Portfolio of Residential REITs

See the following 9 residential real estate investment trusts (REITs).

9 Residential REITs

Stock Return & Price Chart


Dividend (Yield) &

Recent Dividends &
Growth Rate

Altisource ResidentialRESI$0.60 (5.12%)
Apartment Investment & ManagementAIV$1.56 (3.11%)
Avalonbay CommunitiesAVB$6.08 (2.95%)
Camden Property TrustCPT$3.20 (3.08%)
Equity ResidentialEQR$2.27 (2.82%)
Essex Property TrustESS$7.80 (2.55%)
Invitation HomesINVH$0.52 (1.88%)
Mid-America Apartment CommunitiesMAA$3.84 (3.16%)
UDRUDR$1.37 (2.97%)
Dividend data from Quandl as of Aug-03-2019.

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

The 7 stocks included in the portfolio computations are: AIV, AVB, CPT, EQR, ESS, MAA and UDR. The current value of the portfolio assumes that $1,428.57 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. RESI and INVH were excluded from the portfolio computations because of insufficient price data.

The current value of a $10,000 investment is $49,534. The percent return is 395.34%. The annualized return is 17.35%.

Return Summary for Residential REITs
Start DateAug-31-2009
Start Investment$10,000.00
End DateAug-16-2019
Current Value of Investment$49,534.06
Total Return395.34%
Annualized Return17.35%
Min DateAug-31-2009
Min Price$10,000.00
Max DateAug-16-2019
Max Price$49,534.06
# Values121
Number Returns7,260
Number Profitable Returns6,910
Percent Profitable Returns95.18%
Number Unprofitable Returns350
Percent Unprofitable Returns4.82%
Profitable to Unprofitable Returns Ratio19.74

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

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