Intelligent Alpha
Intelligent Real Estate Select

AIRE

Index Performance

+1.23%
AIRE

Overview

Description

The Intelligent Real Estate Select strategy (AIRE) uses OpenAI's GPT, Google's Gemini, and Anthropic'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 holdings92
What's inside?

Holdings

All holdings as of May 24, 2024
CSV download
Medical Properties Trust, Inc. (MPW)3.55%$3.02B-22.53%70.37%16.01
Global Net Lease, Inc. (GNL)3.38%$1.71B118.43%37.15%10.98
Realty Income Corp. (O)3.32%$45.44B34.42%47.19%16.39
VICI Properties, Inc. (VICI)3.20%$29.52B8.41%99.20%13.18
Prologis, Inc. (PLD)2.71%$96.98B10.63%40.17%19.67
Extra Space Storage, Inc. (EXR)2.61%$30.19B58.94%47.47%15.64
CBRE Group, Inc. (CBRE)2.29%$26.85B7.07%16.41%1.11
Gaming & Leisure Properties, Inc. (GLPI)2.15%$12.12B5.84%80.34%13.16
Forestar Group, Inc. (FOR)2.15%$1.70B10.71%24.96%1.49
Healthpeak Properties, Inc. (Old) (PEAK)2.14%$13.44B15.39%23.68%9.34
Essential Properties Realty Trust, Inc. (EPRT)2.11%$4.72B23.99%71.53%16.11
Welltower OP LLC (WELL)2.04%$59.61B19.27%21.36%9.68
Host Hotels & Resorts, Inc. (HST)2.01%$12.90B6.52%19.51%3.43
Iron Mountain, Inc. (IRM)2.00%$23.52B12.36%41.17%6.95
American Tower Corp. (AMT)1.93%$86.82B2.42%52.80%12.88
Omega Healthcare Investors, Inc. (OHI)1.88%$7.78B10.53%68.14%13.17
Equinix, Inc. (EQIX)1.84%$72.71B6.45%41.75%11.34
Agree Realty Corp. (ADC)1.80%$5.97B18.03%55.76%15.11
Lamar Advertising Co. (LAMR)1.74%$10.51B5.69%49.64%7.88
Alexandria Real Estate Equities, Inc. (ARE)1.68%$20.71B9.75%34.23%13.09
NNN REIT, Inc. (NNN)1.66%$7.57B5.54%68.54%14.47
Crown Castle, Inc. (CCI)1.59%$42.64B-7.45%45.40%10.93
Invitation Homes, Inc. (INVH)1.54%$21.12B10.74%34.79%11.54
Rexford Industrial Realty, Inc. (REXR)1.52%$9.51B15.69%47.29%17.63
Apple Hospitality REIT, Inc. (APLE)1.49%$3.51B5.80%19.55%4.07
Jones Lang LaSalle, Inc. (JLL)1.49%$9.46B8.67%98.81%0.60
The Howard Hughes Corp. (HHC)1.46%$3.30B-14.08%7.68%8.22
Terreno Realty Corp. (TRNO)1.37%$5.41B13.90%50.81%18.36
American Homes 4 Rent (AMH)1.34%$13.21B6.04%29.43%11.05
Rayonier, Inc. (RYN)1.32%$4.39B-6.13%42.83%6.12
AvalonBay Communities, Inc. (AVB)1.27%$27.77B1.45%33.28%12.03
Ryman Hospitality Properties, Inc. (RHP)1.21%$6.27B7.45%20.73%4.85
Brixmor Property Group, Inc. (BRX)1.19%$6.55B2.82%46.98%9.65
Getty Realty Corp. (GTY)1.19%$1.47B13.83%66.60%11.86
First Industrial Realty Trust, Inc. (FR)1.14%$6.11B8.60%44.99%14.74
STAG Industrial, Inc. (STAG)1.11%$6.39B8.06%41.08%13.54
Zillow Group, Inc. (Z)1.10%$9.09B12.79%76.75%5.18
W.P. Carey, Inc. (WPC)1.09%$12.42B-8.88%58.47%11.54
Zillow Group, Inc. (ZG)1.07%$9.09B12.79%76.75%5.07
Kimco Realty Corp. (KIM)1.05%$12.45B13.63%39.19%11.28
Americold Realty Trust, Inc. (COLD)1.04%$7.21B-1.70%17.86%3.97
Equity LifeStyle Properties, Inc. (ELS)1.03%$11.53B4.82%36.63%10.57
Sunstone Hotel Investors, Inc. (SHO)1.03%$2.10B-10.79%18.93%3.02
