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Portfolio of Residential REITs

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

Residential REITs
Stock
Quote
Annual Dividend & Yield
Recent Dividends
1-Yr Price Chart
Altisource Residential
0.60 (4.58%)
Apartment Investment & Management
1.44 (3.29%)
Avalonbay Communities
5.68 (2.99%)
Camden Property Trust
3.00 (3.40%)
Equity Residential
2.02 (3.00%)
Essex Property Trust
7.00 (2.65%)
Mid-America Apartment Communities
3.48 (3.45%)
Post Properties
N/A (N/A)
UDR
1.24 (3.17%)
Dividend yield data from Yahoo! Finance as of Jul-22-2017. Price and dividend data from Quandl.


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

The 8 stocks included in the portfolio computations are: AIV, AVB, CPT, EQR, ESS, MAA, PPS and UDR. The current value of the portfolio assumes that $1,250.00 was invested (total of $10,000) in each at its closing quarterly price for the current date in 2007. RESI was excluded from the portfolio computations because prices started after 2007.


Residential REITs - Return Results
Portfolio:
Residential REITs
Start date:
Jul-23-2007
Start value:
$10,000
End date:
Jul-23-2017
End value:
$29,755
Number prices
38
Minimum value occurred on Mar-31-2009
$5,356
Maximum value occurred on Sep-30-2017
$29,755
Total gain or loss (Start date to End date)
197.55%
Annualized gain or loss (Start date to End date)
12.16%
Total dollar value on End date of a $10,000 purchase made on Start date
$29,755
Average percent return for all possible buy/sell combinations
74.02%
Number returns
703
Number profitable returns (Winners)
634
Percent profitable returns
90.18%
Number unprofitable returns (Losers)
69
Percent unprofitable returns
9.82%
Winners to losers ratio
9.19
See Multiyear Chart of Monthly Portfolio Values


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