RDMSUN
Index Performance
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 July 26, 2024
| Cousins Properties, Inc. (CUZ) | 9.63% | $3.83B | 3.21% | 24.75% | 7.83 |
| NexPoint Residential Trust, Inc. (NXRT) | 9.52% | $1.10B | -2.38% | 21.00% | 8.11 |
| Uniti Group, Inc. (UNIT) | 9.48% | $859.14M | -1.17% | 60.66% | 6.62 |
| BRT Apartments Corp. (BRT) | 8.99% | $360.51M | 2.02% | 27.30% | 7.79 |
| Whitestone REIT (WSR) | 8.52% | $695.94M | 4.39% | 48.50% | 8.49 |
| InvenTrust Properties Corp. (IVT) | 7.85% | $1.79B | 3.17% | 29.37% | 9.69 |
| Mid-America Apartment Communities, Inc. (MAA) | 7.26% | $16.37B | 2.76% | 33.63% | 9.31 |
| Highwoods Properties, Inc. (HIW) | 6.35% | $3.09B | -1.23% | 31.86% | 7.26 |
| American Homes 4 Rent (AMH) | 6.16% | $12.75B | 6.04% | 29.43% | 11.05 |
| Independence Realty Trust, Inc. (IRT) | 5.66% | $4.16B | -0.52% | 24.51% | 9.10 |
| Camden Property Trust (CPT) | 5.60% | $11.82B | 1.79% | 24.02% | 9.16 |
| LXP Industrial Trust (LXP) | 5.31% | $3.00B | 1.38% | 27.31% | 12.16 |
| Kite Realty Group Trust (KRG) | 4.98% | $5.20B | -0.17% | 25.58% | 9.52 |
| Summit Hotel Properties, Inc. (INN) | 4.69% | $640.50M | 3.16% | 16.86% | 3.48 |