Sun Communities, Inc. (SUI)1.02%$14.60B3.47%22.49%7.52
Digital Realty Trust, Inc. (DLR)0.90%$46.10B-0.57%23.08%12.06
EastGroup Properties, Inc. (EGP)0.89%$7.73B14.48%43.11%17.42
Four Corners Property Trust, Inc. (FCPT)0.89%$2.22B10.87%59.09%13.08
Regency Centers Corp. (REG)0.87%$10.96B15.52%43.80%11.95
Newmark Group, Inc. (NMRK)0.86%$1.57B6.10%N/A1.55
CareTrust REIT, Inc. (CTRE)0.84%$3.61B24.63%74.78%14.74
Tanger, Inc. (SKT)0.80%$2.99B13.24%43.81%10.06
Xenia Hotels & Resorts, Inc. (XHR)0.79%$1.45B-0.55%14.29%2.72
Phillips Edison & Co., Inc. (PECO)0.76%$3.85B7.32%35.26%11.76
CubeSmart (CUBE)0.76%$9.47B1.90%51.13%12.61
Cushman & Wakefield Plc (CWK)0.75%$2.47B-2.87%14.64%0.56
Park Hotels & Resorts, Inc. (PK)0.73%$3.38B-1.39%19.09%2.95
SBA Communications Corp. (SBAC)0.72%$20.21B-2.61%66.60%13.24
EPR Properties (EPR)0.71%$3.07B-2.43%66.88%8.83
Innovative Industrial Properties, Inc. (IIPR)0.68%$3.10B-0.81%68.38%9.99
Federal Realty Investment Trust (FRT)0.67%$8.13B6.69%38.51%11.59
DiamondRock Hospitality Co. (DRH)0.66%$1.78B5.28%12.23%2.91
Ventas, Inc. (VTR)0.64%$19.23B11.39%17.99%6.72
Essex Property Trust, Inc. (ESS)0.64%$16.66B3.52%35.04%13.09
Equity Residential (EQR)0.63%$24.90B3.93%30.06%11.33
Mid-America Apartment Communities, Inc. (MAA)0.63%$15.56B2.76%33.63%9.31
Sabra Health Care REIT, Inc. (SBRA)0.59%$3.34B5.39%43.72%8.87
UDR, Inc. (UDR)0.52%$12.83B3.53%21.03%11.70
Carindale Property Trust (CDP)0.51%$230.60M4.13%71.89%9.85
SL Green Realty Corp. (SLG)0.50%$3.23B-13.10%35.67%10.67
Weyerhaeuser Co. (WY)0.49%$22.02B-4.52%26.73%4.01
Boston Properties, Inc. (BXP)0.44%$9.32B4.51%35.29%8.48
National Health Investors, Inc. (NHI)0.40%$2.82B-0.55%61.97%12.04
The St. Joe Co. (JOE)0.38%$3.29B20.27%26.26%9.32
PotlatchDeltic Corp. (PCH)0.38%$3.40B-11.57%20.32%4.65
Cousins Properties, Inc. (CUZ)0.37%$3.48B3.21%24.75%7.83
Macerich Co. (MAC)0.32%$3.23B-0.99%18.63%9.13
OUTFRONT Media, Inc. (OUT)0.29%$2.37B3.21%32.73%3.95
RLJ Lodging Trust (RLJ)0.27%$1.57B3.15%11.84%3.10
Simon Property Group, Inc. (SPG)0.26%$48.20B6.79%60.60%13.08
Kite Realty Group Trust (KRG)0.25%$4.62B-0.17%25.58%9.52
Retail Opportunity Investments Corp. (ROIC)0.25%$1.54B7.61%42.68%9.93
Kilroy Realty Corp. (KRC)0.24%$3.81B-4.86%35.62%8.00
Public Storage (PSA)0.20%$47.87B5.76%47.31%14.06
Apartment Income REIT Corp. (AIRC)0.13%$5.62B-6.29%25.76%10.16
CoStar Group, Inc. (CSGP)0.13%$35.09B12.33%76.26%14.04
Vornado Realty Trust (VNO)0.13%$4.46B-2.14%23.26%8.53
Douglas Emmett, Inc. (DEI)0.12%$2.24B-2.94%27.00%8.84
eXp World Holdings, Inc. (EXPI)0.12%$1.74B10.87%8.30%0.32
Easterly Government Properties, Inc. (DEA)0.03%$1.20B2.22%33.21%8.88
Service Properties Trust (SVC)0.02%$923.28M1.64%6.95%3.49
Healthcare Realty Trust, Inc. (HTA)0.01%$5.92B-1.84%8.45%8.11
JBG SMITH Properties (JBGS)<0.01%$1.28B-5.08%27.04%7.19
Market data by FactSet