DFA Real Estate Securities Portfolio

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.65 0.65
Stocks 99.35 99.35
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 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Simon Property Group Inc SPG 7.25 10.05
Public Storage PSA 12.07 4.75
Prologis Inc PLD 10.77 3.96
Equity Residential EQR 12.82 3.85
Ventas Inc VTR 9.62 3.64
HCP Inc HCP 8.03 3.6
Health Care REIT, Inc. HCN 11.36 3.37
Boston Properties Inc BXP 11.76 3.27
AvalonBay Communities Inc AVB 9.12 3.23
Host Hotels & Resorts Inc HST 1.08 3.17