AIRE
Index Performance
+1.79%
AIRE
-0.51%
RWR
Overview
Description
The Intelligent Quality Select strategy (AIQAL) uses OpenAI's ChatGPT, Google's Bard, and Inflection AI's Claude to build a custom weighted portfolio of real estate focused US-listed stocks. The strategy aims to create superior quality-focused returns compared to the VNQ.
- TickerAIRE
- Inception Date11/03/2023
- WeightingCustom
- # of holdings110
What's inside?
Holdings
All holdings as of May 9, 2024
CSV download
| Sabra Health Care REIT, Inc. (SBRA) | 2.48% | $3.35B | 5.39% | 43.72% | 8.87 |
| Realty Income Corp. (O) | 2.22% | $47.57B | 34.42% | 47.19% | 16.39 |
| AvalonBay Communities, Inc. (AVB) | 2.20% | $28.03B | 1.45% | 33.28% | 12.03 |
| Extra Space Storage, Inc. (EXR) | 2.06% | $30.96B | 58.94% | 47.47% | 15.64 |
| American Tower Corp. (AMT) | 2.03% | $87.03B | 2.42% | 52.80% | 12.88 |
| Welltower OP LLC (WELL) | 2.03% | $58.60B | 19.27% | 21.36% | 9.68 |
| Simon Property Group, Inc. (SPG) | 1.98% | $48.60B | 6.79% | 60.60% | 13.08 |
| Equinix, Inc. (EQIX) | 1.89% | $73.31B | 6.45% | 41.75% | 11.34 |
| VICI Properties, Inc. (VICI) | 1.89% | $30.57B | 8.41% | 99.20% | 13.18 |
| SBA Communications Corp. (SBAC) | 1.83% | $21.33B | -2.61% | 66.60% | 13.24 |
| Park Hotels & Resorts, Inc. (PK) | 1.78% | $3.36B | -1.39% | 19.09% | 2.95 |
| Prologis, Inc. (PLD) | 1.75% | $100.13B | 10.63% | 40.17% | 19.67 |
| Host Hotels & Resorts, Inc. (HST) | 1.71% | $12.99B | 6.52% | 19.51% | 3.43 |
| Gaming & Leisure Properties, Inc. (GLPI) | 1.69% | $12.00B | 5.84% | 80.34% | 13.16 |
| DiamondRock Hospitality Co. (DRH) | 1.64% | $1.79B | 5.28% | 12.23% | 2.91 |
| Essex Property Trust, Inc. (ESS) | 1.59% | $16.67B | 3.52% | 35.04% | 13.09 |
| EPR Properties (EPR) | 1.56% | $3.14B | -2.43% | 66.88% | 8.83 |
| Boston Properties, Inc. (BXP) | 1.54% | $9.65B | 4.76% | 35.45% | 8.48 |
| Mid-America Apartment Communities, Inc. (MAA) | 1.46% | $15.93B | 2.76% | 33.63% | 9.31 |
| Easterly Government Properties, Inc. (DEA) | 1.46% | $1.23B | 2.22% | 33.21% | 8.88 |
| eXp World Holdings, Inc. (EXPI) | 1.45% | $1.92B | 10.87% | 8.30% | 0.32 |
| Cousins Properties, Inc. (CUZ) | 1.43% | $3.61B | 3.21% | 24.75% | 7.83 |
| American Homes 4 Rent (AMH) | 1.40% | $13.30B | 6.04% | 29.43% | 11.05 |
| Retail Opportunity Investments Corp. (ROIC) | 1.36% | $1.59B | 7.61% | 42.68% | 9.93 |
| Pebblebrook Hotel Trust (PEB) | 1.35% | $1.73B | 2.73% | 2.67% | 3.12 |
| Global Net Lease, Inc. (GNL) | 1.34% | $1.70B | 118.43% | 37.15% | 10.98 |
| Ventas, Inc. (VTR) | 1.31% | $19.25B | 11.39% | 17.99% | 6.72 |
| Highwoods Properties, Inc. (HIW) | 1.30% | $2.86B | -0.67% | 31.20% | 7.32 |
| Agree Realty Corp. (ADC) | 1.29% | $5.99B | 18.03% | 55.76% | 15.11 |
| Four Corners Property Trust, Inc. (FCPT) | 1.29% | $2.23B | 10.87% | 59.09% | 13.08 |
| SITE Centers Corp. (SITC) | 1.27% | $2.93B | -12.08% | 33.93% | 8.66 |
| CoStar Group, Inc. (CSGP) | 1.26% | $37.30B | 12.33% | 76.26% | 14.04 |
