# EDGAR Filing Document

**Accession Number:** 0000356349
**File Stem:** 0001410368-25-017023
**Filing Date:** 2025-10
**Character Count:** 23082
**Document Hash:** c073bccb673b3999211bc59318a41189
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001410368-25-017023.hdr.sgml**: 20251024

**ACCESSION NUMBER**: 0001410368-25-017023

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250831

**FILED AS OF DATE**: 20251024

**DATE AS OF CHANGE**: 20251024

**PERIOD START**: 20250831

**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:** 251414326

**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

## Series and Classes Contracts Data

### MFS Global Real Estate Fund (Series ID: S000024971)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| 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           |

## Form NPORT-P: Monthly Portfolio Investments Report

### NPORT-P: Part A: General Information

**Item A.1. Information about the Registrant.**

- **a. Name of Registrant:** MFS SERIES TRUST XIII

- **b. Investment Company Act file number:** 811-03327

- **c. CIK number of Registrant:** 0000356349

- **d. LEI of Registrant:** 5493000SCRZM3WD72S74

- **e. Address and telephone number of Registrant.**

  - **Street Address 1:** 111 HUNTINGTON AVENUE

  - **City:** BOSTON

  - **State:** MA

  - **Foreign country:** US

  - **Zip / Postal Code:** 02199

  - **Telephone number:** 617-954-5000

**Item A.2. Information about the Series.**

- **a. Name of Series:** MFS Global Real Estate Fund

- **b. EDGAR series identifier (if any):** S000024971

- **c. LEI of Series:** ROYDM6SL56ZXYAENS860

**Item A.3. Reporting period.**

- **a. Date of fiscal year-end:** 2025-08-31

- **b. Date as of which information is reported:** 2025-08-31

**Item A.4. Final filing**

Does the Fund anticipate that this will be its final filing on Form N-PORT? **No**

### Fund Information

**Total Assets:** $2235131226.67

**Total Liabilities:** $2410280.62

**Net Assets:** $2232720946.05

**Cash Not Reported:** $296463.81

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000074276 | 0.79%                | -2.48%               | 4.02%                |
| Class ID C000074273 | 0.68%                | -2.57%               | 3.96%                |
| Class ID C000074271 | 0.67%                | -2.54%               | 3.91%                |
| Class ID C000074270 | 0.67%                | -2.52%               | 3.95%                |
| Class ID C000074275 | 0.73%                | -2.48%               | 4.03%                |
| Class ID C000074274 | 0.73%                | -2.53%               | 3.96%                |
| Class ID C000074272 | 0.73%                | -2.48%               | 4.09%                |
| Class ID C000117929 | 0.73%                | -2.47%               | 4.08%                |
| Class ID C000074269 | 0.73%                | -2.49%               | 4.04%                |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $474386.38               | $5596215.03                                |
| Month 2  | $-1621607.51             | $-53212485.06                              |
| Month 3  | $3767271.78              | $78954820.14                               |

