Portfolio
Sep 3, 2026- Stock99.96%
- Cash0.04%
Morningstar style box
Sep 4, 2026Current style: Mid Blend
Large
Mid
Small
9%
7%
12%
8%
42%
10%
2%
9%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 3, 2026Top 10 Holdings Weight: 61.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 11.47% | — | — | — | — | — | — |
2 Prologis Inc | 8.96% | — | — | — | — | — | — |
3 Equinix Inc | 7.03% | — | — | — | — | — | — |
4 American Tower Corp | 5.64% | — | — | — | — | — | — |
5 Digital Realty Trust Inc | 5.01% | — | — | — | — | — | — |
6 Vivmark Residential | 4.98% | — | — | — | — | — | — |
7 Simon Property Group Inc | 4.67% | — | — | — | — | — | — |
8 Ventas Inc | 4.55% | — | — | — | — | — | — |
9 Public Storage | 4.52% | — | — | — | — | — | — |
10 Realty Income Corp | 4.51% | — | — | — | — | — | — |