Custom Search


Portfolio of Retail REITs

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

Retail REITs
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
Customize
Price to Annual Dividend Ratio
1-Yr Price Chart
Developers Diversified Realty
0.76 (9.83%)
$76.00
10.17
Federal Realty Investment Trust
4.00 (3.49%)
$400.00
28.61
General Growth Properties
0.88 (4.00%)
$88.00
25.00
Kimco Realty Corporation
1.12 (7.37%)
$112.00
13.57
Macerich Company
2.96 (4.88%)
$296.00
20.49
Regency Centers
2.22 (3.82%)
$222.00
26.14
Retail Properties of America
0.66 (5.40%)
$66.00
18.52
Simon Property Group
7.80 (5.00%)
$780.00
20.01
SL Green Realty
3.25 (3.38%)
$325.00
29.58
Tanger Factory Outlet Centers
1.37 (6.08%)
$137.00
16.44
Weingarten Realty Investors
3.00 (10.67%)
$300.00
9.37
Sum Dividends
$2,802.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Feb-17-2018.


To inspect the performance of the Retail 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: FRT, MAC, REG, SPG, SLG, SKT and WRI. 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. The 4 excluded from the portfolio computations because of insufficient price data are: DDR, GGP, KIM and RPAI.


Retail REITs - Return Results
Portfolio:
Retail REITs
Start date:
Feb-24-2008
Start value:
$10,000
End date:
Feb-24-2018
End value:
$18,504
Number prices
121
Minimum value occurred on Feb-28-2009
$4,337
Maximum value occurred on Jul-31-2016
$26,012
Total gain or loss (Start date to End date)
85.04%
Annualized gain or loss (Start date to End date)
6.35%
Total dollar value on End date of a $10,000 purchase made on Start date
$18,504
Average percent return for all possible buy/sell combinations
65.81%
Number returns
7,260
Number profitable returns (Winners)
6,348
Percent profitable returns
87.44%
Number unprofitable returns (Losers)
912
Percent unprofitable returns
12.56%
Winners to losers ratio
6.96
Stock Return Calculator





Related Articles


High-Yield Real Estate Investment Trusts (REITs)

Portfolio of Dividend Achievers REITs
Portfolio of Regional Mall and Shopping Center REITs
Real Estate Investment Trusts (REITs) (A-Z)
REITs Exchange-Traded Funds (ETFs)