Index Performance
+18.09%
REIT
+13.96%
RWR
Overview
Description
Tracking beaten up REITs bought during crisis and bear markets. Best FIRE investments are the ones with big cash yields and huge price appreciation potential.
- TickerREIT
- Inception Date06/25/2023
- WeightingEqual
- # of holdings11
What's inside?
Holdings
All holdings as of September 6, 2024
CSV download
| Ventas, Inc. (VTR) | 9.61% | $25.97B | 8.55% | 18.67% | 7.28 |
| Iron Mountain, Inc. (IRM) | 9.49% | $32.11B | 13.00% | 41.31% | 7.26 |
| BXP, Inc. (BXP) | 9.39% | $11.78B | 4.08% | 34.75% | 8.25 |
| Welltower OP LLC (WELL) | 9.36% | $75.78B | 9.59% | 18.57% | 10.60 |
| Crown Castle, Inc. (CCI) | 9.32% | $50.46B | -12.91% | 45.76% | 10.83 |
| Getty Realty Corp. (GTY) | 9.31% | $1.72B | 11.72% | 65.25% | 11.61 |
| Healthpeak Properties, Inc. (Old) (PEAK) | 8.86% | $15.40B | 27.51% | 19.87% | 9.71 |
| SL Green Realty Corp. (SLG) | 8.74% | $3.99B | 2.01% | 42.23% | 10.16 |
| Innovative Industrial Properties, Inc. (IIPR) | 8.70% | $3.42B | 4.36% | 69.50% | 10.48 |
| W.P. Carey, Inc. (WPC) | 8.65% | $13.45B | -13.90% | 52.79% | 11.75 |
| Easterly Government Properties, Inc. (DEA) | 8.56% | $1.38B | 4.53% | 32.92% | 9.35 |
Market data by FactSet