### Schedule of Portfolio Investments

| Name                                      | Title                                     | Identifiers                                   | Payoff Profile   | Asset Category   | Issuer Category   | Country   |   Balance | Units   | Value (USD)   | % of Net Assets   | Maturity Date   | Coupon Type   | Annualized Rate (%)   | Restricted?   |   Fair Value Level | Lending Status   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| Derwent London PLC                        | Derwent London PLC                        | CUSIP: 000000000<br>LEI: 213800BXKQ9KZNUR1M61 | Long             | EC               | CORP              | GB        |    463124 | NS      | $10641290.83  | 0.48%             |  |  |  | No            |                  1 | On Loan: No      |
| Shaftesbury Capital PLC                   | Shaftesbury Capital PLC                   | CUSIP: 000000000<br>LEI: 549300TTXXZ1SHUI0D54 | Long             | EC               | CORP              | GB        |  13599951 | NS      | $26837268.01  | 1.20%             |  |  |  | No            |                  1 | On Loan: No      |
| Highwoods Properties Inc                  | Highwoods Properties Inc                  | CUSIP: 431284108<br>LEI: ZIIGTYKL9T0X3HLTDX53 | Long             | EC               | CORP              | US        |   1351087 | NS      | $42599773.11  | 1.91%             |  |  |  | No            |                  1 | On Loan: No      |
| Scentre Group                             | Scentre Group                             | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | AU        |  16751677 | NS      | $44729579.47  | 2.00%             |  |  |  | No            |                  1 | On Loan: No      |
| Ventas Inc                                | Ventas Inc                                | CUSIP: 92276F100<br>LEI: ORQTRC074CWLT3DKHT41 | Long             | EC               | CORP              | US        |   1101353 | NS      | $74980112.24  | 3.36%             |  |  |  | No            |                  1 | On Loan: No      |
| KDX Realty Investment Corp                | KDX Realty Investment Corp                | CUSIP: 000000000<br>LEI: 353800FFT483NCIHFY42 | Long             | EC               | CORP              | JP        |     22597 | NS      | $26017572.73  | 1.17%             |  |  |  | No            |                  1 | On Loan: No      |
| Americold Realty Trust Inc                | Americold Realty Trust Inc                | CUSIP: 03064D108<br>LEI: 894500O3S3W62PQPO460 | Long             | EC               | CORP              | US        |   1509388 | NS      | $21795562.72  | 0.98%             |  |  |  | No            |                  1 | On Loan: No      |
| Regency Centers Corp                      | Regency Centers Corp                      | CUSIP: 758849103<br>LEI: 529900053A7X7FJ97S58 | Long             | EC               | CORP              | US        |    456271 | NS      | $33079647.50  | 1.48%             |  |  |  | No            |                  1 | On Loan: No      |
| Mitsui Fudosan Co Ltd                     | Mitsui Fudosan Co Ltd                     | CUSIP: 000000000<br>LEI: 353800ND4ZKNZDYKMF33 | Long             | EC               | CORP              | JP        |   4495100 | NS      | $48131165.10  | 2.16%             |  |  |  | No            |                  2 | On Loan: No      |
| Sun Communities Inc                       | Sun Communities Inc                       | CUSIP: 866674104<br>LEI: 549300H5GEOJYN41ZG57 | Long             | EC               | CORP              | US        |    208332 | NS      | $26431080.84  | 1.18%             |  |  |  | No            |                  1 | On Loan: No      |
| BXP Inc                                   | BXP Inc                                   | CUSIP: 101121101<br>LEI: 549300OF70FSEUQBT254 | Long             | EC               | CORP              | US        |    615563 | NS      | $44634473.13  | 2.00%             |  |  |  | No            |                  1 | On Loan: No      |
| Prologis Inc                              | Prologis Inc                              | CUSIP: 74340W103<br>LEI: 529900DFH19P073LZ636 | Long             | EC               | CORP              | US        |   1354855 | NS      | $154155401.90 | 6.90%             |  |  |  | No            |                  1 | On Loan: No      |
