DFA Real Estate Securities Portfolio Institutional (DFREX)
37.50
-0.84
(-2.19%)
USD |
Apr 10 2025
Absolute Attribution
Attribution Table (?)
| Symbol | Name | Weight | 1 Month Contribution | 3 Month Contribution | 6 Month Contribution | YTD Contribution | 1Y Contribution | |
|---|---|---|---|---|---|---|---|---|
| PLD | Prologis Inc | 7.71% | -- | -- | -- | -- | -0.66 | |
| AMT | American Tower Corp | 7.36% | -- | -- | -- | -- | 0.43 | |
| EQIX | Equinix Inc | 6.38% | -- | -- | -- | -- | 0.03 | |
| WELL | Welltower Inc | 4.86% | -- | -- | -- | -- | 0.69 | |
| DLR | Digital Realty Trust Inc | 4.36% | -- | -- | -- | -- | 0.06 | |
| SPG | Simon Property Group Inc | 4.13% | -- | -- | -- | -- | 0.10 | |
| PSA | Public Storage | 3.90% | -- | -- | -- | -- | 0.07 | |
| O | Realty Income Corp | 3.81% | -- | -- | -- | -- | 0.13 | |
| CCI | Crown Castle Inc | 3.49% | -- | -- | -- | -- | 0.04 | |
| IRM | Iron Mountain Inc | 2.71% | -- | -- | -- | -- | 0.10 | |
| EXR | Extra Space Storage Inc | 2.59% | -- | -- | -- | -- | -0.04 | |
| VICI | VICI Properties Inc | 2.48% | -- | -- | -- | -- | 0.11 | |
| AVB | AvalonBay Communities Inc | 2.36% | -- | -- | -- | -- | 0.06 | |
| VTR | Ventas Inc | 2.02% | -- | -- | -- | -- | 0.28 | |
| SBAC | SBA Communications Corp | 1.84% | -- | -- | -- | -- | 0.04 | |
| EQR | Equity Residential | 1.80% | -- | -- | -- | -- | 0.04 | |
| INVH | Invitation Homes Inc | 1.44% | -- | -- | -- | -- | -0.04 | |
| ESS | Essex Property Trust Inc | 1.36% | -- | -- | -- | -- | 0.05 | |
| MAA | Mid-America Apartment Communities Inc | 1.31% | -- | -- | -- | -- | 0.09 | |
| ARE | Alexandria Real Estate Equities Inc | 1.27% | -- | -- | -- | -- | -0.27 | |
| SUI | Sun Communities Inc | 1.24% | -- | -- | -- | -- | -0.00 | |
| KIM | Kimco Realty Corp | 1.20% | -- | -- | -- | -- | 0.06 | |
| DOC | Healthpeak Properties Inc | 1.12% | -- | -- | -- | -- | 0.01 | |
| GVMXX | State Street US Government Money Market Fund Prem | 1.10% | -- | -- | -- | -- | 0.02 | |
| GLPI | Gaming and Leisure Properties Inc | 1.03% | -- | -- | -- | -- | 0.05 |
Showing 1 - 25 of 138 Holdings