BIRDX Holdings Information

BIRDX is a mutual fund with a total of 372 individual holdings. The top holdings are Welltower stock at 8.16%, Prologis at 6.47%, Equinix at 5.04%, Simon Property Group at 3.32%, and Digital Realty Trust at 3.28%.

Total Holdings

372

Top 10 Percentage

38.11%

Asset Class

Equity

Fund Category

Global Real Estate

Assets

302.60M

Forward PE Ratio

25.22

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	WELL	Welltower Inc.	8.16%	107,571
2	PLD	Prologis, Inc.	6.47%	144,081
3	EQIX	Equinix, Inc.	5.04%	14,986
4	SPG	Simon Property Group, Inc.	3.32%	48,626
5	DLR	Digital Realty Trust, Inc.	3.28%	55,066
6	O	Realty Income Corporation	2.79%	142,007
7	PSA	Public Storage	2.52%	25,562
8	VMRK	Vivmark Residential	2.42%	115,731
9	VTR	Ventas, Inc.	2.16%	73,692
10	ASX: GMG	Goodman Group	1.94%	303,822
11	IRM	Iron Mountain Incorporated	1.67%	44,971
12	EXR	Extra Space Storage Inc.	1.45%	31,890
13	VICI	VICI Properties Inc.	1.36%	165,144
14	TYO: 8802	Mitsubishi Estate Co., Ltd.	1.27%	166,300
15	TYO: 8801	Mitsui Fudosan Co., Ltd.	1.20%	391,200
16	HKG: 0016	Sun Hung Kai Properties Limited	0.92%	193,500
17	XTSLA	BlackRock Cash Funds Treasury SL Agency	0.90%	2,800,209
18	ESS	Essex Property Trust, Inc.	0.89%	9,758
19	LON: SGRO	SEGRO Plc	0.86%	205,375
20	INVH	Invitation Homes Inc.	0.84%	89,899
21	ETR: VNA	Vonovia SE	0.80%	110,978
22	KIM	Kimco Realty Corporation	0.76%	100,369
23	WPC	W. P. Carey Inc.	0.75%	33,560
24	HST	Host Hotels & Resorts, Inc.	0.73%	103,254
25	MAA	Mid-America Apartment Communities, Inc.	0.73%	17,565

Showing 25 of 372 holdings

Subscribe to see the full list

Activate Now

As of Aug 31, 2026