AltsVault · Alternative-Investment Funds · SEC EDGAR

Alternative-investment funds, compared

Canonical fund metrics from SEC filings — a Python + dbt pipeline reconciles multi-source data into comparable numbers with a verification status, plus reconciled portfolio holdings.

Universe
Funds tracked
768
4 asset classes
Combined assets
$3.5T
latest reported
Canonical facts
56,943
52 distinct metrics
Corroborated
2%
1,229 of 56,943
Holdings
6,751
portfolio positions
Latest period
2026-06-30
most recent filing
ENERGY TRANSFER LP$147.5B$1.3B
ANNALY CAPITAL MANAGEMENT INC$138.5B$16.3B7.1%$283M
AGNC INVESTMENT CORP.$118.9B$12.2B-5.0%$-148M
Prologis, Inc.$98.1B$53.5B$34.7B$33.8B35.3%2.9%7.5%$982M
BLACKSTONE REAL ESTATE INCOME TRUST, INC.$93.6B$18.3B-8.0%$-357M
Blackstone Private Credit Fund$84.8B$45.0B$35.2B$32.4B41.5%6.0%-0.5%$-50M
ENTERPRISE PRODUCTS PARTNERS L.P.$80.6B$1.5B
Realty Income Corporation$74.6B$39.1B$4.7B$4.6B34.8%5.2%2.7%$1.1B
Welltower Inc.$67.2B$43.8B$17.9B$13.2B26.7%3.5%2.2%$937M
American Tower Corporation$63.2B$3.5B$38.9B$37.4B57.9%2.9%53.6%$840M
STARWOOD PROPERTY TRUST, INC.$62.1B$6.7B3.2%$52M
RITHM CAPITAL CORP.$53.4B$8.6B$30.2B$28.5B56.5%5.8%4.9%$103M
DIGITAL REALTY TRUST, INC.$48.9B$23.4B3.1%$179M
VICI PROPERTIES INC.$47.1B$28.2B12.7%$872M
MPLX LP$42.9B
EQUINIX INC$40.9B$14.3B11.9%$415M
Simon Property Group$39.6B$4.9B$28.2B$27.7B71.3%4.0%
Blue Owl Credit Income Corp.$36.9B$19.1B$16.4B$15.6B44.3%6.4%-1.7%$-80M
ALEXANDRIA REAL ESTATE EQUITIES, INC.$34.2B$15.7B9.4%$362M
PLAINS GP HOLDINGS LP$32.8B$20M
PLAINS ALL AMERICAN PIPELINE LP$31.6B$152M
CROWN CASTLE INC.$31.4B$151M
Ares Capital Corporation$30.7B$14.1B$15.8B$15.3B51.7%5.5%2.7%$92M
CBRE GROUP, INC.$30.2B$8.5B15.3%$318M
EXTRA SPACE STORAGE INC.$29.1B$13.3B7.4%$241M
VENTAS, INC.$27.7B$13.1B$12.5B$12.3B45.2%5.1%
APOLLO DEBT SOLUTIONS BDC$26.9B$14.4B0.3%$11M
REDWOOD TRUST INC$26.8B$957M-2.4%$-6M
HPS Corporate Lending Fund$26.3B$12.4B$12.9B$12.2B48.9%6.0%3.2%$97M
TIAA REAL ESTATE ACCOUNT$25.5B$139M
BXP, INC.$25.1B$5.2B8.1%$102M
DYNEX CAPITAL INC$24.3B$-80M
ARMOUR RESIDENTIAL REIT, INC.$22.7B$2.6B18.1%$115M
PENNYMAC MORTGAGE INVESTMENT TRUST$22.5B$1.9B5.4%$25M
ARES STRATEGIC INCOME FUND$22.4B$10.5B-0.1%$-1M
AVALONBAY COMMUNITIES INC$22.1B$11.5B11.6%$326M
HEALTHPEAK PROPERTIES, INC.$21.6B$7.8B10.1%$194M
IRON MOUNTAIN INC$21.5B$-1.2B
EQUITY RESIDENTIAL$20.5B$10.7B3.5%$90M
ELLINGTON FINANCIAL INC.$20.2B$1.9B20.4%$95M
Public Storage$19.9B$9.2B$9.7B$9.6B48.9%3.4%23.4%$526M
BLACKSTONE MORTGAGE TRUST, INC.$19.6B$3.4B-0.8%$-6M
KIMCO REALTY CORP$19.6B$10.4B6.5%$165M
NEXTERA ENERGY PARTNERS, LP$19.5B$33M
LINEAGE, INC.$19.0B$8.1B-2.3%$-46M
STARWOOD REAL ESTATE INCOME TRUST, INC.$18.7B$3.6B-12.9%$-113M
W. P. CAREY INC.$18.2B$8.3B$8.8B$8.5B48.1%3.5%8.7%$176M
JONES LANG LASALLE INC$17.9B$7.3B$1.9B$1.5B10.7%10.6%$792M
GOLDMAN SACHS PRIVATE CREDIT CORP.$17.5B$9.2B
CHENIERE ENERGY PARTNERS, L.P.$17.1B$186M
1–50 of 768 funds
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corroborated · single source · ƒ derived (computed, not filed). Headline metrics only — click a ticker for the full library by category.