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The Real Estate Sector contains all REITs, with the exception of Mortgage REITs, (which remain in the Financial sector). Additionally, the sector includes Real Estate Management and Development services.


  • Hotels, Restaurants, & Leisure

  • Equity Real Estate Investment Trusts

  • Real Estate Management & Development


The Financial Sector contains companies involved in activities such as banking, mortgage finance, consumer finance, specialized finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, financial investment, real estate investment trusts (REITs), as well as companies engaged in real estate management & development.


  • Banks

  • Capital Markets

  • Consumer Finance

  • Diversified Financial Services

  • Insurance

  • Mortgage REITs

  • Thrifts & Mortgage Finance

Portfolio Managers

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Ben Petrulis
Lead Analyst
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Lulu Douglas
Associate Analyst
Jake Kimmel
Associate Analyst

Current Holdings

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Realized Investments

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