CSRSX Holdings Information

CSRSX is a mutual fund with a total of 42 individual holdings. The top holdings are Welltower stock at 14.66%, Digital Realty Trust at 9.93%, Prologis at 6.78%, Crown Castle at 6.58%, and Equinix at 5.53%.

Total Holdings

Top 10 Percentage

62.91%

Asset Class

Equity

Fund Category

Real Estate

Assets

8.09B

Forward PE Ratio

38.43

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	WELL	Welltower Inc.	14.66%	5,411,881
2	DLR	Digital Realty Trust, Inc.	9.93%	4,022,652
3	PLD	Prologis, Inc.	6.78%	3,740,377
4	CCI	Crown Castle Inc.	6.58%	5,904,022
5	EQIX	Equinix, Inc.	5.53%	411,721
6	AMT	American Tower Corporation	5.49%	2,320,990
7	EXR	Extra Space Storage Inc.	4.34%	2,412,322
8	IRM	Iron Mountain Incorporated	3.86%	2,760,718
9	SUI	Sun Communities, Inc.	3.10%	1,797,187
10	ADC	Agree Realty Corporation	2.63%	2,547,574
11	ESS	Essex Property Trust, Inc.	2.60%	783,149
12	KIM	Kimco Realty Corporation	2.52%	8,184,910
13	HST	Host Hotels & Resorts, Inc.	2.44%	9,301,701
14	PSA	Public Storage	2.20%	593,875
15	WY	Weyerhaeuser Company	2.01%	6,017,233
16	HR	Healthcare Realty Trust Incorporated	2.00%	8,569,054
17	SBAC	SBA Communications Corporation	1.91%	809,728
18	SPG	Simon Property Group, Inc.	1.86%	726,297
19	BXP	BXP, Inc.	1.85%	2,596,892
20	INVH	Invitation Homes Inc.	1.69%	4,957,917
21	KRG	Kite Realty Group Trust	1.62%	4,826,016
22	TPIXX	State Street Institutional Treasury Plus Money Market Fund Premier Class	1.40%	102,177,475
23	O	Realty Income Corporation	1.24%	1,484,129
24	UDR	UDR, Inc.	1.23%	2,647,492
25	EQR	Equity Residential	1.15%	1,415,861

Showing 25 of 42 holdings

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As of Mar 31, 2026