KIFAX holdings — WESTWOOD REAL ESTATE INCOME FUND
WESTWOOD REAL ESTATE INCOME FUND (KIFAX) held 42 positions with net assets of $231M as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 38.5% of the fund, led by HOVNANIAN ENTERPRISES INC, KKR REAL ESTATE FINANCE TRUST INC, RLJ LODGING TRUST.
KIFAX top holdings
- HOVNANIAN ENTERPRISES INC — 4.41% ($10.2M)
- KKR REAL ESTATE FINANCE TRUST INC — 4.17% ($9.65M)
- RLJ LODGING TRUST — 4.10% ($9.48M)
- CTO REALTY GROWTH INC — 4.10% ($9.48M)
- LXP INDUSTRIAL TRUST — 3.99% ($9.23M)
- PEBBLEBROOK HOTEL TRUST — 3.81% ($8.81M)
- PUBLIC STORAGE — 3.62% ($8.37M)
- PSA PUBLIC STORAGE — 3.51% ($8.10M)
- SAUL CENTERS INC — 3.46% ($8.00M)
- CHIRON REAL ESTATE INC — 3.31% ($7.65M)
- WPC W.P. CAREY INC — 3.18% ($7.36M)
- AH REALTY TRUST INC — 3.13% ($7.23M)
- HUDSON PACIFIC PROPERTIES INC — 3.08% ($7.11M)
- AMERICAN HOMES 4 RENT — 2.58% ($5.95M)
- EPR PROPERTIES — 2.54% ($5.87M)
- WELL WELLTOWER INC — 2.54% ($5.86M)
- CCI CROWN CASTLE INC — 2.48% ($5.72M)
- CDP COPT DEFENSE PROPERTIES — 2.46% ($5.69M)
- DLR DIGITAL REALTY TRUST INC — 2.45% ($5.66M)
- CSR CENTERSPACE REAL ESTATE INVESTMENT TRUST — 2.37% ($5.48M)
- BXMT BLACKSTONE MORTGAGE TRUST INC — 2.36% ($5.45M)
- SUMMIT HOTEL PROPERTIES INC — 2.26% ($5.24M)
- PEBBLEBROOK HOTEL TRUST — 2.19% ($5.06M)
- ALPINE INCOME PROPERTY TRUST INC — 2.18% ($5.05M)
- MERCHANTS BANCORP (INDIANA) — 2.12% ($4.89M)
What are KIFAX's top 10 holdings?
HOVNANIAN ENTERPRISES INC (4.4%), KKR REAL ESTATE FINANCE TRUST INC (4.2%), RLJ LODGING TRUST (4.1%), CTO REALTY GROWTH INC (4.1%), LXP INDUSTRIAL TRUST (4.0%), PEBBLEBROOK HOTEL TRUST (3.8%), PUBLIC STORAGE (3.6%), PSA (3.5%), SAUL CENTERS INC (3.5%), CHIRON REAL ESTATE INC (3.3%).
How many stocks are in KIFAX?
WESTWOOD REAL ESTATE INCOME FUND reported 42 holdings as of July 31, 2026.
Share classes: KIFAX, KIFCX, KIFYX