REAIX Mutual Fund

REAIX Mutual Fund

NAV$29.30
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Showing the top 10 of 45 holdings · as of Jun 30, 2026
Top 10 weight
60.23%
REAIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WELL
Welltower, Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
12.73%		12.7%290,615$65.96MReal EstateEquity Real Estate Investment Trusts (REITs)
2
PLD
Prologis IncReal Estate · Equity Real Estate Investment Trusts (REITs)
7.53%		20.3%288,047$39.02MReal EstateEquity Real Estate Investment Trusts (REITs)
Sector and industry · Pro
3—Equinix Inc. Real Estate Investment Trust
7.48%		27.7%37,177$38.75M
4
AMT
American Tower Corp
5.96%		33.7%188,784$30.88M
5
SPG
Simon Property Group Inc
5.81%		39.5%134,628$30.11M
6
EQR
Equity Residential (eqr)
4.73%		44.2%361,089$24.53M
7
VTR
Ventas  Inc .
4.57%		48.8%266,802$23.69M
8
DLR
Digital Realty Trust Inc.
4.19%		53.0%120,956$21.72M
9
ESS
Essex Property
3.71%		56.7%65,850$19.20M
10
PSA
Public Storage
3.52%		60.2%57,369$18.26M
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Themes in the top 10
Supply ChainInfrastructureUrbanizationPropTechInflation ProtectionCloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecurity5G InfrastructureTelecom InfrastructureConsumer SpendingMillennials & Gen ZAging Population

REAIX Mutual Fund Top Holdings

REAIX holdings top 10 positions. The top 10 holdings account for 60.2% of the fund, led by Welltower, Inc. at 12.7%, Prologis Inc at 7.5%, Equinix Inc. Real Estate Investment Trust at 7.5%.

REAIX portfolio concentration is relatively high, with the top 10 representing 60.2% of total assets. The largest sector exposure is Real Estate at 91.4%.

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