Portfolio
Aug 24, 2026- Stock99.18%
- Cash0.82%
Morningstar style box
Aug 24, 2026Current style: Mid Blend
Large
Mid
Small
0%
14%
10%
6%
33%
4%
8%
24%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 24, 2026Top 10 Holdings Weight: 53.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 10.16% | — | — | — | — | — | — |
2 Prologis Inc | 9.83% | — | — | — | — | — | — |
3 AvalonBay Communities Inc | 4.67% | — | — | — | — | — | — |
4 Equinix Inc | 4.40% | — | — | — | — | — | — |
5 Realty Income Corp | 4.39% | — | — | — | — | — | — |
6 Simon Property Group Inc | 4.33% | — | — | — | — | — | — |
7 Public Storage | 4.30% | — | — | — | — | — | — |
8 Ventas Inc | 4.26% | — | — | — | — | — | — |
9 Digital Realty Trust Inc | 4.25% | — | — | — | — | — | — |
10 Extra Space Storage Inc | 2.89% | — | — | — | — | — | — |