Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND · Spirit of America Investment Fund, Inc.
93 holdings · as of 2026-06-30 (2.6 months ago)
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 104% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 46.04% of portfolio weight is in non-compliant holdings, over the 5% threshold.
93 holdings, 76 matched (86% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
1.08% of this portfolio’s income is non-permissible — weighted across holdings, computed over 77% of portfolio weight (69 of 93 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
39.9% compliant 1.6% questionable 44.1% non-compliant 14.5% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| WELL WELLTOWER INC | COMPLIANT | 11.03% | AAOIFI10.6% Usmani26.7% Dow Jones Islamic15.6% S&P Shariah19.1% MSCI Islamic26.7% MSCI Islamic M-Series19.1% FTSE Shariah26.7% |
| EQIX EQUINIX INC | COMPLIANT | 6.13% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| IRON MOUNTAIN INC (REIT) | UNSCREENED | 5.67% | no in-house ratios for this holding |
| DLR DIGITAL REALTY TRUST INC | COMPLIANT | 4.97% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SPG SIMON PROPERTY GROUP INC | NON_COMPLIANT | 4.59% | AAOIFI42.4% Usmani72.3% Dow Jones Islamic57.5% S&P Shariah63.8% MSCI Islamic72.3% MSCI Islamic M-Series63.8% FTSE Shariah72.3% |
| PLD PROLOGIS INC | COMPLIANT | 4.55% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| VTR VENTAS INC | COMPLIANT | 4.05% | AAOIFI28.0% Usmani42.8% Dow Jones Islamic38.5% S&P Shariah45.5% MSCI Islamic42.8% MSCI Islamic M-Series45.5% FTSE Shariah42.8% |
| PSA PUBLIC STORAGE | NON_COMPLIANT | 3.48% | AAOIFI18.1% Usmani50.6% Dow Jones Islamic19.9% S&P Shariah20.7% MSCI Islamic50.6% MSCI Islamic M-Series20.7% FTSE Shariah50.6% |
| VICI VICI PROPERTIES INC | NON_COMPLIANT | 3.14% | AAOIFI57.8% Usmani35.1% Dow Jones Islamic55.7% S&P Shariah58.1% MSCI Islamic35.1% MSCI Islamic M-Series58.1% FTSE Shariah35.1% |
| OHI OMEGA HEALTHCARE INVESTORS INC | NON_COMPLIANT | 3.10% | AAOIFI30.5% Usmani42.9% Dow Jones Islamic37.6% S&P Shariah43.5% MSCI Islamic42.9% MSCI Islamic M-Series43.5% FTSE Shariah42.9% |
| EXR EXTRA SPACE STORAGE INC | NON_COMPLIANT | 2.51% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| O REALTY INCOME CORP | NON_COMPLIANT | 2.32% | AAOIFI3.5% Usmani2.6% Dow Jones Islamic4.0% S&P Shariah4.3% MSCI Islamic2.6% MSCI Islamic M-Series4.3% FTSE Shariah2.6% |
| MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS | UNSCREENED | 2.28% | no in-house ratios for this holding |
| VRT VERTIV HOLDINGS COMPANY | COMPLIANT | 2.12% | AAOIFI3.2% Usmani19.0% Dow Jones Islamic4.5% S&P Shariah5.7% MSCI Islamic19.0% MSCI Islamic M-Series5.7% FTSE Shariah18.5% |
| STAG STAG INDUSTRIAL INC | NON_COMPLIANT | 1.96% | AAOIFI44.2% Usmani44.6% Dow Jones Islamic48.2% S&P Shariah49.6% MSCI Islamic44.6% MSCI Islamic M-Series49.6% FTSE Shariah44.6% |
