Objective

The REIT folio was developed for investors seeking long-term growth and income with higher volatility.

Strategy

The Real Estate Investment Trusts (REIT) folio consists of the largest companies in the REIT category.

REITs could provide investors with diversification through a more liquid way to invest in real estate and potentially receive dividends.

Last Updated: December 2, 2016

Category: Sector/Industry
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*

Folio S&P 500 Total Return
One-Month 0.8% 4.75%
Three-Month -10.46% 1.09%
Year-to-Date 0.6% 9.44%
One-Year 2.56% 7.71%
Three-Year (Annualized) 12.05% 9.05%
Five-Year (Annualized) 11.31% 14.41%
Since Inception 11.11% N/A
Volatility 17.01% 13.86%

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

#SymbolCompanyWeight
(% of Folio)
1AMTamerican tower reit com3.33%
2AVBavalonbay cmntys inc3.33%
3BRXbrixmor ppty group inc com3.33%
4BXPboston properties inc3.33%
5CCIcrown castle intl corp3.33%
6DLRdigital rlty tr inc3.33%
7DREduke weeks realty corp new3.34%
8EQIXequinix inc new3.33%
9EQRequity residential pptys tr sh ben int3.33%
10ESSessex ppty tr inc3.34%
11EXRextra space storage inc3.33%
12FRTfederal realty invt tr sh ben int new3.33%
13GGPgeneral growth pptys inc new com3.33%
14HCNwelltower inc new3.34%
15HCPhcp inc3.33%
16HSThost hotels & resorts inc3.34%
17IRMiron mtn inc new com3.33%
18KIMkimco realty corp3.33%
19MACmacerich co3.34%
20NLYannaly mtg mgmt inc3.34%
21Orealty income corp3.33%
22PLDprologis inc3.33%
23PSApublic storage inc3.34%
24SLGsl green rlty corp3.33%
25SPGsimon ppty group inc new3.33%
26UDRudr inc3.33%
27VERvereit inc new3.33%
28VNOvornado rlty tr sh ben int3.34%
29VTRventas inc3.34%
30WYweyerhaeuser co3.34%

Steps to Create This Folio

  1. We started with a list of exchange-listed REITs compiled by the National Association of Real Estate Investment Trusts (NAREIT).
  2. We ranked the REITs according to market capitalization, choosing 30 REITs with the highest market capitalizations.
  3. We equally weighted all the REITs in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

Quarterly.

If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.