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.
- NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust · 54 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 | NAA RISK MANAGED REAL ESTATE FUND |
|---|---|
| Welltower Inc | 9.80 % |
| Prologis Inc | 8.79 % |
| Equinix Inc | 6.84 % |
| Digital Realty Trust Inc | 4.49 % |
| Realty Income Corp | 4.43 % |
| Simon Property Group Inc | 4.43 % |
| Public Storage | 4.36 % |
| Ventas Inc | 3.63 % |
| VICI Properties Inc | 2.92 % |
| Iron Mountain Inc | 2.91 % |
| Extra Space Storage Inc | 2.84 % |
| Equity Residential | 2.02 % |
| Essex Property Trust Inc | 1.51 % |
| WP Carey Inc | 1.48 % |
| Kimco Realty Corp | 1.45 % |
| Mid-America Apartment Communities, Inc. | 1.43 % |
| Sun Communities Inc | 1.42 % |
| Invitation Homes Inc | 1.38 % |
| Omega Healthcare Investors Inc | 1.25 % |
| Gaming and Leisure Properties Inc | 1.24 % |
| Regency Centers Corp | 1.21 % |
| Equity LifeStyle Properties Inc | 1.19 % |
| Host Hotels & Resorts Inc | 1.18 % |
| Lamar Advertising Co | 1.12 % |
| Healthpeak Properties Inc | 1.07 % |
| Camden Property Trust | 1.06 % |
| UDR Inc | 1.02 % |
| EastGroup Properties Inc | 0.98 % |
| American Homes 4 Rent | 0.92 % |
| CubeSmart | 0.85 % |
1 funds, 54 lines read.