Portfolio of High-Yield Residential and Commercial Mortgage REITs

The following 7 real estate investment trusts (REITs) invest in mortgage loans, mortgage-backed securities, and other real estate-related debt investments.


Residential and Commercial Mortgage REITs

Name
& Monthly Returns

Symbol
& Snapshot

Dividend (Yield)
& Dividend Chart

Annaly Capital Management NLY$2.60 (13.37%)
Apollo Commercial Real Estate Finance ARI$1.40 (12.80%)
Invesco Mortgage Capital IVR$1.60 (16.61%)
New York Mortgage Trust NYMT$0.80 (11.02%)
PennyMac Mortgage Investment Trust PMT$1.60 (10.96%)
Rithm Capital Corp. RITM$1.00 (9.15%)
Starwood Property Trust STWD$1.92 (9.60%)
Dividend data from Alpha Vantage as of Apr-01-2024.
Display Price Chart for each stock.
Display Dividend Chart for each stock.

Portfolio Values

To inspect the performance of the Residential and Commercial Mortgage REITs portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.

All 7 stocks are included in the portfolio computations. The current value of the portfolio assumes that $1,428.57 was invested in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends.

The current value of the $10,000 investment is $8,633. The percent return is -13.67%. The annualized return is -2.90%.



Portfolio Value Chart for Last 100 Daily Closes


See Portfolio of Dividend Income Stocks: High-Yield Residential and Commercial Mortgage REITs.

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