

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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 944 | 1126 | 967 | 1226 | 1831 |
Fund Return | 1.06% | -5.63% | 12.55% | -1.12% | 4.16% | 6.24% |
Place in category | 72 | 214 | 79 | 82 | 45 | 8 |
% in Category | 39 | 94 | 35 | 40 | 21 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cohen & Steers Instl Realty Shares | 7.71B | 1.11 | -0.55 | 6.17 | ||
Cohen & Steers Preferred Sec & IncI | 6.08B | 0.78 | 1.89 | 4.56 | ||
Cohen & Steers Real Estate SecuritI | 5.04B | 1.10 | -0.87 | 6.51 | ||
Cohen & Steers Realty Shares | 4.66B | 1.08 | -0.59 | 6.01 | ||
Cohen & Steers Global Realty I | 1.51B | 1.94 | -3.57 | 3.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 20.51B | 1.66 | -1.41 | 4.55 | ||
Vanguard REIT Index I | 10.13B | 1.69 | -1.38 | 4.57 | ||
Vanguard Real Estate II Index Fund | 9.45B | 1.68 | -1.36 | - | ||
Cohen & Steers Instl Realty Shares | 7.71B | 1.11 | -0.55 | 6.17 | ||
DFA Real Estate Securities I | 7.19B | 0.77 | -1.22 | 5.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Welltower | US95040Q1040 | 9.92 | 149.71 | -0.72% | |
American Tower | US03027X1000 | 8.76 | 188.56 | -0.52% | |
Digital | US2538681030 | 7.47 | 169.61 | +2.39% | |
Prologis | US74340W1036 | 5.68 | 121.63 | +0.26% | |
Crown Castle | US22822V1017 | 5.66 | 89.26 | -0.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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