DFA Real Estate Securities Portfolio

Class Inst (DFREX)
Scorecard
4 / 5 Stars
Lipper
4 5 2 5 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D- (Sell)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.38 0.38
Stocks 99.62 99.62
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 0.0 0.0
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 01.31.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Simon Property Group Inc SPG 9.21 9.9
Public Storage PSA 13.53 4.74
Prologis Inc PLD 11.53 4.05
Equity Residential EQR 13.86 3.92
Ventas Inc VTR 8.44 3.78
HCP Inc HCP 8.38 3.73
Health Care REIT, Inc. HCN 12.52 3.53
Boston Properties Inc BXP 15.93 3.39
AvalonBay Communities Inc AVB 12.01 3.21
Vornado Realty Trust VNO 12.82 3.13