Portfolio of High-Yield Residential and Commercial Mortgage REITs

The following 11 real estate investment trusts (REITs) invest in mortgage loans, mortgage-backed securities, and other real estate-related debt investments.


11 Residential and Commercial Mortgage REITs

Name
& Monthly Returns

Symbol
& Snapshot

Dividend (Yield)
& Dividend Chart

Annaly Capital ManagementNLY$3.52 (20.10%)
Anworth Mortgage Asset CorporationANH$0.16 (5.11%)
Apollo Commercial Real Estate FinanceARI$1.40 (16.75%)
Blackstone Mortgage TrustBXMT$2.48 (10.36%)
Chimera InvestmentCIM$0.92 (17.49%)
Invesco Mortgage CapitalIVR$3.60 (24.81%)
MFA FinancialMFA$1.76 (21.57%)
New York Mortgage TrustNYMT$0.40 (16.88%)
PennyMac Mortgage Investment TrustPMT$1.88 (13.30%)
Starwood Property TrustSTWD$1.92 (10.41%)
Western Asset Mortgage CapitalWMC$1.60 (14.30%)
Dividend data from Alpha Vantage as of Oct-01-2022.


11 Residential and Commercial Mortgage REITs

Name
& Last 100 Days Returns

Symbol

Last Close
& 100-Day Trendline Chart

Annaly Capital ManagementNLY$17.16
Anworth Mortgage Asset CorporationANH$2.98
Apollo Commercial Real Estate FinanceARI$8.30
Blackstone Mortgage TrustBXMT$23.34
Chimera InvestmentCIM$5.22
Invesco Mortgage CapitalIVR$11.10
MFA FinancialMFA$7.78
New York Mortgage TrustNYMT$2.34
PennyMac Mortgage Investment TrustPMT$11.78
Starwood Property TrustSTWD$18.22
Western Asset Mortgage CapitalWMC$11.19


Portfolio Values

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.

All 11 stocks are included in the portfolio computations. The current value of the portfolio assumes that $909.09 was invested 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.

The current value of the $10,000 investment is $7,313. The percent return is -26.87%. The annualized return is -6.07%.


11 Residential and Commercial Mortgage REITs Returns

Name

Symbol

Monthly Returns & Details

Annaly Capital ManagementNLY-35.73%
Anworth Mortgage Asset CorporationANH10.74%
Apollo Commercial Real Estate FinanceARI-18.41%
Blackstone Mortgage TrustBXMT14.11%
Chimera InvestmentCIM-51.14%
Invesco Mortgage CapitalIVR-85.69%
MFA FinancialMFA-59.31%
New York Mortgage TrustNYMT-33.04%
PennyMac Mortgage Investment TrustPMT11.43%
Starwood Property TrustSTWD33.87%
Western Asset Mortgage CapitalWMC-82.39%


Portfolio Value Chart for Last 100 Daily Closes



See Portfolio of Dividend Income Stocks: High-Yield Residential and Commercial Mortgage REITs.

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