IARIX Holdings Information

IARIX is a mutual fund with a total of 36 individual holdings. The top holdings are Welltower stock at 10.32%, American Tower at 8.36%, Prologis at 7.67%, Digital Realty Trust at 6.65%, and Equinix at 6.32%.

Total Holdings

Top 10 Percentage

58.73%

Asset Class

Equity

Fund Category

Real Estate

Assets

692.52M

Forward PE Ratio

36.11

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	WELL	Welltower Inc.	10.32%	336,732
2	AMT	American Tower Corporation	8.36%	312,460
3	PLD	Prologis, Inc.	7.67%	374,325
4	DLR	Digital Realty Trust, Inc.	6.65%	237,860
5	EQIX	Equinix, Inc.	6.32%	41,580
6	SPG	Simon Property Group, Inc.	5.04%	174,098
7	EXR	Extra Space Storage Inc.	4.34%	213,281
8	WPC	W. P. Carey Inc.	3.78%	358,941
9	OHI	Omega Healthcare Investors, Inc.	3.13%	460,981
10	IRM	Iron Mountain Incorporated	3.12%	196,770
11	FR	First Industrial Realty Trust, Inc.	2.93%	327,095
12	UDR	UDR, Inc.	2.89%	551,852
13	BRX	Brixmor Property Group Inc.	2.88%	643,975
14	CPT	Camden Property Trust	2.85%	188,474
15	EGP	EastGroup Properties, Inc.	2.76%	96,297
16	LAMR	Lamar Advertising Company	2.38%	121,208
17	GLPI	Gaming and Leisure Properties, Inc.	2.03%	295,562
18	AHR	American Healthcare REIT, Inc.	1.96%	268,119
19	CUBE	CubeSmart	1.86%	327,888
20	EPRT	Essential Properties Realty Trust, Inc.	1.76%	373,012
21	WY	Weyerhaeuser Company	1.70%	448,094
22	BNL	Broadstone Net Lease, Inc.	1.63%	576,885
23	KIM	Kimco Realty Corporation	1.59%	456,143
24	SKT	Tanger Inc.	1.57%	297,809
25	RHP	Ryman Hospitality Properties, Inc.	1.42%	99,162

Showing 25 of 36 holdings

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As of Mar 31, 2026