IVRTX Mutual Fund Holdings Information

Holdings Count

Total Assets

143.06M

Top 10 Percentage

58.29%

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38 Holdings

38 Holdings as of ―

WELL

Welltower, Inc.

12.77%

$18.11M

―

$148.73B

42.13%

12 Buy

1 Hold

0 Sell

Strong Buy

―

EQIX

Equinix

9.89%

$14.03M

―

$95.98B

16.12%

20 Buy

2 Hold

0 Sell

Strong Buy

―

PLD

Prologis, Inc.

8.74%

$12.40M

―

$126.72B

18.54%

10 Buy

6 Hold

0 Sell

Moderate Buy

―

SPG

Simon Property Group

6.63%

$9.41M

―

$61.91B

15.61%

4 Buy

11 Hold

0 Sell

Moderate Buy

―

UDR

UDR (UDR)

3.83%

$5.44M

―

$18.92B

-17.53%

6 Buy

7 Hold

2 Sell

Moderate Buy

―

VICI

Vici Properties

3.77%

$5.35M

―

$30.59B

-12.42%

6 Buy

5 Hold

0 Sell

Moderate Buy

―

CUBE

Cubesmart

3.50%

$4.97M

―

$8.91B

-7.61%

6 Buy

7 Hold

0 Sell

Moderate Buy

―

BRX

Brixmor Property Group

3.43%

$4.86M

―

$9.12B

14.20%

11 Buy

2 Hold

0 Sell

Strong Buy

―

IRM

Iron Mountain

2.92%

$4.15M

―

$31.94B

23.21%

4 Buy

0 Hold

0 Sell

Strong Buy

―

First Industrial Realty Trust

2.79%

$3.96M

―

$8.31B

10.30%

5 Buy

5 Hold

0 Sell

Moderate Buy

―

Rows:

Sector Breakdown

Real Estate

100.00%

Countries Breakdown

United States

99.48%

Breakdown By Smart Score

The weighted average smart score of the IVRTX Mutual Fund is 6

4.01%

3.87%

22.93%

13.27%

15.57%

9.67%

25.24%

1.08%

1.48%

2.89%

IVRTX Mutual Funds FAQ

What are Mutual Funds IVRTX’s top 3 holdings?

IVRTX’s top 3 holdings are WELL, EQIX, PLD.

What is Mutual Funds IVRTX’s holdings count?

Mutual Funds IVRTX’s is holdings 38 different assets.

What are the total assets of Mutual Funds IVRTX?

Mutual Funds IVRTX’s total assets are 143.06M.

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