| REG REGENCY CENTERS CORP | NON_COMPLIANT | 1.91% | AAOIFI36.3% Usmani38.4% Dow Jones Islamic38.6% S&P Shariah41.4% MSCI Islamic38.4% MSCI Islamic M-Series41.4% FTSE Shariah38.4% |
| BRIXMOR PROPERTY GROUP INC | UNSCREENED | 1.81% | no in-house ratios for this holding |
| GLPI GAMING AND LEISURE PROPERTIES INC | NON_COMPLIANT | 1.78% | AAOIFI66.7% Usmani57.1% Dow Jones Islamic65.1% S&P Shariah68.3% MSCI Islamic57.1% MSCI Islamic M-Series68.3% FTSE Shariah57.1% |
| TRNO TERRENO REALTY CORP | COMPLIANT | 1.76% | AAOIFI13.1% Usmani16.5% Dow Jones Islamic15.2% S&P Shariah16.2% MSCI Islamic16.5% MSCI Islamic M-Series16.2% FTSE Shariah16.5% |
| AVB AVALONBAY COMMUNITIES INC | NON_COMPLIANT | 1.69% | AAOIFIfail Usmanifail Dow Jones Islamic— S&P Shariah— MSCI Islamicfail MSCI Islamic M-Series— FTSE Shariahfail |
| FRT FEDERAL REALTY INVESTMENT TRUST | NON_COMPLIANT | 1.65% | AAOIFI48.5% Usmani54.6% Dow Jones Islamic56.8% S&P Shariah59.6% MSCI Islamic54.6% MSCI Islamic M-Series59.6% FTSE Shariah54.6% |
| AMZN AMAZON.COM INC | QUESTIONABLE | 1.61% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| CTRE CARETRUST REIT INC | COMPLIANT | 1.59% | AAOIFI13.1% Usmani20.3% Dow Jones Islamic18.0% S&P Shariah22.4% MSCI Islamic20.3% MSCI Islamic M-Series22.4% FTSE Shariah20.3% |
| HST HOST HOTELS & RESORTS INC | NON_COMPLIANT | 1.54% | AAOIFI8.4% Usmani9.6% Dow Jones Islamic10.8% S&P Shariah11.0% MSCI Islamic9.6% MSCI Islamic M-Series11.0% FTSE Shariah9.6% |
| SUI SUN COMMUNITIES INC | COMPLIANT | 1.48% | AAOIFI50.8% Usmani59.8% Dow Jones Islamic48.7% S&P Shariah50.2% MSCI Islamic59.8% MSCI Islamic M-Series50.2% FTSE Shariah59.8% |
| UDR UDR INC | NON_COMPLIANT | 1.37% | AAOIFI41.8% Usmani54.8% Dow Jones Islamic45.2% S&P Shariah46.9% MSCI Islamic54.8% MSCI Islamic M-Series46.9% FTSE Shariah54.8% |
| AGREE REALTY CORP | UNSCREENED | 1.31% | no in-house ratios for this holding |
| ESS ESSEX PROPERTY TRUST INC | NON_COMPLIANT | 1.22% | AAOIFI35.7% Usmani49.5% Dow Jones Islamic37.2% S&P Shariah39.3% MSCI Islamic49.5% MSCI Islamic M-Series39.3% FTSE Shariah49.5% |
| AMT AMERICAN TOWER CORP | NON_COMPLIANT | 1.17% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| EQUITY RESIDENTIAL | UNSCREENED | 1.16% | no in-house ratios for this holding |
| WPC W.P. CAREY INC | NON_COMPLIANT | 1.14% | AAOIFI52.5% Usmani47.5% Dow Jones Islamic64.6% S&P Shariah69.0% MSCI Islamic47.5% MSCI Islamic M-Series69.0% FTSE Shariah47.5% |
| RYMAN HOSPITALITY PROPERTIES INC | UNSCREENED | 1.13% | no in-house ratios for this holding |
| CDP COPT DEFENSE PROPERTIES | NON_COMPLIANT | 1.11% | AAOIFI32.6% Usmani57.4% Dow Jones Islamic78.1% S&P Shariah84.9% MSCI Islamic57.4% MSCI Islamic M-Series84.9% FTSE Shariah57.4% |
| ELS EQUITY LIFESTYLE PROPERTIES INC | COMPLIANT | 1.05% | AAOIFI27.9% Usmani58.2% Dow Jones Islamic27.8% S&P Shariah28.2% MSCI Islamic58.2% MSCI Islamic M-Series28.2% FTSE Shariah58.2% |
