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Total Fund Solution

CIK: 0001872253 Equity
Report date: 2026-02-23
AUM $49M
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-23

Holdings

From latest SEC N-PORT filing · US-listed stocks only

6 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 DEA Easterly Government Properties Since 2026-05-10 27616P301 Equity (Common)
2.04%
$1.00 47,019
2 VTR Ventas Inc Since 2026-05-10 92276F100 Equity (Common)
2.91%
$1.42 18,354
3 DOC Healthpeak Properties Inc Since 2026-05-10 42250P103 Equity (Common)
2.29%
$1.12 69,378
4 CWEN-A Clearway Energy Inc Since 2026-05-10 18539C204 Equity (Common)
3.49%
$1.70 51,088
5 DLR Digital Realty Trust Inc Since 2026-05-10 253868103 Equity (Common)
3.52%
$1.72 11,105
6 EQIX Equinix Inc Since 2026-05-10 29444U700 Equity (Common)
4.96%
$2.42 3,159