REIT Data Market
RDM Texas Focus Index

LONE

Index Performance

+17.13%
LONE
+14.79%
RWR

Overview

Description

The RDM Texas Focus Index (LONE) is a rule-based index designed to capture the performance of Real Estate Investment Trusts (REITs) with a significant focus on properties located within the state of Texas. Rules Equity REIT Classification: The REIT must be classified as an equity REIT. US Exchange Listing: The REIT must be listed on a major US Exchange and available through Thematic's Index Builder Texas Property Focus: According to RDM property data, a plurality of the REIT's properties are located in Texas, Property data and geospatial analytics are available on Snowflake. https://app.snowflake.com/marketplace/listing/GZ2FQZOPKR4/reit-data-market-reit-geospatial-analytics Weighting Weighting is derived from "geographic concentration," normalized as a fraction of 100. REITs with a higher concentration of their properties within Texas receive higher weighting.

  • TickerLONE
  • Inception Date06/29/2024
  • WeightingCustom
  • # of holdings15
What's inside?

Holdings

All holdings as of July 18, 2024
CSV download
Whitestone REIT (WSR)18.15%$697.94M4.39%48.50%8.49
InvenTrust Properties Corp. (IVT)12.27%$1.80B3.17%29.37%9.69
The GEO Group, Inc. (GEO)9.25%$2.28B-0.42%21.90%1.49
Summit Hotel Properties, Inc. (INN)8.52%$645.91M3.16%16.86%3.48
Camden Property Trust (CPT)7.81%$12.04B1.79%24.02%9.16
Independence Realty Trust, Inc. (IRT)6.11%$4.29B-0.52%24.51%9.10
CareTrust REIT, Inc. (CTRE)5.95%$3.79B24.63%74.78%14.74
LXP Industrial Trust (LXP)5.15%$2.96B1.38%27.31%12.16
NNN REIT, Inc. (NNN)5.06%$8.42B5.54%68.54%14.47
W.P. Carey, Inc. (WPC)4.24%$13.02B-8.88%58.47%11.54
Essential Properties Realty Trust, Inc. (EPRT)3.90%$5.39B23.99%71.53%16.11
Realty Income Corp. (O)3.88%$50.27B34.42%47.19%16.39
National Health Investors, Inc. (NHI)3.53%$3.14B-0.55%61.97%12.04
Four Corners Property Trust, Inc. (FCPT)3.35%$2.49B10.87%59.09%13.08
Broadstone Net Lease, Inc. (BNL)2.83%$3.27B-8.29%60.20%11.30
Market data by FactSet