In the second quarter of 2024, active managers increased allocations in the digital sectors and health care, according to Nareit in a recent blog post.
The data centers sector is the most overweight relative to its index weight in the funds, invested at 123 percent of its index share. Telecommunications had the largest year-over-year increase, up 2.7 percentage points and surpassing retail as the sector with the second highest share of actively managed assets. Health care’s increase of 1.8 percentage points in the second quarter jumped the sector into the third-highest share of assets, its highest rank since the beginning of the series in 2010.
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