----
Portfolio
Sep 30, 2026- Stock100.00%
- Stock
- 100.00%
Morningstar style box
Sep 30, 2026Current style: Mid Blend
Large
Mid
Small
12%
9%
13%
9%
23%
1%
9%
21%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 30, 2026Top 10 Holdings Weight: 49.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Welltower Inc | 10.71% | — | — | — | — | — | — |
2 ![]() Prologis Inc | 7.30% | — | — | — | — | — | — |
3 ![]() Equinix Inc | 6.31% | — | — | — | — | — | — |
4 ![]() Simon Property Group Inc | 4.50% | — | — | — | — | — | — |
5 ![]() Ventas Inc | 4.38% | — | — | — | — | — | — |
6 ![]() Digital Realty Trust Inc | 4.28% | — | — | — | — | — | — |
7 ![]() American Healthcare REIT Inc Ordinary Shares | 3.70% | — | — | — | — | — | — |
8 ![]() Public Storage | 3.52% | — | — | — | — | — | — |
9 ![]() Goodman Group | 2.53% | — | — | — | — | — | — |
10 ![]() Iron Mountain Inc | 2.33% | — | — | — | — | — | — |

