
NS
29741134.61000000
1.309967953368
Long
EC
CORP
GB
N
1
N
N
N
Kimco Realty Corp
254900ARY41P4V1JL861
Kimco Realty Corp
49446R109
1490563.00000000
NS
USD
35102758.65000000
1.546124231953
Long
EC
CORP
US
N
1
N
N
N
Charter Hall Group
N/A
Charter Hall Group
000000000
2509353.00000000
NS
39412191.78000000
1.735936065682
Long
EC
CORP
AU
N
1
N
N
N
Japan Metropolitan Fund Invest
353800QDHNIP60E1LQ93
Japan Metropolitan Fund Invest
000000000
43132.00000000
NS
33612937.60000000
1.480504078003
Long
EC
CORP
JP
N
1
N
N
N
Essex Property Trust Inc
549300TR2H2VEFX0NC60
Essex Property Trust Inc
297178105
140448.00000000
NS
USD
35829689.28000000
1.578142372556
Long
EC
CORP
US
N
1
N
N
N
Nippon Building Fund Inc
52990053R8NL2MB32172
Nippon Building Fund Inc
000000000
39978.00000000
NS
37196576.70000000
1.638347833428
Long
EC
CORP
JP
N
1
N
N
N
GPT Group/The
N/A
GPT Group/The
000000000
10648761.00000000
NS
38345648.91000000
1.688959479250
Long
EC
CORP
AU
N
1
N
N
N
CapitaLand Integrated Commercial Trust
54930031292WUTXF0L29
CapitaLand Integrated Commercial Trust
000000000
9541500.00000000
NS
18481045.93000000
0.814009896747
Long
EC
CORP
SG
N
1
N
N
N
Industrial & Infrastructure Fund Investment Corp
353800WCHFY04YKYCI19
Industrial & Infrastructure Fund Investment Corp
000000000
18941.00000000
NS
18435833.89000000
0.812018502528
Long
EC
CORP
JP
N
1
N
N
N
MFS Institutional Money Market Portfolio
5L2W638H85N8T1136O07
MFS Institutional Money Market Portfolio
55291X109
6933390.72000000
NS
USD
6934084.06000000
0.305416320650
Long
EC
RF
US
N
1
N
N
N
Mitsubishi Estate Co Ltd
353800KOFMRGOXSJ5Z65
Mitsubishi Estate Co Ltd
000000000
2262100.00000000
NS
76453519.03000000
3.367445834358
Long
EC
CORP
JP
N
1
N
N
N
MEXICAN PESO (NEW)
N/A
MEXICAN PESO (NEW)
000000000
1.85000000
NS
0.11000000
0.000000004845
Long
MX
N
1
N
N
N
Exchange traded
N/A
EQU05058 MFS
000000000
2754.00000000
NC
USD
440640.00000000
0.019408280367
N/A
DE
LU
N
2
Morgan Stanley & Co. LLC
9R7GPTSO7KV3UQJZQ078
Call
Purchased
Welltower, Inc.
Welltower, Inc.
100.00000000
240.00000000
USD
2026-06-18
XXXX
-853740.00000000
N
N
N
VICI Properties Inc
254900RKH6RY9KCJQH63
VICI Properties Inc
925652109
1540813.00000000
NS
USD
46547960.73000000
2.050235730766
Long
EC
CORP
US
N
1
N
N
N
Simon Property Group Inc
529900GQL5X8H7AO3T64
Simon Property Group Inc
828806109
432126.00000000
NS
USD
88088885.10000000
3.879933231939
Long
EC
CORP
US
N
1
N
N
N
Klepierre SA
969500PB4U31KEFHZ621
Klepierre SA
000000000
554479.00000000
NS
23337242.83000000
1.027904302514
Long
EC
CORP
FR
N
1
N
N
N
NNN REIT Inc
5493008JKH5SOTI0JS97
NNN REIT Inc
637417106
837884.00000000
NS
USD
37972902.88000000
1.672541633715
Long
EC
CORP
US
N
1
N
N
N
Hongkong Land Holdings Ltd
213800XCHYNRPAYGXW28
Hongkong Land Holdings Ltd
000000000
2488400.00000000
NS
USD
21574428.00000000
0.950259956886
Long
EC
CORP
BM
N
1
N
N
N
Mid-America Apartment Communities Inc
549300FQZKFR5YNSHZ21
Mid-America Apartment Communities Inc
59522J103
295669.00000000
NS
USD
39578252.34000000
1.743250312928
Long
EC
CORP
US
N
1
N
N
N
Digital Realty Trust Inc
549300HKCZ31D08NEI41
Digital Realty Trust Inc
253868103
445716.00000000
NS
USD
78980875.20000000
3.478764909197
Long
EC
CORP
US
N
1
N
N
N
Invincible Investment Corp
353800JY6M2692VAV685
Invincible Investment Corp
000000000
33623.00000000
NS
14274676.78000000
0.628737584214
Long
EC
CORP
JP
N
1
N
N
N
Warehouses De Pauw CVA
549300HWDYC5JXC85138
Warehouses De Pauw CVA
000000000
379392.00000000
NS
11673462.06000000
0.514165360669
Long
EC
CORP
BE
N
1
N
N
N
Segro PLC
213800XC35KGM9NFC641
Segro PLC
000000000
4671167.00000000
NS
52954396.58000000
2.332411436866
Long
EC
CORP
GB
N
1
N
N
N
Extra Space Storage Inc
N/A
Extra Space Storage Inc
30225T102
233405.00000000
NS
USD
35251157.15000000
1.552660542080
Long
EC
CORP
US
N
1
N
N
N
Rexford Industrial Realty Inc
549300MSLO0DF0EMX355
Rexford Industrial Realty Inc
76169C100
830808.00000000
NS
USD
31130375.76000000
1.371157999069
Long
EC
CORP
US
N
1
N
N
N
Healthcare Realty Trust Inc
549300L0I14L7I0VLX84
Healthcare Realty Trust Inc
42226K105
2275068.00000000
NS
USD
41975004.60000000
1.848816852131
Long
EC
CORP
US
N
1
N
N
N
Equinix Inc
549300EVUN2BTLJ3GT74
Equinix Inc
29444U700
122778.00000000
NS
USD
119617694.28000000
5.268640494633
Long
EC
CORP
US
N
1
N
N
N
Healthpeak Properties Inc
254900M6MTMZM0I22L81
Healthpeak Properties Inc
42250P103
670412.00000000
NS
USD
11852884.16000000
0.522068125785
Long
EC
CORP
US
N
1
N
N
N
Cousins Properties Inc
5493007XPYD5EJABN062
Cousins Properties Inc
222795502
494292.00000000
NS
USD
11447802.72000000
0.504226045721
Long
EC
CORP
US
N
1
N
N
N
Equity LifeStyle Properties Inc
529900PEQG66LENB6798
Equity LifeStyle Properties Inc
29472R108
802409.00000000
NS
USD
53889788.44000000
2.373611390281
Long
EC
CORP
US
N
1
N
N
N
Exchange traded
N/A
EQU05060 MFS
000000000
1168.00000000
NC
USD
1464672.00000000
0.064512447401
N/A
DE
US
N
2
Morgan Stanley & Co. LLC
9R7GPTSO7KV3UQJZQ078
Call
Purchased
Welltower, Inc.
Welltower, Inc.
100.00000000
220.00000000
USD
2026-09-18
XXXX
804752.00000000
N
N
N
2026-03-13
MFS SERIES TRUST XIII
James Byrne
James Byrne
Assistant Treasurer