Nuveen Real Estate Securities FundFREGX

MUTUAL FUNDNuveen
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$747.7M
Expense ratio
0.72%
1-year return
+2.7%
3 years, a year
+6.4%
5 years, a year
+4.3%
Holdings
69

What it aims to do.

The investment objective of the Fund is to provide above average current income and long-term capital appreciation.

Top 10 holdings.

Holding% of fund
WELL Welltower Inc10.61%
PLD Prologis Inc8.36%
EQIX Equinix Inc6.62%
DLR Digital Realty Trust Inc5.28%
SPG Simon Property Group Inc3.97%
VTR Ventas Inc3.43%
AMT American Tower Corp2.76%
IRM Iron Mountain Inc2.71%
PSA Public Storage2.59%
EGP EastGroup Properties Inc2.32%

More on FREGX.

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