| Equity Residential (EQR) | 1.24% | $25.41B | 3.93% | 30.06% | 11.33 |
| Innovative Industrial Properties, Inc. (IIPR) | 1.23% | $2.96B | -0.81% | 68.38% | 9.98 |
| Cushman & Wakefield Plc (CWK) | 1.19% | $2.39B | -2.87% | 14.64% | 0.56 |
| Apartment Income REIT Corp. (AIRC) | 1.18% | $5.60B | -6.29% | 25.76% | 10.16 |
| Crown Castle, Inc. (CCI) | 1.17% | $43.40B | -7.45% | 45.40% | 10.93 |
| Urban Edge Properties (UE) | 1.17% | $2.04B | 10.24% | 27.74% | 9.37 |
| Weyerhaeuser Co. (WY) | 1.16% | $22.69B | -4.52% | 26.73% | 4.01 |
| Public Storage (PSA) | 1.12% | $48.39B | 5.76% | 47.31% | 14.06 |
| Lamar Advertising Co. (LAMR) | 1.12% | $10.47B | 5.69% | 49.64% | 7.88 |
| Xenia Hotels & Resorts, Inc. (XHR) | 1.11% | $1.51B | -0.55% | 14.29% | 2.72 |
| The St. Joe Co. (JOE) | 1.09% | $3.45B | 20.27% | 26.26% | 9.32 |
| Sunstone Hotel Investors, Inc. (SHO) | 1.06% | $2.11B | -10.79% | 18.93% | 3.02 |
| NNN REIT, Inc. (NNN) | 1.01% | $7.74B | 5.54% | 68.54% | 14.47 |
| CareTrust REIT, Inc. (CTRE) | 1.01% | $3.49B | 24.63% | 74.78% | 14.74 |
| CBRE Group, Inc. (CBRE) | 1.00% | $26.83B | 7.07% | 16.41% | 1.11 |
| Forestar Group, Inc. (FOR) | 0.99% | $1.76B | 10.71% | 24.96% | 1.49 |
| Medical Properties Trust, Inc. (MPW) | 0.99% | $2.81B | -22.53% | 70.37% | N/A |
| Veris Residential, Inc. (VRE) | 0.96% | $1.44B | 0.62% | 26.68% | 12.15 |
| W.P. Carey, Inc. (WPC) | 0.95% | $12.66B | -8.88% | 58.47% | 11.54 |
| Equity LifeStyle Properties, Inc. (ELS) | 0.92% | $11.76B | 4.82% | 36.63% | 10.57 |
| Sun Communities, Inc. (SUI) | 0.91% | $14.66B | 3.47% | 22.49% | 7.52 |
| Zillow Group, Inc. (ZG) | 0.91% | $9.87B | 12.79% | 76.75% | 5.07 |
| RLJ Lodging Trust (RLJ) | 0.90% | $1.62B | 3.15% | 11.84% | 3.10 |
| Kilroy Realty Corp. (KRC) | 0.89% | $4.04B | -4.86% | 35.62% | 8.00 |
| SL Green Realty Corp. (SLG) | 0.89% | $3.34B | -13.10% | 35.67% | 10.67 |
| Essential Properties Realty Trust, Inc. (EPRT) | 0.89% | $4.75B | 23.99% | 71.53% | 16.11 |
| Vornado Realty Trust (VNO) | 0.88% | $4.70B | -2.14% | 23.26% | 8.53 |
| Rayonier, Inc. (RYN) | 0.88% | $4.42B | -6.13% | 42.83% | 6.12 |
| Zillow Group, Inc. (Z) | 0.88% | $9.87B | 12.79% | 76.75% | 5.18 |
| Douglas Emmett, Inc. (DEI) | 0.87% | $2.37B | -2.94% | 27.00% | 8.84 |
| Invitation Homes, Inc. (INVH) | 0.87% | $21.43B | 10.74% | 34.79% | 11.54 |
| Equity Commonwealth (EQC) | 0.86% | $2.05B | -2.48% | 28.30% | -0.06 |
| UDR, Inc. (UDR) | 0.83% | $12.86B | 3.53% | 21.03% | 11.70 |
| Rexford Industrial Realty, Inc. (REXR) | 0.81% | $9.87B | 15.69% | 47.29% | 17.63 |
| American Assets Trust, Inc. (AAT) | 0.80% | $1.35B | 2.73% | 35.59% | 7.34 |
| Macerich Co. (MAC) | 0.74% | $3.34B | -0.99% | 18.63% | 9.13 |
| Carindale Property Trust (CDP) | 0.73% | $227.80M | 4.13% | 71.89% | 9.85 |
| Empire State Realty Trust, Inc. (ESRT) | 0.69% | $1.56B | 10.06% | 25.96% | 7.04 |
| Service Properties Trust (SVC) | 0.65% | $971.35M | 1.64% | 6.95% | 3.49 |
| Acadia Realty Trust (AKR) | 0.62% | $1.74B | 11.63% | 27.34% | 11.23 |
