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Portfolio of Retail REITs

See the following 12 retail real estate investment trusts (REITs).

Retail REITs
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
1-Yr Price Chart
CBL & Associates Properties
1.06 (12.60%)
$106.00
Developers Diversified Realty
0.76 (7.60%)
$76.00
Federal Realty Investment Trust
4.00 (3.12%)
$400.00
General Growth Properties
0.88 (4.09%)
$88.00
Kimco Realty Corporation
1.08 (5.44%)
$108.00
Macerich Company
2.84 (5.21%)
$284.00
Realty Income
2.54 (4.36%)
$254.00
Regency Centers
2.12 (3.28%)
$212.00
Retail Properties of America
0.66 (4.95%)
$66.00
Simon Property Group
7.20 (4.49%)
$720.00
Tanger Factory Outlet Centers
1.37 (5.61%)
$137.00
Weingarten Realty Investors
1.54 (4.74%)
$154.00
Sum Dividends
$2,605.00
Dividend yield data from Yahoo! Finance as of Sep-16-2017. Price and dividend data from Quandl.


To inspect the performance of the Retail REITs portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes for from Quandl.

The 8 included in the portfolio computations are: CBL, FRT, MAC, O, REG, SPG, SKT and WRI. The current value of the portfolio assumes that $1,250.00 was invested (total of $10,000) in each at its closing weekly price for the current date in 2007. The 4 excluded from the portfolio computations because of insufficient price data are: DDR, GGP, KIM and RPAI.


Retail REITs - Return Results
Portfolio:
Retail REITs
Start date:
Sep-20-2007
Start value:
$10,000
End date:
Sep-20-2017
End value:
$17,800
Number prices
41
Minimum value occurred on Mar-31-2009
$4,165
Maximum value occurred on Jun-30-2016
$22,616
Total gain or loss (Start date to End date)
78.00%
Annualized gain or loss (Start date to End date)
107.78%
Total dollar value on End date of a $10,000 purchase made on Start date
$17,800
Average percent return for all possible buy/sell combinations
64.49%
Number returns
820
Number profitable returns (Winners)
701
Percent profitable returns
85.49%
Number unprofitable returns (Losers)
119
Percent unprofitable returns
14.51%
Winners to losers ratio
5.89
Stock Return Calculator


Click chart to enlarge it.



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