Real estate
- Real estate
This portfolio is focused on investments in real estate-related equities, including REITs, real estate technology firms, and hospitality-based companies. It includes holdings in data center and communications infrastructure REITs such as **Equinix (EQIX)** and **American Tower (AMT)**, traditional real estate investment trusts like **Realty Income Corporation (O)** and **Invitation Homes (INVH)**, as well as companies with indirect real estate exposure like **Las Vegas Sands (LVS)** and **Zillow Group (Z)**. The goal of this portfolio is to achieve a balance between income generation through dividends and capital appreciation by investing in a diverse mix of real estate sectors. 
- Real estate
- #2 / 2
Performance
Growth of $1,000 · 1 month
S&P 500: 1,002.31
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 25, 2026 | $1,000.00 | Not available |
| Aug 25, 2026 | $1,000.00 | $1,000.00 |
| Aug 25, 2026 | $997.89 | $1,001.36 |
| Aug 25, 2026 | $997.91 | $1,001.20 |
| Aug 26, 2026 | $991.32 | $1,001.48 |
| Aug 26, 2026 | $988.09 | $1,000.00 |
| Aug 26, 2026 | $988.27 | $1,002.34 |
| Aug 27, 2026 | $979.10 | $1,007.42 |
| Aug 27, 2026 | $978.41 | $1,009.51 |
| Aug 27, 2026 | $976.63 | $1,006.45 |
| Aug 28, 2026 | $980.62 | $1,013.33 |
| Aug 28, 2026 | $971.96 | $1,006.57 |
| Aug 28, 2026 | $968.92 | $1,005.18 |
| Aug 31, 2026 | $961.23 | $1,001.57 |
| Aug 31, 2026 | $958.32 | $1,001.50 |
| Aug 31, 2026 | $961.19 | $1,001.26 |
| Sep 1, 2026 | $956.29 | $998.45 |
| Sep 1, 2026 | $955.14 | $996.82 |
| Sep 1, 2026 | $951.27 | $994.79 |
| Sep 2, 2026 | $955.74 | $1,000.74 |
| Sep 2, 2026 | $953.38 | $1,000.26 |
| Sep 2, 2026 | $958.29 | $1,000.10 |
| Sep 3, 2026 | $952.37 | $1,005.95 |
| Sep 3, 2026 | $958.50 | $1,010.69 |
| Sep 3, 2026 | $961.77 | $1,011.69 |
| Sep 4, 2026 | $961.90 | $1,006.15 |
| Sep 4, 2026 | $962.08 | $1,008.08 |
| Sep 4, 2026 | $959.39 | $1,007.23 |
| Sep 8, 2026 | $953.85 | $1,003.82 |
| Sep 8, 2026 | $952.57 | $1,002.89 |
| Sep 8, 2026 | $950.70 | $1,002.70 |
| Sep 9, 2026 | $941.20 | $998.76 |
| Sep 9, 2026 | $938.35 | $997.21 |
| Sep 9, 2026 | $940.21 | $997.80 |
| Sep 10, 2026 | $935.40 | $993.02 |
| Sep 10, 2026 | $930.26 | $992.77 |
| Sep 10, 2026 | $927.82 | $990.94 |
| Sep 11, 2026 | $932.40 | $999.06 |
| Sep 11, 2026 | $938.29 | $1,001.19 |
| Sep 11, 2026 | $936.51 | $1,000.35 |
| Sep 14, 2026 | $924.13 | $991.93 |
| Sep 14, 2026 | $925.83 | $997.50 |
| Sep 14, 2026 | $925.66 | $996.62 |
| Sep 15, 2026 | $922.18 | $989.18 |
| Sep 15, 2026 | $920.54 | $990.83 |
| Sep 15, 2026 | $919.07 | $990.51 |
| Sep 16, 2026 | $920.01 | $994.07 |
| Sep 16, 2026 | $921.58 | $993.54 |
| Sep 16, 2026 | $909.14 | $985.87 |
| Sep 17, 2026 | $910.03 | $994.82 |
| Sep 17, 2026 | $910.31 | $997.03 |
| Sep 17, 2026 | $908.43 | $997.04 |
| Sep 18, 2026 | $904.59 | $993.73 |
| Sep 18, 2026 | $902.85 | $993.02 |
| Sep 18, 2026 | $901.35 | $995.40 |
| Sep 21, 2026 | $907.76 | $1,005.87 |
| Sep 21, 2026 | $914.95 | $1,009.94 |
| Sep 21, 2026 | $914.00 | $1,012.54 |
| Sep 22, 2026 | $912.97 | $1,011.36 |
| Sep 22, 2026 | $915.14 | $1,011.61 |
| Sep 22, 2026 | $913.66 | $1,011.81 |
| Sep 23, 2026 | $899.84 | $1,007.22 |
| Sep 23, 2026 | $898.22 | $1,003.53 |
| Sep 23, 2026 | $895.45 | $1,004.52 |
| Sep 24, 2026 | $885.35 | $999.70 |
| Sep 24, 2026 | $892.07 | $1,004.74 |
| Sep 24, 2026 | $890.25 | $1,004.23 |
| Sep 24, 2026 | $888.04 | $1,002.31 |
- Time-weighted return
- -11.20%
- Modified Dietz return
- -11.20%
- Normalized wealth
- 888.04
- Holdings
- 5
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 EQIXEquinix, Inc. Common Stock REIT | +36.55% | 1.61 | $1,667.12 | $167.11 |
 LVSLas Vegas Sands Corp. | +19.02% | 22.45 | $867.77 | -$132.21 |
 ORealty Income Corporation | +17.12% | 14.05 | $780.82 | -$19.25 |
 INVHInvitation Homes Inc. Common Stock | +15.23% | 26.24 | $694.81 | -$205.19 |
 ZZillow Group, Inc. Class C Capital Stock | +12.08% | 19.58 | $551.07 | -$948.85 |
Version history
- Merged#79 Remove AMT@dev · Created Mar 11, 2025, 2:06 PMVerification: Unverified
- Merged#58 Increase AMT@dev · Created Mar 1, 2025, 2:34 AMVerification: Unverified
- Merged#56 Add more real estate holdings@dev · Created Feb 28, 2025, 4:15 PMDiversifying more into real estate stocks since we are too dependent on 2 right now. Verification: Unverified
- Merged#45 Dd test@dev · Created Feb 23, 2025, 3:41 AMVerification: Verified
- Merged#43 Dd@dev · Created Feb 23, 2025, 12:31 AMVerification: Verified
- Merged#4 Initial change@dev · Created Feb 17, 2025, 9:17 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified