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.
- WESTWOOD REAL ESTATE INCOME FUND Ultimus Managers Trust · 10 lines · as of Apr 30, 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 | WESTWOOD REAL ESTATE INCOME FUND |
|---|---|
| COPT Defense Properties | 3.85 % |
| Crown Castle Inc | 3.64 % |
| Public Storage | 3.10 % |
| WP Carey Inc | 2.99 % |
| Blackstone Mortgage Trust Inc | 2.92 % |
| Centerspace | 2.80 % |
| Welltower Inc | 2.23 % |
| Macerich Co/The | 2.23 % |
| Digital Realty Trust Inc | 2.06 % |
| Realty Income Corp | 1.98 % |
1 funds, 10 lines read.