| American Homes 4 Rent                     | American Homes 4 Rent                     | CUSIP: 02665T306<br>LEI: 549300ZJUO7A58PNUW40 | Long             | EC               | CORP              | US        |   1390399 | NS      | $49804092.18  | 2.23%             |  |  |  | No            |                  1 | On Loan: No      |
| Star Asia Investment Corp                 | Star Asia Investment Corp                 | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | JP        |     32769 | NS      | $13624483.01  | 0.61%             |  |  |  | No            |                  1 | On Loan: No      |
| Unibail-Rodamco-Westfield                 | Unibail-Rodamco-Westfield                 | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | N/A       |    417832 | NS      | $43407358.67  | 1.94%             |  |  |  | No            |                  1 | On Loan: No      |
| Goodman Group                             | Goodman Group                             | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | AU        |   4249117 | NS      | $95521644.91  | 4.28%             |  |  |  | No            |                  1 | On Loan: No      |
| Big Yellow Group PLC                      | Big Yellow Group PLC                      | CUSIP: 000000000<br>LEI: 213800W7Q4V2ZI8LIW31 | Long             | EC               | CORP              | GB        |   2462203 | NS      | $30284008.01  | 1.36%             |  |  |  | No            |                  1 | On Loan: No      |
| American Tower Corp                       | American Tower Corp                       | CUSIP: 03027X100<br>LEI: 5493006ORUSIL88JOE18 | Long             | EC               | CORP              | US        |    102667 | NS      | $20928667.95  | 0.94%             |  |  |  | No            |                  1 | On Loan: No      |
| Federal Realty Investment Trust           | Federal Realty Investment Trust           | CUSIP: 313745101<br>LEI: 549300FHEI1SLVZ0RB48 | Long             | EC               | CORP              | US        |    525767 | NS      | $52865871.85  | 2.37%             |  |  |  | No            |                  1 | On Loan: No      |
| Shurgard Self Storage Ltd                 | Shurgard Self Storage Ltd                 | CUSIP: 000000000<br>LEI: 549300J0UEIKU81XO336 | Long             | EC               | CORP              | GG        |   1009401 | NS      | $39678176.45  | 1.78%             |  |  |  | No            |                  1 | On Loan: No      |
| Ryman Hospitality Properties Inc          | Ryman Hospitality Properties Inc          | CUSIP: 78377T107<br>LEI: 529900GCCWW9SRMPJR11 | Long             | EC               | CORP              | US        |    303147 | NS      | $29947892.13  | 1.34%             |  |  |  | No            |                  1 | On Loan: No      |
| Lamar Advertising Co                      | Lamar Advertising Co                      | CUSIP: 512816109<br>LEI: 529900Y8WW4MKVPTB543 | Long             | EC               | CORP              | US        |    320871 | NS      | $40830834.75  | 1.83%             |  |  |  | No            |                  1 | On Loan: No      |
| Parkway Life Real Estate Investment Trust | Parkway Life Real Estate Investment Trust | CUSIP: 000000000<br>LEI: 549300I4DKVD2OF5LW91 | Long             | EC               | CORP              | SG        |   4711367 | NS      | $15495260.49  | 0.69%             |  |  |  | No            |                  1 | On Loan: No      |
| Cellnex Telecom SA                        | Cellnex Telecom SA                        | CUSIP: 000000000<br>LEI: 5493008T4YG3AQUI7P67 | Long             | EC               | CORP              | ES        |    845531 | NS      | $30061381.24  | 1.35%             |  |  |  | No            |                  1 | On Loan: No      |
| Sunstone Hotel Investors Inc              | Sunstone Hotel Investors Inc              | CUSIP: 867892101<br>LEI: 529900ZQ2V52V96ATF67 | Long             | EC               | CORP              | US        |   2502583 | NS      | $23724486.84  | 1.06%             |  |  |  | No            |                  1 | On Loan: No      |
| Douglas Emmett Inc                        | Douglas Emmett Inc                        | CUSIP: 25960P109<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1010203 | NS      | $16375390.63  | 0.73%             |  |  |  | No            |                  1 | On Loan: No      |
| Link REIT                                 | Link REIT                                 | CUSIP: 000000000<br>LEI: 529900XUE70U36QX5M62 | Long             | EC               | CORP              | HK        |  10529000 | NS      | $55919653.39  | 2.50%             |  |  |  | No            |                  2 | On Loan: No      |
