CSRIX Holdings Information

CSRIX is a mutual fund with a total of 43 individual holdings. The top holdings are Welltower stock at 12.58%, Digital Realty Trust at 9.10%, Crown Castle at 7.43%, Prologis at 6.71%, and American Tower at 5.81%.

Total Holdings

Top 10 Percentage

59.76%

Asset Class

Equity

Fund Category

Real Estate

Assets

8.10B

Forward PE Ratio

38.25

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	WELL	Welltower Inc.	12.58%	5,353,290
2	DLR	Digital Realty Trust, Inc.	9.10%	4,646,611
3	CCI	Crown Castle Inc.	7.43%	6,606,776
4	PLD	Prologis, Inc.	6.71%	4,152,797
5	AMT	American Tower Corporation	5.81%	2,613,887
6	EXR	Extra Space Storage Inc.	4.74%	2,877,342
7	EQIX	Equinix, Inc.	3.97%	409,759
8	IRM	Iron Mountain Incorporated	3.46%	3,296,338
9	ESS	Essex Property Trust, Inc.	3.14%	947,194
10	INVH	Invitation Homes Inc.	2.81%	7,979,337
11	SUI	Sun Communities, Inc.	2.77%	1,762,681
12	HST	Host Hotels & Resorts, Inc.	2.73%	12,177,382
13	WY	Weyerhaeuser Company	2.41%	8,022,132
14	SBAC	SBA Communications Corporation	2.18%	891,808
15	KIM	Kimco Realty Corporation	2.16%	8,402,803
16	HR	Healthcare Realty Trust Incorporated	2.10%	9,782,218
17	ADC	Agree Realty Corporation	2.06%	2,261,200
18	SPG	Simon Property Group, Inc.	1.89%	807,378
19	BXP	BXP, Inc.	1.84%	2,157,025
20	UDR	UDR, Inc.	1.78%	3,825,028
21	PSA	Public Storage	1.67%	509,678
22	KRG	Kite Realty Group Trust	1.61%	5,312,278
23	O	Realty Income Corporation	1.52%	2,126,224
24	CTRE	CareTrust REIT, Inc.	1.27%	2,767,041
25	AMH	American Homes 4 Rent	1.26%	3,104,192

Showing 25 of 43 holdings

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As of Dec 31, 2025