RE
| |
Real Estate Index PortfolioMutual Fund | |
VANGUARD VARIABLE INSURANCE FUNDS | |
Last update 2025-06-25 | 157 Stocks (1 new) |
Value $1.11 Bil | Turnover 1 % |
Real Estate Index Portfolio Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AMT | American Tower Corp | 352,252 | 76,650.0 | -1.05% | 6.910 | -0.06% | 0.080 | +10.50% | +28.12% | 108,252.3 | REITs | |
PLD | Prologis Inc | 653,162 | 73,017.0 | -7.44% | 6.580 | -0.51% | 0.070 | +7.17% | +5.73% | 101,812.0 | REITs | |
WELL | Welltower Inc | 469,373 | 71,912.6 | -0.42% | 6.480 | -0.02% | 0.070 | +9.74% | +29.23% | 105,547.8 | REITs | |
EQIX | Equinix Inc | 72,734 | 59,303.7 | +0.52% | 5.350 | +0.03% | 0.070 | -2.86% | -15.38% | 77,232.0 | REITs | |
SPG | Simon Property Group Inc | 245,948 | 40,847.0 | -1.02% | 3.680 | -0.04% | 0.080 | +6.99% | -1.75% | 53,847.1 | REITs | |
O | Realty Income Corp | 659,645 | 38,266.0 | -0.61% | 3.450 | -0.02% | 0.070 | +2.96% | +12.30% | 52,396.7 | REITs | |
DLR | Digital Realty Trust Inc | 250,046 | 35,829.1 | +0.21% | 3.230 | +0.01% | 0.070 | +17.90% | +3.09% | 61,273.8 | REITs | |
PSA | Public Storage | 118,845 | 35,569.1 | -1.00% | 3.210 | -0.03% | 0.070 | -1.22% | -2.11% | 50,403.2 | REITs | |
CCI | Crown Castle Inc | 327,590 | 34,144.7 | -1.09% | 3.080 | -0.03% | 0.080 | +14.28% | +28.98% | 49,603.1 | REITs | |
CBRE | CBRE Group Inc | 230,750 | 30,177.5 | -1.20% | 2.720 | -0.03% | 0.080 | +17.67% | +10.13% | 43,103.0 | Real Estate |
Real Estate Index Portfolio's Historical Top Holdings Breakdowns
Real Estate Index Portfolio's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
MAA |
Mid-America Apartment Communities Inc
Mid-America Apartment Communities Inc
| 2025-03-31 | Reduce Reduce | -0.66% | 146.9 ($158.27) 170.92 | $151.68 | -4.16% | Reduce -52.8% | 42,040 | -47,030 | |
PLD | Prologis Inc | 2025-03-31 | Reduce Reduce | -0.51% | 103.59 ($115.69) 124.04 | $109.72 | -5.16% | Reduce -7.44% | 653,162 | -52,516 | |
MRP | Millrose Properties Inc | 2025-03-31 | New Buy New Buy | +0.21% | 21.22 ($23.41) 26.74 | $30.75 | 31.35% | New holding | 88,706 | 88,706 | |
ROIC Unlock Delisted | Retail Opportunity Investments Corp | 2025-03-31 | Sold Out Sold Out | -0.15% | 17.35 ($17.44) 17.5 | $17.49 | 0.29% | Sold Out | 0 | -97,154 | |
CTRE | CareTrust REIT Inc | 2025-03-31 | Add Add | +0.06% | 24.93 ($26.85) 29.13 | $31.26 | 16.42% | Add 20.08% | 141,188 | 23,608 | |
AMT | American Tower Corp | 2025-03-31 | Reduce Reduce | -0.06% | 173.46 ($196.17) 217.6 | $231.24 | 17.88% | Reduce -1.05% | 352,252 | -3,730 | |
HR | Healthcare Realty Trust Inc | 2025-03-31 | Reduce Reduce | -0.04% | 15.99 ($16.62) 17.13 | $16.24 | -2.29% | Reduce -8.25% | 253,755 | -22,814 | |
CSGP | CoStar Group Inc | 2025-03-31 | Add Add | +0.04% | 69.29 ($76.08) 80.37 | $92.96 | 22.19% | Add 1.73% | 317,748 | 5,405 | |
SPG | Simon Property Group Inc | 2025-03-31 | Reduce Reduce | -0.04% | 159.48 ($174.79) 187.78 | $164.96 | -5.62% | Reduce -1.02% | 245,948 | -2,533 | |
EQIX | Equinix Inc | 2025-03-31 | Add Add | +0.03% | 803 ($898.89) 959.97 | $789.54 | -12.17% | Add 0.52% | 72,734 | 373 |
Real Estate Index Portfolio Total Holding History ($B)
Real Estate Index Portfolio's Asset Allocation
Real Estate Index Portfolio Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Real Estate Index Portfolio's Hypothetical Growth since 2025-03-31
Real Estate Index Portfolio's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Real Estate Index Portfolio's Holdings Heat Map
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Real Estate Index Portfolio's Holdings Bubble Chart
Real Estate Index Portfolio News
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