Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust · 31 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Virtus Duff & Phelps Real Estate Securities Fund |
|---|---|
| Welltower Inc | 11.07 % |
| Prologis Inc | 10.17 % |
| Equinix Inc | 8.75 % |
| Digital Realty Trust Inc | 5.79 % |
| Ventas Inc | 4.53 % |
| Simon Property Group Inc | 4.48 % |
| Iron Mountain Inc | 4.25 % |
| Public Storage | 3.58 % |
| Brixmor Property Group Inc | 3.17 % |
| First Industrial Realty Trust Inc | 3.13 % |
| AvalonBay Communities, Inc. | 3.10 % |
| Mid-America Apartment Communities, Inc. | 3.06 % |
| American Homes 4 Rent | 3.04 % |
| Essential Properties Realty Trust Inc | 2.97 % |
| Gaming and Leisure Properties Inc | 2.71 % |
| Sabra Health Care REIT Inc | 2.58 % |
| Agree Realty Corp | 2.49 % |
| Equity LifeStyle Properties Inc | 2.39 % |
| CubeSmart | 2.39 % |
| American Tower Corp | 2.00 % |
| Essex Property Trust Inc | 1.85 % |
| Ryman Hospitality Properties Inc | 1.83 % |
| Phillips Edison & Co Inc | 1.70 % |
| American Healthcare REIT Inc | 1.39 % |
| Kimco Realty Corp | 1.25 % |
| Cousins Properties Inc | 1.17 % |
| Alexandria Real Estate Equities, Inc. | 1.16 % |
| BXP Inc | 1.14 % |
| Vornado Realty Trust | 0.92 % |
| Pebblebrook Hotel Trust | 0.84 % |
1 funds, 31 lines read.