PAGEX Mutual Fund

PAGEX Mutual Fund

NAV$18.54
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Showing the top 10 of 55 holdings · as of Mar 31, 2026
Top 10 weight
44.12%
PAGEX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WELL
Welltower, Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
8.97%
9.0%28,033$5.54MReal EstateEquity Real Estate Investment Trusts (REITs)
2Equinix Inc. Real Estate Investment TrustReal Estate · Real Estate
7.00%
16.0%4,413$4.33MReal EstateReal Estate
Share changes, sector and industry · Pro
3
PLD
Prologis Inc
5.25%
21.2%24,541$3.24M
4
DLR
Digital Realty Trust Inc.
4.14%
25.4%14,198$2.56M
5
SPG
Simon Property Group Inc
4.06%
29.4%13,429$2.50M
6
VTR
Ventas, Inc.
3.76%
33.2%28,393$2.32M
7Mitsubishi Estate Co. Ltd. Com Stk
3.19%
36.4%71,000$1.97M
8
GMG
Goodman Group
2.91%
39.3%100,237$1.80M
9
ELS
Equity Lifestyle Properties, Inc.
2.46%
41.7%24,352$1.52M
10
EGP
Eastgroup Properties Inc. Real Estate Investment Trust
2.38%
44.1%7,941$1.47M
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Themes in the top 10
Cloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecuritySupply ChainInfrastructureUrbanizationPropTechInflation ProtectionData & AnalyticsConsumer SpendingAging PopulationDigital HealthManaged Care

PAGEX Mutual Fund Top Holdings

PAGEX holdings top 10 positions. The top 10 holdings account for 44.1% of the fund, led by Welltower, Inc. at 9.0%, Equinix Inc. Real Estate Investment Trust at 7.0%, Prologis Inc at 5.3%.

PAGEX portfolio concentration is moderate, with the top 10 representing 44.1% of total assets. The largest sector exposure is Real Estate at 66.4%.

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