BAREX Mutual Fund

BAREX Mutual Fund

NAV$17.13
See how much of BAREX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 55 holdings · as of Mar 31, 2026
Top 10 weight
53.59%
BAREX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
PLD
Prologis IncReal Estate · Equity Real Estate Investment Trusts (REITs)
9.72%		9.7%293,564$38.80MReal EstateEquity Real Estate Investment Trusts (REITs)
2
WELL
Welltower, Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
9.32%		19.0%188,187$37.21MReal EstateEquity Real Estate Investment Trusts (REITs)
Share changes, sector and industry · Pro
3—Equinix Inc. Real Estate Investment Trust
8.69%		27.7%35,423$34.72M
4
SPG
Simon Property Group Inc
4.23%		32.0%90,641$16.91M
5
PSA
Public Storage
4.10%		36.1%60,438$16.37M
6
AMT
American Tower Corp
3.97%		40.0%91,949$15.87M
7
EQR
Equity Residential (eqr)
3.75%		43.8%252,982$14.96M
8—Crown Castle International Corp.
3.59%		47.4%176,499$14.35M
9DebtIron Mtn Inc New Com Npv
3.24%		50.6%126,595$12.93M
10
AHR
American Healthcare Reit, Inc.
2.98%		53.6%252,693$11.92M
More holdings · Pro
FundXLS Pro
See the other 45 holdings of BAREX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
Supply ChainInfrastructureUrbanizationPropTechInflation ProtectionCloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecurityConsumer SpendingChanging Work5G InfrastructureTelecom InfrastructureMillennials & Gen Z

BAREX Mutual Fund Top Holdings

BAREX holdings top 10 positions. The top 10 holdings account for 53.6% of the fund, led by Prologis Inc at 9.7%, Welltower, Inc. at 9.3%, Equinix Inc. Real Estate Investment Trust at 8.7%.

BAREX portfolio concentration is relatively high, with the top 10 representing 53.6% of total assets. The largest sector exposure is Real Estate at 84.3%.

BAREX sectors provide a detailed breakdown. BAREX overlap shows how holdings compare to other funds in your portfolio.