| EGP EASTGROUP PROPERTIES INC | COMPLIANT | 1.01% | AAOIFI15.0% Usmani29.2% Dow Jones Islamic17.6% S&P Shariah18.6% MSCI Islamic29.2% MSCI Islamic M-Series18.6% FTSE Shariah29.2% |
| NNN REIT INC | UNSCREENED | 0.92% | no in-house ratios for this holding |
| KIM KIMCO REALTY CORP | NON_COMPLIANT | 0.86% | AAOIFI51.0% Usmani38.5% Dow Jones Islamic53.4% S&P Shariah57.5% MSCI Islamic38.5% MSCI Islamic M-Series57.5% FTSE Shariah38.5% |
| AMH AMERICAN HOMES 4 RENT | NON_COMPLIANT | 0.80% | AAOIFI43.9% Usmani39.1% Dow Jones Islamic43.1% S&P Shariah43.1% MSCI Islamic39.1% MSCI Islamic M-Series43.1% FTSE Shariah39.1% |
| CUBE CUBESMART | COMPLIANT | 0.78% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MAA MID-AMERICA APARTMENT COMMUNITIES INC | NON_COMPLIANT | 0.77% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DBRG DIGITALBRIDGE GROUP INC | NON_COMPLIANT | 0.72% | AAOIFI9.6% Usmani7.8% Dow Jones Islamic12.4% S&P Shariah11.5% MSCI Islamic7.8% MSCI Islamic M-Series11.5% FTSE Shariah7.8% |
| REXR REXFORD INDUSTRIAL REALTY INC | NON_COMPLIANT | 0.68% | AAOIFI39.8% Usmani28.1% Dow Jones Islamic38.3% S&P Shariah36.9% MSCI Islamic28.1% MSCI Islamic M-Series36.9% FTSE Shariah28.1% |
| CPT CAMDEN PROPERTY TRUST | NON_COMPLIANT | 0.68% | AAOIFI34.0% Usmani51.3% Dow Jones Islamic42.8% S&P Shariah44.8% MSCI Islamic51.3% MSCI Islamic M-Series44.8% FTSE Shariah51.3% |
| SKT TANGER INC | NON_COMPLIANT | 0.65% | AAOIFI43.4% Usmani65.1% Dow Jones Islamic49.7% S&P Shariah55.2% MSCI Islamic65.1% MSCI Islamic M-Series55.2% FTSE Shariah65.1% |
| BXP BXP INC | NON_COMPLIANT | 0.63% | AAOIFI8.5% Usmani3.9% Dow Jones Islamic9.4% S&P Shariah9.9% MSCI Islamic3.9% MSCI Islamic M-Series9.9% FTSE Shariah3.9% |
| DOC HEALTHPEAK PROPERTIES INC | NON_COMPLIANT | 0.56% | AAOIFI67.5% Usmani46.3% Dow Jones Islamic80.6% S&P Shariah86.7% MSCI Islamic46.3% MSCI Islamic M-Series86.7% FTSE Shariah46.3% |
| CCI CROWN CASTLE INC | NON_COMPLIANT | 0.44% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CUZ COUSINS PROPERTIES INC | NON_COMPLIANT | 0.27% | AAOIFI77.9% Usmani41.3% Dow Jones Islamic85.2% S&P Shariah94.4% MSCI Islamic41.3% MSCI Islamic M-Series94.4% FTSE Shariah41.3% |
| AHR AMERICAN HEALTHCARE REIT INC | COMPLIANT | 0.25% | AAOIFI14.3% Usmani33.6% Dow Jones Islamic22.1% S&P Shariah25.8% MSCI Islamic31.1% MSCI Islamic M-Series25.8% FTSE Shariah31.1% |
| HR HEALTHCARE REALTY TRUST INC | NON_COMPLIANT | 0.22% | AAOIFI63.6% Usmani46.3% Dow Jones Islamic71.4% S&P Shariah74.8% MSCI Islamic46.3% MSCI Islamic M-Series74.8% FTSE Shariah46.3% |
| KILROY REALTY CORP | UNSCREENED | 0.22% | no in-house ratios for this holding |
