Last Updated: September 29, 2016
Inception Date: November 09, 2000
Date Funded: August 31, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||ADC||agree realty corp||3.33%|
|2||AKR||acadia rlty tr sh ben int||3.34%|
|3||BFS||saul ctrs inc||3.33%|
|4||BRX||brixmor ppty group inc com||3.33%|
|5||CBL||cbl & assoc pptys inc||3.33%|
|8||FRT||federal realty invt tr sh ben int new||3.34%|
|9||GGP||general growth pptys inc new com||3.33%|
|10||GTY||getty rlty corp new||3.33%|
|11||KIM||kimco realty corp||3.33%|
|12||KRG||kite rlty group tr com||3.33%|
|14||NNN||national retail properties inc com||3.34%|
|15||O||realty income corp||3.34%|
|16||PEI||pennsylvania rl estate invt tr sh ben in||3.34%|
|17||REG||regency ctrs corp||3.33%|
|18||ROIC||retail opportunity invts corp||3.34%|
|19||RPAI||retail pptys amer inc cl a||3.33%|
|20||RPT||ramco-gershenson pptys tr sh ben int||3.33%|
|21||RSE||rouse pptys inc com||3.33%|
|22||SKT||tanger factory outlet ctrs inc||3.33%|
|23||SPG||simon ppty group inc new||3.33%|
|24||SRC||spirit rlty cap inc com||3.34%|
|25||SRG||seritage growth pptys cl a||3.34%|
|26||STOR||store cap corp||3.33%|
|27||TCO||taubman ctrs inc||3.34%|
|28||UE||urban edge pptys com||3.34%|
|29||WPG||washington prime group new||3.33%|
|30||WRI||weingarten rlty invs sh ben int||3.33%|
Steps to Create This Folio
- We selected all companies with primary business operations in the Retail REITs 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.