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Portfolio of Diversified REITs

See the following 11 diversified real estate investment trusts (REITs).

Diversified REITs
Stock
Quote
Dividend & Dividend Yield
1-Year Price Chart
Brandywine Realty Trust
0.64 (3.97)%
Douglas Emmett
0.92 (2.64)%
Duke Realty
0.76 (2.98)%
Empire State Realty Trust,
0.42 (2.04)%
EPR Properties
4.08 (5.62)%
Gramercy Property Trust
1.32 (5.06)%
Lexington Realty Trust
0.70 (6.90)%
Liberty Property Trust
1.60 (4.13)%
Vornado Realty Trust
2.84 (2.71)%
W. P. Carey
3.96 (6.45)%
Washington Real Estate Investment Trust
1.20 (3.87)%
Dividend data from Yahoo! Finance as of Mar-19-2017. Click small charts (sparklines) to expand. * Uses 10 years or all years of dividends and prices, whichever is less.


To inspect the performance of the Diversified REITs portfolio, see the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

The 9 stocks included in the portfolio computations are: BDN, DEI, DRE, EPR, LXP, LPT, VNO, WPC and WRE. The current value of the portfolio assumes that $1,111.11 was invested (total of $10,000) in each stock at its closing weekly price for the current date in 2007. ESRT and GPT were excluded from the portfolio computations because of insufficient price data.


Diversified REITs - Return Results
Portfolio:
Diversified REITs
Start date:
Mar-26-2007
Start value:
$10,000
End date:
Mar-24-2017
End value:
$16,635
Number prices
522
Minimum value occurred on Mar-02-2009
$2,929
Maximum value occurred on Jul-25-2016
$17,821
Total gain or loss (Start date to End date)
66.35%
Annualized gain or loss (Start date to End date)
5.20%
Total dollar value on End date of a $10,000 purchase made on Start date
$16,635
Average percent return for all possible buy/sell combinations
50.50%
Number returns
135,981
Number profitable returns (Winners)
115,276
Percent profitable returns
84.77%
Number unprofitable returns (Losers)
20,705
Percent unprofitable returns
15.23%
Winners to losers ratio
5.57
See Stock Return Calculator for return information for individual stocks or ETFs.


Click chart to enlarge it.



Customize your own Portfolio of Diversified REITs using stocks from the above table. See returns for specified combinations of stocks for specified durations.


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