| Grainger PLC                              | Grainger PLC                              | CUSIP: 000000000<br>LEI: 2138007CEIRKZMNI2979 | Long             | EC               | CORP              | GB        |  11618519 | NS      | $30496366.76  | 1.37%             |  |  |  | No            |                  1 | On Loan: No      |
| Kimco Realty Corp                         | Kimco Realty Corp                         | CUSIP: 49446R109<br>LEI: 254900ARY41P4V1JL861 | Long             | EC               | CORP              | US        |   2736458 | NS      | $61542940.42  | 2.76%             |  |  |  | No            |                  1 | On Loan: No      |
| Charter Hall Group                        | Charter Hall Group                        | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | AU        |   2196052 | NS      | $33673733.43  | 1.51%             |  |  |  | No            |                  1 | On Loan: No      |
| Japan Metropolitan Fund Invest            | Japan Metropolitan Fund Invest            | CUSIP: 000000000<br>LEI: 353800QDHNIP60E1LQ93 | Long             | EC               | CORP              | JP        |     43599 | NS      | $33198789.43  | 1.49%             |  |  |  | No            |                  1 | On Loan: No      |
| Essex Property Trust Inc                  | Essex Property Trust Inc                  | CUSIP: 297178105<br>LEI: 549300TR2H2VEFX0NC60 | Long             | EC               | CORP              | US        |    141967 | NS      | $38360903.07  | 1.72%             |  |  |  | No            |                  1 | On Loan: No      |
| Nippon Building Fund Inc                  | Nippon Building Fund Inc                  | CUSIP: 000000000<br>LEI: 52990053R8NL2MB32172 | Long             | EC               | CORP              | JP        |     35623 | NS      | $34470352.15  | 1.54%             |  |  |  | No            |                  1 | On Loan: No      |
| GPT Group/The                             | GPT Group/The                             | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | AU        |   5637426 | NS      | $20620665.16  | 0.92%             |  |  |  | No            |                  2 | On Loan: No      |
| Helios Towers PLC                         | Helios Towers PLC                         | CUSIP: 000000000<br>LEI: 213800DGC7GS4XCHCU30 | Long             | EC               | CORP              | GB        |   6210156 | NS      | $11012462.66  | 0.49%             |  |  |  | No            |                  1 | On Loan: No      |
| MFS Institutional Money Market Portfolio  | MFS Institutional Money Market Portfolio  | CUSIP: 55291X109<br>LEI: 5L2W638H85N8T1136O07 | Long             | EC               | RF                | US        |  21910619 | NS      | $21912810.41  | 0.98%             |  |  |  | No            |                  1 | On Loan: No      |
| Mitsubishi Estate Co Ltd                  | Mitsubishi Estate Co Ltd                  | CUSIP: 000000000<br>LEI: 353800KOFMRGOXSJ5Z65 | Long             | EC               | CORP              | JP        |   2037100 | NS      | $43776406.38  | 1.96%             |  |  |  | No            |                  1 | On Loan: No      |
| UNITE Group PLC/The                       | UNITE Group PLC/The                       | CUSIP: 000000000<br>LEI: 213800BBUUWVDH9YI827 | Long             | EC               | CORP              | GB        |    933262 | NS      | $8804548.89   | 0.39%             |  |  |  | No            |                  1 | On Loan: No      |
| Simon Property Group Inc                  | Simon Property Group Inc                  | CUSIP: 828806109<br>LEI: 529900GQL5X8H7AO3T64 | Long             | EC               | CORP              | US        |    409416 | NS      | $73965094.56  | 3.31%             |  |  |  | No            |                  1 | On Loan: No      |
| NNN REIT Inc                              | NNN REIT Inc                              | CUSIP: 637417106<br>LEI: 5493008JKH5SOTI0JS97 | Long             | EC               | CORP              | US        |    999202 | NS      | $42875757.82  | 1.92%             |  |  |  | No            |                  1 | On Loan: No      |
