DFA Real Estate Securities Portfolio Institutional (DFREX)
41.25
+0.29
(+0.71%)
USD |
Jun 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 | 8.46% | -- | -- | -- | -- | 0.06 | |
| EQIX | Equinix Inc | 6.81% | -- | -- | -- | -- | 0.50 | |
| AMT | American Tower Corp | 6.74% | -- | -- | -- | -- | 0.34 | |
| WELL | Welltower Inc | 4.84% | -- | -- | -- | -- | 0.65 | |
| SPG | Simon Property Group Inc | 4.52% | -- | -- | -- | -- | 0.19 | |
| DLR | Digital Realty Trust Inc | 4.24% | -- | -- | -- | -- | 0.33 | |
| PSA | Public Storage | 3.69% | -- | -- | -- | -- | 0.20 | |
| O | Realty Income Corp | 3.66% | -- | -- | -- | -- | 0.20 | |
| CCI | Crown Castle Inc | 3.08% | -- | -- | -- | -- | 0.07 | |
| EXR | Extra Space Storage Inc | 2.54% | -- | -- | -- | -- | 0.05 | |
| AVB | AvalonBay Communities Inc | 2.50% | -- | -- | -- | -- | 0.07 | |
| VICI | VICI Properties Inc | 2.42% | -- | -- | -- | -- | 0.18 | |
| IRM | Iron Mountain Inc | 2.36% | -- | -- | -- | -- | 0.16 | |
| VTR | Ventas Inc | 1.98% | -- | -- | -- | -- | 0.19 | |
| EQR | Equity Residential | 1.90% | -- | -- | -- | -- | 0.07 | |
| SBAC | SBA Communications Corp | 1.68% | -- | -- | -- | -- | 0.11 | |
| INVH | Invitation Homes Inc | 1.50% | -- | -- | -- | -- | -0.01 | |
| ESS | Essex Property Trust Inc | 1.45% | -- | -- | -- | -- | 0.06 | |
| MAA | Mid-America Apartment Communities Inc | 1.40% | -- | -- | -- | -- | 0.07 | |
| SUI | Sun Communities Inc | 1.25% | -- | -- | -- | -- | 0.08 | |
| KIM | Kimco Realty Corp | 1.20% | -- | -- | -- | -- | 0.08 | |
| ARE | Alexandria Real Estate Equities Inc | 1.19% | -- | -- | -- | -- | -0.24 | |
| DOC | Healthpeak Properties Inc | 1.12% | -- | -- | -- | -- | -0.02 | |
| GLPI | Gaming and Leisure Properties Inc | 1.06% | -- | -- | -- | -- | 0.06 | |
| UDR | UDR Inc | 1.04% | -- | -- | -- | -- | 0.04 |
Showing 1 - 25 of 134 Holdings