Portfolio
Aug 13, 2026- Stock99.07%
- Cash0.47%
- Other0.45%
Morningstar style box
Aug 13, 2026Current style: Mid Blend
Large
Mid
Small
1%
15%
11%
11%
33%
3%
7%
18%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 13, 2026Top 10 Holdings Weight: 42.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 8.92% | — | — | — | — | — | — |
2 Prologis Inc | 7.19% | — | — | — | — | — | — |
3 Equinix Inc | 5.69% | — | — | — | — | — | — |
4 Digital Realty Trust Inc | 3.85% | — | — | — | — | — | — |
5 Simon Property Group Inc | 3.81% | — | — | — | — | — | — |
6 Realty Income Corp | 3.16% | — | — | — | — | — | — |
7 Public Storage | 2.97% | — | — | — | — | — | — |
8 Ventas Inc | 2.35% | — | — | — | — | — | — |
9 Goodman Group | 2.28% | — | — | — | — | — | — |
10 Iron Mountain Inc | 2.01% | — | — | — | — | — | — |