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: March 24, 2017

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 -2.29% -0.83%
Three-Month 3.52% 4.07%
Year-to-Date 1.93% 5.2%
One-Year 5.25% 17.6%
Three-Year (Annualized) 11.27% 10.36%
Five-Year (Annualized) 9.88% 13.3%
Since Inception 11.33% N/A
Volatility 14.4% 10.05%

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%
2AREalexandria real estate eq inc3.33%
3AVBavalonbay cmntys inc3.33%
4BXPboston properties inc3.33%
5CCIcrown castle intl corp3.33%
6DLRdigital rlty tr inc3.33%
7DREduke weeks realty corp new3.33%
8EQIXequinix inc new3.34%
9EQRequity residential pptys tr sh ben int3.34%
10ESSessex ppty tr inc3.33%
11EXRextra space storage inc3.34%
12FCE.Aforest city enterprises inc cl a3.33%
13FRTfederal realty invt tr sh ben int new3.33%
14GGPggp inc new3.34%
15HCNwelltower inc new3.33%
16HCPhcp inc3.34%
17HSThost hotels & resorts inc3.34%
18IRMiron mtn inc new com3.33%
19KIMkimco realty corp3.33%
20MACmacerich co3.34%
21NLYannaly mtg mgmt inc3.33%
22Orealty income corp3.33%
23PLDprologis inc3.33%
24PSApublic storage inc3.34%
25SLGsl green rlty corp3.34%
26SPGsimon ppty group inc new3.33%
27UDRudr inc3.33%
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.