Portfolio of High-Yield Residential and Commercial Mortgage REITs
The following 12 real estate investment trusts (REITs) invest in mortgage loans, mortgage-backed securities, and other real estate-related debt investments.
|12 Residential and Commercial Mortgage REITs|
Name and Returns
|Annaly Capital Management||NLY||$0.88 (13.41%)|
|Anworth Mortgage Asset Corporation||ANH||$0.20 (11.76%)|
|Apollo Commercial Real Estate Finance||ARI||$1.40 (14.27%)|
|Blackstone Mortgage Trust||BXMT||$2.48 (10.29%)|
|Capstead Mortgage Corporation||CMO||$0.60 (10.93%)|
|Chimera Investment||CIM||$1.20 (12.49%)|
|Invesco Mortgage Capital||IVR||$2.00 (53.48%)|
|MFA Financial||MFA||$0.80 (32.13%)|
|New York Mortgage Trust||NYMT||$0.20 (7.66%)|
|PennyMac Mortgage Investment Trust||PMT||$1.00 (5.70%)|
|Starwood Property Trust||STWD||$1.92 (12.83%)|
|Western Asset Mortgage Capital||WMC||$N/A (N/A)|
|Dividend data from Alpha Vantage as of Jul-01-2020.|
To inspect the performance of the Residential and Commercial Mortgage REITs portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.The 11 stocks included in the portfolio computations are: NLY, ANH, ARI, BXMT, CMO, CIM, IVR, MFA, NYMT, PMT and STWD. The current value of the portfolio assumes that $909.09 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. WMC was excluded from the portfolio computations because of insufficient price data.
The current value of a $10,000 investment is $9,171. The percent return is -8.29%. The annualized return is -1.72%.