Columbia Real Estate Equity FundCREYX

MUTUAL FUNDColumbia Threadneedle
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$131.8M
Expense ratio
0.79%
1-year return
+4.0%
3 years, a year
+7.7%
5 years, a year
+5.7%
Holdings
81

What it aims to do.

Columbia Real Estate Equity Fund (the Fund) seeks capital appreciation and above-average income by investing, under normal market conditions, at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of companies principally engaged in the real estate industry, including real estate investment trusts (REITs).

Top 10 holdings.

Holding% of fund
WELL Welltower Inc12.16%
PLD Prologis Inc10.04%
EQIX Equinix Inc9.31%
SPG Simon Property Group Inc3.47%
DLR Digital Realty Trust Inc3.37%
VTR Ventas Inc3.16%
Columbia Short Term Cash Fund3.00%
O Realty Income Corp2.62%
VMRK Equity Residential2.61%
PSA Public Storage2.60%

More on CREYX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.