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 20, 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 1.88% 3.58%
Three-Month 0.52% 3.43%
Year-to-Date 6.94% 13.68%
One-Year 3.93% 19.66%
Three-Year (Annualized) 10.01% 9.93%
Five-Year (Annualized) 9.01% 13.81%
Since Inception 11.3% N/A
Volatility 12.33% 7.69%

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 com3.34%
2AREalexandria real estate eq inc3.34%
3AVBavalonbay cmntys inc3.34%
4BXPboston properties inc3.34%
5CCIcrown castle intl corp3.34%
6DLRdigital rlty tr inc3.34%
7DREduke weeks realty corp new3.33%
8EQIXequinix inc new3.34%
9EQRequity residential pptys tr sh ben int3.34%
10ESSessex ppty tr inc3.34%
11EXRextra space storage inc3.33%
12FRTfederal realty invt tr sh ben int new3.33%
13GGPggp inc new3.33%
14HCNwelltower inc new3.33%
15HCPhcp inc3.33%
16HSThost hotels & resorts inc3.33%
17IRMiron mtn inc new com3.33%
18MAAmid-amer apt cmntys inc3.33%
19NLYannaly mtg mgmt inc3.34%
20Orealty income corp3.33%
21PLDprologis inc3.33%
22PSApublic storage inc3.33%
23REGregency ctrs corp3.33%
24SBACsba communications corp3.33%
25SLGsl green rlty corp3.33%
26SPGsimon ppty group inc new3.33%
27UDRudr inc3.33%
28VNOvornado rlty tr sh ben int3.33%
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.