Portfolio
Aug 21, 2026- Stock99.80%
- Cash0.20%
Morningstar style box
Aug 21, 2026Current style: Mid Blend
Large
Mid
Small
0%
0%
25%
6%
37%
8%
3%
21%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 72.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 24.62% | — | — | — | — | — | — |
2 Public Storage | 9.69% | — | — | — | — | — | — |
3 Equity Residential | 8.51% | — | — | — | — | — | — |
4 Ventas Inc | 8.06% | — | — | — | — | — | — |
5 Extra Space Storage Inc | 5.50% | — | — | — | — | — | — |
6 Essex Property Trust Inc | 3.77% | — | — | — | — | — | — |
7 Invitation Homes Inc | 3.64% | — | — | — | — | — | — |
8 Mid-America Apartment Communities Inc | 3.10% | — | — | — | — | — | — |
9 Sun Communities Inc | 3.03% | — | — | — | — | — | — |
10 Healthpeak Properties Inc | 3.02% | — | — | — | — | — | — |