Eaton Vance Real Estate Fund
Eaton Vance Special Investment Trust
Expense ratio
Net assets1
$39.02M
Holdings1
45
Category
US Equity
Return

Top holdings

As of March 31, 2021 · N-PORT
SecurityTickerValue% of fund
PROLOGIS INC REIT $2.84M 7.27%
PUBLIC STORAGE $2.23M 5.72%
MID AMERICA APT CMNTY INC $2.16M 5.55%
AVALONBAY COMMUNITIES INC REIT $2.05M 5.26%
SIMON PROPERTY $1.86M 4.78%
EQUITY RESIDENTIAL REIT $1.86M 4.76%
INVITATION HOMES INC $1.58M 4.05%
EASTGROUP PROP $1.20M 3.07%
STORE CAPITAL CORP $1.20M 3.06%
HEALTHPEAK PROPERTIES INC $1.12M 2.86%
View all holdings →

Allocation by sector

As of March 31, 2021 · N-PORT
View portfolio breakdown →

Portfolio moves

Dec 31, 2020 → Mar 31, 2021
Opened
0
Exited
1
Increased
44
Decreased
1
Unchanged
0

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

View portfolio moves →

Similar funds

Funds whose portfolios most overlap this one, by weight

Footnotes

  1. Net assets and holdings count as of March 31, 2021, from the fund's N-PORT filing.

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.