| ARE ALEXANDRIA REAL ESTATE EQUITIES INC | NON_COMPLIANT | 0.22% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.21% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| TOL TOLL BROTHERS INC | COMPLIANT | 0.20% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| JAN JANUS LIVING INC | COMPLIANT | 0.20% | AAOIFI0.0% Usmani0.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.0% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| NVDA NVIDIA CORP | COMPLIANT | 0.19% | AAOIFI0.7% Usmani12.1% Dow Jones Islamic1.0% S&P Shariah1.2% MSCI Islamic12.1% MSCI Islamic M-Series1.2% FTSE Shariah10.4% |
| KKR KKR & CO. INC | NON_COMPLIANT | 0.18% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PK PARK HOTELS & RESORTS INC | NON_COMPLIANT | 0.18% | AAOIFI129.2% Usmani51.1% Dow Jones Islamic173.2% S&P Shariah168.4% MSCI Islamic51.1% MSCI Islamic M-Series168.4% FTSE Shariah51.1% |
| DHI D.R. HORTON INC | COMPLIANT | 0.18% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FRT FEDERAL REALTY INVESTMENT TRUST | NON_COMPLIANT | 0.18% | AAOIFI48.5% Usmani54.6% Dow Jones Islamic56.8% S&P Shariah59.6% MSCI Islamic54.6% MSCI Islamic M-Series59.6% FTSE Shariah54.6% |
| WY WEYERHAEUSER COMPANY | NON_COMPLIANT | 0.18% | AAOIFI31.3% Usmani32.1% Dow Jones Islamic28.8% S&P Shariah27.4% MSCI Islamic32.1% MSCI Islamic M-Series27.4% FTSE Shariah32.1% |
| PSTL POSTAL REALTY TRUST INC | NON_COMPLIANT | 0.17% | AAOIFI45.4% Usmani45.9% Dow Jones Islamic93.9% S&P Shariah106.6% MSCI Islamic45.9% MSCI Islamic M-Series106.6% FTSE Shariah45.7% |
| FCPT FOUR CORNERS PROPERTY TRUST INC | NON_COMPLIANT | 0.17% | AAOIFI45.8% Usmani41.8% Dow Jones Islamic49.5% S&P Shariah53.9% MSCI Islamic41.8% MSCI Islamic M-Series53.9% FTSE Shariah41.8% |
| EPRT ESSENTIAL PROPERTIES REALTY TRUST INC | NON_COMPLIANT | 0.16% | AAOIFI45.0% Usmani39.1% Dow Jones Islamic49.1% S&P Shariah55.6% MSCI Islamic39.1% MSCI Islamic M-Series55.6% FTSE Shariah39.1% |
| BLACKSTONE DIGITAL INFRASTRUCTURE TRUST INC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| SHO SUNSTONE HOTEL INVESTORS INC | NON_COMPLIANT | 0.14% | AAOIFI48.5% Usmani32.3% Dow Jones Islamic52.6% S&P Shariah52.1% MSCI Islamic32.3% MSCI Islamic M-Series52.1% FTSE Shariah32.3% |
| LINE LINEAGE INC | NON_COMPLIANT | 0.13% | AAOIFI78.9% Usmani43.1% Dow Jones Islamic66.3% S&P Shariahfail MSCI Islamic36.3% MSCI Islamic M-Seriesfail FTSE Shariah32.9% |
| SHO SUNSTONE HOTEL INVESTORS INC | NON_COMPLIANT | 0.12% | AAOIFI48.5% Usmani32.3% Dow Jones Islamic52.6% S&P Shariah52.1% MSCI Islamic32.3% MSCI Islamic M-Series52.1% FTSE Shariah32.3% |
| SHO SUNSTONE HOTEL INVESTORS INC | NON_COMPLIANT | 0.12% | AAOIFI48.5% Usmani32.3% Dow Jones Islamic52.6% S&P Shariah52.1% MSCI Islamic32.3% MSCI Islamic M-Series52.1% FTSE Shariah32.3% |
| LEN LENNAR CORP | NON_COMPLIANT | 0.12% | AAOIFI30.7% Usmani17.4% Dow Jones Islamic21.2% S&P Shariah19.8% MSCI Islamic17.4% MSCI Islamic M-Series19.8% FTSE Shariah17.4% |
| BX BLACKSTONE INC | NON_COMPLIANT | 0.11% | AAOIFI7.9% Usmani26.7% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic26.7% MSCI Islamic M-Series13.8% FTSE Shariah26.7% |
