SFREX holdings — Schwab Fundamental Global Real Estate Index Fund
Schwab Fundamental Global Real Estate Index Fund (SFREX) held 310 positions with net assets of $73.0M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 21.2% of the fund, led by PLD, AMT, CCI.
SFREX top holdings
- PLD Prologis Inc — 3.09% ($2.25M)
- AMT American Tower Corp — 2.64% ($1.92M)
- CCI Crown Castle Inc — 2.02% ($1.47M)
- CBRE CBRE Group Inc — 2.01% ($1.47M)
- EQIX Equinix Inc — 1.95% ($1.43M)
- WELL Welltower Inc — 1.95% ($1.43M)
- DLR Digital Realty Trust Inc — 1.92% ($1.40M)
- SPG Simon Property Group Inc — 1.91% ($1.39M)
- China Overseas Land & Investment Ltd — 1.85% ($1.35M)
- China Resources Land Ltd — 1.85% ($1.35M)
- Mitsubishi Estate Co Ltd — 1.71% ($1.25M)
- Mitsui Fudosan Co Ltd — 1.57% ($1.15M)
- Sun Hung Kai Properties Ltd — 1.53% ($1.11M)
- VTR Ventas Inc — 1.30% ($949K)
- JLL Jones Lang LaSalle Inc — 1.25% ($910K)
- PSA Public Storage — 1.22% ($893K)
- VMRK Equity Residential — 1.21% ($885K)
- IRM Iron Mountain Inc — 1.20% ($874K)
- CK Asset Holdings Ltd — 1.20% ($872K)
- O Realty Income Corp — 1.11% ($809K)
- HST Host Hotels & Resorts Inc — 1.07% ($780K)
- AvalonBay Communities Inc — 0.95% ($691K)
- Daito Trust Construction Co Ltd — 0.93% ($676K)
- DOC Healthpeak Properties Inc — 0.81% ($590K)
- COMP Compass Inc — 0.81% ($589K)
What are SFREX's top 10 holdings?
PLD (3.1%), AMT (2.6%), CCI (2.0%), CBRE (2.0%), EQIX (2.0%), WELL (2.0%), DLR (1.9%), SPG (1.9%), China Overseas Land & Investment Ltd (1.9%), China Resources Land Ltd (1.8%).
How many stocks are in SFREX?
Schwab Fundamental Global Real Estate Index Fund reported 310 holdings as of May 31, 2026.