Feb 29 2024 13 mins
In this episode, Portfolio Manager Bill Pekowitz joins Mike Taggart to give an update on AWP and the real estate market.
AWP’s top ten holdings as of December 31, 2023:
Prologis Inc 8.2%
Equinix Inc 4.6%
Public Storage 3.9%
Welltower Inc 3.8%
Digital Realty Trust Inc 3.7%
Realty Income Corp 3.4%
Simon Property Group Inc 3.1%
AvalonBay Communities Inc 3.0%
Equity LifeStyle Properties Inc 2.7%
Mitsui Fudosan Co Ltd 2.6%