Last Updated: March 23, 2018
Inception Date: 2000-11-09 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||ACC||american campus cmntys inc||5.00%|
|2||AIV||apartment invt & mgmt co cl a||5.00%|
|3||AMH||american homes 4 rent cl a||5.00%|
|4||APTS||preferred apt cmntys inc com||5.00%|
|5||AVB||avalonbay cmntys inc||5.00%|
|6||BRG||bluerock resident gr reit inc com cl a||5.00%|
|7||CLPR||clipper rlty inc com||5.00%|
|8||CPT||camden ppty tr sh ben int||5.00%|
|9||EDR||education rlty tr inc||5.00%|
|10||ELS||equity lifestyle properties inc||5.00%|
|11||EQR||equity residential pptys tr sh ben int||5.00%|
|12||ESS||essex ppty tr inc||5.00%|
|13||INVH||invitation homes inc com||5.00%|
|14||IRT||independence rlty tr inc com||5.00%|
|15||MAA||mid-amer apt cmntys inc||5.00%|
|16||NXRT||nexpoint residential tr inc com||5.00%|
|17||RESI||front yard residential corp new||5.00%|
|18||SUI||sun communities inc||5.00%|
|20||UMH||u m h properties inc||5.00%|
Steps to Create This Folio
- We selected all companies with primary business operations in the Residential REIT industry, as defined by the National Association of Real Estate Investment Trusts (NAREIT) that were publicly listed on U.S. stock exchanges.
- We ranked the securities according to market capitalization and selected the top 30 securities with the highest market capitalizations. If 30 securities were not available, the complete list of securities was added to the folio.
- We equally weighted all securities in the folio.
Number of Securities
There are generally between 20 and 30 securities in the folio; however, the number may vary.
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.