Portfolio
Sep 18, 2026- Stock99.60%
- Cash0.40%
Morningstar style box
Sep 18, 2026Current style: Mid Blend
Large
Mid
Small
0%
0%
25%
0%
31%
8%
7%
28%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 18, 2026Top 10 Holdings Weight: 68.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 22.51% | — | — | — | — | — | — |
2 Public Storage | 7.89% | — | — | — | — | — | — |
3 Vivmark Residential | 7.38% | — | — | — | — | — | — |
4 Ventas Inc | 7.02% | — | — | — | — | — | — |
5 Extra Space Storage Inc | 4.56% | — | — | — | — | — | — |
6 Essex Property Trust Inc | 4.34% | — | — | — | — | — | — |
7 Invitation Homes Inc | 4.00% | — | — | — | — | — | — |
8 Omega Healthcare Investors Inc | 3.55% | — | — | — | — | — | — |
9 Healthpeak Properties Inc | 3.54% | — | — | — | — | — | — |
10 Mid-America Apartment Communities Inc | 3.45% | — | — | — | — | — | — |