| Canadian Apartment Properties REIT        | Canadian Apartment Properties REIT        | CUSIP: 134921105<br>LEI: 549300B1MYVTQEB2DI90 | Long             | EC               | CORP              | CA        |   1177357 | NS      | $36434756.25  | 1.63%             |  |  |  | No            |                  1 | On Loan: No      |
| National Storage REIT                     | National Storage REIT                     | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | AU        |   8965954 | NS      | $14141318.72  | 0.63%             |  |  |  | No            |                  1 | On Loan: No      |
| Vonovia SE                                | Vonovia SE                                | CUSIP: 000000000<br>LEI: 5299005A2ZEP6AP7KM81 | Long             | EC               | CORP              | DE        |   1581196 | NS      | $51111107.12  | 2.29%             |  |  |  | No            |                  1 | On Loan: No      |
| Mid-America Apartment Communities Inc     | Mid-America Apartment Communities Inc     | CUSIP: 59522J103<br>LEI: 549300FQZKFR5YNSHZ21 | Long             | EC               | CORP              | US        |    336894 | NS      | $49125883.08  | 2.20%             |  |  |  | No            |                  1 | On Loan: No      |
| Digital Realty Trust Inc                  | Digital Realty Trust Inc                  | CUSIP: 253868103<br>LEI: 549300HKCZ31D08NEI41 | Long             | EC               | CORP              | US        |    507772 | NS      | $85122898.08  | 3.81%             |  |  |  | No            |                  1 | On Loan: No      |
| Invincible Investment Corp                | Invincible Investment Corp                | CUSIP: 000000000<br>LEI: 353800JY6M2692VAV685 | Long             | EC               | CORP              | JP        |     21182 | NS      | $9628509.41   | 0.43%             |  |  |  | No            |                  1 | On Loan: No      |
| Segro PLC                                 | Segro PLC                                 | CUSIP: 000000000<br>LEI: 213800XC35KGM9NFC641 | Long             | EC               | CORP              | GB        |   4226975 | NS      | $35821628.37  | 1.60%             |  |  |  | No            |                  1 | On Loan: No      |
| Weyerhaeuser Co                           | Weyerhaeuser Co                           | CUSIP: 962166104<br>LEI: 08IRJODWFYBI7QWRGS31 | Long             | EC               | CORP              | US        |   1547919 | NS      | $40044664.53  | 1.79%             |  |  |  | No            |                  1 | On Loan: No      |
| Extra Space Storage Inc                   | Extra Space Storage Inc                   | CUSIP: 30225T102<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    464364 | NS      | $66673383.12  | 2.99%             |  |  |  | No            |                  1 | On Loan: No      |
| Rexford Industrial Realty Inc             | Rexford Industrial Realty Inc             | CUSIP: 76169C100<br>LEI: 549300MSLO0DF0EMX355 | Long             | EC               | CORP              | US        |   1320379 | NS      | $54676894.39  | 2.45%             |  |  |  | No            |                  1 | On Loan: No      |
| Healthcare Realty Trust Inc               | Healthcare Realty Trust Inc               | CUSIP: 42226K105<br>LEI: 549300L0I14L7I0VLX84 | Long             | EC               | CORP              | US        |   3024166 | NS      | $52560005.08  | 2.35%             |  |  |  | No            |                  1 | On Loan: No      |
| Equinix Inc                               | Equinix Inc                               | CUSIP: 29444U700<br>LEI: 549300EVUN2BTLJ3GT74 | Long             | EC               | CORP              | US        |    137245 | NS      | $107900646.55 | 4.83%             |  |  |  | No            |                  1 | On Loan: No      |
| Equity LifeStyle Properties Inc           | Equity LifeStyle Properties Inc           | CUSIP: 29472R108<br>LEI: 529900PEQG66LENB6798 | Long             | EC               | CORP              | US        |    811088 | NS      | $48900495.52  | 2.19%             |  |  |  | No            |                  1 | On Loan: No      |
| DigitalBridge Group Inc                   | DigitalBridge Group Inc                   | CUSIP: 25401T603<br>LEI: 549300XG87L902AGBO89 | Long             | EC               | CORP              | US        |    683581 | NS      | $7799659.21   | 0.35%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2025-09-17

**Name of Applicant:** MFS SERIES TRUST XIII

**Signature:** James Byrne

**Name of Signer:** James Byrne

**Title:** Assistant Treasurer