Portfolio
Sep 10, 2026- Stock99.76%
- Cash0.24%
Morningstar style box
Sep 10, 2026Current style: Mid Blend
Large
Mid
Small
9%
5%
12%
9%
34%
7%
8%
15%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 10, 2026Top 10 Holdings Weight: 53.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 11.49% | — | — | — | — | — | — |
2 Prologis Inc | 8.99% | — | — | — | — | — | — |
3 Digital Realty Trust Inc | 4.86% | — | — | — | — | — | — |
4 Equinix Inc | 4.57% | — | — | — | — | — | — |
5 Simon Property Group Inc | 4.46% | — | — | — | — | — | — |
6 Realty Income Corp | 4.20% | — | — | — | — | — | — |
7 American Tower Corp | 4.17% | — | — | — | — | — | — |
8 Public Storage | 3.73% | — | — | — | — | — | — |
9 Vivmark Residential | 3.59% | — | — | — | — | — | — |
10 Ventas Inc | 3.32% | — | — | — | — | — | — |