IARIX Holdings Information

IARIX is a mutual fund with a total of 34 individual holdings. The top holdings are Welltower stock at 9.83%, Prologis at 8.62%, American Tower at 8.30%, Equinix at 6.55%, and Digital Realty Trust at 6.42%.

Total Holdings

Top 10 Percentage

59.79%

Asset Class

Equity

Fund Category

Real Estate

Assets

688.43M

Forward PE Ratio

38.76

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	WELL	Welltower Inc.	9.83%	328,524
2	PLD	Prologis, Inc.	8.62%	412,669
3	AMT	American Tower Corporation	8.30%	304,841
4	EQIX	Equinix, Inc.	6.55%	42,106
5	DLR	Digital Realty Trust, Inc.	6.42%	232,059
6	SPG	Simon Property Group, Inc.	5.17%	173,154
7	EXR	Extra Space Storage Inc.	4.59%	218,553
8	WPC	W. P. Carey Inc.	3.65%	336,499
9	OHI	Omega Healthcare Investors, Inc.	3.36%	492,700
10	UDR	UDR, Inc.	3.29%	612,138
11	IRM	Iron Mountain Incorporated	3.09%	165,393
12	FR	First Industrial Realty Trust, Inc.	2.88%	319,119
13	CPT	Camden Property Trust	2.85%	183,877
14	EGP	EastGroup Properties, Inc.	2.76%	93,950
15	BRX	Brixmor Property Group Inc.	2.64%	594,042
16	ELS	Equity LifeStyle Properties, Inc.	2.56%	284,042
17	LAMR	Lamar Advertising Company	2.27%	102,379
18	PSA	Public Storage	2.24%	50,586
19	EPRT	Essential Properties Realty Trust, Inc.	1.99%	447,369
20	AHR	American Healthcare REIT, Inc.	1.86%	261,581
21	BNL	Broadstone Net Lease, Inc.	1.66%	562,819
22	RHP	Ryman Hospitality Properties, Inc.	1.62%	96,742
23	CUZ	Cousins Properties Incorporated	1.60%	408,737
24	CTRE	CareTrust REIT, Inc.	1.53%	256,894
25	SKT	Tanger Inc.	1.27%	242,345

Showing 25 of 34 holdings

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As of May 31, 2026