CLARX Holdings Information

CLARX is a mutual fund with a total of 46 individual holdings. The top holdings are Welltower stock at 12.88%, Equinix at 10.22%, American Tower at 7.85%, Prologis at 6.03%, and EastGroup Properties at 3.48%.

Total Holdings

Top 10 Percentage

56.14%

Asset Class

Equity

Fund Category

Real Estate

Assets

194.11M

Forward PE Ratio

n/a

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	WELL	Welltower Inc.	12.88%	116,624
2	EQIX	Equinix, Inc.	10.22%	20,875
3	AMT	American Tower Corporation	7.85%	95,596
4	PLD	Prologis, Inc.	6.03%	92,181
5	EGP	EastGroup Properties, Inc.	3.48%	37,265
6	VMRK	Vivmark Residential	3.42%	112,356
7	SPG	Simon Property Group, Inc.	3.15%	31,696
8	UDR	UDR, Inc.	3.08%	178,544
9	AMH	American Homes 4 Rent	3.04%	195,212
10	BRX	Brixmor Property Group Inc.	2.98%	220,851
11	CUBE	CubeSmart	2.72%	146,242
12	IRM	Iron Mountain Incorporated	2.63%	48,692
13	VICI	VICI Properties Inc.	2.60%	216,976
14	AHR	American Healthcare REIT, Inc.	2.37%	91,910
15	RHP	Ryman Hospitality Properties, Inc.	2.00%	33,707
16	SBAC	SBA Communications Corporation	1.86%	21,019
17	MAC	The Macerich Company	1.67%	151,520
18	FR	First Industrial Realty Trust, Inc.	1.67%	57,809
19	EXR	Extra Space Storage Inc.	1.58%	23,896
20	ESS	Essex Property Trust, Inc.	1.55%	11,693
21	EPRT	Essential Properties Realty Trust, Inc.	1.54%	109,433
22	DOC	Healthpeak Properties, Inc.	1.50%	154,450
23	VNO	Vornado Realty Trust	1.46%	83,514
24	JAN	Janus Living, Inc.	1.45%	103,929
25	ELS	Equity LifeStyle Properties, Inc.	1.32%	44,338

Showing 25 of 46 holdings

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As of Aug 31, 2026