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Portfolio of Diversified REITs

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

Diversified REITs
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
Customize
Price to Annual Dividend Ratio
1-Yr Price Chart
Brandywine Realty Trust
0.64 (3.52%)
$64.00
28.42
Douglas Emmett
1.00 (2.44%)
$100.00
41.06
Duke Realty
3.40 (12.50%)
$340.00
8.00
Empire State Realty Trust,
0.42 (2.05%)
$42.00
48.88
Gramercy Property Trust
1.50 (5.63%)
$150.00
17.77
Lexington Realty Trust
0.71 (7.34%)
$71.00
13.63
Vornado Realty Trust
2.40 (3.07%)
$240.00
32.58
W. P. Carey
4.04 (5.86%)
$404.00
17.05
Washington Real Estate Investment Trust
1.20 (3.86%)
$120.00
25.93
Sum Dividends
$1,531.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Jan-01-2018.


To inspect the performance of the Diversified REITs portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes for from Quandl.

The 7 included in the portfolio computations are: BDN, DEI, DRE, LXP, VNO, WPC and WRE. The current value of the portfolio assumes that $1,428.57 was invested (total of $10,000) in each at its closing weekly price for the current date in 2008. ESRT and GPT were excluded from the portfolio computations because of insufficient price data.


Diversified REITs - Return Results
Portfolio:
Diversified REITs
Start date:
Jan-15-2008
Start value:
$10,000
End date:
Jan-15-2018
End value:
$18,935
Number prices
121
Minimum value occurred on Mar-31-2009
$3,800
Maximum value occurred on Nov-30-2017
$20,290
Total gain or loss (Start date to End date)
89.35%
Annualized gain or loss (Start date to End date)
6.59%
Total dollar value on End date of a $10,000 purchase made on Start date
$18,935
Average percent return for all possible buy/sell combinations
57.73%
Number returns
7,260
Number profitable returns (Winners)
6,480
Percent profitable returns
89.26%
Number unprofitable returns (Losers)
780
Percent unprofitable returns
10.74%
Winners to losers ratio
8.31
Stock Return Calculator


Click chart to enlarge it.



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