Portfolio
Aug 20, 2026- Stock99.99%
- Cash0.01%
Morningstar style box
Aug 20, 2026Current style: Mid Blend
Large
Mid
Small
0%
17%
10%
6%
25%
4%
7%
30%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 59.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 9.87% | — | — | — | — | — | — |
2 Prologis Inc | 9.38% | — | — | — | — | — | — |
3 American Tower Corp | 8.14% | — | — | — | — | — | — |
4 Equinix Inc | 7.61% | — | — | — | — | — | — |
5 Digital Realty Trust Inc | 5.49% | — | — | — | — | — | — |
6 Terreno Realty Corp | 3.93% | — | — | — | — | — | — |
7 Public Storage | 3.92% | — | — | — | — | — | — |
8 Camden Property Trust | 3.66% | — | — | — | — | — | — |
9 UDR Inc | 3.66% | — | — | — | — | — | — |
10 W.P. Carey Inc | 3.61% | — | — | — | — | — | — |