Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.05 | 1.06 | 0.01 |
Shares | 98.53 | 98.53 | 0.00 |
Other | 0.48 | 0.54 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.48 | 25.55 |
Price to Book | 1.72 | 1.49 |
Price to Sales | 6.74 | 5.72 |
Price to Cash Flow | 15.37 | 15.31 |
Dividend Yield | 4.28 | 3.68 |
5 Years Earnings Growth | 5.40 | 6.74 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 99.14 | 97.84 |
Technology | 0.29 | 0.59 |
Financial Services | 0.11 | 2.85 |
Healthcare | 0.10 | 1.33 |
Consumer Cyclical | 0.09 | 1.87 |
Communication Services | 0.08 | 0.96 |
Industrials | 0.07 | 1.21 |
Consumer Defensive | 0.05 | 0.06 |
Energy | 0.03 | 0.03 |
Basic Materials | 0.02 | 0.30 |
Utilities | 0.02 | 0.03 |
Number of long holdings: 144
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA International Real Estate Sec I | - | 24.60 | - | - | |
Prologis | US74340W1036 | 6.06 | 104.70 | +0.54% | |
American Tower | US03027X1000 | 5.21 | 184.71 | +0.18% | |
Equinix | US29444U7000 | 4.39 | 950.01 | +1.11% | |
Welltower | US95040Q1040 | 4.07 | 126.59 | +0.77% | |
Digital | US2538681030 | 3.16 | 180.40 | +1.08% | |
Simon Property | US8288061091 | 2.76 | 173.35 | +1.15% | |
Realty Income | US7561091049 | 2.64 | 53.24 | +0.45% | |
Public Storage | US74460D1090 | 2.61 | 300.80 | +0.66% | |
Crown Castle | US22822V1017 | 2.38 | 91.00 | +0.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.04B | 26.76 | 11.56 | 12.46 | ||
DFA US Core Equity 2 I | 34.09B | 26.24 | 11.49 | 11.96 | ||
DFA International Core Equity I | 29.94B | 7.04 | 4.48 | 5.79 | ||
DFA Emerging Markets Core Equity I | 27.12B | 8.69 | 2.86 | 4.52 | ||
DFA US Large Cap Value I | 23.81B | 21.86 | 10.75 | 9.52 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review