BAREX Holdings Information

BAREX is a mutual fund with a total of 54 individual holdings. The top holdings are Welltower stock at 10.25%, Prologis at 10.00%, Equinix at 7.95%, Simon Property Group at 5.00%, and Public Storage at 4.30%.

Total Holdings

Top 10 Percentage

55.07%

Asset Class

Equity

Fund Category

Real Estate

Assets

378.11M

Forward PE Ratio

39.67

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	WELL	Welltower Inc.	10.25%	186,317
2	PLD	Prologis, Inc.	10.00%	264,135
3	EQIX	Equinix, Inc.	7.95%	30,719
4	SPG	Simon Property Group, Inc.	5.00%	92,330
5	PSA	Public Storage	4.30%	52,711
6	AMT	American Tower Corporation	4.02%	78,965
7	CCI	Crown Castle Inc.	3.70%	155,712
8	EQR	Equity Residential	3.63%	216,437
9	IRM	Iron Mountain Incorporated	3.16%	109,764
10	AHR	American Healthcare REIT, Inc.	3.06%	220,570
11	ADC	Agree Realty Corporation	2.71%	126,816
12	BNL	Broadstone Net Lease, Inc.	2.55%	496,071
13	EGP	EastGroup Properties, Inc.	2.48%	47,502
14	WPC	W. P. Carey Inc.	2.39%	120,811
15	HST	Host Hotels & Resorts, Inc.	2.32%	446,530
16	ELS	Equity LifeStyle Properties, Inc.	2.31%	129,267
17	REG	Regency Centers Corporation	2.28%	108,854
18	ARE	Alexandria Real Estate Equities, Inc.	2.21%	153,677
19	SBAC	SBA Communications Corporation	2.17%	40,623
20	AMH	American Homes 4 Rent	2.14%	268,276
21	CTRE	CareTrust REIT, Inc.	2.13%	197,816
22	ESS	Essex Property Trust, Inc.	2.11%	31,088
23	UDR	UDR, Inc.	1.85%	185,450
24	CDP	COPT Defense Properties	1.73%	205,131
25	WY	Weyerhaeuser Company	1.73%	264,904

Showing 25 of 54 holdings

Subscribe to see the full list

Activate Now

As of Feb 28, 2026