Portfolio
Aug 15, 2026- Stock99.92%
- Cash0.08%
Morningstar style box
Aug 15, 2026Current style: Mid Blend
Large
Mid
Small
0%
13%
11%
8%
37%
4%
7%
18%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 15, 2026Top 10 Holdings Weight: 50.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 10.75% | — | — | — | — | — | — |
2 Prologis Inc | 8.65% | — | — | — | — | — | — |
3 Digital Realty Trust Inc | 4.78% | — | — | — | — | — | — |
4 Simon Property Group Inc | 4.63% | — | — | — | — | — | — |
5 Equinix Inc | 4.39% | — | — | — | — | — | — |
6 American Tower Corp | 4.14% | — | — | — | — | — | — |
7 Realty Income Corp | 4.02% | — | — | — | — | — | — |
8 Public Storage | 3.75% | — | — | — | — | — | — |
9 Ventas Inc | 3.05% | — | — | — | — | — | — |
10 Iron Mountain Inc | 2.64% | — | — | — | — | — | — |