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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 (9.96%)
$76.00
10.04
Federal Realty Investment Trust
4.00 (3.03%)
$400.00
33.05
General Growth Properties
0.88 (3.74%)
$88.00
26.70
Kimco Realty Corporation
1.08 (5.83%)
$108.00
17.15
Macerich Company
2.96 (4.57%)
$296.00
21.88
Regency Centers
2.12 (3.13%)
$212.00
31.99
Retail Properties of America
0.66 (5.08%)
$66.00
19.67
Simon Property Group
7.40 (4.57%)
$740.00
21.86
SL Green Realty
3.10 (3.03%)
$310.00
32.98
Tanger Factory Outlet Centers
1.37 (5.48%)
$137.00
18.25
Weingarten Realty Investors
1.54 (4.67%)
$154.00
21.40
Sum Dividends
$2,587.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Dec-01-2017.


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 2007. 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:
Dec-14-2007
Start value:
$10,000
End date:
Dec-14-2017
End value:
$19,392
Number prices
41
Minimum value occurred on Mar-31-2009
$4,148
Maximum value occurred on Jun-30-2016
$23,556
Total gain or loss (Start date to End date)
93.92%
Annualized gain or loss (Start date to End date)
6.85%
Total dollar value on End date of a $10,000 purchase made on Start date
$19,392
Average percent return for all possible buy/sell combinations
63.27%
Number returns
820
Number profitable returns (Winners)
697
Percent profitable returns
85.00%
Number unprofitable returns (Losers)
123
Percent unprofitable returns
15.00%
Winners to losers ratio
5.67
Stock Return Calculator


Click chart to enlarge it.



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