IRSEX Holdings Information

IRSEX is a mutual fund with a total of 34 individual holdings. The top holdings are Equinix stock at 13.65%, Welltower at 12.09%, Prologis at 4.74%, Simon Property Group at 4.70%, and Ventas at 4.67%.

Total Holdings

Top 10 Percentage

60.87%

Asset Class

Equity

Fund Category

Real Estate

Assets

83.64M

Forward PE Ratio

38.78

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	EQIX	Equinix, Inc.	13.65%	12,330
2	WELL	Welltower Inc.	12.09%	51,408
3	PLD	Prologis, Inc.	4.74%	29,243
4	SPG	Simon Property Group, Inc.	4.70%	20,305
5	VTR	Ventas, Inc.	4.67%	47,677
6	IRM	Iron Mountain Incorporated	4.55%	37,002
7	PSA	Public Storage	4.38%	12,567
8	FR	First Industrial Realty Trust, Inc.	4.22%	58,854
9	VICI	VICI Properties Inc.	4.05%	117,935
10	AHR	American Healthcare REIT, Inc.	3.82%	64,379
11	AVB	AvalonBay Communities, Inc.	3.64%	18,094
12	ADC	Agree Realty Corporation	3.45%	37,777
13	NTST	NETSTREIT Corp.	2.97%	126,087
14	INVH	Invitation Homes Inc.	2.86%	95,443
15	REXR	Rexford Industrial Realty, Inc.	2.74%	64,362
16	MAC	The Macerich Company	2.65%	114,044
17	ESS	Essex Property Trust, Inc.	2.32%	8,016
18	AMT	American Tower Corporation	2.17%	9,977
19	ASX: NXT	NEXTDC Limited	1.90%	169,084
20	KRC	Kilroy Realty Corporation	1.80%	53,233
21	IVT	InvenTrust Properties Corp.	1.65%	46,572
22	RHP	Ryman Hospitality Properties, Inc.	1.59%	14,217
23	O	Realty Income Corporation	1.55%	20,315
24	ASX: GMG	Goodman Group	1.50%	64,074
25	EXR	Extra Space Storage Inc.	1.44%	8,390

Showing 25 of 34 holdings

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As of Feb 28, 2026