Portfolio
Aug 27, 2026- Stock99.96%
- Cash0.04%
Morningstar style box
Aug 27, 2026Current style: Mid Blend
Large
Mid
Small
0%
13%
11%
8%
37%
4%
7%
19%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 27, 2026Top 10 Holdings Weight: 51.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 11.05% | — | — | — | — | — | — |
2 Prologis Inc | 8.76% | — | — | — | — | — | — |
3 Digital Realty Trust Inc | 4.63% | — | — | — | — | — | — |
4 Simon Property Group Inc | 4.59% | — | — | — | — | — | — |
5 Equinix Inc | 4.31% | — | — | — | — | — | — |
6 American Tower Corp | 4.15% | — | — | — | — | — | — |
7 Realty Income Corp | 3.99% | — | — | — | — | — | — |
8 Public Storage | 3.66% | — | — | — | — | — | — |
9 AvalonBay Communities Inc | 3.37% | — | — | — | — | — | — |
10 Ventas Inc | 3.13% | — | — | — | — | — | — |