| DLR DIGITAL REALTY TRUST INC | COMPLIANT | 0.11% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| INVH INVITATION HOMES INC | NON_COMPLIANT | 0.10% | AAOIFI52.4% Usmani46.2% Dow Jones Islamic47.8% S&P Shariah46.8% MSCI Islamic46.2% MSCI Islamic M-Series46.8% FTSE Shariah46.2% |
| STWD STARWOOD PROPERTY TRUST INC | NON_COMPLIANT | 0.10% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FIRST INDUSTRIAL REALTY TRUST INC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ONE LIBERTY PROPERTIES INC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| HIGHWOODS PROPERTIES INC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| MPLX MPLX LP | NON_COMPLIANT | 0.08% | AAOIFI42.8% Usmani60.3% Dow Jones Islamic52.4% S&P Shariah59.3% MSCI Islamic60.3% MSCI Islamic M-Series59.3% FTSE Shariah59.7% |
| ENTERPRISE PRODUCTS PARTNERS LP | UNSCREENED | 0.08% | no in-house ratios for this holding |
| AMH AMERICAN HOMES 4 RENT | NON_COMPLIANT | 0.06% | AAOIFI43.9% Usmani39.1% Dow Jones Islamic43.1% S&P Shariah43.1% MSCI Islamic39.1% MSCI Islamic M-Series43.1% FTSE Shariah39.1% |
| PAA PLAINS ALL AMERICAN PIPELINE LP | NON_COMPLIANT | 0.06% | AAOIFI47.6% Usmani29.6% Dow Jones Islamic68.6% S&P Shariah74.7% MSCI Islamic29.6% MSCI Islamic M-Series74.7% FTSE Shariah28.9% |
| CTO CTO REALTY GROWTH INC | NON_COMPLIANT | 0.06% | AAOIFI80.6% Usmani50.0% Dow Jones Islamic115.6% S&P Shariah134.6% MSCI Islamic50.0% MSCI Islamic M-Series134.6% FTSE Shariah50.0% |
| CHENIERE ENERGY PARTNERS LP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| BLACKSTONE MORTGAGE TRUST INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| PSA PUBLIC STORAGE | NON_COMPLIANT | 0.05% | AAOIFI18.1% Usmani50.6% Dow Jones Islamic19.9% S&P Shariah20.7% MSCI Islamic50.6% MSCI Islamic M-Series20.7% FTSE Shariah50.6% |
| PSA PUBLIC STORAGE | NON_COMPLIANT | 0.05% | AAOIFI18.1% Usmani50.6% Dow Jones Islamic19.9% S&P Shariah20.7% MSCI Islamic50.6% MSCI Islamic M-Series20.7% FTSE Shariah50.6% |
| IRT INDEPENDENCE REALTY TRUST INC | NON_COMPLIANT | 0.05% | AAOIFI62.8% Usmani40.1% Dow Jones Islamic60.8% S&P Shariah64.8% MSCI Islamic40.1% MSCI Islamic M-Series64.8% FTSE Shariah40.1% |
| GETTY REALTY CORP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| LXP LXP INDUSTRIAL TRUST | NON_COMPLIANT | 0.04% | AAOIFI38.0% Usmani39.4% Dow Jones Islamic51.3% S&P Shariah53.6% MSCI Islamic39.4% MSCI Islamic M-Series53.6% FTSE Shariah39.4% |
| META META PLATFORMS INC | QUESTIONABLE | 0.04% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| HASI HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NET LEASE OFFICE PROPERTIES | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MRP MILLROSE PROPERTIES INC | NON_COMPLIANT | 0.02% | AAOIFI50.2% Usmani25.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic25.5% MSCI Islamic M-Seriesfail FTSE Shariah25.5% |
