Portfolio
Sep 11, 2026- Stock99.50%
- Other0.32%
- Cash0.18%
Morningstar style box
Sep 11, 2026Current style: Mid Blend
Large
Mid
Small
13%
7%
10%
11%
29%
3%
9%
18%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 10 Holdings Weight: 45.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 9.95% | — | — | — | — | — | — |
2 Prologis Inc | 7.70% | — | — | — | — | — | — |
3 Equinix Inc | 6.12% | — | — | — | — | — | — |
4 Simon Property Group Inc | 3.97% | — | — | — | — | — | — |
5 Digital Realty Trust Inc | 3.93% | — | — | — | — | — | — |
6 Realty Income Corp | 3.32% | — | — | — | — | — | — |
7 Public Storage | 2.98% | — | — | — | — | — | — |
8 Vivmark Residential | 2.87% | — | — | — | — | — | — |
9 Ventas Inc | 2.62% | — | — | — | — | — | — |
10 Extra Space Storage Inc | 1.74% | — | — | — | — | — | — |