PHRCX Holdings Information

PHRCX is a mutual fund with a total of 32 individual holdings. The top holdings are Welltower stock at 11.06%, Prologis at 10.16%, Equinix at 8.74%, Digital Realty Trust at 5.79%, and Ventas at 4.52%.

Total Holdings

Top 10 Percentage

58.86%

Asset Class

Equity

Fund Category

Real Estate

Assets

341.41M

Forward PE Ratio

39.31

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	WELL	Welltower Inc.	11.06%	191,180
2	PLD	Prologis, Inc.	10.16%	262,641
3	EQIX	Equinix, Inc.	8.74%	30,491
4	DLR	Digital Realty Trust, Inc.	5.79%	109,770
5	VTR	Ventas, Inc.	4.52%	189,060
6	SPG	Simon Property Group, Inc.	4.48%	82,066
7	IRM	Iron Mountain Incorporated	4.24%	141,975
8	PSA	Public Storage	3.57%	45,065
9	BRX	Brixmor Property Group Inc.	3.17%	375,906
10	FR	First Industrial Realty Trust, Inc.	3.13%	184,875
11	AVB	AvalonBay Communities, Inc.	3.09%	64,740
12	MAA	Mid-America Apartment Communities, Inc.	3.06%	85,590
13	AMH	American Homes 4 Rent	3.03%	371,200
14	EPRT	Essential Properties Realty Trust, Inc.	2.96%	333,450
15	GLPI	Gaming and Leisure Properties, Inc.	2.70%	208,370
16	SBRA	Sabra Health Care REIT, Inc.	2.58%	458,380
17	ADC	Agree Realty Corporation	2.49%	112,750
18	ELS	Equity LifeStyle Properties, Inc.	2.39%	130,975
19	CUBE	CubeSmart	2.38%	222,314
20	AMT	American Tower Corporation	2.00%	39,630
21	ESS	Essex Property Trust, Inc.	1.85%	26,100
22	RHP	Ryman Hospitality Properties, Inc.	1.83%	67,757
23	PECO	Phillips Edison & Company, Inc.	1.70%	155,205
24	AHR	American Healthcare REIT, Inc.	1.39%	100,900
25	KIM	Kimco Realty Corporation	1.25%	189,770

Showing 25 of 32 holdings

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As of Mar 31, 2026