VR

VIP Real Estate Portfolio

Mutual Fund
VIP Real Estate Portfolio
Last update 2025-06-24 31 Stocks (2 new)
Value $357.00 Mil Turnover 8 %
Countries:
Top Holdings: AMT(10.03%)PLD(8.60%)EQIX(7.96%)VTR(6.98%)CBRE(5.78%)
Summary Stock Picks Current Portfolio
VIP Real Estate Portfolio Top Holdings of 2025-03-31 View Full List
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
164,400
35,773.4
+20.44%
10.030
+1.70%
0.040
+9.12%
+27.53%
107,756.1
REITs
PLD
Prologis Inc
274,429
30,678.4
+0.15%
8.600
+0.01%
0.030
+9.43%
+6.00%
102,071.9
REITs
EQIX
Equinix Inc
34,800
28,374.2
-5.95%
7.960
-0.59%
0.040
-1.11%
-14.66%
77,884.5
REITs
VTR
Ventas Inc
361,910
24,884.9
-5.09%
6.980
-0.32%
0.080
-0.96%
+16.25%
30,449.8
REITs
CBRE
CBRE Group Inc
157,700
20,624.0
-11.60%
5.780
-0.77%
0.050
+18.50%
+10.16%
43,114.9
Real Estate
WELL
Welltower Inc
108,700
16,653.9
+3.13%
4.670
+0.14%
0.020
+9.98%
+29.42%
105,698.2
REITs
PSA
Public Storage
51,700
15,473.3
+10.23%
4.340
+0.40%
0.030
-0.91%
-1.33%
50,808.4
REITs
SUI
Sun Communities Inc
99,000
12,735.4
+3.23%
3.570
+0.11%
0.080
+6.08%
+6.07%
15,865.9
REITs
ESS
Essex Property Trust Inc
38,548
11,817.7
-0.77%
3.310
-0.02%
0.060
+6.55%
+5.21%
18,837.8
REITs
SKT
Tanger Inc
332,200
11,225.0
+11.63%
3.150
+0.33%
0.290
+0.75%
-5.17%
3,598.9
REITs

VIP Real Estate Portfolio's Historical Top Holdings Breakdowns

VIP Real Estate Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IRM
Iron Mountain Inc
2025-03-31
New Buy
New Buy
+2.11%
●
82.79 ($96.36) 111.31
$99.38
3.13%
New holding
87,400
87,400
AMT
American Tower Corp
2025-03-31
Add
Add
+1.70%
●
173.46 ($196.17) 217.6
$230.18
17.34%
Add 20.44%
164,400
27,900
LAMR
Lamar Advertising Co
2025-03-31
Sold Out
Sold Out
-1.58%
●
110.65 ($121.77) 132.9
$126.26
3.69%
Sold Out
0
-45,900
REXR
Rexford Industrial Realty Inc
2025-03-31
New Buy
New Buy
+1.53%
●
37.17 ($40.03) 41.44
$38.06
-4.92%
New holding
139,000
139,000
CCI
Crown Castle Inc
2025-03-31
Reduce
Reduce
-1.48%
●
84.33 ($93.37) 106.39
$109.73
17.52%
Reduce -38.88%
90,700
-57,700
EGP
EastGroup Properties Inc
2025-03-31
Sold Out
Sold Out
-1.42%
●
155.63 ($174.01) 187.46
$169.56
-2.56%
Sold Out
0
-31,200
CURB
Curbline Properties Corp
2025-03-31
Reduce
Reduce
-0.91%
●
22.9 ($24.08) 25.25
$23.05
-4.28%
Reduce -44.97%
170,600
-139,400
FCPT
Four Corners Property Trust Inc
2025-03-31
Reduce
Reduce
-0.88%
●
26.26 ($27.94) 29.31
$26.69
-4.47%
Reduce -27.13%
308,100
-114,700
CBRE
CBRE Group Inc
2025-03-31
Reduce
Reduce
-0.77%
●
121.79 ($135.89) 147.13
$144.63
6.43%
Reduce -11.6%
157,700
-20,700
CUBE
CubeSmart
2025-03-31
Reduce
Reduce
-0.70%
●
40.23 ($41.78) 43.23
$41.52
-0.62%
Reduce -19.4%
240,600
-57,900

VIP Real Estate Portfolio Total Holding History ($B)

To

VIP Real Estate Portfolio's Asset Allocation

To

VIP Real Estate Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

VIP Real Estate Portfolio's Hypothetical Growth since 2025-03-31

VIP Real Estate Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

VIP Real Estate Portfolio's Holdings Heat Map

Size field:

VIP Real Estate Portfolio's Holdings Bubble Chart

VIP Real Estate Portfolio News

  • 1

Discussions on VIP Real Estate Portfolio

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.