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SIMT REAL ESTATE FUND | SETAXMutual Fund | |
| SEI INSTITUTIONAL MANAGED TRUST | |
| Last update 2025-06-26 | 55 Stocks (18 new) |
| Value $68.00 Mil | Turnover 27 % |
SIMT REAL ESTATE FUND 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 | 21,150 | 4,602.2 | +487.50% | 6.720 | +5.58% | 0.000 | +3.27% | +23.75% | 104,563.4 | REITs | |
EQIX | Equinix Inc | 5,400 | 4,402.9 | -30.19% | 6.430 | -3.10% | 0.010 | -1.14% | -17.94% | 74,894.1 | REITs | |
PLD | Prologis Inc | 36,450 | 4,074.8 | -27.86% | 5.950 | -2.10% | 0.000 | +10.90% | +6.16% | 102,229.6 | REITs | |
WELL | Welltower Inc | 25,540 | 3,913.0 | -4.63% | 5.720 | -0.22% | 0.000 | +8.69% | +26.15% | 103,030.1 | REITs | |
VTR | Ventas Inc | 45,140 | 3,103.8 | -16.27% | 4.530 | -0.73% | 0.010 | -2.40% | +12.87% | 29,565.1 | REITs | |
DLR | Digital Realty Trust Inc | 19,384 | 2,777.5 | -25.45% | 4.060 | -1.65% | 0.010 | +17.55% | -0.95% | 58,258.2 | REITs | |
EXR | Extra Space Storage Inc | 17,210 | 2,555.5 | -13.39% | 3.730 | -0.56% | 0.010 | +8.94% | +1.80% | 31,608.8 | REITs | |
INVH | Invitation Homes Inc | 73,260 | 2,553.1 | -29.18% | 3.730 | -1.36% | 0.010 | -1.65% | +2.51% | 19,743.1 | REITs | |
UDR | UDR Inc | 46,498 | 2,100.3 | -33.47% | 3.070 | -1.43% | 0.010 | +0.57% | -3.31% | 13,473.8 | REITs | |
O | Realty Income Corp | 34,800 | 2,018.8 | New Holding | 2.950 | +2.95% | 0.000 | +0.59% | +9.92% | 51,285.9 | REITs |
SIMT REAL ESTATE FUND's Historical Top Holdings Breakdowns
SIMT REAL ESTATE FUND'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMT | American Tower Corp | 2025-03-31 | Add Add | +5.58% | 173.46 ($196.17) 217.6 | $223.36 | 13.86% | Add 487.5% | 21,150 | 17,550 | |
EQIX | Equinix Inc | 2025-03-31 | Reduce Reduce | -3.10% | 803 ($898.89) 959.97 | $765.64 | -14.82% | Reduce -30.19% | 5,400 | -2,335 | |
O | Realty Income Corp | 2025-03-31 | New Buy New Buy | +2.95% | 51.67 ($55.35) 58.49 | $56.79 | 2.60% | New holding | 34,800 | 34,800 | |
SBAC | SBA Communications Corp | 2025-03-31 | New Buy New Buy | +2.51% | 192.76 ($209.35) 224.91 | $233.89 | 11.72% | New holding | 7,800 | 7,800 | |
EQR | Equity Residential | 2025-03-31 | Reduce Reduce | -2.36% | 66.98 ($70.62) 75.02 | $66.95 | -5.20% | Reduce -52.19% | 21,390 | -23,350 | |
CCI | Crown Castle Inc | 2025-03-31 | New Buy New Buy | +2.26% | 84.33 ($93.37) 106.39 | $103.79 | 11.16% | New holding | 14,850 | 14,850 | |
SPG | Simon Property Group Inc | 2025-03-31 | Reduce Reduce | -2.17% | 159.48 ($174.79) 187.78 | $161.47 | -7.62% | Reduce -47.75% | 9,790 | -8,946 | |
PLD | Prologis Inc | 2025-03-31 | Reduce Reduce | -2.10% | 103.59 ($115.69) 124.04 | $110.17 | -4.77% | Reduce -27.86% | 36,450 | -14,080 | |
CBRE | CBRE Group Inc | 2025-03-31 | New Buy New Buy | +1.91% | 121.79 ($135.89) 147.13 | $138.35 | 1.81% | New holding | 10,020 | 10,020 | |
ADC | Agree Realty Corp | 2025-03-31 | New Buy New Buy | +1.80% | 68.36 ($73.3) 77.19 | $72.23 | -1.46% | New holding | 15,950 | 15,950 |
SIMT REAL ESTATE FUND Total Holding History ($B)
SIMT REAL ESTATE FUND's Asset Allocation
SIMT REAL ESTATE FUND Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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SIMT REAL ESTATE FUND's Hypothetical Growth since 2025-03-31
SIMT REAL ESTATE FUND's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SIMT REAL ESTATE FUND's Holdings Heat Map
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SIMT REAL ESTATE FUND's Holdings Bubble Chart
SIMT REAL ESTATE FUND News
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