| CoreCivic, Inc. (CXW) | 0.55% | $1.73B | 9.32% | 18.15% | 1.41 |
| OUTFRONT Media, Inc. (OUT) | 0.50% | $2.52B | 3.21% | 32.73% | 3.95 |
| National Health Investors, Inc. (NHI) | 0.50% | $2.84B | -0.55% | 61.97% | 12.04 |
| LXP Industrial Trust (LXP) | 0.50% | $2.58B | 1.38% | 27.31% | 12.16 |
| Tanger, Inc. (SKT) | 0.47% | $3.04B | 13.24% | 43.81% | 10.06 |
| Healthcare Realty Trust, Inc. (HTA) | 0.46% | $5.81B | -1.84% | 8.45% | 8.11 |
| Broadstone Net Lease, Inc. (BNL) | 0.42% | $2.87B | -8.29% | 60.20% | 11.30 |
| Omega Healthcare Investors, Inc. (OHI) | 0.40% | $7.60B | 10.53% | 68.14% | 13.17 |
| JBG SMITH Properties (JBGS) | 0.30% | $1.35B | -5.08% | 27.04% | 7.19 |
| Federal Realty Investment Trust (FRT) | 0.30% | $8.51B | 6.69% | 38.51% | 11.59 |
| Kennedy-Wilson Holdings, Inc. (KW) | 0.30% | $1.37B | 3.18% | 38.64% | 12.04 |
| Iron Mountain, Inc. (IRM) | 0.29% | $23.33B | 12.36% | 41.17% | 6.95 |
| CubeSmart (CUBE) | 0.28% | $9.55B | 1.90% | 51.13% | 12.61 |
| Alexandria Real Estate Equities, Inc. (ARE) | 0.28% | $21.08B | 9.75% | 34.23% | 13.09 |
| EastGroup Properties, Inc. (EGP) | 0.27% | $7.95B | 14.48% | 43.11% | 17.42 |
| First Industrial Realty Trust, Inc. (FR) | 0.26% | $6.37B | 8.60% | 44.99% | 14.74 |
| InvenTrust Properties Corp. (IVT) | 0.19% | $1.71B | 3.17% | 29.37% | 9.69 |
| Apple Hospitality REIT, Inc. (APLE) | 0.16% | $3.60B | 5.80% | 19.55% | 4.07 |
| Elme Communities (WRE) | 0.16% | $1.39B | 6.64% | 17.87% | 8.20 |
| Healthpeak Properties, Inc. (Old) (PEAK) | 0.15% | $13.69B | 15.39% | 23.68% | 9.34 |
| Camden Property Trust (CPT) | 0.14% | $11.38B | 1.79% | 24.02% | 9.16 |
| Alexander & Baldwin, Inc. (ALEX) | 0.14% | $1.23B | 21.43% | 65.41% | 7.46 |
| LTC Properties, Inc. (LTC) | 0.14% | $1.48B | 3.80% | 92.99% | 11.42 |
| Opendoor Technologies, Inc. (OPEN) | 0.14% | $1.59B | -62.15% | 9.65% | 0.63 |
| Jones Lang LaSalle, Inc. (JLL) | 0.14% | $9.22B | 8.67% | 98.81% | 0.60 |
| Getty Realty Corp. (GTY) | 0.14% | $1.52B | 13.83% | 66.60% | 11.86 |
| Marcus & Millichap, Inc. (MMI) | 0.14% | $1.31B | -16.60% | 37.81% | 1.80 |
| Kite Realty Group Trust (KRG) | 0.14% | $4.67B | -0.17% | 25.58% | 9.52 |
| Brixmor Property Group, Inc. (BRX) | 0.13% | $6.72B | 2.82% | 46.98% | 9.65 |
| Kimco Realty Corp. (KIM) | 0.13% | $12.84B | 13.63% | 39.19% | 11.28 |
| Regency Centers Corp. (REG) | 0.13% | $10.96B | 15.52% | 43.80% | 11.95 |
| STAG Industrial, Inc. (STAG) | 0.13% | $6.49B | 8.06% | 41.08% | 13.54 |
| Phillips Edison & Co., Inc. (PECO) | 0.12% | $4.06B | 7.32% | 35.26% | 11.76 |
| Ryman Hospitality Properties, Inc. (RHP) | 0.12% | $6.31B | 7.45% | 20.73% | 4.85 |
| Americold Realty Trust, Inc. (COLD) | 0.12% | $6.52B | -8.28% | 15.59% | 4.41 |
| Terreno Realty Corp. (TRNO) | 0.12% | $5.32B | 13.90% | 50.81% | 18.36 |
| DigitalBridge Group, Inc. (DBRG) | 0.11% | $2.58B | -70.26% | 87.68% | 3.59 |
| Uniti Group, Inc. (UNIT) | 0.08% | $901.86M | 22.56% | 68.28% | 6.25 |
Market data by FactSet