The published standards disagree about this fund by 38 points of portfolio weight — 41.7% of it passes AAOIFI, 4.2% passes Usmani. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 41.7% ratios fail on 32.6% 30.1% not rated under AAOIFI
ratios pass on 4.2% ratios fail on 51.1% 49.1% not rated under Usmani
ratios pass on 37.8% ratios fail on 34.8% 31.8% not rated under Dow Jones Islamic
ratios pass on 37.8% ratios fail on 34.8% 31.8% not rated under S&P Shariah
ratios pass on 21.3% ratios fail on 53.0% 30.1% not rated under MSCI Islamic
ratios pass on 37.8% ratios fail on 34.8% 31.8% not rated under MSCI Islamic M-Series
ratios pass on 23.6% ratios fail on 50.8% 30.1% not rated under FTSE Shariah
69 of 93 listed holdings carry our own per-methodology verdicts (89% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 64 (86% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| SPG SIMON PROPERTY GROUP INC | 4.59% |
| PSA PUBLIC STORAGE | 3.48% |
| VICI VICI PROPERTIES INC | 3.14% |
| OHI OMEGA HEALTHCARE INVESTORS INC | 3.10% |
| EXR EXTRA SPACE STORAGE INC | 2.51% |
| O REALTY INCOME CORP | 2.32% |
| STAG STAG INDUSTRIAL INC | 1.96% |
| REG REGENCY CENTERS CORP | 1.91% |
| GLPI GAMING AND LEISURE PROPERTIES INC | 1.78% |
| AVB AVALONBAY COMMUNITIES INC | 1.69% |
Methodology breakdown computing — it will appear here on its own.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
SOAAX (SOAAX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
Computing the full ratio and business-activity breakdown for SOAAX — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 33.40 | NEUTRAL |
| Stochastic %K (14) | 12.90 | BUY |
| CCI (20) | -106.18 | BUY |
| Williams %R (14) | -87.10 | BUY |
| MACD (12,26,9) | -0.02 | SELL |
| ROC (10) | -1.96 | SELL |
| Momentum (10) | -0.17 | SELL |
| EMA (10) | 8.57 | SELL |
| SMA (10) | 8.58 | SELL |
| EMA (20) | 8.67 | SELL |
| SMA (20) | 8.70 | SELL |
| EMA (30) | 8.72 | SELL |
| SMA (30) | 8.76 | SELL |
| EMA (50) | 8.77 | SELL |
| SMA (50) | 8.87 | SELL |
| EMA (100) | 8.72 | SELL |
| SMA (100) | 8.81 | SELL |
| EMA (200) | 8.42 | BUY |
| SMA (200) | 8.42 | BUY |
The fund invests primarily in real estate investment trusts ("REITs") with successful track records. REITs are pooled investment vehicles which invest primarily in income-producing real estate or real estate-related loans or interests. The advisor intends to invest at least 80% of its total assets in equity REITs and the equity securities of real estate industry companies. It may also invest in mortgage-backed securities, investment-grade taxable municipal obligations, master limited partnerships ("MLPs") and short-term investments.
Background via Yahoo Finance — informational, not part of the verdict.
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-09-08 · Asset managers net 912361 (-21819)
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.