Portfolio
Aug 17, 2026- Stock99.84%
- Other0.09%
- Cash0.06%
Morningstar style box
Aug 17, 2026Current style: Small Blend
Large
Mid
Small
0%
11%
3%
5%
21%
4%
19%
38%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 17, 2026Top 10 Holdings Weight: 36.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Equity Residential | 6.70% | — | — | — | — | — | — |
2 Equinix Inc | 4.45% | — | — | — | — | — | — |
3 Four Corners Property Trust Inc | 4.04% | — | — | — | — | — | — |
4 Prologis Inc | 4.00% | — | — | — | — | — | — |
5 Digital Realty Trust Inc | 3.76% | — | — | — | — | — | — |
6 Welltower Inc | 3.09% | — | — | — | — | — | — |
7 Kilroy Realty Corp | 2.80% | — | — | — | — | — | — |
8 Simon Property Group Inc | 2.65% | — | — | — | — | — | — |
9 American Homes 4 Rent Class A | 2.62% | — | — | — | — | — | — |
10 Terreno Realty Corp | 2.56% | — | — | — | — | — | — |