Titelia

Holdings of Virtus Duff & Phelps Global Real Estate Securities Fund

ISIN US92828W2391

Virtus Opportunities Trust · Original filing · Compare with another fund · Report an error

Net assets
401.3M $ including 399.1M $ in equities, 99.5 %
Positions
54 in 12 countries
Top ten
44.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Welltower Inc 189,45037.5M $9.33 %
2Prologis Inc 201,61826.6M $6.64 %
3Equinix Inc 26,01025.5M $6.35 %
4Digital Realty Trust Inc 106,47519.2M $4.78 %
5Ventas Inc 195,85016M $3.99 %
6Mitsui Fudosan Co Ltd 1,136,85012.1M $3.02 %
7Merlin Properties Socimi SA 671,39610.9M $2.73 %
8Simon Property Group Inc 58,22110.9M $2.71 %
9Mitsubishi Estate Co Ltd 388,90010.8M $2.69 %
10AvalonBay Communities, Inc. 61,14510M $2.49 %
11Brixmor Property Group Inc 346,70810M $2.49 %
12First Industrial Realty Trust Inc 171,0759.9M $2.47 %
13Scentre Group 4,063,4259.4M $2.34 %
14American Homes 4 Rent 331,5009.3M $2.31 %
15Iron Mountain Inc 90,0659.2M $2.29 %
16Public Storage 33,0258.9M $2.23 %
17Essential Properties Realty Trust Inc 245,8007.5M $1.86 %
18CapitaLand Ascendas REIT 3,847,3007.4M $1.85 %
19Mid-America Apartment Communities, Inc. 55,1506.7M $1.68 %
20CubeSmart 182,2756.7M $1.66 %
21Swire Properties Ltd 2,260,0006.6M $1.65 %
22Tritax Big Box REIT PLC 3,414,1256.4M $1.60 %
23Essex Property Trust Inc 26,2906.4M $1.59 %
24Equity LifeStyle Properties Inc 97,9256.1M $1.52 %
25Vonovia SE 235,1785.9M $1.47 %
26NEXTDC Ltd 728,0985.8M $1.45 %
27Klepierre SA 153,5945.8M $1.44 %
28UNITE Group PLC/The 905,4995.5M $1.37 %
29Goodman Group 302,3005.4M $1.35 %
30Phillips Edison & Co Inc 140,9505.3M $1.31 %
31American Tower Corp 30,3355.2M $1.30 %
32Ryman Hospitality Properties Inc 55,6355.1M $1.28 %
33First Capital Real Estate Investment Trust 339,9505M $1.26 %
34Aedifica SA 50,0094M $1.01 %
35Chartwell Retirement Residences 271,6503.9M $0.98 %
36Japan Hotel REIT Investment Corp 8,1983.9M $0.97 %
37Agree Realty Corp 50,9003.8M $0.96 %
38British Land Co PLC/The 769,0003.6M $0.91 %
39Cousins Properties Inc 156,0003.5M $0.88 %
40Pebblebrook Hotel Trust 276,0003.5M $0.87 %
41Vornado Realty Trust 133,5453.5M $0.87 %
42Capitaland India Trust 4,142,7833.3M $0.81 %
43BXP Inc 62,1003.2M $0.80 %
44Safestore Holdings PLC 379,1223.2M $0.79 %
45Mitsui Fudosan Logistics Park Inc 4,2913.1M $0.76 %
46Warehouses De Pauw CVA 114,2793M $0.74 %
47Alexandria Real Estate Equities, Inc. 61,2752.8M $0.71 %
48Catena AB 52,3412.4M $0.61 %
49Canadian Apartment Properties REIT 88,3352.3M $0.56 %
50Comforia Residential REIT Inc 3,1832.2M $0.54 %
51American Healthcare REIT Inc 46,2002.2M $0.54 %
52Smartstop Self Storage REIT Inc 62,9751.9M $0.48 %
53Derwent London PLC 31,310654.2K $0.16 %
54CapitaLand Ascendas REIT 107,72410.1K $0.00 %

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Sector breakdown

  • Real estate 41.7 %
  • Unattributed 58.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 66.8 %
  • JPY 8.0 %
  • EUR 7.4 %
  • AUD 5.2 %
  • GBP 4.9 %
  • CAD 2.8 %
  • SGD 2.7 %
  • HKD 1.7 %
  • SEK 0.6 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 66.8 %
  • Japan 8.0 %
  • Australia 5.2 %
  • United Kingdom 4.9 %
  • Canada 2.8 %
  • Spain 2.7 %
  • Singapore 2.7 %
  • Belgium 1.8 %
  • Hong Kong SAR China 1.7 %
  • Germany 1.5 %
  • France 1.4 %
  • Sweden 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States28266.4M $66.76 %
2Japan532M $8.03 %
3Australia320.6M $5.17 %
4United Kingdom519.4M $4.86 %
5Canada311.2M $2.81 %
6Spain110.9M $2.74 %
7Singapore310.7M $2.68 %
8Belgium27M $1.76 %
9Hong Kong SAR China16.6M $1.66 %
10Germany15.9M $1.47 %
11France15.8M $1.44 %
12Sweden12.4M $0.61 %
Cite this page

Titelia. "Holdings of Virtus Duff & Phelps Global Real Estate Securities Fund". https://titelia.com/en/funds/S000025108