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REIT Holdings

Offering liquidity and diversification

Our REIT Strategy

  • FWHRE invests into substantial, diversified REITs to maintain liquidity.
  • REITs contribute substantially to the liquidity of FWHRE in that they are readily traded on first world stock exchanges.
  • The REITs chosen for FWHRE are all market leaders which are committed to dividend payments.
  • The REIT portfolio in FWHRE has geographical diversification, as well as sectoral diversification, with an emphasis towards distribution type property.

The current REIT portfolio
is summarised in the
table below:

Security Gross Dividend Yield Market Cap Index Property Sector Exposure
Big Yellow Group 5.4% £1.7bn FTSE 250 self-storage
British Land 5.3% £4.5bn FTSE 100 Office & Retail
Land Securities 5.9% £5.2bn FTSE 100 Office & Retail
LondonMetric Group 6.4% £4.5bn FTSE 100 Industrial
Primary Health Properties 7.5% £2.5bn FTSE 250 Healthcare
Segro 3.5% £12.15bn FTSE 100 Industrial
Tritax Big Box 4.8% £4.5bn FTSE 100 Industrial
Figures as at 30 June 2026