CLARX Holdings Information

CLARX is a mutual fund with a total of 44 individual holdings. The top holdings are Welltower stock at 12.70%, Equinix at 10.60%, American Tower at 7.97%, Prologis at 6.93%, and Simon Property Group at 5.35%.

Total Holdings

Top 10 Percentage

58.28%

Asset Class

Equity

Fund Category

Real Estate

Assets

224.65M

Forward PE Ratio

35.01

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	WELL	Welltower Inc.	12.70%	132,791
2	EQIX	Equinix, Inc.	10.60%	22,356
3	AMT	American Tower Corporation	7.97%	95,438
4	PLD	Prologis, Inc.	6.93%	108,349
5	SPG	Simon Property Group, Inc.	5.35%	59,303
6	BRX	Brixmor Property Group Inc.	3.15%	226,096
7	EGP	EastGroup Properties, Inc.	3.10%	34,625
8	IRM	Iron Mountain Incorporated	3.08%	62,313
9	O	Realty Income Corporation	2.72%	91,967
10	FR	First Industrial Realty Trust, Inc.	2.68%	95,703
11	VICI	VICI Properties Inc.	2.63%	199,286
12	EQR	Equity Residential	2.60%	90,944
13	CUBE	CubeSmart	2.46%	138,527
14	STAG	STAG Industrial, Inc.	2.22%	127,063
15	EPRT	Essential Properties Realty Trust, Inc.	2.21%	150,398
16	UDR	UDR, Inc.	2.19%	133,988
17	SBAC	SBA Communications Corporation	2.03%	24,384
18	DLR	Digital Realty Trust, Inc.	1.99%	22,782
19	GLPI	Gaming and Leisure Properties, Inc.	1.85%	86,398
20	AMH	American Homes 4 Rent	1.79%	132,431
21	PSA	Public Storage	1.52%	11,563
22	CPT	Camden Property Trust	1.46%	30,887
23	ELS	Equity LifeStyle Properties, Inc.	1.37%	45,352
24	VTR	Ventas, Inc.	1.34%	33,931
25	AHR	American Healthcare REIT, Inc.	1.29%	56,534

Showing 25 of 44 holdings

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As of Mar 31, 2026