NAA RISK MANAGED REAL ESTATE FUND

NAA RISK MANAGED REAL ESTATE FUND is a registered fund series of New Age Alpha Funds Trust (series S000087630). Net assets $180.2M as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
MORGAN STANLEY & COMPANY MARGIN DEPOSIT ACCOUNT$25.0M1385.47%
MORGAN STANLEY & COMPANY MARGIN DEPOSIT ACCOUNT$25.0M1385.47%
Welltower Inc.$17.7M980.45%
Welltower Inc.$17.7M980.45%
Prologis Inc.$15.8M878.91%
Prologis Inc.$15.8M878.91%
Equinix, Inc.$12.3M683.90%
Equinix, Inc.$12.3M683.90%
United States Treasury Bills$8.8M490.30%
United States Treasury Bills$8.8M490.30%
Digital Realty Trust Inc.$8.1M448.84%
Digital Realty Trust Inc.$8.1M448.84%
Simon Property Group Inc$8.0M442.67%
Simon Property Group Inc$8.0M442.67%
Realty Income Corporation$8.0M442.67%

Net asset history

Report dateNet assets
2026-03-31$180.2M
2025-12-31$180.0M
2025-09-30$212.3M
2025-06-30$208.8M
2025-03-31$234.6M
2024-12-31$264.8M

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