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Ready-to-Go Folios: REITs Folio

Sector/Industry Folios | All Folios

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: July 20, 2018

Category: Sector/Industry
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*

  Folio S&P 500
One Month 1.8% 1.38%
Three Month 8.89% 5.44%
Year to Date 0.27% 5.9%
One Year 4.43% 15.5%
Three year
(Annualized)
7.3% 11.89%
Five Year
(Annualized)
7.92% 12.92%
Since Inception 10.93% N/A
1 Year Volatility 12.75% 12.54%

* 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%
6CPTcamden ppty tr sh ben int3.33%
7ELSequity lifestyle properties inc3.33%
8EQRequity residential pptys tr sh ben int3.34%
9ESSessex ppty tr inc3.34%
10EXRextra space storage inc3.34%
11FRTfederal realty invt tr sh ben int new3.33%
12GGPggp inc new3.34%
13HCPhcp inc3.34%
14HSThost hotels & resorts inc3.33%
15INVHinvitation homes inc com3.33%
16KRCkilroy rlty corp3.33%
17MAAmid-amer apt cmntys inc3.33%
18MACmacerich co3.33%
19Orealty income corp3.33%
20PSApublic storage inc3.33%
21REGregency ctrs corp3.33%
22SBACsba communications corp3.33%
23SLGsl green rlty corp3.33%
24SPGsimon ppty group inc new3.33%
25SUIsun communities inc3.33%
26UDRudr inc3.33%
27VNOvornado rlty tr sh ben int3.33%
28VTRventas inc3.33%
29WELLwelltower inc new3.33%
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.