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
+4.72%
+25.49%
106,033.3
REITs
PLD
Prologis Inc
274,429
30,678.4
+0.15%
8.600
+0.01%
0.030
+10.40%
+3.93%
100,086.1
REITs
EQIX
Equinix Inc
34,800
28,374.2
-5.95%
7.960
-0.59%
0.040
+2.62%
-15.41%
77,197.8
REITs
VTR
Ventas Inc
361,910
24,884.9
-5.09%
6.980
-0.32%
0.080
+0.21%
+14.49%
29,989.4
REITs
CBRE
CBRE Group Inc
157,700
20,624.0
-11.60%
5.780
-0.77%
0.050
+22.40%
+7.73%
42,163.9
Real Estate
WELL
Welltower Inc
108,700
16,653.9
+3.13%
4.670
+0.14%
0.020
+12.12%
+28.37%
104,841.5
REITs
PSA
Public Storage
51,700
15,473.3
+10.23%
4.340
+0.40%
0.030
-0.04%
-3.04%
49,924.3
REITs
SUI
Sun Communities Inc
99,000
12,735.4
+3.23%
3.570
+0.11%
0.080
+7.54%
+6.72%
15,962.9
REITs
ESS
Essex Property Trust Inc
38,548
11,817.7
-0.77%
3.310
-0.02%
0.060
+6.16%
+2.49%
18,349.8
REITs
SKT
Tanger Inc
332,200
11,225.0
+11.63%
3.150
+0.33%
0.290
+2.37%
-5.97%
3,568.4
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
$98.73
2.46%
New holding
87,400
87,400
AMT
American Tower Corp
2025-03-31
Add
Add
+1.70%
●
173.46 ($196.17) 217.6
$226.50
15.46%
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
$124.04
1.86%
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
$36.88
-7.87%
New holding
139,000
139,000
CCI
Crown Castle Inc
2025-03-31
Reduce
Reduce
-1.48%
●
84.33 ($93.37) 106.39
$106.40
13.96%
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
$165.36
-4.97%
Sold Out
0
-31,200
CURB
Curbline Properties Corp
2025-03-31
Reduce
Reduce
-0.91%
●
22.9 ($24.08) 25.25
$22.98
-4.57%
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
$26.36
-5.65%
Reduce -27.13%
308,100
-114,700
CBRE
CBRE Group Inc
2025-03-31
Reduce
Reduce
-0.77%
●
121.79 ($135.89) 147.13
$141.44
4.08%
Reduce -11.6%
157,700
-20,700
CUBE
CubeSmart
2025-03-31
Reduce
Reduce
-0.70%
●
40.23 ($41.78) 43.23
$41.00
-1.87%
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

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