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يسعى المحفظة إلى تحقيق تقدير رأس المال على المدى الطويل. ستركز المحفظة الاستثمارات في الأوراق المالية السهمية القابلة للتسويق بسهولة للشركات التي تشمل أنشطتها الرئيسية ملكية أو إدارة أو تطوير أو بناء أو بيع العقارات السكنية أو التجارية أو الصناعية.
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| WELL | WELLTOWER INC | 7.81% | $137.53M |
| PLD | PROLOGIS INC. | 6.40% | $112.81M |
| EQIX | EQUINIX INC | 5.33% | $93.88M |
| SPG | SIMON PROPERTY GROUP INC. | 4.70% | $82.88M |
| DLR | DIGITAL REALTY TRUST INC | 4.48% | $78.97M |
| O | REALTY INCOME CORPORATION | 4.42% | $77.84M |
| AMT | AMERICAN TOWER CORP. REIT | 4.06% | $71.52M |
| PSA | PUBLIC STORAGE | 3.84% | $67.64M |
| VTR | VENTAS INC. | 3.24% | $57.13M |
| IRM | IRON MOUNTAIN INC | 2.97% | $52.24M |
| CCI | CROWN CASTLE INC | 2.69% | $47.42M |
| EXR | EXTRA SPACE STORAGE INC. | 2.35% | $41.33M |
| VICI | VICI PROPERTIES INC | 2.22% | $39.04M |
| AVB | AVALONBAY COMMUNITIES INC | 1.99% | $35.03M |
| EQR | EQUITY RESIDENTIAL | 1.77% | $31.22M |
| SBAC | SBA COMMUNICATIONS CORP | 1.45% | $25.48M |
| ESS | ESSEX PROPERTY | 1.43% | $25.17M |
| KIM | KIMCO REALTY CORP. | 1.31% | $23.16M |
| HST | HOST HOTELS & RESORTS | 1.27% | $22.42M |
| INVH | INVITATION HOMES INC | 1.26% | $22.25M |
| MAA | MID-AMERICA APARTMENT | 1.23% | $21.74M |
| WPC | WP CAREY INC | 1.22% | $21.50M |
| DOC | HEALTHPEAK PROPERTIES INC | 1.13% | $19.93M |
| SUI | SUN COMMUNITIES INC | 1.12% | $19.80M |
| OHI | OMEGA HEALTHCARE INVESTOR | 1.07% | $18.80M |