Westwood Real Estate Income Fund
Westwood Real Estate Income Fund reported 11 holdings worth US$231M as of Jul 31, 2026 (Form N-PORT)
As of Jul 31, 2026 · Filed Sep 28, 2026
Westwood Real Estate Income Fund reported 11 holdings worth US$231M as of Jul 31, 2026. Largest: Public Storage, W. P. Carey Inc. Reit and Welltower Inc. Filed Sep 28, 2026 (Form N-PORT).
- Holdings
- 11
- Value as reported
- US$231M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Public Storage | 25,000 | US$8.1M | 3.5% |
| W. P. Carey Inc. Reit | 100K | US$7.36M | 3.2% |
| Welltower Inc. | 25,000 | US$5.86M | 2.5% |
| Crown Castle Inc. | 75,000 | US$5.72M | 2.5% |
| Copt Defense Properties | 150K | US$5.69M | 2.5% |
| Digital Realty Trust, Inc. | 30,000 | US$5.66M | 2.4% |
| D/b/a Centerspace | 100K | US$5.48M | 2.4% |
| Blackstone Mortgage Trust, Inc. | 375K | US$5.45M | 2.4% |
| Realty Income Corporation | 75,000 | US$4.79M | 2.1% |
| Curbline Properties Corp. | 140K | US$4.29M | 1.9% |
| Macerich Company (the) | 0 | US$0 | 0.00% |