REIT Data Market
RDM US REITs Sunbelt

RDMSUN

Index Performance

+4.51%
RDMSUN
-1.36%
RWR

Overview

Description

RDM US REITs Sunbelt (RDMSUN) index is a rule-based index based on the following: Rules 1) Classified as an equity REIT 2) Listed on a major US Exchange 3) Based on RDM property data, at least 60% of properties in REIT portfolio must be located within the Sunbelt region, which is comprised by the following states: AZ,NV,NM,TX,OK,AR,TN,LA,MS,AL,GA,SC,NC,FL Property data and geospatial analytics are available on Snowflake. Check us out on the marketplace https://app.snowflake.com/marketplace/listing/GZ2FQZOPKR4/reit-data-market-reit-geospatial-analytics Weighting Weighting derived from "geographic concentration" normalized as a fraction of a 100. REITs with higher concentration of their props within the Sunbelt region receive higher weighting. Weights are re-balanced quarterly and take into account updates to underlying REIT property portfolios.

  • TickerRDMSUN
  • Inception Date10/22/2023
  • WeightingCustom
  • # of holdings14
What's inside?

Holdings

All holdings as of May 24, 2024
CSV download
NexPoint Residential Trust, Inc. (NXRT)11.04%$941.81M-2.38%21.00%8.11
Whitestone REIT (WSR)9.61%$636.99M4.39%48.50%8.49
BRT Apartments Corp. (BRT)9.55%$321.74M2.02%27.30%7.79
Cousins Properties, Inc. (CUZ)8.94%$3.48B3.21%24.75%7.83
Mid-America Apartment Communities, Inc. (MAA)8.21%$15.56B2.76%33.63%9.31
InvenTrust Properties Corp. (IVT)7.84%$1.64B3.17%29.37%9.69
American Homes 4 Rent (AMH)6.97%$13.21B6.04%29.43%11.05
Independence Realty Trust, Inc. (IRT)6.38%$3.72B-0.52%24.51%9.10
Camden Property Trust (CPT)6.33%$11.04B1.79%24.02%9.16
Highwoods Properties, Inc. (HIW)6.22%$2.70B-0.67%31.20%7.32
Kite Realty Group Trust (KRG)5.08%$4.62B-0.17%25.58%9.52
Summit Hotel Properties, Inc. (INN)4.82%$651.32M3.16%16.86%3.48
LXP Industrial Trust (LXP)4.77%$2.50B1.38%27.31%12.16
Uniti Group, Inc. (UNIT)4.25%$768.95M22.56%68.28%6.25
Market data by FactSet