Portfolio of Class B Mall REITs

Here are 3 class B mallreal estate investment trusts (REITs).


3 Class B Mall REITs

Stock Return & Price Chart

Symbol

Dividend (Yield)&
Returns

Recent Dividends

CBL & Associates PropertiesCBL$N/A (N/A)
Pennsylvania Real Estate Investment TrustPEI$0.84 (14.58%)
Washington Prime GroupWPG$1.00 (24.04%)
Dividend data from Quandl as of Dec-01-2019.


3 Class B Mall REITs

Stock Returns & Price Chart

Symbol

Recent Prices &
Annualized Return

CBL & Associates PropertiesCBL
Pennsylvania Real Estate Investment TrustPEI
Washington Prime GroupWPG
Price data from Quandl as of most recent close.


To inspect the performance of the Class B Mall REITs portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Quandl.

CBL and PEI are included in the portfolio computations. The current value of the portfolio assumes that $5,000.00 was invested (total of $10,000) in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends. WPG was excluded from the portfolio computations because of insufficient price data.

The current value of a $10,000 investment is $7,114. The percent return is -28.86%. The annualized return is -3.35%.



Return Summary for Class B Mall REITs
Start DateDec-31-2009
Start Investment$10,000.00
End DateDec-06-2019
Current Value of Investment$7,114.22
Total Return-28.86%
Annualized Return-3.35%
Min DateAug-30-2019
Min Price$6,431.99
Max DateJan-30-2015
Max Price$31,580.74
# Values121
Number Returns7,260
Number Profitable Returns3,156
Percent Profitable Returns43.47%
Number Unprofitable Returns4,104
Percent Unprofitable Returns56.53%
Profitable to Unprofitable Returns Ratio0.77


NOTE: The stocks included in the tables and chart are representative of the industry. They are not recommendations.

Related Portfolios

High-Yield Real Estate Investment Trusts

Portfolio of Class A Mall REITs

Portfolio of Regional Mall and Shopping Center REITs

Portfolio of Triple-Net REITs