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: September 27, 2016

Category: Sector/Industry
Inception Date: April 05, 2000
Date Funded: August 31, 2009*

Folio S&P 500 Total Return
One-Month 0.4% -0.26%
Three-Month 3.41% 8.55%
Year-to-Date 11.4% 7.38%
One-Year 20.78% 14.28%
Three-Year (Annualized) 14.46% 10.77%
Five-Year (Annualized) 14.75% 15.38%
Since Inception 11.92% N/A
Volatility 16.42% 14.51%

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

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.