Portfolio of Residential REITs

See the following 10 residential real estate investment trusts (REITs).


10 Residential REITs

Stock Return & Price Chart

Symbol

Dividend (Yield) &
Chart

Recent Dividends &
Growth Rate

Altisource ResidentialRESI$0.60 (5.19%)
Apartment Investment & ManagementAIV$1.56 (2.99%)
Avalonbay CommunitiesAVB$6.08 (2.82%)
Bluerock Residential Growth REITBRG$0.65 (5.54%)
Camden Property TrustCPT$3.20 (2.88%)
Equity ResidentialEQR$2.27 (2.63%)
Essex Property TrustESS$7.80 (2.39%)
Invitation HomesINVH$0.52 (1.76%)
Mid-America Apartment CommunitiesMAA$3.84 (2.95%)
UDRUDR$1.37 (2.83%)
Dividend data from Quandl as of Oct-01-2019.


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. The 3 stocks excluded from the portfolio computations because of insufficient price data are: RESI, BRG and INVH.

The current value of a $10,000 investment is $50,658. The percent return is 406.58%. The annualized return is 17.62%.




Return Summary for Residential REITs
Start DateOct-30-2009
Start Investment$10,000.00
End DateOct-17-2019
Current Value of Investment$50,658.05
Total Return406.58%
Annualized Return17.62%
Min DateOct-30-2009
Min Price$10,000.00
Max DateOct-17-2019
Max Price$50,658.05
# Values121
Number Returns7,260
Number Profitable Returns6,917
Percent Profitable Returns95.28%
Number Unprofitable Returns343
Percent Unprofitable Returns4.72%
Profitable to Unprofitable Returns Ratio20.17



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


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