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Portfolio of Diversified REITs

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

Diversified REITs
Stock
Quote
Annual Dividend & Yield
1-Yr Price Chart
Brandywine Realty Trust
0.64 (3.82%)
Douglas Emmett
0.92 (2.38%)
Duke Realty
0.76 (2.58%)
Empire State Realty Trust,
0.42 (2.05%)
EPR Properties
4.08 (5.70%)
Gramercy Property Trust
1.50 (4.95%)
Lexington Realty Trust
0.70 (7.09%)
Vornado Realty Trust
2.40 (3.22%)
W. P. Carey
4.00 (5.79%)
Washington Real Estate Investment Trust
1.20 (3.66%)
Dividend yield data from Yahoo! Finance as of Sep-16-2017. Price and dividend data from Quandl.


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 8 included in the portfolio computations are: BDN, DEI, DRE, EPR, LXP, VNO, WPC and WRE. The current value of the portfolio assumes that $1,250.00 was invested (total of $10,000) in each 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:
Sep-18-2007
Start value:
$10,000
End date:
Sep-18-2017
End value:
$19,249
Number prices
41
Minimum value occurred on Mar-31-2009
$3,552
Maximum value occurred on Sep-30-2017
$19,249
Total gain or loss (Start date to End date)
92.49%
Annualized gain or loss (Start date to End date)
129.46%
Total dollar value on End date of a $10,000 purchase made on Start date
$19,249
Average percent return for all possible buy/sell combinations
55.43%
Number returns
820
Number profitable returns (Winners)
688
Percent profitable returns
83.90%
Number unprofitable returns (Losers)
132
Percent unprofitable returns
16.10%
Winners to losers ratio
5.21
Stock Return Calculator


Click chart to enlarge it.



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