Brookfield U.S. Listed Real Estate Fund
Brookfield Investment Funds
Expense ratio
Net assets1
$13.79M
Holdings1
30
Category
US Equity
Return

Top holdings

As of June 30, 2020 · N-PORT
SecurityTickerValue% of fund
PROLOGIS INC REIT $1.34M 9.75%
EQUINIX INC $1.09M 7.90%
DIGITAL REALTY TRUST INC $710.55K 5.15%
MID AMERICA APT CMNTY INC $705.11K 5.12%
WELLTOWER INC $680.10K 4.93%
VICI PROPERTIES $600.71K 4.36%
CAMDEN PROP TR $510.83K 3.71%
WP CAREY INC $480.32K 3.48%
COUSINS PROPERTIES INC $461.17K 3.35%
AVALONBAY COMMUNITIES INC REIT $448.46K 3.25%
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Allocation by sector

As of June 30, 2020 · N-PORT
View portfolio breakdown →

Portfolio moves

Mar 31, 2020 → Jun 30, 2020
Opened
9
Exited
13
Increased
13
Decreased
8
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.

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Footnotes

  1. Net assets and holdings count as of June 30, 2020, from the fund's N-PORT filing.

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