CLARX Holdings Information

CLARX is a mutual fund with a total of 43 individual holdings. The top holdings are Welltower stock at 11.82%, Equinix at 9.24%, American Tower at 8.05%, Prologis at 7.47%, and Simon Property Group at 5.51%.

Total Holdings

Top 10 Percentage

57.31%

Asset Class

Equity

Fund Category

Real Estate

Assets

226.98M

Forward PE Ratio

34.96

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	WELL	Welltower Inc.	11.82%	133,129
2	EQIX	Equinix, Inc.	9.24%	23,884
3	AMT	American Tower Corporation	8.05%	95,344
4	PLD	Prologis, Inc.	7.47%	121,510
5	SPG	Simon Property Group, Inc.	5.51%	61,165
6	PSA	Public Storage	3.36%	25,791
7	BRX	Brixmor Property Group Inc.	3.17%	251,260
8	O	Realty Income Corporation	3.01%	104,401
9	IRM	Iron Mountain Incorporated	2.95%	67,935
10	FR	First Industrial Realty Trust, Inc.	2.73%	99,697
11	EGP	EastGroup Properties, Inc.	2.72%	31,832
12	STAG	STAG Industrial, Inc.	2.57%	145,145
13	UDR	UDR, Inc.	2.37%	135,655
14	SBAC	SBA Communications Corporation	2.24%	25,773
15	OHI	Omega Healthcare Investors, Inc.	2.23%	107,935
16	EQR	Equity Residential	2.18%	74,327
17	EPRT	Essential Properties Realty Trust, Inc.	2.18%	152,354
18	VICI	VICI Properties Inc.	2.18%	164,718
19	CUBE	CubeSmart	2.11%	119,243
20	AMH	American Homes 4 Rent	1.94%	131,563
21	DOC	Healthpeak Properties, Inc.	1.83%	225,058
22	AHR	American Healthcare REIT, Inc.	1.61%	72,752
23	VTR	Ventas, Inc.	1.30%	35,445
24	HST	Host Hotels & Resorts, Inc.	1.30%	148,346
25	SKT	Tanger Inc.	1.26%	81,442

Showing 25 of 43 holdings

Subscribe to see the full list

Activate Now

As of Jan 31, 2026