CLARX Holdings Information

CLARX is a mutual fund with a total of 46 individual holdings. The top holdings are Welltower stock at 12.54%, Equinix at 9.88%, American Tower at 7.09%, Prologis at 5.22%, and Simon Property Group at 4.19%.

Total Holdings

Top 10 Percentage

55.72%

Asset Class

Equity

Fund Category

Real Estate

Assets

221.92M

Forward PE Ratio

36.23

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	WELL	Welltower Inc.	12.54%	121,708
2	EQIX	Equinix, Inc.	9.88%	20,875
3	AMT	American Tower Corporation	7.09%	95,438
4	PLD	Prologis, Inc.	5.22%	84,829
5	SPG	Simon Property Group, Inc.	4.19%	41,306
6	EQR	Equity Residential	3.55%	115,246
7	EGP	EastGroup Properties, Inc.	3.43%	37,265
8	UDR	UDR, Inc.	3.31%	182,395
9	IRM	Iron Mountain Incorporated	3.30%	57,552
10	CUBE	CubeSmart	3.22%	178,482
11	BRX	Brixmor Property Group Inc.	3.16%	220,851
12	AMH	American Homes 4 Rent	2.92%	192,034
13	VICI	VICI Properties Inc.	2.87%	237,883
14	RHP	Ryman Hospitality Properties, Inc.	2.37%	40,672
15	AHR	American Healthcare REIT, Inc.	2.18%	91,915
16	EPRT	Essential Properties Realty Trust, Inc.	2.04%	150,398
17	SBAC	SBA Communications Corporation	1.95%	24,384
18	FR	First Industrial Realty Trust, Inc.	1.77%	63,524
19	CPT	Camden Property Trust	1.61%	30,887
20	ELS	Equity LifeStyle Properties, Inc.	1.44%	49,315
21	SKT	Tanger Inc.	1.43%	79,934
22	DOC	Healthpeak Properties, Inc.	1.33%	136,554
23	MAC	The Macerich Company	1.29%	113,240
24	VNO	Vornado Realty Trust	1.26%	70,874
25	JAN	Janus Living, Inc.	1.25%	95,952

Showing 25 of 46 holdings

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As of Jun 30, 2026