Real estate

real-estate@devPublic
  • 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. ![Gif](https://media.tenor.com/B9G3PV_TOBYAAAAC/happy-birthday.gif)

Real estate
#2 / 2

Performance

Growth of $1,000 · 1 month

$992.21-$7.79 (-0.78%)

S&P 500: 1,026.56

Portfolio performance over 1 month
DatePortfolioS&P 500
Jul 13, 2026$1,000.00Not available
Jul 13, 2026$1,000.00$1,000.00
Jul 13, 2026$997.45$996.23
Jul 13, 2026$996.89$995.82
Jul 14, 2026$987.11$998.70
Jul 14, 2026$988.34$998.82
Jul 14, 2026$985.59$999.31
Jul 15, 2026$990.20$1,001.04
Jul 15, 2026$988.39$999.98
Jul 15, 2026$986.10$1,000.65
Jul 16, 2026$996.77$1,001.95
Jul 16, 2026$993.87$1,000.21
Jul 16, 2026$997.39$996.71
Jul 17, 2026$1,002.14$989.79
Jul 17, 2026$993.72$991.50
Jul 17, 2026$993.89$989.04
Jul 20, 2026$993.74$988.58
Jul 20, 2026$993.86$989.76
Jul 20, 2026$995.23$986.74
Jul 21, 2026$992.18$992.08
Jul 21, 2026$992.15$994.68
Jul 21, 2026$988.85$994.23
Jul 22, 2026$992.31$994.79
Jul 22, 2026$992.52$996.09
Jul 22, 2026$989.69$994.44
Jul 23, 2026$988.46$982.56
Jul 23, 2026$985.22$980.26
Jul 23, 2026$983.24$979.39
Jul 24, 2026$1,006.28$983.91
Jul 24, 2026$1,005.57$985.05
Jul 24, 2026$1,009.51$980.97
Jul 27, 2026$1,010.28$982.71
Jul 27, 2026$1,009.80$979.21
Jul 27, 2026$1,008.78$981.87
Jul 28, 2026$1,015.11$981.33
Jul 28, 2026$1,019.86$986.58
Jul 28, 2026$1,019.06$985.09
Jul 29, 2026$1,007.26$976.24
Jul 29, 2026$1,008.40$976.31
Jul 29, 2026$1,015.61$985.71
Jul 30, 2026$1,013.26$978.11
Jul 30, 2026$1,014.56$981.77
Jul 30, 2026$1,015.10$984.15
Jul 31, 2026$1,010.71$986.51
Jul 31, 2026$1,011.66$989.31
Jul 31, 2026$1,011.61$991.30
Aug 3, 2026$1,002.87$1,003.51
Aug 3, 2026$1,004.70$1,004.63
Aug 3, 2026$1,006.39$1,006.96
Aug 4, 2026$1,011.26$1,018.06
Aug 4, 2026$1,013.19$1,023.33
Aug 4, 2026$1,013.55$1,025.73
Aug 5, 2026$1,016.62$1,027.61
Aug 5, 2026$1,015.18$1,025.44
Aug 5, 2026$1,012.92$1,024.83
Aug 6, 2026$995.97$1,024.27
Aug 6, 2026$993.07$1,021.61
Aug 6, 2026$1,000.61$1,021.59
Aug 7, 2026$1,007.16$1,026.72
Aug 7, 2026$1,004.85$1,025.66
Aug 7, 2026$1,000.08$1,025.01
Aug 10, 2026$992.32$1,027.71
Aug 10, 2026$992.21$1,026.56
PortfolioS&P 500
Time-weighted return
-0.78%
Modified Dietz return
-0.78%
Normalized wealth
992.21
Holdings
5

Holdings

InstrumentWeightQuantityValueUnrealized P&L
EQIXEquinix, Inc. Common Stock REIT+33.52%1.61$1,674.23$174.22
LVSLas Vegas Sands Corp.+20.47%22.45$1,022.65$22.67
ORealty Income Corporation+17.33%14.05$865.83$65.76
INVHInvitation Homes Inc. Common Stock+15.67%26.24$782.45-$117.55
ZZillow Group, Inc. Class C Capital Stock+13.01%19.58$649.93-$849.99

Version history

6 merged · 0 open
  1. Merged#79 Remove AMT@dev · Created Mar 11, 2025, 2:06 PMVerification: Unverified
  2. Merged#58 Increase AMT@dev · Created Mar 1, 2025, 2:34 AMVerification: Unverified
  3. 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
  4. Merged#45 Dd test@dev · Created Feb 23, 2025, 3:41 AMVerification: Verified
  5. Merged#43 Dd@dev · Created Feb 23, 2025, 12:31 AMVerification: Verified
  6. 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